Proposal · 19 August 2026
Prepared for Maxine — Maximise It

Website, booking & referral platform

One name.
Two front doors.

You are running two businesses that share a name, a founder and a purpose — but sell to completely different people. A single site can carry both, as long as it is built to route them apart the moment they land.

Client
Maxine — Maximise It Personal Training & Maximise It Wellbeing CIC
Scope
Brand-house website, online booking, referral portal, newsletter, QR landing
Phase 1
Three weeks from sign-off to live
The brief

Everything you asked for, in your words.

What you asked for

A professional site bringing together your Personal Training business and Maximise It Wellbeing CIC — one that speaks to individuals in the community and to GPs, health professionals, referral partners and funders.

You asked forWhere it livesDoor
About MeFull profile, qualifications, your story, SEND & exercise-referral specialismsBoth
Personal Training1-to-1, online, health coaching, nutrition support, sports massage — with ratesFor you
Wellbeing CICWho we are, social purpose, how to work with usFor organisations
Maximise & RebuildDedicated programme page — men's supportBoth
EmpowerHealthDedicated programme page — women's dance & wellbeing, membershipFor you
Community EventsLive listing, RSVP, adds to your mailing list on sign-upBoth
ReferralsStructured referral form with acknowledgement and reference numberFor organisations
PartnershipsPartner enquiry route, credentials pack, downloadable one-pagerFor organisations
Online bookingLive availability for PT, massage and classesFor you
Enquiry formOne form, three intents: enquire · refer · partnerBoth
NewsletterTagged sign-up so professionals and clients get different emailsBoth
Phone answeringRaised after the brief — an AI receptionist that answers, books, and knows when to stop and fetch youBoth
HiHello QRPurpose-built scan landing page — four actions, no scrollingBoth
The thinking

Why the structure matters more than the styling.

Your two buyers are nothing alike

Most wellbeing sites fail because they average their audiences into one bland middle. A woman deciding whether to try a Thursday class and a social prescriber deciding whether to route forty patients a year to you are making completely different decisions, on completely different timescales, needing completely different evidence.

So we don't average. We sign the routes clearly from the first screen and let each audience go straight to what convinces them.

Individuals decide in minutes

They are asking: can I trust her, will I fit in, what does it cost, and can I start this week?

  • Your face and your story before anything else
  • Plain prices, no "contact for pricing"
  • A real calendar with real slots
  • Proof that people like them already come
  • Friction measured in taps, not forms

Organisations decide in weeks

They are asking: is she qualified, is she insured, is this safe, who is eligible, and what do I get back?

  • Qualifications, registrations and insurance, stated plainly
  • Clear eligibility and exclusion criteria per programme
  • Safeguarding and consent handled visibly
  • A referral route that gives them a reference number
  • Outcomes reported back, so referring is defensible
The commercial point

Your PT business sells trust. Your CIC sells governance. Kept on one site, each lends the other what it lacks — the CIC borrows your professional credibility, and the PT business borrows the community proof that no solo trainer can manufacture. Split across two sites, you halve the search authority and double the upkeep, for no gain.

Brand architecture

One house, two wings, two flagship programmes.

How the names stack up

"Maximise It" is the name people will remember and search for. It sits at the top. Everything else is a wing or a programme underneath it, and each gets a page that can stand on its own when you share it, pitch it, or put it in a funding application.

MAXIMISE ITthe house · one domain · one visual system
Commercial · Maxine Maximise It — Personal Training
1-to-1 and online personal training, health coaching, nutrition support and sports massage. Paid by individuals, booked from the site.
Community interest company Maximise It Wellbeing CIC
Funded and partnership-delivered community work. Referral-fed, reported on, grant-supported.
EmpowerHealth Women's movement, dance and wellbeing — including membership.
Maximise & Rebuild Programme supporting men.

Your existing visual language — the magenta, the acid green, the heartbeat mark — carries straight through. It is genuinely distinctive and I would not touch it. What it needs is a calmer frame around it so it reads as confident rather than loud when a GP opens it on an NHS desktop.

Sitemap

Every page has exactly one job.

Eleven pages, eleven jobs

A page with three calls to action converts on none of them. Each page below has a single job and a single thing it asks the visitor to do.

