From first visit to paying client, already mapped out.
Every kit runs the same proven system. Here is what happens on your site, and what you do at each step.
The client’s journey
A business owner finds your site.
Through your outreach, your blog posts or a referral. The site speaks to their industry and region from the first line.
They request a free assessment.
A short form: name, business, website. Then a few questions about their services, customers and goals.
The AI drafts the assessment.
Using the playbook for their industry and region, it writes a first review: what’s working, where they lose customers, what to fix first. It lands in your review queue, never straight in their inbox.
You review and send.
Edit anything, add your own insight, approve. The client gets a clean report on your branded site.
The report points to a paid growth plan.
The assessment shows the gaps; your growth plan fixes them. The client can book a call or buy online.
They pay on your site.
One-time strategy or a monthly retainer in three payments, through your own Stripe account.
Your side of it
- Find prospects: the prospecting prompts help you build a list and write first messages that respect anti-spam rules.
- Talk to them: sales scripts for the first call, the report walkthrough and the follow-up.
- Deliver: the offer guide explains what’s in the growth plan and how to price it in your market.
What runs it
WordPress with our free theme and assessment plugin, WooCommerce for payments, and your own AI key (Anthropic) for drafting. Everything is installed on your hosting and belongs to you.
Try it as a client would.
Request an assessment on our Ontario heat pump demo and see each step for yourself.