From an empty list to a live, paying client — in 4 steps.
This is the exact system running inside your dashboard right now. Walk through each step below to see how prospects get added, scored, built, and closed.
STEP 1
Add a business to the system
Every deal starts here. Click "+ Add Business" at the top of the Dashboard — that opens the same form every prospect gets loaded into.
What you'll fill in
Business Name* — required
Category — hair salon, restaurant, etc.
Address
Phone
Email (if known)
Instagram
Facebook
Review Count
Rating
Has Website? — No / Yes but bad / Yes good
Starting Score — 1-10, defaults to 7
Notes
Hit Save and the record lands straight in the prospects list on your Dashboard home screen with a stage of "Scored - Not Contacted."
Tip: The more contact info you have up front (phone + email + Instagram), the higher the record's close-rate signal — you'll see this called out right in the prospect's detail panel.
STEP 2
Look for this sort of business — and score it
You don't have to hunt manually. The system can pull a fresh batch of local businesses for you, and it auto-scores every single one the moment it lands in the dashboard.
Where the leads come from
Behind the scenes, a sourcing pass searches for real local businesses by category and city (hair & nail salons, restaurants, barbers, spas, gyms, and more — across Waco, Hewitt, and Woodway) and keeps only the ones with no real website — meaning a booking-platform page, a social-only presence, or nothing at all. Those are your best targets.
How scoring works
Every new prospect gets a 1-10 Suggested Score automatically, built from two things:
Category
Base Score
Why
Hair / nail / beauty salons
8-10
High AI-booking upside, easiest sell
Restaurants
8-10
High AI-booking upside, easiest sell
General stores / services
5
Still sellable, slower close
100+ reviews on Google → +1 to the score
30+ reviews on Google → +0.5 to the score
No duplicate businesses — every name is checked against what's already in your list
Reading the badge:9-10 green = call today. 7-8 gold = strong, work it this week. 4-6 blue = fine filler, lower priority. Anything 1-3 stays gray — deprioritize.
Want more leads right now? Ask your admin to run a fresh sourcing pass any time your list gets thin — it pulls new, unscored, no-website businesses straight into this same list so your sales team never runs dry.
STEP 3
Create their website — before they even say yes
This is what makes the pitch impossible to ignore: you show up with the finished website already built, not a promise.
Every build includes
A fully custom design pulled from their real business info — name, logo direction, services, hours, real reviews
Hero/header imagery on every page (never a plain text banner)
Full-length pages — a real "How It Works" process section and FAQ, not just a hero and a form
An AI appointment booker wired in, so leads get captured and texted to you or the client automatically
Mobile-ready, fast-loading, hosted and live on a real preview link the moment it's done
Where it lives before they buy
Every build gets its own private preview link (a *.web.app address) so you can send it, show it in person, or drop it in a text — fully working, nothing locked, before a single dollar changes hands.
Standard, not optional: hero imagery and full page length are now baked into every build by default — no site goes out short or bare anymore.
STEP 4
Now reach out — and this is how you do it
Open any prospect's detail panel and click "📋 Call Script." The dashboard writes your pitch for you, using that business's real data.
What the script pulls in automatically
No real website on file? The script leads with that gap.
High review count + high rating? The script uses it as proof they already have demand — they just have no way to capture it.
High suggested score? The script frames urgency — this is a business ready to convert fast.
Send the finished site, not a pitch deck
Instead of describing the website, you send the actual live link. Every build ships with its own sales page wrapped around the site — the business owner sees their real, working website in a browser frame, then scrolls down into a page built to close:
Why the system beats hiring an agency — AI booking, SEO-ready structure, hosted and fast, all in one build
What it would cost piecing this together elsewhere (a website, a booking system, and SEO work separately) versus getting all of it in one build
Today's price, clearly stated, with a countdown — the price steps down automatically if they wait past 14 days, so there's a real reason to decide now, not pressure for pressure's sake
Everything is customizable, and they get 2 free edit rounds after they agree to the build
One button — "Claim This Site" — that captures them as a hot lead the second they click
EXAMPLE OPENER — "Hey, I actually already built [Business Name] a website — no charge to look, it's live right now. You've got [X] reviews at [rating] stars and no real site to send people to. Want me to text you the link?"
After they say yes
Once a client claims a site, they don't just disappear — they roll straight into the upsell: full GHL management, weekly email campaigns they approve before anything sends, branded social banners, and short-form video, all inside the same relationship. Every deliverable you send them (emails, banners, videos, site changes) goes out through the same approve/decline link, so nothing goes live without their sign-off and nothing falls through the cracks on your end either.