15
Today
Pipeline
Clients
Tasks
9
⌘K
Classic
Wow
New
SM
Sonny Morgan
sonny@thethink.co.uk
Back
How we work
First Impressions Call
Edit
Edit: First Impressions Call
Title
Section
One-line summary
Page
**Draft: change this to match how you actually run it.** This call comes after the discovery form is back and the proposal has gone out. It's where we show the homepage concepts. ## Before the call - [ ] Re-read their discovery answers and the proposal you sent - [ ] Have the homepage concepts ready to share on screen - [ ] Check the record: lead warmth, website visits, emails, and whether they've opened the proposal - [ ] Make sure the invite is a Google Meet link with a 15-minute reminder ## On the call - Walk through the homepage concepts and the thinking behind each one - Note which direction they prefer and anything they'd change - Talk through the proposal: what's included, timeline, and the payment schedule (50% to start, 50% at launch) - Agree the next step and a date for their decision ## After the call - [ ] Add a note with their feedback on the concepts (or check it came through from Fireflies) - [ ] Move the deal to **Awaiting decision** - [ ] Consider starting the proposal follow-up sequence
Show on projects at this stage
Not linked
Kick-off
Copy
Design
Build
Checks
Launched
Aftercare
Show on deals at this stage
Not linked
Enquiry in
Discovery form sent
Discovery completed
Proposal sent
First Impressions Call booked
Awaiting decision
Won
Lost
Checklist lines (
- [ ] …
) can be copied onto a project as tasks. Never put passwords here.
Cancel
Save page
Demo Studio.
Every client and number here is made up. Click anything; nothing is sent and it resets.
See Meadowcroft Builders’ client portal