Legacy Site (if any)

Familiarize yourself with their current site & understand their business.

Bitrix Fields

• Project Notes
• Dream Outcome (opportunity to Sell TransUnion)

Read the details left by the Sales Rep for the Devs.

Sales Call Recording

It is important you listen or at the very least know how the Sales Rep has made the sale & what was promised. You can also use a Transcribing website otter.ai to convert the sales call to a transcribed text if you find that to be quicker & easier than listening to the call.

SimpleTexting

Prepare your text to the client's number with the below message but do not send it yet. 

"Hello! This is [PM Name]. Feel free to save my number as ‘Simple'

Below is the script to guide your conversation during the Onboarding Call. Feel free to insert verbiage as you see fit for your client. If the call encounters any serious issues, you can stop the script and focus on addressing the client's issue

Introduction

"Hi there! My name is [PM Name] with Simple, the website company. I'm calling in regards to your website, are you available?

[Partner Name] and our team will be working closely with you, and I’ll be your project manager—your main point of contact for the website, assisting with any technical needs, edits, or digital marketing support."

Site Specifics & Dream Outcome

"[Partner Name] told me that you want your website to include… [Discuss what they said in the notes/phone call.]

Confirm the Following Details

• Website Phone & Email
• Text Notification
• Collection: Keywords & Locations

I’d love to understand your vision for your website. Whether it’s attracting more customers, showcasing your brand, or simplifying things for your team. If everything worked out perfectly, what would you want your website to achieve for your business? 

TransUnion Pitch

"I understand that one of your main goals in updating your website is to increase traction for your business. By any chance, are you familiar with Transunion? 

TransUnion, the credit bureau company, has a directory software called Directory Control.

You see, the biggest frustration business owners have is number one, ranking on the first page of Google and second is getting online reviews.

What Transunion does is connect 90 backlinks to your site and quickly share what backlinks are; they are links on other websites that point to your website, thus increasing traffic and credibility to your site and improving your ranking. and what’s awesome about it is that it’s not just 90 backlinks, but 90 of the most reputable websites online that connect you to Google Maps, Yelp, Apple Maps, and every major directory. In fact, you know the GPS in our cars.

For instance, if you drive a Toyota, the GPS in the car is driven by its own directory and we get you into that directory online, which gives us another reputable backlink. 

Again, the service is through Transunion. We signed up as a reseller, not to make money on the product but to negotiate a discount for our valued clients like yourself. Transunion charges businesses over $200 per month, but we negotiated it down to $44 dollars. it's like spending $1.40 cents a day but having these awesome benefits to your website. So, what do you say? Should we go ahead and add that to the website?"

If Yes:

"Great, thank you so much! This will make it so much easier for us to do our job while enhancing your online reputation and ensuring the information about your business on the web is accurate and reliable."

If No: Don’t give up on the first rejection, listen and agree, and try to push Transunion’s benefit one more time.

Next Step, Realistic Expectations, Input & Communication:

"I want to share what happens next so you’re in the loop. I’ll be working closely with [Partner Name] and our development team to get your site ready. Before you see it, we’ll have four managers review it to ensure everything is solid—great for search engines, free of typos, and ready to go.

That said, we still treat it as a ‘rough draft’ because no one knows your business better than you do. We’ll build it on a temporary domain so you can review it, share your ideas, and suggest changes. My goal is to make sure you’re 100% happy with the final look and feel before we move it to your permanent domain.

The easiest way to reach me when you need changes or updates is to text me. I’ll send you a quick hello text now. [Send Text Message] If you want to add a picture, announce something new, or tweak the site, just text me. Of course, you can always call or email me, but texting is the fastest.

Oh, and regular updates can actually help your site’s search rankings! Speaking of, is there anything specific you’d like us to keep in mind as we get started?"

Review Pitch & Our Promise

"Sounds good! I’ll reach out to you in about three weeks to review the draft of the website together. In the meantime, I’d love to hear your thoughts on our process. Do you feel it's a 5 Star Impression so far? "[Wait for a Response, remembet the Sitejabber 3 checks]

"Would it be okay if I sent you a quick review link to rate our service?"

"Now, since it takes us about three weeks to complete this stage, let’s go ahead and schedule a time for me to call you to get your feedback on the site. How does [suggest a time 3 days past the promise date] work for you?"

"Great! I’ll talk to you then!"

If the client didn't answer your call, use the below scripts.

1st Call Attempt

"Hi! This is [PM Name] from Simple, the website company. [Partner Name] asked me to reach out and introduce myself. I’ll be working closely with [Partner Name] and our development team on your website.

If you have a couple of minutes, I’d love for you to give me a quick call at [your 800 number]. Thank you so much, and I’m looking forward to working with you"

2nd Call Attempt

"Hi! This is [PM Name] with Simple, the website company. [Partner Name] asked me to reach out and introduce myself. I know you’re busy running your business, so I’ll keep it brief. I’ll be working with [Partner Name] and our developer on your website, and I’ll give you a call in three weeks—on [specific date and time]—to review our progress with you.

In the meantime, if you need anything or have questions, feel free to reach me anytime at [your 800 number]. Thanks so much, and I’m looking forward to working with you!"