Ashdown & Pryce rebrand and website

Ashdown & Pryce·Charlotte Ashdown
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. DealYou're here
    Won
  2. Proposal
    Accepted
  3. Contract
    Signed by both
  4. Project
    Aftercare
  5. Invoices
    1 overdue
Next step
Won. The project is under way
Open the project
  7. Won
Value
£14,950
Likely worth
–
Expected close
23 March 2026
Package
Complete
Source
Referral
Last activity
90 days ago

At a glance

100%
Likely to close
Won
✓
Pipeline stages
All stages done, won
Stage
Won
closed 23 March 2026
Value
£14,950
won
Proposal
Accepted
viewed 9 times, last 23 Mar
Last in touch
30 Oct
30 October 2026
Next in the diary
Nothing booked
Introduced by
Thornbury Physiotherapy
source: Referral
Move to another stage
Proposals
New

People at Ashdown & Pryce · 3

Charlotte AshdownDecides
Director

Sails most weekends in summer. Daughter has just started university in Leeds. Decisive; likes two options, not five.

Marcus PrycePays
Director

Looks after the money side. Keen golfer. Lead with results and numbers.

Lily Evans
Marketing Coordinator

Our day-to-day contact for the site and socials. Quick to reply; prefers short emails.

Activity
Notes, calls and updates
  • NL
    Nick LyonsNote8 Aug
    Charlotte accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
  • S
    SystemUpdate8 Aug
    Deal won: Ashdown & Pryce rebrand and website (Complete)
  • NL
    Nick LyonsCall8 Aug
    Called Charlotte to follow up. Their partners meet on the 20th and they'll decide after that. No other quotes on the table as far as we know.
  • NL
    Nick LyonsCall7 Aug
    First Impressions Call done. Charlotte liked the bold direction but wants to see it with real project photos before deciding. Sending two swaps by Friday.
  • NL
    Nick LyonsNote7 Aug
    Proposal opened three times since last night, twice on a phone. Probably showing it to their business partner.
  • NL
    Nick LyonsMeeting7 Aug
    First Impressions Call booked with Charlotte for Monday 16 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
  • S
    SystemUpdate7 Aug
    Proposal P-0005 sent to charlotte@ashdownpryce.example
  • NL
    Nick LyonsNote7 Aug
    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
    SystemUpdate7 Aug
    Discovery form completed by Charlotte Ashdown
  • S
    SystemUpdate7 Aug
    Discovery form sent to charlotte@ashdownpryce.example
  • NL
    Nick LyonsCall7 Aug
    Intro call with Charlotte (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 LyonsNote7 Aug
    Enquiry from Charlotte 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.
Why we won
Reviewed by Nick
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 · 45
  • Opened 2 emails
  • Clicked links in 1 email
  • Emailed you once

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
Charlotte Ashdown
charlotte@ashdownpryce.example
07700 900150
Created
18 February 2026
Project
Ashdown & Pryce rebrand and website →
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal