# Sites By Matt Client Call Checklist

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

1. Confirm the business goal.
   - What do you want the site to help customers do?
   - Call, book, buy, request a quote, visit, or ask questions?

2. Confirm whether this is a new site or revamp.
   - New website
   - Existing-site revamp
   - E-commerce/payment setup
   - AI chat assistant
   - Monthly care

3. 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   - What feels outdated?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?

4. Choose scope.
   - Pages needed:
   - Photos/logos/reviews available:
   - Forms, booking, payments, maps, galleries, FAQs:
   - Timeline:

5. Recommend package.
   - Launch Site: $500
   - Signature Site: $950
   - Premium Site: $1,750
   - Site Refresh: $350
   - Local Trust Revamp: $750
   - Conversion Rebuild: $1,250

6. Explain payment.
   - 30% deposit to start
   - 70% final after approval and before launch/transfer
   - For now: Venmo or invoice instructions
   - Later: Stripe Payment Links

7. 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