From a local lead to a website you can hand over.

The SiteSeeker playbook follows one business through research, a conversation, the AI website builder, and a clear offer. Use it as a working guide for your next project.

12 steps4 phases

Open your workspaceRead the workflow
01 · Steps 1 to 2ProspectingFind a business and understand the opportunity.02 · Steps 3 to 4The conversationPrepare your outreach and agree on the next step.03 · Steps 5 to 8The buildCreate, review, and publish the right website.04 · Steps 9 to 12The sale and hand-offShare a clear offer and follow through on the agreement.

Before you begin. Check your search credits, AI credit balance, and hosting allowance. Build and deployment time varies with the project.

The workflow

Each step ends with something you can check before moving on. Already have a website? Start with the project and publishing steps.

Prospecting

Find a business and understand the opportunity. Steps 1 to 2.

Step 1: Find a business worth contacting

Start with a location and a business type you understand.

  1. Open Lead Finder and choose a business type and location.
  2. Review the search mode, filters, and search credit cost before starting. Search credits are separate from AI credits, and fresh review dates use a separate recency credit balance.
  3. Inspect the website, contact information, and available business details for each result.
  4. Choose prospects with a specific website need you can explain.

Done when: A short list of businesses to review.

Tip. Verify the listing before reaching out. A rating or lead score is a research aid, not proof that the owner wants a website.

Where in SiteSeeker
  • Lead Finder

Step 2: Save the lead and your research

Keep the business and your next action together.

  1. Save the lead with the bookmark button (Save lead) on the result or at the top of the lead panel.
  2. Find it in Saved Leads, where you can view your pipeline as a board or a list.
  3. Open the saved lead and add a note in its Activity tab: what you noticed, the contact details you checked, and why a website might help.
  4. Keep the pipeline stage current as the conversation progresses.

Done when: A saved lead with useful notes.

Tip. Work with a list small enough to follow up on. Record when an owner asks you to stop contacting them.

Where in SiteSeeker
  • Lead panel
  • Saved Leads

The conversation

Prepare your outreach and agree on the next step. Steps 3 to 4.

Step 3: Prepare your call guide

Use the AI-generated guide as a starting point for your own words.

  1. Open the Call guide tab on the lead.
  2. Choose Generate call guide. Each business gets one guide, and it uses AI credits, so check your balance first.
  3. Verify every business-specific claim and remove anything you cannot support.
  4. Prepare an opening, a question about the business, and a clear next step.

Done when: A short, accurate opening and a few questions.

Tip. Use the guide to prepare. Listen to the owner instead of reading a script line by line.

Where in SiteSeeker
  • Call guide
  • AI credits

Step 4: Agree on a useful next step

Find out what the business needs before promising a solution.

  1. Contact the business through an appropriate channel and introduce yourself.
  2. Explain the specific issue you noticed and ask whether it matters to them.
  3. Discuss the pages, services, contact details, and business goals the site should cover.
  4. If they want a preview, confirm where to send it and when you can realistically deliver it.
  5. Add a note to the saved lead’s Activity tab and update its stage.

Done when: An agreed scope for the first preview, or a clear decision to move on.

Tip. Answer pricing questions directly. Separate the website work from any recurring hosting or maintenance you may offer.

Where in SiteSeeker
  • Call guide
  • Lead notes

The build

Create, review, and publish the right website. Steps 5 to 8.

Step 5: Build in SiteSeeker

Use the built-in AI website builder to turn the business brief into a draft.

  1. Check your AI credit balance before you start. Website generation and later edits spend AI credits.
  2. Open the lead and choose Build their website (or Generate website on a saved lead). SiteSeeker saves the lead if needed and opens a setup screen. Add any direction, then choose Generate website.
  3. Use the builder conversation to describe the business, pages, style, and required content.
  4. Review the generated website and ask for specific changes in chat.
  5. Check the mobile layout, service details, images, phone links, and forms. Confirm that any form has a working destination.

Done when: A website draft you have reviewed and can keep editing.

Tip. Do not invent testimonials, certifications, business results, or contact details. A generated draft needs your review before it represents a client.

Where in SiteSeeker
  • Build their website
  • Builder

Step 6: Keep the work in a project

Use the project as the record of the website and client engagement.

  1. Create a project for the client with Create project on the lead, or New project in Projects. After you publish the builder site, link it to that project.
  2. If you are bringing an existing website, create the project the same way and link the site in the next steps.
  3. Check the business information and add the agreed scope and next action in Notes and activity.
  4. Check that the project status matches what has happened. It updates when you mark the preview as sent, list the site, record a sale, or transfer it.

Done when: One project linked to the right lead.

Tip. Check for an existing project before creating another one for the same engagement.

Where in SiteSeeker
  • Create project
  • Projects

Step 7: Publish or connect an existing site

Publish from the builder, or bring an existing project through GitHub or ZIP.

  1. For a builder site, choose Publish, review the subdomain, and confirm. Later edits reach the public site when you publish them.
  2. For an existing site, choose Set up website in the project, or New site in Hosting. Choose Upload ZIP or GitHub.
  3. For GitHub, authorize access, select the repository and branch, and review the deployment settings. Auto-deploy on push is on by default. Turn it off if you do not want every push to publish.
  4. For ZIP, supply the supported website source or export. A hosted-only service may not provide an export that SiteSeeker can run.
  5. Watch the build status in Deployments and open Build logs if something fails. Build time varies; open the live address only after the deployment succeeds.

Done when: A successfully deployed site at a working address.

Tip. Keep secrets out of browser code and ZIP exports. Test the public site, including mobile layout and forms, before you share it.

Where in SiteSeeker
  • Builder Publish
  • Hosting
  • GitHub or ZIP

The sale and hand-off

Share a clear offer and follow through on the agreement. Steps 9 to 12.

Step 11: Complete the sale and hand-off

Confirm the agreement, payment, and client access.

  1. Follow up at the time you agreed and answer questions about the website or offer.
  2. Confirm the deliverables, domain, launch timing, and any ongoing maintenance in writing.
  3. Direct the buyer to the published listing’s checkout when using SiteSeeker’s sale flow.
  4. Check that the project’s Sell card shows the Sold step before treating the sale as complete.
  5. A sale through the listing hands the site over automatically. To hand it over without a sale, use Transfer without selling… in the project’s More menu, confirm the client claimed it, then record any remaining work.

Done when: A completed transaction with clear ownership and next steps.

Tip. An opened link, a verbal yes, or a pipeline stage change is not proof of payment. Check the transaction record.

Where in SiteSeeker
  • Listing checkout
  • Sell
  • Transfer without selling

Step 12: Review the work and repeat

Use your own results to choose the next project.

  1. Review which prospects replied and which offers became paid work.
  2. Compare the time and credit costs of searches, builds, revisions, and follow-ups.
  3. Track paid website work separately from recurring maintenance or hosting revenue.
  4. Choose a next batch you can support, and keep existing client commitments visible.
  5. Update your brief and outreach based on what you learned.

Done when: A manageable next batch and a clearer process.

Tip. Set your own activity goals. A playbook cannot guarantee a client, conversion rate, or amount of revenue.

Where in SiteSeeker
  • Saved Leads
  • Projects
  • Your records

Conversation examples

Adapt these examples to the business and the work you actually offer. Replace every bracketed field before using them.

A first introduction

Hi, I’m [name]. I was looking at [business] and noticed [specific, verified issue]. I build websites for businesses like yours. Is that something you’re interested in improving?

When the owner is busy

Understood. Would you prefer a short email, or is there a better time to talk?

If they decline, thank them and record that preference.

When they ask about price

For [agreed scope], the website work is [price]. [Optional service] would be [recurring price] per month. I can write down what is included so you can review it.

Use your own quote and explain any conditions.

A message with the preview

Hi [name], here is the draft we discussed: [preview link]. I focused on [specific need]. Please check [details to verify] and let me know what you would change. The proposed scope and price are [summary]. Would [agreed next step] work for you?

What to track

Use your own activity and results to set a realistic workload. The goal is to see what needs attention.

Outreach

Track prospects reviewed, messages sent, replies, and agreed next steps.

Which businesses are having a useful conversation with you?

Delivery

Track AI credit use, time spent building, revisions, and outstanding approvals.

Can you deliver the scope you quoted at a sustainable cost?

Sales

Record completed payments separately from previews, verbal interest, and pipeline stage changes.

What has actually been paid, and what still needs a decision?

Ongoing work

Track active maintenance agreements, recurring charges, and client support commitments.

Do you have capacity to support the next client?

Before you hand it over

Use this review with each client project.

  • Business details

    The services, contact information, images, and claims have been checked with the client.

  • Website behavior

    The mobile layout, navigation, phone links, and forms work on the published site.

  • The offer

    The scope, one-time price, recurring charges, and maintenance responsibilities are written down.

  • Payment and access

    The transaction status and client ownership or access are confirmed in the relevant records.

  • Launch arrangements

    The domain, hosting, and any remaining launch tasks have a clear owner.

  • Next contact

    The client knows how to ask for help, and you have recorded any follow-up commitments.

Put the next step to work.

Choose one business and start with a useful observation.

Open SiteSeeker