SMSonny Morgansonny@thethink.co.uk

Pipeline

14 open deals · £118,050 in play · £47,835 weighted

Show lost New deal

Deals are opportunities: a company that might hire you. Open one to see the single next thing to do; the proposal, contract and project all hang off it.How it fits

Each card is a deal: one opportunity with one company. Drag it across as things move.
Time in this stage turns amber after 14 days and red after 30. Last in touch counts calls, emails, meetings and notes with them.
Open a deal to see its next step, and to send the discovery form or write the proposal from it.
When the client accepts a proposal online, the deal moves to Won by itself.

From first chat to getting paid

Every deal, proposal, contract and project page shows this same journey at the top, with links between them, so you can always see what's linked and what's next. Packages & prices is where the packages and prices for proposals and extras come from.

£21,050 · 10% chance

Discovery form sent

£12,000 · 20% chance

Discovery completed

£21,450 · 30% chance

£16,300 · 40% chance

First Impressions Call booked

£18,000 · 55% chance

Awaiting decision

£29,250 · 70% chance

Elm Tree NurseryElm Tree Nursery website · Helen AshbyNext stepSend the discovery form

Essentials · 10% likely to close

Expected to close

Brightwater OpticiansBrightwater Opticians website · Raj PatelNext stepSend the discovery form

Signature · 10% likely to close

Expected to close

Tidewell Plumbing & HeatingTidewell Plumbing & Heating website · Craig DunnNext stepSend the discovery form

Essentials · 10% likely to close

Expected to close

Halcyon FloristHalcyon Florist website and shop · Bea LawsonNext stepWaiting on the discovery form

Essentials · 20% likely to close

Expected to close

Ravensbourne TutorsRavensbourne Tutors website · Priyanka RaoNext stepNudge them to finish discovery

Essentials · 20% likely to close

Expected to close

Hollis & Grant ArchitectsHollis & Grant Architects website · Oliver HollisNext stepFinish and send the proposal

Complete · 30% likely to close

Expected to close

Kingsway RemovalsKingsway Removals website · Darren KingsleyNext stepWrite the proposal

Essentials · 30% likely to close

Expected to close

Juniper Wellness ClinicJuniper Wellness Clinic website · Leah FairfaxNext stepFollow up, opened 3×

Signature · 40% likely to close

Expected to close

Sterling LettingsSterling Lettings website · Aaron WebbNext stepProposal sent, waiting

Essentials · 40% likely to close

Expected to close

Ardent EngineeringArdent Engineering website · Simon HartNext stepFollow up, opened 1×

Signature · 55% likely to close

Expected to close

Little Acorns Day NurseryLittle Acorns Day Nursery website · Emma StokesNext stepFollow up, opened 2×

Essentials · 55% likely to close

Expected to close

Foxglove BridalFoxglove Bridal website · Harriet FoxleyNext stepFollow up, opened 7×

Signature · 70% likely to close

Expected to close

Westbrook Wine MerchantsWestbrook Wine Merchants website and wine club · Hamish WestbrookNext stepFollow up, opened 4×

Complete · 70% likely to close

Expected to close

Penrose Property MaintenancePenrose Property Maintenance website · Dean PenroseNext stepFollow up, opened 2×

Essentials · 70% likely to close

Expected to close

Pemberton Yoga StudioPemberton Yoga Studio website · Alice Pemberton

since 12 Sept 2025

Expected to close

Harbour Lane BakeryHarbour Lane Bakery brand and website · Rosie Calloway

since 11 Dec 2025

Expected to close

Thornbury PhysiotherapyThornbury Physiotherapy website · Grace Whitfield

Expected to close

Ashdown & PryceAshdown & Pryce rebrand and website · Charlotte Ashdown

Expected to close

Larkspur Gin Co.Larkspur Gin Co. Shopify store · Freddie Lark

Expected to close

Kiln Street CoffeeKiln Street Coffee website · Jonah Reyes

Expected to close

Meadowcroft BuildersMeadowcroft Builders website · Gary Mead

Expected to close

Fernhill Community TrustFernhill Community Trust website · Abena Mensah

Expected to close

Tap a stage to fold it away. To move a deal, open it and change its stage.

Enquiry in3

£21,050 · 10% likely

£21,050

10% likely to close · early

Elm Tree Nursery

Elm Tree Nursery website · Helen Ashby

Next stepSend the discovery form

Essentials · 10% likely to close

Expected to close

Brightwater Opticians

Brightwater Opticians website · Raj Patel

Next stepSend the discovery form

Signature · 10% likely to close

Expected to close

Tidewell Plumbing & Heating

Tidewell Plumbing & Heating website · Craig Dunn

Next stepSend the discovery form

Essentials · 10% likely to close

Expected to close

Discovery form sent2

£12,000 · 20% likely

£12,000

20% likely to close · early

Halcyon Florist

Halcyon Florist website and shop · Bea Lawson

Next stepWaiting on the discovery form

Essentials · 20% likely to close

Expected to close

Ravensbourne Tutors

Ravensbourne Tutors website · Priyanka Rao

Next stepNudge them to finish discovery

Essentials · 20% likely to close

Expected to close

Discovery completed2

£21,450 · 30% likely

£21,450

30% likely to close · warming up

Hollis & Grant Architects

Hollis & Grant Architects website · Oliver Hollis

Next stepFinish and send the proposal

Complete · 30% likely to close

Expected to close

Kingsway Removals

Kingsway Removals website · Darren Kingsley

Next stepWrite the proposal

Essentials · 30% likely to close

Expected to close

Proposal sent2

£16,300 · 40% likely

£16,300

40% likely to close · warming up

Juniper Wellness Clinic

Juniper Wellness Clinic website · Leah Fairfax

Next stepFollow up, opened 3×

Signature · 40% likely to close

Expected to close

Sterling Lettings

Sterling Lettings website · Aaron Webb

Next stepProposal sent, waiting

Essentials · 40% likely to close

Expected to close

First Impressions Call booked2

£18,000 · 55% likely

£18,000

55% likely to close · warming up

Ardent Engineering

Ardent Engineering website · Simon Hart

Next stepFollow up, opened 1×

Signature · 55% likely to close

Expected to close

Little Acorns Day Nursery

Little Acorns Day Nursery website · Emma Stokes

Next stepFollow up, opened 2×

Essentials · 55% likely to close

Expected to close

Awaiting decision3

£29,250 · 70% likely

£29,250

70% likely to close · nearly there

Foxglove Bridal

Foxglove Bridal website · Harriet Foxley

Next stepFollow up, opened 7×

Signature · 70% likely to close

Expected to close

Westbrook Wine Merchants

Westbrook Wine Merchants website and wine club · Hamish Westbrook

Next stepFollow up, opened 4×

Complete · 70% likely to close

Expected to close

Penrose Property Maintenance

Penrose Property Maintenance website · Dean Penrose

Next stepFollow up, opened 2×

Essentials · 70% likely to close

Expected to close

Won12

£109,500

£109,500

Signed and in the bag

PYPemberton Yoga Studio£4,800

HLHarbour Lane Bakery£10,950

TPThornbury Physiotherapy£6,500

APAshdown & Pryce£14,950

LGLarkspur Gin Co.£9,800

KSKiln Street Coffee£4,750

MBMeadowcroft Builders£9,800

FCFernhill Community Trust£5,500

Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal