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LumiStrategic calm, delivered daily.
Lumi brings clarity to your client work — a 7:00am brief each morning, plus quiet, selective insights only when something meaningfully changes.
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7:00am Brief
Focus. signal. next move.
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Client Workspace
Simple CRM foundation.
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Selective Insights
Only when it changes.
Connect Calendar + Email when you’re ready. Lumi uses them to keep capacity, onboarding/offboarding and follow-ups visible — without noise.
Your 7:00am Brief (preview)
Today ✓Today’s Focus
11:30 call · £15,000 potential
Review proposal and confirm next step.
Review proposal and confirm next step.
Capacity
4 active clients · 2 onboarding soon
1 offboarding within 30 days
1 offboarding within 30 days
Pipeline
1 new enquiry
2 follow-ups due · 1 proposal inactive > 5 days
2 follow-ups due · 1 proposal inactive > 5 days
One strategic move
Follow up with Sarah L.
Two lines: recap + clear next action.
Two lines: recap + clear next action.
What Lumi does
A calm intelligence layer for client work — structured, not chatty.
Client clarity
A simple client database so you always know who’s active, what’s next, and what needs attention.
Capacity awareness
Tracks onboarding, offboarding, and ‘at capacity’ in one place — so you can plan, not panic.
Selective intelligence
Daily 7am brief + insights only when something meaningfully shifts (pipeline, calendar load, revenue risk).
Dashboard preview
The workspace clients actually use — with Lumi layered softly on top.
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Clients
Calm CRM foundation — 10 fields max, kept simple.
Active Clients
At capacity is close.
Onboarding
Starting in 14 days.
Offboarding
Ending this month.
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Lumi insight
Capacity opens in 24 days. Two warm leads could align with this timing.
Client list (preview)
Search · Filter
Brightwave Studio
sarah@brightwave.co
£3,000/mo
Proposal sent
Follow up Fri
North & Co
hello@northandco.uk
£1,200/mo
Active
Review Tue
Kestrel Partners
ops@kestrel.io
£2,500/mo
Onboarding
Kickoff 11:00
Marlow Wellness
team@marlowwellness.com
£900/mo
Offboarding
Handover next week
Add client (preview)
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Client name
Brightwave Studio
Email
sarah@brightwave.co
Value
£3,000/mo
Stage
Proposal sent
Next follow-up
Friday 10:30
Notes
Send 2-line recap + next step.
Keep it light: name, contact, value, stage, next follow-up, notes. Lumi layers insights quietly on top.
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Lumi
Depth on demand
How it works
A calm system that turns noise into next steps.
Connect
Link Calendar + Email (optional at first).
Curate
Lumi summarises what matters and removes the rest.
Act
One brief, one focus, one high-leverage move.
Pricing
Simple tiers. Calm value. Upgrade when you’re ready.
Starter
£19/mo
For solo operators
- •Client database (10 fields)
- •7am daily brief
- •Basic capacity tracking
- •Email support
Pro
£39/mo
For steady growth
- •Everything in Starter
- •Calendar + Email connection
- •Selective change alerts
- •Pipeline signals
- •Priority support
Executive
£79/mo
High-touch setup
- •Everything in Pro
- •Onboarding setup call
- •Custom brief format
- •Monthly review insight
- •Team-ready roadmap