Standard Operating Procedures

The Playbook

The official operating system for scaling your agency. Follow this proven process to go from zero to consistent monthly recurring revenue.

Prospecting

Find & save 10-20 leads in your target market

30 min

The Hook

Call leads, pitch value, collect emails

10-15 min

Build & Close

Build site, deploy, send preview, close deal

60-90 min

The Workflow

Phase 1: Prospecting

Find and save high-quality leads

⏱30 min
1

Find Your Lead

Use the Lead Finder to discover businesses without websites in your target market.

⏱5-10 minutes

Detailed Steps

  1. 1Navigate to Dashboard → Lead Finder tab
  2. 2Pick a category from the category selector (e.g., "HVAC", "Auto Repair", "Roofing")
  3. 3Enter your target location (city, state, or zip code)
  4. 4Apply filters: Leaving default settings is fine, but you can set minimum rating and review count if desired
  5. 5Sort by lead quality to get the best results first
  6. 6Browse results - look for businesses with good ratings and sufficient reviews
  7. 7Save your results for later review

Pro Tips

  • Use Advanced mode to get more results
  • Target industries with high website need: contractors, home services, local retail
  • Businesses with 4+ stars and 20+ reviews are more likely to invest in their online presence
  • Don't go after businesses without phone numbers

Tools You'll Use:

Lead FinderAdvanced Search
2

Save the Lead

Add promising businesses to your pipeline for organized follow-up.

⏱30 seconds

Detailed Steps

  1. 1Click on a business card to view full details
  2. 2Click the maps button to check out their reviews on Google
  3. 3Review their Google rating, reviews, and location
  4. 4Save leads that are rated high in quality using the save button with the bookmark icon
  5. 5The lead automatically appears in your Saved Leads tab with "New" status

Pro Tips

  • Save 10-20 leads at once to build a healthy pipeline
  • Prioritize businesses with physical locations (better conversion rates)

Tools You'll Use:

Business DrawerSaved Leads Pipeline

Phase 2: The Hook

Get scripts and make contact

⏱10-15 min
3

Get AI-Generated Call Script

Access personalized call scripts tailored to each specific business.

⏱1 minute

Detailed Steps

  1. 1Go to Dashboard → Saved Leads tab
  2. 2Click on your saved lead to open the Business Drawer
  3. 3Scroll to the "Call Script" section
  4. 4Click "Generate Script" to create an AI-generated personalized script that uses data on best cold calling strategies
  5. 5Review the script personalized with the business name and industry
  6. 6Copy the script or keep it open on a second screen

Pro Tips

  • Have the script open but speak naturally - use it as a guide, not exact wording
  • Change up the script with your own personality - don't sound robotic
  • Highlight the specific pain point: "I noticed you don't have a website..."
  • Emphasize the quick turnaround: You can get them a live preview of their site within a few hours free of charge, just need their email address

Tools You'll Use:

Saved LeadsBusiness DrawerAI Call Script Generator
4

Make the Call

Contact the business owner to present your value proposition and secure their email.

⏱3-5 minutes per call

Detailed Steps

  1. 1Call during the business's open hours (check on Google Maps) - avoid lunch time
  2. 2Ask for the owner or decision-maker
  3. 3Introduce yourself with your name
  4. 4Follow the AI-generated script from the previous step
  5. 5Set expectations: "I'll have a draft for you to review by [specific time today/tomorrow]"

Pro Tips

  • Ask questions like why they don't have a website
  • Smile while talking - it changes your tone and makes you sound friendlier
  • Listen more than you talk - understand their specific needs
  • Don't mention price on the first call - focus on value and getting the email

Tools You'll Use:

AI Call ScriptNote-taking App

Phase 3: The Build

Create and deploy websites

⏱60-90 min
5

Build the Website

Create a professional website using AI platforms like Lovable, Framer, or Relume.

⏱30-60 minutes

Detailed Steps

  1. 1Go to your AI website builder (Lovable, Framer, or Relume)
  2. 2Use SiteSeeker's Website Prompt Generator (in Saved Leads drawer) to get an optimized prompt
  3. 3Generate the website using the AI platform
  4. 4Review and refine: Check mobile responsiveness, contact forms, call-to-action buttons
  5. 5Focus on making sure it looks good
  6. 6Test all links and forms to ensure they work correctly

Pro Tips

  • Use the Website Prompt Generator for best results - it creates prompts optimized for conversions
  • Focus on a good landing page - that's what matters most
  • Keep it simple - 3-5 pages max (Home, About, Services, Contact, Testimonials)
  • Use action-oriented CTAs: "Get Your Free Quote", "Book Now", "Call Today"

Tools You'll Use:

LovableFramerRelumeWebsite Prompt Generator
6

Create a Project

Track the client engagement in your Projects dashboard.

⏱2 minutes

Detailed Steps

  1. 1Go to Dashboard → Saved Leads
  2. 2Click on your lead to open the Business Drawer
  3. 3Click "Create Project" button
  4. 4The project is automatically populated with business details
  5. 5Add any additional notes from your phone call
  6. 6The project starts in "Draft" status

Pro Tips

  • Create the project before uploading the site to keep everything organized
  • Add detailed notes about specific requests or customizations discussed

Tools You'll Use:

Projects DashboardCreate Project Modal
7

Export & Upload Site

Export your website from the AI platform and deploy it to SiteSeeker hosting.

⏱5-10 minutes

Detailed Steps

  1. 1If using Lovable: Connect to a GitHub repo, then export from GitHub as a ZIP file
  2. 2For other platforms: Look up how to export your specific platform
  3. 3Go to your project in SiteSeeker
  4. 4Click "New Site" button
  5. 5Enter a site name (e.g., "john-plumbing" - this becomes your subdomain)
  6. 6Upload your ZIP file
  7. 7Wait for processing (usually 10-30 seconds)
  8. 8Your site is now live at: [sitename].siteseeker.app
  9. 9Test the live site thoroughly before sending to client

Pro Tips

  • Choose a clean, professional subdomain name related to the business
  • Test every link, form, and button on the live site before sharing
  • Keep the ZIP file saved locally in case you need to make updates
  • Check mobile view - use Chrome DevTools or your phone to preview
  • Verify contact forms are working (test with your own email)

Tools You'll Use:

Hosting DashboardZIP Export from AI Platform
8

Link Site to Project

Connect your hosted site to the project for tracking and analytics.

⏱1 minute

Detailed Steps

  1. 1Click on your project to open the detail view
  2. 2Click "Add Site" (you should have already done this in the previous step)
  3. 3Select your site from the list
  4. 4The project now tracks views and interactions with your site

Pro Tips

  • This enables tracking of how many times the client views the preview
  • Analytics help you know when to follow up (if they viewed it multiple times, they're interested)

Tools You'll Use:

Project Detail ViewSite URL Linking

Phase 4: The Close

Send previews and close deals

⏱Ongoing
9

Get Preview Link

Access the shareable preview link for your client.

⏱30 seconds

Detailed Steps

  1. 1Once your site is linked to the project, a preview URL is automatically generated
  2. 2Go to your project detail view
  3. 3Copy the preview link shown in the project details
  4. 4The preview link lets clients see their site and claim it

Pro Tips

  • The preview link automatically tracks when clients view their site
  • Clients can use the preview link to claim their website
  • You can monitor views and engagement from your project dashboard

Tools You'll Use:

Project Detail View
10

Send Preview Link

Email the preview link with a professional, compelling message.

⏱5 minutes

Detailed Steps

  1. 1Compose an email to the business owner
  2. 2Subject line: "Your New Website is Ready - [Business Name]"
  3. 3Opening: Remind them of your call and their interest
  4. 4Include the preview link prominently
  5. 5Add a call-to-action: "Take a look and let me know what you think"
  6. 6Provide your contact info for questions
  7. 7Send during business hours for higher open rates

Pro Tips

  • Personalize the email - reference specific things from your phone call
  • Keep it short - busy owners won't read long emails
  • Don't discuss pricing in the first email - let them see the value first
  • Use a professional email signature with your name and phone number

Tools You'll Use:

Email ClientPreview Link
11

Follow Up & Close

Follow up strategically and convert the preview into a sale.

⏱10-20 minutes

Detailed Steps

  1. 1Wait 24-48 hours for them to review
  2. 2Check your Projects dashboard for analytics on preview views
  3. 3If no response after 48 hours, send a follow-up email
  4. 4When they respond positively, schedule a call to discuss next steps
  5. 5Present your pricing: One-time setup fee + monthly hosting/maintenance
  6. 6Highlight the value: "Your site is already built and ready to go live"
  7. 7Close the deal and get payment commitment
  8. 8Update project status accordingly

Pro Tips

  • Be confident but not pushy - they've seen the value already
  • Offer payment plans if they hesitate
  • Get a verbal commitment before sending an invoice
  • Use Stripe, PayPal, or another professional payment processor

Tools You'll Use:

Project DashboardEmailPayment Processor
12

Repeat & Scale

Optimize your process and systematically grow your client base.

⏱Ongoing

Detailed Steps

  1. 1Track your conversion rate: Calls → Previews → Sales
  2. 2Identify which industries convert best and double down
  3. 3Set daily goals: 10 calls, 3 previews sent, 1 sale per week
  4. 4Refine your call script based on what works
  5. 5Create a follow-up system: Day 1 email, Day 3 call, Day 7 final email
  6. 6Scale up: Once profitable, hire help for calls or building sites
  7. 7Ask for referrals from happy clients

Pro Tips

  • Track everything: leads, calls, conversions, revenue
  • The fortune is in the follow-up - most sales happen on the 3rd-5th contact
  • Your goal: Build consistent monthly recurring revenue
  • Reinvest profits into tools that save time
  • Join communities of other web developers to share tips and stay motivated

Tools You'll Use:

Project DashboardSpreadsheet or CRMCalendar

Call Scripts

Handling Objections

"I'm too busy"

"That's exactly why I handle everything for you. You won't have to lift a finger - I'll build it and send you a preview to review when you have time."

"I don't know about this"

"That's completely fine. Let me send you a free preview with zero commitment. If you like it, great. If not, no worries."

"How much does it cost?"

"Let me send you the preview first so you can see the value. Then we can discuss pricing that works for your budget."

Success Scorecard

Daily Goals

10-20new leads saved
10-15calls made
2-3preview links sent

Weekly Goals

1-2new clients closed
$500-2000in revenue
10-20%conversion rate

Monthly Goals

5-10active clients
$500-1000MRR (monthly recurring)

Long-term Goals

$5,000+MRR target
80%automation rate

Mastery Checklist

Master these principles to consistently close deals and scale your business.

Do This

  • Follow up 3-5 times before giving up on a lead
  • Get email commitment first, then build the site
  • Create simple, fast-loading sites with clear CTAs
  • Charge $500+ setup and $97/month for fair value
  • Track all metrics: calls, conversions, and revenue
  • Focus on contractors, services, and local retail

Avoid This

  • Giving up after one unanswered email
  • Building sites for uninterested leads
  • Overcomplicating sites with unnecessary features
  • Underpricing your services and selling yourself short
  • Not measuring your performance or progress
  • Targeting industries that don't value websites

Ready to Start Building Your Business?

Follow this SOP consistently and you'll have your first paying client within a week.

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