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SmartSite Studios
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Clients

Active customers, in setup, paused, and churned.

New client

Add a client manually.

Pipeline

Drag prospects through the stages.

Lead finder

Find local businesses on Google Maps. Save the ones worth calling.

Try: "HVAC contractors in Los Gatos", "dentists near San Jose", "plumbers Sunnyvale CA"

Invoices

Track billing. Click an invoice to mark it paid or open in Stripe.

Expenses

Track every dollar going out.

Discovery call script

The exact framework for every sales call. Print it. Memorize it.

1Opening — Confirm Agenda

30 sec
"Hey [Name], thanks for jumping on. Quick agenda: I'm gonna ask you 3-4 questions about your business, then if it makes sense, I'll show you exactly how we'd help. End of call, you'll know if we're a fit. Sound good?"
💡 Why it works: Sets expectations, controls the call, gets a "yes" early.

2Qualify — The 3 Money Questions

❓ "How many calls a week are you missing because you're on the job?"
❓ "What's your biggest bottleneck — getting leads, closing them, or fulfilling the work?"
❓ "If we could solve that, what would that be worth to you per month?"
🎯 Listen for: Pain, urgency, budget. All 3 = strong fit. Missing one = still pitch. Missing all = polite exit.

3Demo — Show, Don't Tell

A. The Website
Show 2-3 examples. "These convert at 3-4x your old WordPress."
B. AI Receptionist
Call 669-232-8033 live. "This is Jake's Plumbing — yours sounds exactly like this."
C. Dashboard
"Every call, every lead, every booking — all in one place."

4Objections

"It's too expensive."
"How much is one missed job worth? Most clients pay for the entire month after one extra job."
"I need to think about it."
"What specifically do you need to think about — the price, the AI, or whether you're ready to grow?"
"I already have a website."
"Send me the URL — I'll find 5 things losing you customers in under 60 seconds."
"Let me talk to my partner/wife."
"What questions do you think they'll have? Let's address those now so you have all the answers."

5Close — Two Paths Only

"Two options: (A) we get you set up this week — 50% deposit today, live in 7 days. Or (B) you think it over, we set a follow-up for Thursday. Which works?"
⚡ Always set a follow-up day. "Let me think about it" without a date = dead lead.
💰 If they say yes: Send invoice via Stripe on the call. Mark "Closed Won" in pipeline. Trigger 7-day onboarding.

Key numbers to memorize

More leads/month
3.4x
Calls answered
100%
Reviews in 90 days
+47

Client onboarding

7-day setup tracker. Pick a client to see or update their progress.

Select a client above

Their 7-day onboarding progress will appear here.

Contracts

Generate a one-page service agreement. Download as PDF.

Client intake form

Send this to new clients. Collects everything needed to build their site.

Intake form preview

Client fills this out

Bookings

Your Cal.com scheduling — see upcoming calls and manage availability.

Open Cal.com ↗
This embeds your Cal.com team page. To view/manage existing bookings, click "Open Cal.com" above.

Sales Dashboard

Your daily scorecard, funnel, and follow-ups.

Conversion Funnel

Lead → Close

Pipeline by Stage

Follow-up Reminders

0

Objection Tracker

Saved on this device

Activity Log

Last 10 calls

Saved Leads

Your call list. Click a status badge to cycle it, or a row for full details.

System Health

Live operational health across all active clients.

Per-Client Health

Activity in last 7 days

Smart Alerts

Agents

Automation control center. Phase 3

⚠️
Backend not connected. Agents run locally on the Mac mini.
Enter the backend URL once it's reachable to wire up live runs.
NOT CONNECTED

Website Builder

Generates a full client website from intake data and deploys it to staging.

AI Receptionist Config

Provisions the VAPI assistant, phone number, and call scripts for a client.

Orchestrator

Processes new clients end-to-end — build, configure, and go live.

Live feed

Phase 3 — streams agent logs
SmartSite Agent Runner v0.1 Waiting for connection…

Settings

Team members, roles, and access.

Team Members

Admin only
NameEmailRole
Dariodariotajik@gmail.comADMIN
Zach—SALES
User management via Supabase dashboard for now.

Invite User

Role Reference

ADMIN

Full access to every tab — clients, sales, money, delivery, operations, and settings.

SALES

Sales Dashboard, Lead Finder, Pipeline, and Saved Leads. Focused on selling.

TECHNICAL

Clients, System Health, Onboarding, and Agents. Focused on delivery & ops.