Sterling Lettings website

Sterling Lettings·Aaron Webb
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Proposal sent
  2. Proposal
    Sent, not opened
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Check they got the proposal
Sent 1d ago and not opened yet.
Start follow-upsProposal
  4. Proposal sent
Value
£6,500
Likely worth
£2,600 (40%)
Expected close
7 December 2026
Package
Essentials
Source
Outreach
Last activity
Today

At a glance

40%
Likely to close
40% at Proposal sent
worth £2,600 of £6,500
4/6
Pipeline stages
Proposal sent · 4 of 6
Next: First Impressions Call booked
Stage
Proposal sent
1 day in this stage
Value
£6,500
likely £2,600 at 40%
Proposal
Sent, not opened
sent 1d ago
Last in touch
4d ago
2 November 2026
Next in the diary
Mon 16 Nov, 15:00
First Impressions Call: Sterling Lettings
Introduced by
Outreach
where they came from
Move to another stage
Proposals
New

People at Sterling Lettings · 1

Aaron WebbDecides
Branch Director
Activity
Notes, calls and updates
  • NL
    Nick LyonsNote4d ago
    Proposal opened three times since last night, twice on a phone. Probably showing it to their business partner.
  • S
    SystemUpdate4d ago
    Proposal P-0024 sent to aaron@sterlinglettings.example
  • NL
    Nick LyonsNote29 Oct
    Discovery answers are thorough. Main goal is bigger, better-paying jobs rather than more enquiries, so the case studies need to do the heavy lifting. Copy: "a mix of both".
  • S
    SystemUpdate29 Oct
    Discovery form completed by Aaron Webb
  • S
    SystemUpdate25 Oct
    Discovery form sent to aaron@sterlinglettings.example
  • NL
    Nick LyonsCall21 Oct
    Intro call with Aaron (20 mins). Had a bad experience with a freelancer who disappeared halfway through, so a clear process and fixed dates matter more than price.
  • NL
    Nick LyonsNote21 Oct
    Enquiry from Aaron via Outreach. They've outgrown a DIY Wix site and want something that looks as good as the work they actually do. Rough budget mentioned: £6–8k.
Tasks
1 open
  • Book Sterling Lettings's First Impressions Call (Google Meet)Monday
If it lands
Work would start around 7 December 2026. The team is 13% 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 · 0

No opens, clicks, replies or website visits in the last 30 days.

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

Onboarding
Discovery form and content
New discovery formContent checklist
Who
Contact
Aaron Webb
aaron@sterlinglettings.example
07700 900186
Created
21 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