PageIts one jobThe action it asks for
HomeRoute the visitor correctly within five secondsPick a door
About MaxineEarn trust from both audiences at once — story, qualifications, specialismsBook, or refer
Personal TrainingSell 1-to-1 and online sessions on clarity and priceBook a session
Sports MassageSell treatments as their own service, not a footnoteBook a treatment
BookTurn intent into a confirmed slot in your diaryConfirm booking
The CICEstablish social purpose and legitimacyPartner with us
EmpowerHealthFill the Thursday class and grow membershipJoin the class
Maximise & RebuildReach men, and the people who worry about themRegister interest
EventsFill the room, and capture everyone who was interested but couldn't comeRSVP
Refer & PartnerMake referring you the easy option for a busy professionalSubmit a referral
ImpactGive funders the numbers before they ask for themRequest the full report
The differentiator

This is the part a brochure site cannot do.

The referral engine

Anyone can build you a page that says "we accept referrals". What actually wins repeat referrals is the loop that runs afterwards — because a professional who refers someone into a black hole never refers a second person.

  1. The professional lands on one pageEligibility, exclusions, what the programme involves and what it costs them — all answered before the form. Most referral pages bury this and lose the referrer.
  2. They complete a short structured formReferrer and organisation, client name and contact, consent confirmation, which programme, and anything you need to know before contact. Deliberately short.
  3. They get an instant acknowledgement with a reference numberThis is the detail that matters. Professionals must evidence what they did with a patient — give them something to file and they will use you again.
  4. You get alerted immediatelyEmail and SMS to you, plus the referral logged in one place so nothing sits unseen in a Gmail thread.
  5. You make contact inside a published timeframeYou state the timeframe on the page. Meeting a promise you made publicly is what converts a first referral into a referral pathway.
  6. The outcome gets recordedReferred, contacted, started, completed. Four states. That single field is what turns into your Impact page and your next funding application.
Important — data protection

Health information is special category data under UK GDPR, and it does not belong in a general web form. The referral form will capture only the minimum needed to make contact — name, contact details, referring organisation, consent and the programme — with clinical detail taken separately by phone or secure channel once contact is made.

Included in Phase 1: a privacy notice, a cookie notice, consent wording on every form, and a documented retention period. That is not paperwork for its own sake — commissioners check for it, and its absence is a reason to say no.

Booking

Your published rates, live availability.

Booking that respects your diary

Sessions, treatments and classes are three different booking types with three different durations and three different rules. They get set up as such — with travel buffers between in-person sessions, a cut-off so nobody books you for twenty minutes' time, and a cancellation window you set.

ServiceTypeRateBooking behaviour
Personal trainingIn person, 1 hour£40Live slots, travel buffer either side
Personal trainingIn person, 2 hours+£37.50 / hrMulti-slot booking
Personal trainingOnline, 1 hour£30Auto video link on confirmation
Personal trainingOnline, 2 hours+£27.50 / hrMulti-slot booking
Blocks10 / 20 / 50 hours, in person£350 · £650 · £1,500Enquiry in Phase 1, paid checkout in Phase 2
Blocks10 / 20 / 50 hours, online£250 · £450 · £1,250Enquiry in Phase 1, paid checkout in Phase 2
Sports massagePre-event · post-event£25Own duration and buffer
Sports massageBack & shoulder£35Own duration and buffer
Sports massageFull body£50Own duration and buffer
EmpowerHealthThursdays, 11am–1pmClass bookingCapacity limit, waitlist, member priority

Rates taken from your current price list — confirm before launch, and this is a good moment to review whether the online blocks are priced where you want them. Card, direct debit and Clearpay all need merchant setup and belong in Phase 2; Phase 1 books the slot and takes payment as you do now.

Reach

The card, and the list.

From a scan to a booking

Your HiHello card

A QR scan is a two-second window. Sending it to the homepage wastes it — the person is standing in front of you, holding a phone, already interested.

So the card points at a dedicated landing page: Book a session · Refer someone · Join a class · Save my details. Four buttons, one screen, no scrolling. Your HiHello profile stays exactly as it is — we simply change where it sends people.

One list, tagged four ways

Every sign-up gets tagged at the point of capture — individual, class member, health professional, or funder/partner — from newsletter, event RSVP, enquiry and referral forms alike.

That way a Thursday class reminder never lands in a commissioner's inbox, and a partnership update never lands in a PT client's. One list you own outright, and a mailing tool set up with double opt-in so it stays compliant as it grows.

Built for the funding round you haven't applied for yet

The Impact page starts empty, and that is fine. What matters is that from launch day every referral, RSVP and completed programme is recorded in a consistent shape. Twelve months of that is the difference between a funding application with evidence and one with adjectives.

The phone

The hours you physically cannot pick up.

