📊 Overview
$800–$1,500
Price Range
5–7 Days
Delivery Time
5 Pages
Scope
Best for: local service businesses (plumbers, salons, contractors, restaurants) who have no website or a terrible one. This is your entry-level offer — easy to sell, easy to deliver, great margin.
🛠️ Tools You Need
📋 Client Intake — Collect This Before You Build
🔢 Step-by-Step Build Instructions
1
Set up GitHub repository
Go to github.com → New Repository → name it clientname-website → set to Public → Initialize with README. Clone to your computer with: git clone [url]
2
Create folder structure
Inside the repo folder create: /css/style.css, /js/main.js, /images/ folder, then: index.html, services.html, about.html, contact.html, and one optional 5th page (Gallery, FAQ, or Testimonials)
3
Build the navbar and footer first
Create a consistent navbar with logo, nav links, and a CTA button ("Call Now" or "Book Free Estimate"). Build the footer with address, phone, email, and social links. Copy this to all pages — consistency is everything.
4
Build the Home page (index.html)
Hero section: big headline, subheadline, 2 CTA buttons ("Call Now" + "Get a Free Quote"). Services overview grid (3–4 cards). Why Choose Us section. Contact/CTA section at bottom.
5
Build Services page
List each service with a short description, icon or image, and a bullet list of what's included. End with a CTA: "Ready to get started? Call us today."
6
Build About page
Owner photo (or team photo), business story, years in business, licenses/certifications, service area map or list. Include trust signals: BBB badge, license number, insurance mention.
7
Build Contact page with Netlify Form
Add a form with: Name, Email, Phone, Service Needed, Message. Add this to the form tag: data-netlify="true" name="contact". This makes Netlify capture submissions automatically — zero backend needed.
8
Add Google Analytics
Go to analytics.google.com → Create property → Get the G-XXXXXXXX tracking ID → Paste the script tag in the <head> of every page. This lets client see how many people visit.
9
Optimize images
Go to squoosh.app → Compress every image to under 200KB. Large images slow the site and hurt SEO. Name images descriptively: smith-plumbing-philadelphia.jpg (not IMG_4832.jpg).
10
Push to GitHub and deploy on Netlify
Run: git add -A → git commit -m "Initial build" → git push. Then go to netlify.com → Add new site → Import from Git → Select repo → Deploy. Site goes live in 60 seconds at a random netlify URL.
11
Connect client's custom domain
In Netlify → Site Settings → Domain Management → Add custom domain → Enter domain name. Then go to wherever domain is registered (GoDaddy, Namecheap, Google) → DNS settings → Add Netlify's nameservers or CNAME record. Takes 5–30 min to propagate.
12
Test everything — use the testing checklist below
Check every page on mobile AND desktop. Submit the contact form and verify you receive the notification email. Check all links work. Run through Google PageSpeed Insights (pagespeed.web.dev) and fix any red issues.
13
Record a Loom walkthrough video (5–10 min)
Go to loom.com → Record screen → Walk through every page of the live site. Explain what each section does and how to contact you for changes. This is your professional delivery — clients LOVE it. Share the Loom link in your delivery email.
14
Send delivery email + collect final payment
Use the Project Delivery Email template (Section 15). Send final 50% Wave invoice at the same time. Do not hand over GitHub repo access until paid in full.
✅ Pre-Delivery Testing Checklist
🎬 How to Demo the Starter Package Live (Google Meet — 15 min)
This is your screen-share walkthrough during a cold call Google Meet. Goal: make the client see their OWN business in a finished website so they say yes on the spot.
⚡ Set Up BEFORE the Call (10 min prep)
1
0:00 — Open with the big picture (2 min)
Say: "I'm going to share my screen and show you exactly what I would build for [Business Name]. This takes 15 minutes. Is that okay?" → Share screen → Open your SmithDev Labs site → "This is my portfolio. I build websites, chatbots, and AI systems for local businesses. Let me show you a demo of what I'd build for you."
2
2:00 — Show the demo site (4 min)
Switch to Tab 2 (the demo Starter site). Walk through slowly: "Here's the hero section — this would say [their tagline]. Here's your services listed out. Here's your About page where customers learn about you. And here's the contact form — when someone fills this out, you get an email instantly." Click through every page slowly. Let it breathe.
3
6:00 — Show it on mobile (2 min)
Press F12 in Chrome → Click the device toggle icon → Select iPhone 12 → "Every site I build is mobile-first. 70% of your customers are finding you on their phone. This is what they'd see." Scroll through the mobile view slowly. This always impresses clients.
4
8:00 — Show their mock logo in Canva (2 min)
Switch to Tab 3 (Canva) → Show the logo you already made with their business name → "I put together a quick logo concept for you — this is the kind of thing we'd refine together. You'd own this completely." This is the moment they start imagining it as theirs.
5
10:00 — Submit a live contact form (2 min)
Go back to the demo site contact page → Fill out the form with your own name → Submit it → "When someone fills this out, you get an email to [their email] immediately. No missed leads." If you have Netlify set up on the demo, show the notification arriving in real time. This is your proof point.
6
12:00 — Close (3 min)
Stop sharing screen → Look at camera → "So that's exactly what I'd build for [Business Name]. Five pages, mobile-ready, contact form, Google Analytics — all live in 5 days. The investment is $[price] and I just need 50% to get started. I can have the invoice to you in the next 60 seconds. Want to move forward today?"
OBJECTION: "I need to think about it."
YOU: "Totally understand. What's the main thing you'd need to think through — the price, the timing, or something else?"
[Let them answer — then address that one thing specifically.]
OBJECTION: "I already have a website."
YOU: "Got it. Can I ask — when someone Googles [business type] in [city], does your site show up? And when they land on it, does it make them want to call you? If the answer to either is no, that's exactly what I fix."
OBJECTION: "How do I know it'll actually work?"
YOU: "That's fair. You're looking at a live example right now — this site is live on the internet today. You can pull it up on your phone after this call. I don't get paid the other 50% until you're happy with it."
📊 Overview
$2,000–$5,000
Price Range
7–14 Days
Delivery Time
10 Pages + Chatbot
Scope
🛠️ Tools You Need
📋 Client Intake (in addition to Starter intake)
🔢 Step-by-Step: Website Build (Days 1–7)
1
Build the 10-page website (same as Starter steps 1–12)
Pages: Home, Services (main), Service Detail pages (2–3 individual service pages), About, Gallery/Portfolio, FAQ, Blog (optional), Contact, Thank You page (after form submit)
2
Create Chatbase account and new chatbot
Go to chatbase.co → Sign up free → Click "New Chatbot" → Name it after the client's business (e.g. "Rivera's Plumbing Assistant")
3
Upload business knowledge to Chatbase
In Chatbase → Sources tab → Add Text source → Paste in: all services + descriptions, full FAQ list, pricing info, hours, address, service area, booking instructions. Also add the website URL as a web crawl source.
4
Configure chatbot personality and greeting
Chatbase → Settings → Instructions: write a system prompt like: "You are [Business Name]'s friendly AI assistant. Answer questions about our services, pricing, and availability. Always be helpful and professional. If asked something you don't know, say: 'Great question! Let me connect you with our team — can I get your name and phone number?'"
5
Set up lead capture in Chatbase
Chatbase → Leads tab → Enable lead collection → Set fields: Name (required), Email (required), Phone (required). Set the prompt: "Before I connect you with our team, could I get your name, email, and phone number?"
6
Build Make.com automation: Chatbase lead → CRM + email alert
Go to make.com → Create new scenario → Add trigger: Webhooks → Custom webhook (copy the URL) → Paste URL in Chatbase → Integrations → Webhook. Add actions: 1) Gmail → Send email to owner with lead details. 2) Airtable → Create record with Name/Email/Phone/Date columns.
7
Get chatbot embed code and add to all website pages
Chatbase → Embed tab → Copy the script tag → Paste it just before </body> on every HTML page. The chat bubble will appear automatically on all pages.
8
Test the chatbot with 15+ real questions
Ask it: hours, pricing, services, emergency availability, how to book, location, parking, payment methods. Check every answer. Fix bad answers by adding better content to Sources. Submit a test lead and verify it appears in Airtable and triggers owner email.
✅ Pre-Delivery Testing Checklist
🎬 How to Demo the Growth Package Live (Google Meet — 20 min)
This demo has one WOW moment: the chatbot captures a lead and the client watches it land in a real spreadsheet in real time. That's what closes the deal.
⚡ Set Up BEFORE the Call (15 min prep)
1
0:00 — Quick site walkthrough (3 min)
Share screen → Tab 2 (demo site) → Walk through the homepage, services, and about page quickly. "This is the full 10-page website — here's your home page, services, about, FAQ, blog, and contact. All mobile-ready." Hit F12, show mobile view for 30 seconds. Keep it moving.
2
3:00 — Introduce the chatbot (1 min)
Say: "Now here's where it gets interesting." Click the chat bubble in the corner of the demo site. "See this? This is an AI chatbot trained specifically on this business. Watch what happens when a customer starts typing." Build the suspense before you demo it.
3
4:00 — Live chatbot interaction (5 min)
Type as a fake customer: (1) "Do you do emergency repairs on weekends?" → show it answer correctly. (2) "What does a water heater replacement cost?" → show it answer. (3) "I'd like to book an appointment — my name is John, phone is 555-0192." → watch it capture the lead. Say: "This is running 24/7. At 2am on a Sunday when you're asleep, customers can still get answers and book."
4
9:00 — THE WOW MOMENT: Show the lead appear in Airtable (2 min)
WITHOUT closing the chat window, switch to Tab 4 (Airtable) → Refresh the table → The lead from the chatbot conversation (John, 555-0192) appears as a new row. Say: "John just became a lead in your CRM. You didn't do anything. You were asleep. This is automatic." Pause. Let it land. This is the moment deals close.
5
11:00 — Show Calendly booking (3 min)
Switch to Tab 5 (Calendly) → "Customers can also book directly without even talking to the chatbot. They pick a time, they get a confirmation, and it goes on your calendar automatically." Click through the booking flow. Show the confirmation email. "No phone tag. No missed appointments."
6
14:00 — Show your SmithDev Labs portfolio (2 min)
Switch to Tab 1 → "Here's my portfolio — these are the types of results I get for clients." Show the portfolio page and testimonials section. Keep it brief — they're already sold on the demo.
7
16:00 — Close (4 min)
Stop screen share → "So that's the Growth Package. You get the full 10-page website, a chatbot that answers questions and captures leads 24/7, and every lead automatically saved to your CRM. Nothing falls through the cracks. Investment is $[price] and I need 50% to start. Ready to get this built for [Business Name]?"
OBJECTION: "Is the chatbot going to say the wrong thing?"
YOU: "Great question. I train it specifically on your business — your services, your prices, your FAQs. Before it goes live, you test it yourself and tell me anything it gets wrong. I fix it until you're confident. And you can always update it later."
OBJECTION: "What if I want to change something on the site?"
YOU: "You just text or email me. Changes are included for the first 30 days. After that I have a $[retainer price]/month support plan that covers unlimited small changes."
OBJECTION: "That's more than I was expecting to spend."
YOU: "I get that. Think about it this way — if this chatbot books you just ONE extra job a month, and your average job is $[X], the site pays for itself in [Y] months. After that it's pure profit, running 24/7 for free."
📊 Overview
$4,000–$10,000
Price Range
14–21 Days
Delivery Time
4 Automations
Scope Adds
🛠️ Additional Tools for Pro
🔢 Automation 1: Lead Form → Owner SMS + CRM Entry
1
Set up Twilio account
Go to twilio.com → Sign up → Buy a local phone number ($1/mo) → Get Account SID and Auth Token from dashboard. These are your API credentials.
2
Create Make.com scenario: Webhook → Parse data → SMS + Airtable
Trigger: Webhooks → Custom webhook. Actions: 1) Twilio → Send SMS to owner: "New lead! Name: {{name}}, Phone: {{phone}}, Service: {{service}}". 2) Airtable → Create record. Connect Netlify form webhook URL to this scenario.
3
Test: Submit website contact form → verify SMS arrives in under 60 seconds
Use a real phone number for testing. Check Make.com execution history to see if the scenario ran. If it failed, check the error message in Make.com.
🔢 Automation 2: Job Complete → Google Review Request
1
Get client's Google Business Profile review link
Go to Google Maps → Search their business → Click "Write a review" → Copy the URL. Shorten it with bit.ly. This is what you send customers.
2
Create Make.com scenario triggered by Airtable status change
Trigger: Airtable → Watch Records → When "Status" field changes to "Job Complete". Actions: 1) Twilio → Send SMS to customer: "Hi {{name}}, thanks for choosing [Business]! If we did a great job, would you mind leaving us a quick Google review? It really helps: [link]". 2) Gmail → Send same message as email.
3
Train client how to mark jobs as "Complete" in Airtable
Record a 2-minute Loom video showing: open Airtable → find client row → change Status dropdown to "Job Complete" → automation fires. This is their one step to trigger the review request.
🔢 Automation 3: Appointment Confirmation + 24hr Reminder
1
Connect Calendly to Make.com
Make.com → New scenario → Trigger: Calendly → Watch Events (new booking). This fires every time someone books an appointment through Calendly.
2
Send immediate confirmation SMS + email
Action: Twilio SMS: "Hi {{invitee_name}}, your appointment with [Business] is confirmed for {{start_time}}. Address: [address]. Questions? Call [phone]. See you then!" Also send Gmail confirmation email.
3
Schedule 24-hour reminder
Add a Sleep module set to 23 hours (Make.com can pause scenarios). After 23 hours: Twilio SMS: "Reminder: Your appointment with [Business] is tomorrow at {{start_time}}. Address: [address]. Reply CANCEL to cancel or call [phone]."
🔢 Automation 4: 3-Email Lead Follow-Up Sequence
1
Set up Mailchimp audience and email templates
Mailchimp → Audience → Create audience "New Leads". Create 3 email templates: Day 1 (intro + offer), Day 3 (follow-up + FAQ), Day 7 (last chance + testimonial).
2
Build Make.com scenario to add leads to Mailchimp sequence
Trigger: Webhooks (same webhook as lead form). Action: Mailchimp → Add/Update Subscriber → Add to "New Leads" audience → Tag as "new-lead". The Mailchimp automation sequence fires from there.
3
Build Mailchimp Customer Journey automation
Mailchimp → Automations → Customer Journeys → Starting point: Tag added "new-lead" → Send Email 1 immediately → Wait 2 days → Send Email 2 → Wait 4 days → Send Email 3. Activate the journey.
🎬 How to Demo the Pro Package Live (Google Meet — 25 min)
The Pro demo has TWO live moments: (1) submitting a form and watching an SMS arrive on your actual phone and (2) marking a job complete and watching a Google review request fire. These two moments justify the price every time.
⚡ Set Up BEFORE the Call (20 min prep)
1
0:00 — Fast site + chatbot recap (5 min)
Share screen → Run the Growth demo steps 1–3 but faster (5 min total). You're warming them up for the automation reveal. "You've seen the site and chatbot. Now let me show you what makes the Pro package completely different from anything else out there."
2
5:00 — Show Make.com (the visual wow) (2 min)
Switch to Tab 5 (Make.com). Show the scenario canvas — the connected bubbles and arrows. "This is what's running behind the scenes. Every time something happens on your website, this triggers a chain of actions automatically. Watch what happens when I submit a real lead right now."
3
7:00 — LIVE TEST 1: Submit a lead → SMS arrives on your phone (3 min)
Switch to the demo site contact page → Fill it out with a fake name → Submit → Point your camera at your phone or say "Watch my phone..." → Within 30–60 seconds the SMS arrives: "New lead! Name: [fake name], Phone: [number], Service: [service]." → Say: "That just went to your phone. While we were on this call, you just got notified of a new customer." This is the #1 closing moment in this demo. Pause and let them react.
4
10:00 — Show the lead in Airtable CRM (1 min)
Switch to Tab 6 (Airtable) → Show the new lead row that just appeared from the form submission → "And it's automatically in your CRM. No copy-pasting. No manual entry. It's just there."
5
11:00 — LIVE TEST 2: Mark job complete → Review request fires (4 min)
In Airtable → Find the existing row (Status: "In Progress") → Change the Status dropdown to "Job Complete" → Say: "I'm going to change this to Job Complete — like you would after finishing a job — and watch what happens." → Wait 30–60 sec → Show the Make.com scenario ran → Say: "The customer just got a text asking them to leave a Google review, automatically. You didn't do a thing." If Twilio SMS fires, point to your phone again.
6
15:00 — Show the 3-email follow-up sequence (3 min)
Switch to Tab 7 (Mailchimp Customer Journeys) → Show the visual flow: Email 1 → Wait 2 days → Email 2 → Wait 4 days → Email 3 → "Every lead that comes in gets automatically followed up by email over 7 days. Most businesses never follow up past the first call. Your competitors are leaving money on the table. This captures it for you."
7
18:00 — Show appointment confirmation automation (2 min)
Switch to Calendly → "When someone books through your site, they get an instant confirmation text and a reminder the day before. No-show rate drops dramatically." Show the email/SMS confirmations you have set up.
8
20:00 — ROI breakdown (2 min)
Say: "Let me ask you something. How many leads do you miss per week because you couldn't answer the phone? How many jobs never left a Google review even though the customer was happy? How many follow-up emails never got sent? That's the money we're capturing. The investment for all of this is $[price]."
9
22:00 — Close (3 min)
Stop screen share → "That's the Pro Package. Site, chatbot, lead-to-SMS, CRM, 3-email follow-up, appointment reminders, and review requests — all running while you sleep. $[price], 50% to start, live in 14–21 days. Ready to move forward?"
OBJECTION: "I don't have time to learn all these tools."
YOU: "You don't learn them. I build everything and I handle all the technical setup. Your one job is: mark jobs complete in a simple spreadsheet. That's it. I'll record a 2-minute video showing you exactly how."
OBJECTION: "What happens if something breaks?"
YOU: "That's what the monthly retainer is for. For $[price]/month I monitor everything, fix any issues, and make sure it's always running. But honestly these tools — Make.com, Airtable, Twilio — they're enterprise-grade. They don't break."
OBJECTION: "Can I start with just the Growth and upgrade later?"
YOU: "Absolutely. A lot of clients do that. Start at $[Growth price], get comfortable with the site and chatbot, then we add the automations in the next phase. Want me to put together the Growth package proposal?"
📊 Overview
$10,000–$25,000+
Price Range
30+ Days
Delivery Time
Full AI Suite
Scope
🛠️ Tools You Need
🔢 Enterprise Delivery Steps
1
Deep discovery call (60 minutes)
Record the call (with permission). Map every step of their current business process: how leads come in, how they're handled, what manual tasks happen daily, what software they use, what they wish was automated. This call drives the entire project scope.
2
Write a Project Scope Document
1–2 page Google Doc listing: every deliverable, every tool, timeline with milestones, payment schedule (25% deposit, 25% at midpoint, 50% on delivery), and what is NOT included. Get client signature before starting.
3
Build the AI agent in Voiceflow
Voiceflow → New Project → Design the conversation flow: greeting → intent detection (what does user want?) → branch by intent → connect OpenAI API for complex answers → fallback to human escalation. Test every branch.
4
Connect OpenAI API for generative responses
OpenAI platform → Create API key → In Voiceflow → Integrations → OpenAI → Paste key → Use GPT-4o model → Write system prompt specific to client business. This gives the chatbot the ability to answer questions it wasn't explicitly trained on.
5
Build n8n automation suite (4+ workflows)
Install n8n (cloud at n8n.cloud FREE tier or self-host on DigitalOcean $6/mo). Build: lead routing, CRM sync, appointment management, review requests, email sequences, reporting. Each workflow is a separate n8n workflow with its own trigger.
6
Set up HubSpot CRM with custom pipeline
HubSpot → Create pipeline stages matching client's sales process → Import existing contacts → Set up deal stages → Connect n8n to auto-create/update deals when leads come in → Set up email tracking.
7
Full QA testing (3–5 days)
Test every automation with real data. Have client test it themselves and report issues. Fix everything before final delivery. Document every workflow in a shared Google Doc.
8
Client training session (60–90 min Google Meet)
Walk through every tool. Show them how to: add leads to CRM, mark jobs complete, view chatbot conversations, check automation logs. Record the session and share the recording. This is part of your delivery.
9
Hand off documentation package
Create a Google Drive folder with: 1) System overview PDF, 2) Login credentials doc (share securely via LastPass or 1Password), 3) "How to use" Loom videos for each tool, 4) Emergency contact (you) for issues. This is what justifies the premium price.
10
Transition to Pro AI Care retainer
Every Enterprise client should roll onto the $1,000–$2,000/mo Pro AI Care retainer. Present this during delivery: "These systems need monthly tuning. Here's how we keep everything running perfectly..."
🎬 How to Demo the Enterprise AI Package (Google Meet — 2 Calls)
Enterprise is NEVER sold in one call. It's a 2-call process: Call 1 = Discovery (you listen, they talk), Call 2 = Custom demo built around their specific problems. The demo you show on Call 2 should already be half-built for their business.
📞 Call 1: Discovery (45–60 min) — You Ask, They Talk
Your goal on Call 1 is to say as little as possible and learn everything about their business. Record the call (ask permission). Take notes in your CRM. Use this exact question framework:
⚡ Between Calls 1 and 2 — Build Their Custom Demo (3–5 days)
1
0:00 — Recap what they told you (3 min)
Share screen → Open your notes from Call 1 → "Last time you told me your biggest challenges were [X, Y, Z]. I've been building a custom solution around exactly those three things. Let me show you what I've put together." This proves you listened. It's the most powerful thing you can do.
2
3:00 — ROI slide first (2 min)
Open the 2-slide Google Slides deck → Slide 1: "This is your business right now — manual follow-up, leads falling through cracks, no automated review requests..." → Slide 2: "This is what I'm building — every step automated, nothing missed." Then: "Let me show you the actual tools."
3
5:00 — Live Voiceflow AI agent demo (10 min)
Open Voiceflow → Click "Test" → Run through the conversation flow you built for their business → Have them type in questions as if they were a customer of their OWN business → Let them interact with it. Say: "This is their first impression of your business at 2am. It knows your services, your pricing, your process. It captures their info and books them in." Let them play with it for a few minutes — this is your most impressive tool.
4
15:00 — Show the automation workflow canvas (5 min)
Switch to n8n or Make.com → Show the visual canvas with their business's actual node names → "This is your entire operation automated. Every new lead flows here → gets added to your CRM → owner gets notified → follow-up emails go out → job complete triggers review request." Walk through each node slowly. The visual complexity is impressive even if some nodes aren't fully connected yet.
5
20:00 — Show HubSpot CRM (5 min)
Switch to HubSpot → Show the custom pipeline with their stage names → Show a sample deal card with their business fields → "This is your sales pipeline. Every lead that comes in through the website, the chatbot, or a phone call gets tracked right here. You can see every deal, where it is, when it was last touched, and what's next." This resonates with business owners who feel disorganized.
6
25:00 — Walk through the Scope Document (5 min)
Switch to the Google Doc → "I put together a full scope document for what I'd build for you. Everything is in here — every deliverable, every tool, the timeline, and the payment structure." Read through the key deliverables line by line. Let them ask questions. This is what separates you from someone they found on Upwork.
7
30:00 — ROI calculation (5 min)
Ask: "What's your average job or contract worth?" [They answer] → "And how many leads do you think you're losing per week right now because of slow follow-up or missed calls?" [They answer] → Do the math live: "[Leads lost] × [avg job value] × 52 weeks = $[annual lost revenue]. My system captures most of that. The investment is $[price]. At that rate, it pays for itself in [X] weeks/months." Write it on screen in a notes app so they can see it.
8
35:00 — Close (5–10 min)
Stop screen share → "I've built the foundation of this system already — you just saw it. To finish it and get it live, I need a 25% deposit of $[amount] to start. We'll have milestone check-ins at the 25% and 75% mark. I'll have everything live within 30 days. Do you want to move forward today and get the deposit invoice?"
OBJECTION: "This is a big investment. I need board/partner approval."
YOU: "Totally understand. Would it help if I prepared a one-page summary you can share with them? I can have that to you by tomorrow. In the meantime, can we pencil in a follow-up call for when you've had a chance to discuss it?"
OBJECTION: "We tried something like this before and it didn't work."
YOU: "I hear that a lot. Can I ask what happened? [Let them explain.] The reason most implementations fail is they use generic tools without customizing them to the business. Everything I showed you today — the pipeline stages, the chatbot flows, the automation labels — they're all built around YOUR specific process. That's the difference."
OBJECTION: "What if we want to take it in-house eventually?"
YOU: "That's fine and I'll help you do it. I document everything — every workflow, every integration, every login. At any point you can hand it off to an internal team. That's actually a sign of success. In the meantime, I'll manage it and keep it optimized."
FINAL CLOSE LINE:
"You came to this call because something in your business needs to change. I've built the system that fixes it. The only question is when. It's $[deposit] to start. Shall I send the invoice now?"
📊 Overview
$500–$3,000
Price Range
< 24 Hours
Delivery Time
Any Platform
Works On
🔢 Build Steps (same as Growth chatbot section, then embed)
1
Build and train chatbot in Chatbase (see Growth Section steps 2–6)
Complete the full chatbot build including personality, knowledge base, lead capture, and Make.com integration before embedding.
2
Embed on HTML website
Chatbase → Embed → Copy script tag → Open client's HTML files → Paste the script just before </body> on every page → git push → Done.
3
Embed on WordPress
Option A (Plugin): Install "Insert Headers and Footers" plugin → Paste Chatbase script in Footer section → Save. Option B (Theme): Appearance → Theme Editor → footer.php → paste before </body> → Save. Test immediately after.
4
Embed on Wix
Wix Editor → Settings → Custom Code → Head Code → Paste Chatbase script → Apply to All Pages → Save → Publish. The chatbot appears after publish (not in editor preview).
5
Embed on Squarespace
Pages → Not Linked → Code Injection (or Settings → Advanced → Code Injection) → Footer section → Paste Chatbase script → Save. Publish and test on live site.
6
Embed on Shopify
Online Store → Themes → Edit Code → Layout → theme.liquid → Find </body> → Paste Chatbase script before it → Save. Test on live store.
🔢 The 5 Most Common Automations (Steps for Each)
A
Lead Capture → CRM + Owner Alert
Make.com: Webhook trigger (paste URL in website form) → Parse JSON → Google Sheets or Airtable: add row → Gmail: send alert to owner → Twilio: send SMS alert. Test: submit form → verify all 3 outputs within 60 seconds. Price: $500.
B
Google Review Request (Post-Job)
Make.com: Airtable trigger (status = "Complete") → Twilio SMS to customer with Google review link → Gmail backup email. Get GBP review link from Google Maps → shorten with bit.ly. Price: $500.
C
Appointment Confirmation + Reminder
Make.com: Calendly trigger (new booking) → Twilio SMS confirmation immediately → Sleep 23 hours → Twilio SMS reminder. Also Gmail confirmation email. Price: $700.
D
Automatic Invoice/Quote Generation
Make.com: Webhook or form trigger → Parse data → Google Docs template fill-in (using Google Docs module) → Convert to PDF → Gmail: send PDF to client. Set up Google Doc with {{name}}, {{service}}, {{price}} placeholders. Price: $800.
E
Email Follow-Up Drip Sequence (3 emails)
Make.com: Webhook trigger (new lead) → Mailchimp: add to audience with tag "new-lead". In Mailchimp: Customer Journey → tag trigger → Email 1 (instant) → 2-day wait → Email 2 → 4-day wait → Email 3. Write all 3 emails in Mailchimp. Price: $800.
📊 Overview
$200–$400
Price
1–2 Days
Delivery
1× Setup
Type
🔢 Step-by-Step GBP Optimization
1
Claim or verify the Google Business Profile
Go to business.google.com → Search their business → Claim it. If already claimed, get access from client. Verification: Google will mail a postcard (5–14 days) OR instant phone/email verify if eligible.
2
Fill out every single field
Business name (exact legal name), Category (be very specific — "Emergency Plumber" not just "Plumber"), Address, Hours (include holiday hours), Phone, Website, Description (750 chars — use keywords like city name + service). Do NOT skip anything.
3
Upload 10+ high-quality photos
Exterior photo, interior photo, team photo, before/after work photos, logo. Google ranks profiles with more photos higher. Use real photos if available; Canva for branded graphics otherwise.
4
Add all services with descriptions and prices
GBP → Products/Services → Add each service with name, description (keyword-rich), and optional price range. This directly impacts what searches they show up for.
5
Set up Q&A section with common questions
GBP → Q&A → Add your own questions and answer them: "Do you offer emergency service?" "What areas do you serve?" "Are you licensed and insured?" Pre-seeding Q&A helps SEO and looks professional.
6
Get 5 real reviews from existing customers immediately
Ask client for 5 past customer phone numbers → Text them personally: "Hey [Name], I just updated our Google listing. Would you mind leaving us a quick review? Here's the link: [bit.ly link]. It takes 30 seconds and really helps us!" Do this before you consider the job done.
🔢 Setup Steps
1
Get OpenAI API key
platform.openai.com → API Keys → Create new key → Copy it → Store it safely. Add $10–20 credit to start. GPT-4o costs about $0.01–0.05 per blog post — very cheap.
2
Write the master prompt for their business
Template: "You are a professional content writer for [Business Name], a [type of business] serving [city]. Write in a [friendly/professional/authoritative] tone. Always include: the business name, a call to action, and focus on [main service]. Never make up specific prices or guarantees."
3
Build Make.com scenario for weekly blog posts
Trigger: Schedule → Every Monday 9am. Actions: 1) OpenAI → Chat completion → prompt: "Write a 600-word SEO blog post for [business] about {{topic}}. Include H2 headings and a CTA at the end." 2) Google Docs → Create new doc with the content. 3) Gmail → Email the doc link to client for review.
4
Build social media caption generator
Make.com scenario: Schedule → Daily 8am. OpenAI prompt: "Write 3 short social media captions for [business]. One for Facebook (conversational), one for Instagram (with hashtags), one for LinkedIn (professional). Topic: [rotating topic list]." → Save to Google Sheet with date column.
5
Deliver and train client
Share the Google Drive folder. Record a Loom showing: where to find the weekly blog doc, how to post it to their website (copy/paste into WordPress or website CMS), where to find social captions, how to copy and post to Facebook/Instagram.
🔢 Setup Steps
1
Create Mailchimp account (free for under 500 contacts)
mailchimp.com → Sign up → Create an Audience → Name it after their business. Set the From Name (business name) and From Email (their business email).
2
Import existing customer contacts
Ask client for a list of past customers (Excel or CSV). Mailchimp → Audience → Add Contacts → Import CSV. Map columns: First Name, Last Name, Email. These are their most valuable people — they already paid once.
3
Build 3-email welcome sequence
Email 1 (Day 0): Welcome + who you are + what to expect. Email 2 (Day 2): Your best service + a customer success story. Email 3 (Day 5): Special offer or call to book. All written professionally in Mailchimp's email builder using a clean template.
4
Connect sign-up form to website
Mailchimp → Audience → Signup Forms → Embedded Forms → Copy HTML code → Add to website footer or contact page. Test by signing up with a personal email and verifying the welcome sequence fires.
5
Create monthly newsletter template
Build one reusable newsletter template in Mailchimp with: header (logo + tagline), section for a tip or update, section for a promotion, footer with address and unsubscribe. Client fills in the content each month — they just click Send.
🔢 Airtable CRM Setup (Recommended — Free)
1
Create Airtable account and new Base
airtable.com → Sign up free → Create new Base → Name it "[Client Name] CRM". Delete the default fields and start fresh.
2
Set up fields
Add these fields: Name (Single line text), Business (Single line text), Email (Email), Phone (Phone), Service Needed (Single select: Website/Chatbot/Automation/Other), Status (Single select: New Lead/Contacted/Proposal Sent/Active/Complete/Maintaining), Value ($), Start Date (Date), Notes (Long text).
3
Create Kanban view by Status
Views → Add view → Kanban → Group by Status field. Now they can drag-and-drop leads through the pipeline visually. This is the view clients use day-to-day.
4
Connect Airtable to Make.com for automatic lead entry
Make.com scenario → When website form is submitted → Airtable: Create record with Name, Email, Phone, Service from form data. Status auto-set to "New Lead". This means every website lead goes straight into the CRM without manual entry.
5
Share with client and record training video
Airtable → Share base → Invite client email as Editor. Record a 5-minute Loom: "Here's your CRM. New leads appear here automatically. Click a card to see details. Drag to move through stages. Add notes after each call." That's it — they're trained.
📋 Monthly Checklist (Do These Every Month)
📋 Monthly Checklist
📋 Monthly Checklist
📧 Email Template — Copy and Customize
Subject: Welcome to SmithDev Labs — Let's Build Something Great! 🚀 Hi [Client First Name], Thank you for choosing SmithDev Labs! Your deposit has been received and we are officially kicking off your project. Here is what happens next: STEP 1 — Complete Your Intake Form (takes 5–10 min) Please fill out this short form so I can collect everything I need to get started: [Link to Google Form or Typeform intake questionnaire] STEP 2 — I Get to Work Once I receive your intake form, I'll begin building immediately. You'll hear from me within 24 hours with a progress update. STEP 3 — Review & Launch I'll send you a preview link before going live. You'll have one round of revisions to request changes before final delivery. YOUR TIMELINE: Project Start: [Today's Date] Estimated Delivery: [Date + business days] Final Payment Due: On delivery and approval QUESTIONS? Reply to this email or text/call me directly: 📞 [Your phone number] 📧 msmith@smithdevlabs.com I'm excited to build something great for [Business Name]. Talk soon! — Michael Smith SmithDev Labs LLC smithdevlabs.com
📧 Email Template — Copy and Customize
Subject: Your Project is LIVE! 🎉 Here's Everything You Need Hi [Client First Name], Great news — [Business Name]'s [website/chatbot/system] is officially live! WHAT WAS BUILT: ✓ [Deliverable 1 — e.g. 7-page professional website at domain.com] ✓ [Deliverable 2 — e.g. AI chatbot trained on your FAQs and services] ✓ [Deliverable 3 — e.g. Lead-to-CRM automation via Make.com] ✓ [Deliverable 4 — e.g. Review request automation] YOUR LIVE LINKS: 🌐 Website: [https://yourdomain.com] 🤖 Chatbot: Live on all pages 📊 Airtable CRM: [link to their Airtable base] WATCH YOUR WALKTHROUGH VIDEO: I've recorded a full walkthrough so you know how everything works: 🎬 [Loom video link — 5–10 min] FINAL PAYMENT: The final 50% balance of $[amount] is now due. Invoice sent separately via Wave. NEXT STEPS — KEEP GROWING: Your new system is powerful, but it performs best with ongoing optimization. I offer monthly care plans starting at $300/month that include updates, chatbot retraining, and automation monitoring. Reply to ask about this! I'd love a quick Google review if you're happy with the work: ⭐ [Your Google Review Link] Thank you for trusting SmithDev Labs with your business. I'm here if you ever need anything! — Michael Smith SmithDev Labs LLC 📞 [Your phone] | msmith@smithdevlabs.com
📧 Monthly Report Email — Copy and Customize
Subject: Your SmithDev Labs Monthly Report — [Month] [Year] Hi [Client First Name], Here's your monthly performance snapshot for [Business Name]. ━━━━━━━━━━━━━━━━━━━━━━━━━ 📈 WEBSITE TRAFFIC ━━━━━━━━━━━━━━━━━━━━━━━━━ Visitors this month: [X] (vs [Y] last month — [+/-Z%]) Top traffic source: [Google / Direct / Social] Most visited page: [Page name] ━━━━━━━━━━━━━━━━━━━━━━━━━ 💬 AI CHATBOT ━━━━━━━━━━━━━━━━━━━━━━━━━ Total conversations: [X] Leads captured: [X] Most asked question: "[Question]" Improvements made: [Brief description] ━━━━━━━━━━━━━━━━━━━━━━━━━ ⚙️ AUTOMATIONS ━━━━━━━━━━━━━━━━━━━━━━━━━ Review requests sent: [X] Appointment reminders: [X] Email sequences fired: [X] Issues fixed: [None / Brief description] ━━━━━━━━━━━━━━━━━━━━━━━━━ ✅ WORK COMPLETED THIS MONTH ━━━━━━━━━━━━━━━━━━━━━━━━━ • [Update 1] • [Update 2] • [Update 3] ━━━━━━━━━━━━━━━━━━━━━━━━━ 🗓️ PLANNED FOR NEXT MONTH ━━━━━━━━━━━━━━━━━━━━━━━━━ • [Planned item 1] • [Planned item 2] ━━━━━━━━━━━━━━━━━━━━━━━━━ Questions? Just reply to this email! — Michael Smith SmithDev Labs LLC | msmith@smithdevlabs.com
💬 Response Script — Copy and Use
Hi [Name], Great idea — I love that you're thinking about [their request]! That said, [the requested item] falls outside the scope of what we agreed on for this project. The original agreement covered [brief recap of what was included]. I have two options for you: OPTION 1 — ADD IT NOW I can add [requested work] to your current project for an additional [price range]. This would extend your delivery date by approximately [X days]. OPTION 2 — SAVE IT FOR RETAINER If you're interested in a monthly care plan, I can include [requested work] as part of your first month's work. Monthly plans start at $300/month. OPTION 3 — QUEUE IT AS A SEPARATE PROJECT I can quote this as a standalone add-on project once your current project is delivered. Usually 1–3 days and $[price range]. Just let me know which direction works best for you and we'll get it sorted! — Michael
📞 PART 1 — The Cold Call Opener
YOU: "Hi, is this [Owner Name]?" THEM: "Yes, who's this?" YOU: "Hey [Name], this is Michael with SmithDev Labs. I'll be quick — I was looking at [Business Name] online and I had a quick idea that I think could get you more [leads / bookings / customers] without any extra ad spend. Do you have 60 seconds?" IF YES: YOU: "We build AI chatbots for [their industry] that answer customer questions and capture leads 24/7 — even when you're on a job. Most of our clients see [2–3x more leads] within the first 30 days. I'd love to show you a live demo built specifically for your type of business. Could we jump on a quick 10-minute Google Meet this week — say [day] or [day]?" IF THEY SAY "I already have a website": YOU: "Perfect — we actually work with existing websites too. We just add the AI chatbot on top of what you already have. Takes less than 24 hours and you keep everything you've got. Would you be open to a quick demo?" IF THEY SAY "I'm not interested": YOU: "Totally fair. Would it be okay if I sent you a quick example of what this looks like for a [plumber/dentist/restaurant] just like yours? No pressure at all — just so you have it if things ever change." IF THEY SAY "Send me an email": YOU: "Absolutely. What's the best email? And I'll send it with a short Loom video so you can see it in action — takes 2 minutes to watch." ━━━━━━━━━━━━━━━━━━━━━━━━━
💻 PART 2 — The Live Google Meet Demo
SETUP BEFORE THE CALL: • Have Durable.co open — ready to build a demo site in 30 seconds • Have Chatbase open with a GENERIC demo chatbot built for their industry • Have your portfolio page open (smithdevlabs.com/portfolio.html) • Have your pricing page ready to share • Have Calendly link ready to send deposit invoice immediately after DURING THE DEMO (10–15 minutes): [0:00 – 2:00] SMALL TALK + SET AGENDA "Thanks for jumping on. I'm going to show you 3 things today — takes about 10 minutes. Sound good?" [2:00 – 5:00] SHOW THE CHATBOT DEMO Open your demo chatbot. "This is what one of our chatbots looks like — it's trained on a [plumber] just like you. Watch this..." Type: "Do you do emergency repairs?" → show the answer. Type: "Can I book an appointment?" → show the flow. "This is running on your website 24/7 — while you're asleep, on a job, or with your family. It captures their name, email, and phone automatically." [5:00 – 8:00] SHOW THE AUTOMATION "When that chatbot captures a lead, here's what happens automatically..." Draw it out on screen or show a flowchart: Lead captured → You get a text in 60 seconds → Lead goes in your CRM → 3-email follow-up fires → After the job, review request goes out automatically. "Zero manual work. You just show up and do the job." [8:00 – 10:00] SHOW THE WEBSITE (if applicable) Open Durable.co → Generate a site for their business in 30 seconds. "This is what a basic version looks like — we build a much more custom version, but this gives you the idea. Your real site would have your photos, your services, your brand." [10:00 – 12:00] CLOSE "So based on what I showed you — does this make sense for [Business Name]?" [Wait for response] "The package that fits your situation best is [Growth / Starter / Pro]. It's $[price], 50% deposit today to get started, and you're live in [X days]. I can send the deposit link right now while we're on the call — it takes about 2 minutes. Want to do that?" IF THEY SAY YES: Send Calendly / Wave invoice link in the chat immediately. "Perfect — I'm sending that right now. Once that's through, I'll send your onboarding email within the hour and we get started." IF THEY SAY "I need to think about it": "Totally. What's the main thing you're unsure about?" [Address their concern] "What if I send you a follow-up email with everything we talked about plus some examples — and we touch base [day + 2]? Does that work?"