Elm Tree Nursery website

Elm Tree Nursery·Helen Ashby
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Enquiry in
  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
Send the discovery form
It gathers what you need for the proposal, and saves as they go.
Send discovery formStart follow-ups
  1. Enquiry in
Value
£6,500
Likely worth
£650 (10%)
Expected close
–
Package
Essentials
Source
Website enquiry
Last activity
3 days ago

At a glance

10%
Likely to close
10% at Enquiry in
worth £650 of £6,500
1/6
Pipeline stages
Enquiry in · 1 of 6
Next: Discovery form sent
Stage
Enquiry in
4 days in this stage
Value
£6,500
likely £650 at 10%
Proposal
None yet
write one once you know the brief
Last in touch
4d ago
2 November 2026
Next in the diary
Tue 10 Nov, 12:30
Intro call: Elm Tree Nursery
Introduced by
Website enquiry
where they came from
Move to another stage

People at Elm Tree Nursery · 1

Helen AshbyDecides
Manager
Activity
Notes, calls and updates
  • SM
    Sonny MorganCall4d ago
    Quick intro call with Helen. 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.
  • SM
    Sonny MorganNote4d ago
    Helen came in through the website form. Elm Tree Nursery's current site dates from about 2017, isn't mobile-friendly and they think they're losing jobs to two newer firms in Ware. Would like something live before spring.
  • SM
    Sonny MorganEmail sent4d ago
    To helen@elmtreenursery.example
    Homepage concepts for Elm Tree Nursery
    Hi Helen, 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
    Not opened yet
    Open in Gmail
  • SM
    Sonny MorganEmail sent29 Oct
    To helen@elmtreenursery.example
    Your First Impressions Call
    Hi Helen, Thanks for your time today. I'd love to walk you through the first homepage concepts for Elm Tree Nursery on a First Impressions Call. It's about 30 minutes on Google Meet. Would Tuesday at 11 or Wednesday at 2
    Not opened yet
    Open in Gmail
Tasks
0 open
  • No tasks yet.
If it lands
Work would start around 21 November 2026. The team is 19% 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
Warm · 30
  • Booked a call

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

Onboarding
Discovery form and content
  • Nothing sent yet.
Send discovery formContent checklist
Who
Contact
Helen Ashby
helen@elmtreenursery.example
07700 900178
Created
2 November 2026
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal