The Close Is Also Intake
The client should leave the call feeling understood. Matt should leave the call with enough information to decide the package, explain the next step, and hand clear instructions to Codex for the build.
- Ask in plain English.
- Listen for what the business actually sells, not just what the current website says.
- Capture exact wording when the client says something useful.
- Do not promise custom features until scope, assets, and access are clear.
Business Basics
Identity
- What is the official business name?
- Is there a shorter name or abbreviation customers use?
- What city/area should the site make obvious?
- What phone number and email should be used?
- What social links should be included?
Customer action
- What is the main thing visitors should do: call, text, book, buy, request a quote, or fill out a form?
- What should happen after a lead submits the form?
- Are there secondary actions, like view gallery, see menu, read reviews, or request financing?
- What is the highest-value lead the site should attract?
Offer And Services
Services
- What are the main services or offers?
- Which services make the most money or bring the best customers?
- Which services should be featured first?
- Are there services they do not want to promote anymore?
- Do they serve specific towns, neighborhoods, or service areas?
Positioning
- Why should someone choose them instead of another local option?
- What objections do customers usually have before buying?
- What proof do they have: reviews, photos, licenses, years in business, awards, guarantees?
- What tone should the site have: premium, friendly, fast-response, family-owned, clinical, bold, calm?
Existing Site Revamp Questions
Current site
- What is the current website URL?
- What platform is it on: Wix, Squarespace, WordPress, Shopify, GoDaddy, Webflow, custom, or unknown?
- Who currently has login access?
- Do they own the domain, hosting, and website account?
- Are there any pages or content that must not be removed?
What needs fixing
- What feels outdated, confusing, or weak about the current site?
- What do customers ask that the site should answer better?
- What pages get traffic or leads now?
- What pages are missing?
- What would make the owner say, "Yes, this looks like us now"?
Assets Codex Needs
Visual assets
- Logo files, preferably PNG/SVG.
- Brand colors or examples they like.
- Best real photos of the business, team, work, products, location, or before/after results.
- Any photos they do not want used.
- Any inspiration sites they like and what they like about them.
Content assets
- Services list and short descriptions.
- Reviews/testimonials.
- FAQ answers.
- Pricing or "starting at" info, if public.
- Team bios, business story, hours, address, service area, policies, menu, booking links, or payment links.
Access And Transfer Questions
Accounts
- Who owns the domain account?
- Where is DNS managed: GoDaddy, Namecheap, Cloudflare, Squarespace, Wix, Shopify, or unknown?
- Who can add Matt as an admin or provide temporary access?
- Is there email connected to the domain that must not break?
- Are there forms, calendars, CRMs, analytics, pixels, or booking tools that must stay connected?
Launch constraints
- Is there a deadline or event driving the launch?
- Can the old site stay live while the revamp is built separately?
- Who needs to approve the final site?
- What changes after launch would count as urgent?
- Does the client want ongoing edits/care after launch?
End The Call With This Summary
"Here is what I heard: you need [new site/revamp], the main goal is [goal], the most important services are [services], and the site needs to make customers [action]. I will recap this, confirm the package, and send the next step. Before Matt/Codex starts, we will need [assets/access/content]."