An agent that answers the calls you can't

You are hands-on with a client, or mid-class on a Thursday. The phone rings and you cannot answer it — not because you don't want the work, but because you are doing the work.

That is the whole problem in one sentence, and it is worse for a solo trainer than for almost anyone else. A missed call doesn't wait. The caller rings the next trainer on the list, and you never learn it happened. An answering service takes a message. This takes the booking.

What it does

Answers every call, day or night, in your business's own voice. Handles the questions you answer fifty times a month — what it costs, where you're based, when the Thursday class runs, what to expect from a first session.

Then it books: into the same calendar the website uses, so there is one diary and no double-booking. The caller gets a text confirmation from your own local number, and you get an email with the booking and the full transcript.

Why it isn't a gamble

This is not built from scratch for you. The same stack already answers a live business line, books into a live CRM, and sends confirmations — it has been running and taking real calls since July.

What you're paying for is configuration: your voice, your prices, your programmes, your rules, your number. Not research and development on your budget.

Example call · written to show the shape, not a recording
Agent

Good afternoon, Maximise It Wellbeing — this is an AI assistant answering for Maxine. How can I help?

Caller

Hi — I wanted to ask about personal training. I've not done anything in years, honestly.

Agent

That's exactly who Maxine works with most, so you're in good company. A one-hour session in person is £40, and the first one includes a full consultation and goal setting. Would you like me to find you a time?

Caller

Yes — something later in the week?

Agent

She has Friday at half seven in the morning, or eleven o'clock. Which suits?

Caller

Eleven. And — I should say I finished treatment last year, is that a problem?

Agent

Not at all, and it's genuinely not something I should take details on over the phone. I'll book you in for Friday at eleven and ask Maxine to call you before then so you can talk it through with her directly. She'll have your number.

The last exchange is the point. It books the session, and it stops.

The rules it works to

This matters more for you than for most businesses that put an AI on the phone. Your callers include women recovering from treatment, adults referred by a GP, and people who have taken a fortnight to work up to ringing at all. Some of them will say something clinical, and some will be upset. Designing for that is not optional, and it is the part a cheaper agency will not think about.

  1. It says what it isEvery call opens by naming itself as an AI assistant answering for you. No pretending, ever — it costs nothing in bookings and it protects your reputation completely.
  2. It never gives health or exercise adviceNot a modification, not a "you should probably", not a reassurance about a condition. It books and it signposts. That is the entire remit.
  3. It never asks for or records clinical detailThe same rule as the referral form, for the same reason — special category data does not belong in an automated channel. If a caller volunteers it, the agent moves them to a conversation with you.
  4. Distress or safeguarding stops everythingIt drops the booking flow, takes a name and number, and alerts you immediately by text and email. Optionally it transfers the call straight to your mobile if you're reachable.
  5. It is not a crisis line and says soAnything suggesting an emergency gets directed to 999 or 111 and the call ends. Written into the rules, not left to the model's judgement.
  6. Every call is transcribed and keptYou have a record of what was said, which is what makes the whole thing defensible to a commissioner who asks how an AI is answering referral calls.
Two honest limits, up front

Spoken email addresses get misheard. This is a genuine, repeatedly observed failure — a live call once transcribed "dev" as "bev" and the confirmation went to the wrong address. So text from your own number is the primary confirmation channel, not email. It is the reliable one because the caller's number is captured exactly, automatically, from the call itself.

It will hand off, and that is correct. Roughly speaking, the calls it should not finish are the ones you would most want to take personally anyway. Judge it on the bookings it captures while you're with a client, not on a fantasy of never picking up the phone again.

You can hear it before you decide

Call 020 4577 0439. That is this exact system answering the line for a London security firm — live, today, a real business relying on it. Not a recording, not a demo build.

Practically: the agent needs its own local number. Either you publish it, or your current number forwards to it — your choice, and reversible in minutes. Nothing about this locks you in, and turning it off is a switch.

Investment

Build once, then a low monthly. Phases 2 and 3 only when you want them.

What it costs

Phase 1 is a complete, live, working site — not a placeholder. Phases 2 and 3 are priced now so you can plan and budget against them, but they are separate decisions taken later, and nothing in Phase 1 needs rebuilding to get there.

Phase 1 · recommended now

The full site, live in three weeks

  • All eleven pages, written and designed around your existing brand
  • Online booking — PT, massage and classes, synced to your calendar
  • The referral engine: form, reference numbers, alerts, outcome logging
  • Partner & enquiry routes with a downloadable credentials one-pager
  • Newsletter capture, tagged, with your mailing tool set up
  • HiHello QR landing page, four actions
  • Privacy notice, cookie notice, consent wording, retention policy
  • Domain, hosting, SSL, mobile-first build, search-engine basics
  • A training session so you can update events and classes yourself
Website build
£1,500

Our published Business tier — up to 8 pages, CRM, bookings, Stripe.

Referral engine
£450

The genuinely bespoke part — structured referrals, reference numbers, outcome logging and the GDPR pack. Not on the standard price list because nobody else asks for it.

£1,950 total, payable in two. CIC invoice available for grant funding.

Ongoing · from launch

Care plan

  • Hosting, domain, SSL, daily backups and uptime monitoring
  • Security and platform updates
  • Up to one hour of changes a month — new events, classes, prices, photos
  • Support by email and phone, no ticket queue
  • Monthly summary: enquiries, bookings, referrals, sign-ups

Rank Boost — £197/mo adds a monthly newsletter written and sent, ongoing content and search work, and a quarterly impact report formatted for funders.

Care plan
£59/mo

Rolling monthly, cancel any time. No separate hosting bill. Buy the site outright later for £2,500 if you would rather own the code.

Add-on · the phone agent

AI receptionist, answering and booking

  • Your own local number, provisioned and routed
  • The agent trained on your services, prices, programmes and eligibility
  • Books into the same calendar as the website — one diary
  • Callback capture for professionals, without clinical detail
  • Text confirmations sent from your own number
  • Safeguarding, escalation and no-advice rules written and tested
  • Transcript of every call, emailed and stored
  • Live-call testing with you before it goes anywhere near a real caller
Setup
£199

Your own local number, provisioned, trained and tested with you.

Then monthly
£149/mo

300 minutes included — roughly 60–90 calls. Additional minutes 30p. Number rental and text confirmations included.

£179/mo for the Front Desk bundle — the phone agent plus the talking website, sharing one knowledge base.

Phase 2 · when you're ready

Payments, registration & programmes

  • Card, direct debit and Clearpay checkout for sessions and blocks
  • Deposits and no-show protection on bookings
  • Client registration — PAR-Q, goals, consent captured properly online
  • EmpowerHealth membership: sign-up, recurring payment, member-only content
  • Programme delivery — plans, resources and check-ins per client
One-off build
£1,950

Payment processing fees are charged by the provider directly, per transaction.

Phase 3 · the app

Members' app

  • Installable app built on the same platform — no second system to maintain
  • Push reminders for classes, sessions and check-ins
  • Programme, progress and booking history in members' pockets
  • Optional App Store and Google Play listing, +£450
One-off build
£3,500

Care plan moves to £150/mo at this point. Apple charges $99/year for a developer account, paid directly by you so the listing stays in your name.

What the phone agent has to earn

At your published rates, one recovered hour of in-person training is £40. The monthly fee is covered by roughly four calls a month that would otherwise have gone unanswered — and a single recovered 10-hour block at £350 covers it for over two months. That is the arithmetic to judge it on after ninety days, using your own booking numbers rather than anyone's marketing claims.

All figures exclude VAT. Not included in Phase 1: professional photography and video, a logo redraw, paid advertising, and printed material — all available separately, and photography is the one I would genuinely push you to budget for.

Timeline

Three weeks, sign-off to live.

How the three weeks run

Week 1

Content session with you, structure agreed, design of the home page and one programme page for sign-off.

Week 2

Full build. Booking configured against your real availability, referral engine wired and alerting.

Week 3

Your review, referral run end-to-end with a real professional, mobile testing, then launch and your training session.

Week 4

Included aftercare — fixes and adjustments once real people are using it. No charge, no ticket queue.

From you

The only thing that ever delays a launch.

What I need to start

Every project that runs late runs late for the same reason: content. If you can gather this while Week 1 runs, the three weeks hold.

  • Logo files — the original vector artwork if you have it
  • Photos of you, and of real sessions and classes
  • Your qualifications and registrations, as you want them listed
  • Insurance details for the referral page
  • Maximise & Rebuild — what it is, who it's for, how it runs
  • EmpowerHealth membership — what's included, what it costs
  • Confirmed class and event schedule
  • Your HiHello profile link
  • Domain preference, and access if you already own one
  • Calendar access for booking availability
  • Any partner organisations you can name publicly
  • Your CIC registration number

I will draft all site copy for you to approve — including your own story, which I would handle carefully and would never publish without your sign-off. Anything that reads as a health claim gets your explicit approval before it goes live.