Use this before and during every client call.
Before The Call
- Business name:
- Website URL, if they have one:
- Contact person:
- Main service or offer:
- Current package they asked about:
- Notes from form submission:
Call Flow
- Confirm the business goal.
- What do you want the site to help customers do?
- Call, book, buy, request a quote, visit, or ask questions?
- Confirm whether this is a new site or revamp.
- New website
- Existing-site revamp
- E-commerce/payment setup
- AI chat assistant
- Monthly care
- Review current site or examples.
- What feels outdated?
- What pages are confusing?
- What should customers see first?
- What examples from Sites By Matt did they like?
- Choose scope.
- Pages needed:
- Photos/logos/reviews available:
- Forms, booking, payments, maps, galleries, FAQs:
- Timeline:
- Recommend package.
- Launch Site: $500
- Signature Site: $950
- Premium Site: $1,750
- Site Refresh: $350
- Local Trust Revamp: $750
- Conversion Rebuild: $1,250
- Explain payment.
- 30% deposit to start
- 70% final after approval and before launch/transfer
- For now: Venmo or invoice instructions
- Later: Stripe Payment Links
- Confirm next step.
- Send recap email
- Send deposit instructions
- Request assets
- Schedule first draft date
Asset Request List
- Logo
- Brand colors, if any
- Best photos
- Services list
- Pricing, if public
- Reviews/testimonials
- Phone/email/address
- Social links
- Current domain/login details, if needed