Calder & Whitton LLP

Introduced by an existing client. Currently running everything from spreadsheets and shared inboxes.

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Status

Prospect

Customer since 19 Feb 2026

Relationship owner

Nadia Rahman

Leeds

Open pipeline

£48,000

2 live opportunities

Revenue secured

£0

0 won to date

Key contacts

  • Andrew WhittonKey contact

    Managing Partner

    a.whitton@calderwhitton.example

    0113 288 4100

  • Sophie Deane

    Practice Manager

    s.deane@calderwhitton.example

    0113 288 4116

Opportunities

  • Phase 1 CRM foundation£39,500
    ScopingClose 28 Nov 2026· Nadia Rahman

    Next: Discovery workshop with the partners

  • Document templates bolt-on£8,500
    QualifyingClose 12 Feb 2027· Nadia Rahman

    Next: Only after Phase 1 is agreed

Activity history

Everything logged against this customer

  • Call14 Sept 2026 · Nadia Rahman

    Andrew confirmed the partners are aligned on a small, clear Phase 1 scope.

  • Meeting18 Aug 2026 · Nadia Rahman

    First diagnose session: mapped how enquiries arrive and where they get lost.

Next actions

What happens next, and who owns it

  • Book discovery workshop with the partners

    Nadia Rahman

    22 Sept 2026