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Internal deal sheet · playbook · DRAFT

Free Website

A 30-day free trial of Smart Website. It's our default first offer in every niche: we build the business a new site, free for 30 days, and the goal is that they keep it on a paid Smart Website plan.

$0For 30 days
Starter or GrowthPlans on the trial
48 hrs / 3 daysStarter / Growth live
$0 setup, just hostingMonthly, if they keep it

Your first step (Harrison)

  1. Open PAiMOS → Prospects and filter Rep: Harrison, Has a named person, Due for a touch. Best fits: the website is missing, slow, dated, or doesn't capture leads.
  2. Anyone showing Find the owner: get the owner's first name and email into GHL first. The offer email greets them by name, so the app won't send without one.
  3. On the contact, check Offer: Free Website (it's the default) and set the Cadence (Call first or Email first). The first touch puts them on the Free Website pipeline at Outreach.
  4. Make the call (script below). Click Call 1, then what happened: Said yes → send offer, Call back later, No answer, Left voicemail, or Not interested.
  5. Move to the next contact. The Due for a touch filter is your list each day.

How it works

Outreach (calls, emails, report email)→Says yes→Offer email sent AUTO→Sign-up form: picks Starter or Growth→Trial email + setup link AUTO→Client does setup→We build it→Marked live: 30 days start→Day 23 + day 30: pitch a plan→Buys Starter or Growth

Touches

Aim for 6–8 touches over about 3 weeks, about every 2–3 days. Mark each touch in PAiMOS. Every touch is about their website, never a feature list. Touches can be done in any order.

#TouchWhat to do
1Call 1Call using the script. Aim: they agree to the email with the details.
2VoicemailNo answer: leave the voicemail below, then mark it.
3Email 1Send the cold intro from your own inbox (template below), or the approved report email from PAiMOS if you ran the report.
4Call 2Call again 2–3 days later: "Did you see my note about the free website?" Log the outcome.
5Email 2Same thread: "Re: your free website" (short, below).
6Social DMFacebook or LinkedIn: one line about a new site, free for 30 days.
7Walk-inOnly if they're local or worth the trip.
8Final email"Should I hold your spot?" Then mark them Lost: no response.

Best when you have a direct phone number for the owner.

#TouchWhat to do
1Email 1Send the cold intro from your own inbox, or the approved report email from PAiMOS. It tells them you'll call in a day or two.
2Call 11–2 days later: "I sent you a quick note about a free website for [business]…" Log the outcome.
3VoicemailNo answer: leave the voicemail below, then mark it.
4Email 2Same thread: "Re: your free website" (short, below).
5Call 2Call again 2–3 days later. Log the outcome.
6Social DMFacebook or LinkedIn: one line about a new site, free for 30 days.
7Walk-inOnly if they're local or worth the trip.
8Final email"Should I hold your spot?" Then mark them Lost: no response.

Best when you have the owner's email but only a front-desk number. If you sent the report email, Outreach 04a sends emails 2 and 3 for you AUTO (day 3 "Re: your free website", day 7 "Should I hold your spot?"), so skip your own Email 2 and Final email.

Call script

Approved wording, the same as the PAiMOS call sheet.

Opener

"Hi [first name], this is [your name] with Positive AI Marketing. I'll be quick. We took a look at [business]'s website and we'd like to build you a new one, free for 30 days. We do all the work. If you like it, you keep it with no setup fee and just pay the monthly hosting. If not, you can take the files and we'll help you move them. Can I email you the details?"

Voicemail

"Hi [first name], it's [your name] with Positive AI Marketing. We'd like to build [business] a new website, free for 30 days. I'll send you a quick email with the details. You can reach us at 803-902-4803."

If they ask which website DRAFT

"You pick on the sign-up form. Starter is a 3-page site that captures every lead, live in 48 hours. Growth is 5 pages and adds a real AI Chatbot that answers questions and books appointments, live in 3 days."

Confirm the email address on the call if you don't have it, and add it to GHL before you click Said yes.

Objections

They sayYou say
"What's the catch?""No catch. We'd rather show you than pitch you. You see the finished site before you decide anything."
"What happens after 30 days?""You choose. Keep it with no setup fee, you just pay the monthly hosting, or take the files and we'll help you move them."
"I already have a website."If theirs needs replacing: "That's fine. Look at ours side by side with yours, and keep whichever one brings in more calls." If theirs is fine: "Great, keep it. We can copy it over and add AI that answers your leads and books the jobs."
"How long does it take?" DRAFT"Starter is live 48 hours after we have your logo, photos and details. Growth is 3 days. And your 30 days don't start until it's live."
"What does it cost after?" DRAFT"No setup fee. You just pay the monthly hosting for your plan, and I'll confirm the exact number before the trial ends."

After a call: which button

What happenedClickWhat the app does
They agreed to the emailSaid yes → send offerAdds the free-website tag. Free Website 01 sends the offer email from you and moves the card to Offer Email Sent. Their follow-up emails stop here. AUTO If the card is still at Offer Email Sent 3 days later, you get an email and text to follow up.
"Call me later" / busyCall back laterCard stays in Outreach, and the next touch is suggested.
No answerNo answer / Left voicemailCard stays in Outreach. Leave the voicemail, mark it, then send Email 1.
Not interestedNot interestedCard marked Lost. Stop. (They can get a different free offer at their next 90-day round.)

Every outcome is saved as a note on the GHL contact with your name. If they want to sign up on the spot, send them the sign-up form link (it's on the PAiMOS Links page).

What's automatic after "yes"

Templates

Cold intro email (Email 1) DRAFT
Offer email (sent automatically when you click "Said yes")
Trial emails (sent automatically by Sales 01 and Trial 01)
Email 2 and Final email (your inbox, same thread) DRAFT
Keep-your-site email (day 23, after the "pitch a paid plan" task) DRAFT

Trial → paid · our goal · upsell

Our end goal

Turn trials into paying hosting clients: 50 paying by about 2026-12-26. The trial is the hook; the Smart Website plan is the sale.

Which plan to keep

PlanNormal priceKeep after the trialCheckout
Smart Website — Starter
3 pages, mobile friendly, on-page SEO, contact form, Chat Widget (captures leads, no AI), text + email follow-up, 1 edit a month
$1,000 setup / $97 mo$0 setup / $97 a month (just the hosting)Starter link (charges full setup; see below)
Smart Website — Growth
5 pages, everything in Starter plus the full AI Chatbot, calendar booking, payments, Google review automation, 3 edits a month
$2,000 setup / $349 mo$0 setup / $349 a month (just the hosting)Growth link (charges full setup; see below)

How to bill it (decided 2026-10-30): the checkout links above also charge the setup fee, so for a trial that converts send a HighLevel Payments invoice for the monthly hosting only ($0 setup), under the same Smart Website product. A monthly-only payment link can replace this later.

What to say, day 20–30 DRAFT

"Hi [first name], it's [your name]. Your site's been live about three weeks. How's it going? Have you had any calls or form leads from it?"

Let them answer. Pull up the dashboard first so you know their numbers.

"Your trial ends on [date]. To keep it, there's no setup fee. You just pay the monthly hosting: $[monthly] a month for [plan], month to month. Want me to send that over now?"

If they're on Starter and missing leads after hours: "Growth adds a real AI Chatbot that answers questions and books the job onto your calendar. Want to keep it as Growth instead?"

If they say no: "No problem. We'll send you the full site files and help you move it." Then do the keep or take down task.

Upsell later (not on the trial)

Rules

Open decisions

Decided 2026-10-30 (Butch): keeping the site = no setup fee, just the monthly hosting (no discount) · bill a converting trial with a monthly-only HighLevel invoice for now · the trial is Starter or Growth; Elite only as an upgrade after · existing site: replace it (trial, side by side) or, if it's fine, copy it and add the AI.