Northgate Accountants website

Northgate Accountants·Rupert Vale

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The journeyDeal → proposal → contract → project → invoices. Each one links to the next.

DealYou're here
The opportunity
Won
£11,500
Proposal
What we'll do, for how much
Accepted
£11,500
Contract
The signed agreement
Signed by both
C-0009
Project
Doing the work
In design
£11,500
Invoices
Getting paid
£5,750 of £11,500 paid
1 invoice

Next step

Won. The project is under way

Open the project

Enquiry in
Discovery form sent
Discovery completed
Proposal sent
First Impressions Call booked
Awaiting decision
Won

Value: £11,500
Likely worth: –
Expected close: 30 September 2026
Package: Signature
Source: Referral
Last activity: 7 days ago

At a glance

100%

Likely to close

Won

✓

Pipeline stages

All stages done, won

Stage: Won; closed 30 September 2026
Value: £11,500; won
Proposal: Accepted; viewed 7 times, last 30 Sept
Last in touch: 3d ago; 3 November 2026
Next in the diary: Wed 18 Nov, 14:00; Design review (round 2): Northgate Accountants
Introduced by: Pip Hargreaves; source: Referral

Move to another stage

Stage

Proposals

New

P-0014 · Northgate Accountants websiteopened 7×Accepted

People at Northgate Accountants · 2

Rupert ValeDecides

Partner

Keen cyclist; rides London to Brighton for charity every June. Dry sense of humour. Sends us clients.

Hannah OseiPays

Practice Manager

Runs the practice day to day. Pays on the dot; put the PO number on every invoice.

Activity

Notes, calls and updates

S
SystemCall notes (Fireflies)30 Oct
Design review – Northgate Accountants Round 1 design review. Rupert loved the homepage and the case study layout. They'd like the services page reworked so it leads with outcomes rather than prices, and the green slightly deeper. The team page will wait for new photos.
Action items
- Rework the services page layout
- Deepen the brand green and recheck contrast
- Chase Rupert for the new team photos
45 min ·
NL
Nick LyonsNote30 Sept
Rupert accepted and paid the deposit the same day. Kick-off pencilled in for the following week; content checklist to go out straight after.
S
SystemUpdate30 Sept
Deal won: Northgate Accountants website (Signature)
NL
Nick LyonsCall27 Sept
Rang Rupert: still keen, just juggling a busy month. Said they'll come back to us by the end of next week.
NL
Nick LyonsCall27 Sept
First Impressions Call with Rupert. Loved concept 2, wants the services higher up the page and a little less grey overall. Leaning towards Signature but asked about phasing the photography.
NL
Nick LyonsMeeting23 Sept
First Impressions Call booked with Rupert for Wednesday 11 November. Three homepage concepts to prepare: warm and editorial, bold and typographic, and a calmer photo-led one.
NL
Nick LyonsNote19 Sept
Proposal read through to the pricing page within an hour of sending. Recommended Signature; Rupert asked whether photography can be added later.
S
SystemUpdate19 Sept
Proposal P-0014 sent to rupert@northgateaccountants.example
NL
Nick LyonsNote16 Sept
Read through Rupert'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
SystemUpdate15 Sept
Discovery form completed by Rupert Vale
S
SystemUpdate12 Sept
Discovery form sent to rupert@northgateaccountants.example
NL
Nick LyonsCall8 Sept
Quick intro call with Rupert. 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 LyonsNote8 Sept
Rupert came in through the website form. Northgate Accountants's current site dates from about 2017, isn't mobile-friendly and they think they're losing jobs to two newer firms in Islington. Would like something live before spring.