Dr. Alan Pierce

Timeline

• Maya Reynolds logged an outbound call (15 min) · 6 days ago

  Pitched the SEO retainer

  Alan is interested in local SEO once the new site ships. Follow up after kickoff.

• Maya Reynolds logged an inbound email · last week

  Signed agreement received

  Alan signed the SOW. Deposit invoice cleared same day.

• Maya Reynolds logged a meeting · 3 weeks ago

  Design review at their office

  Reviewed homepage concepts with Alan and Hannah. Direction B approved with minor color tweaks.

• Maya Reynolds logged an outbound email · last month

  Sent proposal

  Proposal v2 with the online-booking add-on and a 6-week timeline.

• Maya Reynolds logged an outbound call (25 min) · 2 months ago

  Discovery call

  Walked through goals: modernize the site, online booking, showcase the new Ballard location. Budget lands around $12k.

• Maya Reynolds noted · 3 months ago

  Referred by Priya at Bluebird

  Priya introduced us over email — the practice wants a full site redesign before their second location opens.

In your workspace, logging a call or note takes one click from right here — and emails BCC'd to your workspace address land on this timeline automatically.