Alex Abby
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Mary Smith · Mary’s Pottery
928-555-0138 · mary@example.com · Call: Thursday at 9:30 a.m.
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About the client or business
Mary creates handmade pottery and sells primarily through art shows.
Admin only
For Mary
Needs Mary’s answer
Confirmed
Why they reached out
She wants a simple website so customers and wholesale buyers can see her work and upcoming shows.
Admin only
For Mary
Needs Mary’s answer
Confirmed
Problem to solve
Instagram is not enough when galleries ask for a professional link.
Admin only
For Mary
Needs Mary’s answer
Confirmed
Desired result
A clear, simple website with collections, show dates, and wholesale contact.
Admin only
For Mary
Needs Mary’s answer
Confirmed
Timeline
Admin only
For Mary
Needs Mary’s answer
Confirmed
Budget
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For Mary
Needs Mary’s answer
Confirmed
Private notes
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For Mary
Needs Mary’s answer
Confirmed
Questions worth asking
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Why now?
What should be different when this is done?
Who else is involved?
What already exists?
What is the real deadline?
What budget are they hoping to stay near?
Next step
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The client will see only sections marked For Mary, Needs Mary’s answer, or Confirmed.