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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.
SEO audit
Run a real PageSpeed analysis. Generate a report to send the client.
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 outBookings
Your Cal.com scheduling — see upcoming calls and manage availability.
This embeds your Cal.com team page. To view/manage existing bookings, click "Open Cal.com" above.