Juniper Wellness Clinic website

Juniper Wellness Clinic·Leah Fairfax
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Proposal sent
  2. Proposal
    Opened 3×
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Follow up on the proposal
Opened 3 times, last 2d ago. A short call or email now usually moves it on.
Start follow-upsProposal
  4. Proposal sent
Value
£9,800
Likely worth
£3,920 (40%)
Expected close
4 December 2026
Package
Signature
Source
Google search
Last activity
4 days ago

At a glance

40%
Likely to close
40% at Proposal sent
worth £3,920 of £9,800
4/6
Pipeline stages
Proposal sent · 4 of 6
Next: First Impressions Call booked
Stage
Proposal sent
5 days in this stage
Value
£9,800
likely £3,920 at 40%
Proposal
Sent and opened
viewed 3 times, last 2d ago
Last in touch
5d ago
1 November 2026
Next in the diary
Nothing booked
worth booking a call
Introduced by
Google search
where they came from
Move to another stage
Proposals
New

People at Juniper Wellness Clinic · 1

Leah FairfaxDecides
Clinical Director
Activity
Notes, calls and updates
  • NL
    Nick LyonsNote5d ago
    Proposal read through to the pricing page within an hour of sending. Recommended Signature; Leah asked whether photography can be added later.
  • S
    SystemUpdate5d ago
    Proposal P-0021 sent to leah@juniperwellness.example
  • NL
    Nick LyonsNote27 Oct
    Read through Leah's discovery answers. Picked Clean, Editorial and Refined; both competitors they named are on Wix and look tired. Wants a quote calculator, which we'd price as an extra.
  • S
    SystemUpdate27 Oct
    Discovery form completed by Leah Fairfax
  • S
    SystemUpdate22 Oct
    Discovery form sent to leah@juniperwellness.example
  • NL
    Nick LyonsCall17 Oct
    Quick intro call with Leah. Talked through how we work (discovery form, proposal, then concepts on the First Impressions Call) and the 50/50 payment split. Happy to go ahead with the form.
  • NL
    Nick LyonsNote17 Oct
    Leah came in through the website form. Juniper Wellness Clinic's current site dates from about 2017, isn't mobile-friendly and they think they're losing jobs to two newer firms in Chiswick. Would like something live before spring.
Tasks
1 open
  • Book Juniper Wellness Clinic's First Impressions Call (Google Meet)2 days ago
If it lands
Work would start around 4 December 2026. The team is 16% booked over the four weeks from then. Capacity
AI help

Summaries, next steps and draft replies for this record. Add an Anthropic API key on the server to switch it on (see the README).

Lead warmth
Cool · 15
  • Opened their proposal

Based on the last 30 days. Hot is 60+, warm 30–59.

Onboarding
Discovery form and content
New discovery formContent checklist
Who
Contact
Leah Fairfax
leah@juniperwellness.example
07700 900187
Created
17 October 2026
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal