Calder Consulting website

Calder Consulting·£10,950·Due 1 January 2027
Edit
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. Deal
    Won
  2. Proposal
    Accepted
  3. Contract
    Needs our signature
  4. ProjectYou're here
    In kick-off
  5. Invoices
    £0 of £10,950 paid
Next step
Waiting on their content
Some of it is still to come.
See what's missing
  1. Kick-off
Fee
£10,950
Invoiced
£5,475
Paid
£0
Due
1 January 2027
Hours
6h
Margin
83%
Invoices
£5,475 invoiced of £10,950 · £0 paid
Add invoice
TT-0038Due 10 NovSent£5,475.00
TT-0037Due 9 NovVoid£5,470.00
Client approvals
Contract, sign-offs and change requests
Ask for sign-off

You'll check it and send it from the next page.

Change request
Activity
Notes, calls and updates
  • S
    SystemUpdate4d ago
    Content checklist sent to fiona@calderconsulting.example
  • NL
    Nick LyonsNote30 Oct
    Deposit received from Calder Consulting. Booked the project into the capacity plan and shared the Framer workspace.
  • SM
    Sonny MorganMeeting30 Oct
    Kick-off with Fiona on Google Meet. Agreed an 8-page sitemap, the launch target and that Fiona signs off everything. Content checklist sent straight after.
Kick-off checklist
Signature package · tick things off as you go
How we do it: Onboarding a new client
Team and hours
Planned hours feed the capacity view
  • Sonny Morgan · Design
    39h planned · 3h logged · 28 Oct – 1 Jan
  • Nick Lyons · Project lead
    10h planned · 3h logged · 28 Oct – 1 Jan
Partner briefs
New
Profit
Internal only · never shown to clients
£9,03883% margin
  • Agreed fee£10,950
  • Time− £270 (6h)
  • Referral fee− £1,643
Time
6h logged · £270 at your internal rates
  • 3hMoodboard and directionSonny · 2 Nov
  • 2hContent chasingNick · 30 Oct
  • 1hProject managementNick · 28 Oct
Onboarding
Discovery form and content
New discovery formContent checklist
Tasks
2 open
  • Send Fiona the content checklist3 days ago
  • Set up the Framer project and CMS for Calder ConsultingToday
  • Send the kick-off notes to Fiona
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