Halcyon Florist website and shop

Halcyon Florist·Bea Lawson
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Discovery form sent
  2. Proposal
    Not written yet
    Write proposal →
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project
Next step
Waiting on the discovery form
Sent, not started yet.
Open the formStart follow-ups
  2. Discovery form sent
Value
£5,500
Likely worth
£1,100 (20%)
Expected close
19 December 2026
Package
Essentials
Source
Referral
Last activity
4 days ago

At a glance

20%
Likely to close
20% at Discovery form sent
worth £1,100 of £5,500
2/6
Pipeline stages
Discovery form sent · 2 of 6
Next: Discovery completed
Stage
Discovery form sent
5 days in this stage
Value
£5,500
likely £1,100 at 20%
Proposal
None yet
write one once you know the brief
Last in touch
4d ago
2 November 2026
Next in the diary
Nothing booked
worth booking a call
Introduced by
Pip Hargreaves
source: Referral
Move to another stage

People at Halcyon Florist · 1

Bea LawsonDecides
Owner
Activity
Notes, calls and updates
  • SM
    Sonny MorganEmail sent4d ago
    To bea@halcyonflowers.example
    Your discovery form
    Hi Bea, A quick reminder about the discovery form. It takes about 15 minutes and means we can get going on concepts for Halcyon Florist straight away. Best, Sonny
    Not opened yet
    Open in Gmail
  • S
    SystemUpdate5d ago
    Discovery form sent to bea@halcyonflowers.example
  • SM
    Sonny MorganEmail sent30 Oct
    To bea@halcyonflowers.example
    Homepage concepts for Halcyon Florist
    Hi Bea, As promised, here are the three homepage directions we'll walk through on the call. Have a look beforehand if you get a moment, but no need to prepare anything. Best, Sonny
    Opened 3× · last 30 Oct
    Timeline (3)
    • 30 Oct, 17:24openGmail
    • 30 Oct, 16:24openGmail
    • 30 Oct, 15:24openOutlook
    Open in Gmail
  • SM
    Sonny MorganCall28 Oct
    Intro call with Bea (20 mins). Had a bad experience with a freelancer who disappeared halfway through, so a clear process and fixed dates matter more than price.
  • SM
    Sonny MorganNote28 Oct
    Enquiry from Bea via Referral. 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
0 open
  • No tasks yet.
If it lands
Work would start around 19 December 2026. The team is 8% 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 · 5
  • Opened 1 email

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

Automatic follow-ups
Start
Onboarding
Discovery form and content
New discovery formContent checklist
Who
Contact
Bea Lawson
bea@halcyonflowers.example
07700 900181
Created
28 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