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Text Playbook
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Sending as Text in
🆕 New ✅ Contacted ☎️ Call today 0 👆 Clicked 0 📞 Called today 0 ⛔ Closed 📋 Game plan ✓ YES steps 🖨️ Scripts 📊 What's new ❓ Help
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📞 Call first, then text.  Work the list top down, most reviews first.  1. Call the lead  ·  2. tap 💬 Send opener to text them the link  ·  3. tap 📞 Log a call  ·  4. if they say YES, tap ✅ They said YES.  Full scripts →
📋 Today   🆕 0 texted   📋 Copy the day's list   clear
✓ One shared list — you & Olya see the same leads live; whoever texts one, it clears for both. Tap Copy the day's list at day's end for the tracker.
👁️ Checking for opens…  ·  what to do →
Website opens tracker. The moment a lead taps the site link you texted them they appear here — tap their name to jump to their card. The play: don't text them — everyone gets a friendly call 3 days after the text (see ☎️ Call today), whether or not they opened. An open just tells you who's most interested. We don't send follow-up texts — the opener is the only text.
📞 Today — call these first 22
checking…➕ Add & build a lead
Found a company with a weak website? Enter it and tap Build — we pull their real Google reviews, build them a site, and add it right here to text.
Set "Sending as" to you first.  Call the lead (their number is right on the card), name what you saw (“I noticed you're on Wix”), then tap 💬 Send opener to text them the live link. Tap 📞 Log a call when done. When they say YES, tap ✅ They said YES.  See the scripts →
☎️ Call today 0
Your call list for today. Everyone texted 3 or more days ago who hasn't been called or replied, oldest first, up to 20 a day — call them all, whether or not they opened the site. After you call, tap 📞 Log call and they move to Called so nobody double-calls.
🔔 Follow-ups 0
Leads who liked their site but asked us to check back later. They stay tucked away until their follow-up date, then pop up here to call or text that day.
✅ Texted — awaiting reply 0
Texted recently, not yet due for a call. At 3 days old a lead moves up to ☎️ Call today. We don't send follow-up texts — the opener is the only text; the day-3 call is the follow-up.
📞 Called today 0 · counts every call today, said-no included
Leads someone has already phoned, with a note on what happened. These are pulled out of the call queue so nobody double-calls. Tomorrow, only call leads that are not in here.
⛔ Turned off (no reply) 0
No reply after the final notice — these previews come down. Marc takes the site offline.

✓ If they reply YES

First, send their site: on the lead’s card tap ✅ They said YES → send the link so they can look. Once they love it, close:
1
Lock it in. “Awesome, let’s get you live this week!”
2
Offer the $35/month plan. “It’s just $35 a month — I host it, keep it updated, get you on Google, and add every new 5-star review automatically. See it first, free, and cancel anytime.”
3
Get their email (for the agreement + where leads go) and confirm their phone.
4
Web address. If they have one, get the exact name. If not, agree on one like theirbusiness.com — we get it for them, first year included.
5
Send the payment link(s):
💳 Payment: tell Marc they said yes — he sends the $35/month link and finishes go-live. (One-tap button returns here once the $35 link is set up.)
6
Tell Marc they said yes + paid, so he wires the form to their email and finishes go-live. No photos needed.
Bonus line any time: “Your site works in English and Spanish — customers tap one button to switch.”
❓ Help — inbound calls & setting up domains

☎️ If they call you back or pick up

First: type their number (or name) in the 🔎 search box at the top — their card pops up with what you sent and their details, so you know exactly who it is before you answer.
Quick pitch: “Hi, it’s Marc with FiveStar Sites. Your reviews are some of the best around, and I noticed your website could be working a lot harder to bring you calls. I already built you a fresh one from your reviews, free to look — want me to text it right over? If you love it, it’s just $35 a month, cancel anytime.”

If they’re interested, go to the green If they say YES steps above.

“How much?”
“Honestly, a web designer would charge $3,000 to $5,000 for a site like this, plus a monthly fee. I keep it simple: just $35 a month — I host it, keep it updated, and get you on Google. See it first, free, cancel anytime. That’s less than one job.”
“Too busy / not interested.”
“Totally fair — that’s why I built it first. Takes 30 seconds to look, I can text it right over.”
“What about the domain?”
“Most owners already have their web address, and we just point it at the new site at no extra charge. If you need a brand new one, we can register it in your name for a small yearly fee. Either way the $35 covers hosting and updates.”
“Is this a scam?” (only if they ask)
“Fair question. No money up front, the preview’s free and built from your own public Google reviews. You only pay if you keep it, and you can look us up at fivestarsites.net.”

🌐 Setting up a customer's domain (web address)

What a domain is: the customer's own web address, like theirbusiness.com. Most already own one, and we point it at the new site at no extra charge. If they need a new one we register it in their name (a small yearly fee), always so they own it. The $35/month covers hosting and updates.
1
Ask what they want. First choice is their business name + .com (for example bluepoolservice.com). If they already own a domain, get the exact spelling and where they bought it (GoDaddy, Namecheap, etc.).
2
If they don't have one, help pick a clean name. Short, easy to say, matches the business. Prefer .com. If the plain name is taken, add the city or service — napleshandyman.com, capecoralpools.com. No hyphens or numbers.
3
Check it's available. Send Marc (or the laptop) 2–3 name choices. Claude checks availability and price in seconds — most .com names run about $12–20 a year.
4
Register it. Done from the laptop, in the customer's name so they own it. You don't do this part — just get the name.
5
Connect it to their site. Marc/Claude points the new domain at the customer's FiveStar site and turns on the lock (https). It goes live within a few minutes to a few hours.
6
Verify and send it. Open the domain in a browser — their site loads with the padlock. Text the customer their live web address. Done.
Olya's part is just steps 1–2 — get the name(s) from the customer. Send them to Marc or the laptop and the rest is handled for you.
Renewals are included while the $35/month plan is active. The domain can be transferred to the customer's own account anytime.
×

👁️ They opened their site — now what?

A click means the owner opened the preview you texted, liked the reviews enough to look, but hasn't replied yet. This is the warmest lead you'll get. Here's the play:

1
A quick, friendly call is the best move. It's warmer than any text and closes far better. Keep it light: "Hi [name], this is [you] with FiveStar Sites. I saw you've got all these great reviews but no website, so I built you one, free. Did you get a chance to look at the link I sent?" Then if yes, ask if they have any questions; if no, offer to resend it. The lead's card shows you this exact script.
2
Never mention that you saw them look. It feels like spying and kills the deal. The open is your private signal, not something you say out loud.
💰
Tapped the YES button, or opened a lot? Definitely call. They're on the fence, probably with a question, so a friendly call right then usually closes it.
3
Prefer to text? There's a soft option. Tap "Or send a friendly text" on the card, it just asks if they had any questions. That's the only follow-up text we send, and only if you choose it. Never chase with pushy messages.
4
Make yes easy. Offer to tweak one thing (add a service, swap a photo). Let the price sit on the site; if they ask, point them there.
Got it