Next step
Nothing open
Last in touch today.
- Open deals
- –
- Paid to date
- £4,800
- Awaiting payment
- –
- Owed to us
- –
- Care plan
- –
- Projects
- 1
- Last in touch
- Today
At a glance
What they've bought, what it's made you, and what's next.
100%Paid of won100% · £4,800 of £4,800
100%Margin100% · £4,800 profit
10Happiness out of 1010/10 · Very happy
✓Project stageLaunched · all done- Bought
- Pemberton Yoga Studio website (Essentials)
- Profit
- £4,800
- 100% margin
- Next in the diary
- Nothing booked
- Happiness
- 10/10
- Very happy · OK to quote
- Their site visitors
- Not tracked
- Renewals
- Hosting 9 Nov · Domain 22 Dec
- Hosting renews in 2 days
Deals and the work from them
Each deal with the proposal and project that came from it. Accepting a proposal starts the project for you.
- Essentials
- ProposalP-0001 · Pemberton Yoga Studio websiteaccepted
- ProjectPemberton Yoga Studio websiteDue 6 Nov · 2 invoices, 2 paidLaunched
Sites
Their live website: renewals, care plan and change requests.
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).
About
People
Owner
- alice@pembertonyoga.example
- 07700 900166
- LinkedIn profile
- Birthday 21 June
Teaches the 7am class most days. Still sends us referrals. Rescue greyhound called Pepper.
Partner and bookkeeper
Alice's husband; does the studio's books on Sunday evenings.
Tasks
2 open
- Send Pemberton Yoga Studio a feedback request3 days ago
- Ask Alice for a Google reviewMonday
- Send progress update to Alice
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal