SALES REP TRAINING

Small business websites

How to read a client's site, name the problem, and match it to what we sell.

Module 1 of the rep onboarding track · 30 minutes

Contents

What this module covers

01

The customer profile

Who buys, and what their site has to do

04

Discovery questions

What to ask before you propose anything

02

The service line

Four products and what each one fixes

05

Objections

The five you will hear this week

03

The site audit

Metrics, thresholds and failure points

06

Qualifying

Signals that a lead is worth a proposal

SECTION 01

The customer profile

Owner-operated businesses with one to twenty staff. The owner approves the spend, and usually built or paid for the current site themselves.

TRADES AND HOME SERVICES

The site has to book a job

Service area, phone, after-hours coverage. Most enquiries arrive as calls from a phone.

CLINICS AND PRACTICES

The site has to book an appointment

Scheduling, insurance and intake forms, credentials. Reviews carry more weight than design.

RESTAURANTS AND LOCAL RETAIL

The site has to answer a question

Hours, menu, location, parking. Discovery happens in maps and social, not search.

SECTION 02

The service line

ProductWhat it fixesWhat we deliver
WebsitesSlow, unmaintained or unmanaged sites that lose visitors before the page paintsRebuild, managed hosting, TLS, image pipeline, form and call routing
VideosSites with nothing to show — stock photography and no evidence of the workOn-site shoot, cut for the homepage hero and for social, captioned
Voice AICalls that ring out while the owner is on a job or after hoursAnswering agent, qualification script, booking handoff, call transcripts
5-Star ReviewsThin or stale review counts that hold the business out of the local map packRequest automation after each job, response drafting, profile monitoring
PART ONE

Diagnosing the site

Measure first. Every recommendation you make on a call should point back to a number you can show the owner.

SECTION 03

What the audit covers

01

Performance

Field and lab timings on a throttled mobile connection, not on office wifi.

02

Mobile rendering

Viewport meta, tap target size, horizontal overflow, fixed-width tables.

03

Technical SEO

Indexed page count, titles, canonical tags, sitemap, LocalBusiness schema.

04

Local presence

Google Business Profile claim status, category, hours, review count and recency.

05

Lead path

Submit a test form, place a test call. Confirm both arrive and are answered.

06

Trust and security

Certificate validity, mixed content, platform version, domain expiry date.

PERFORMANCE PASS

Core Web Vitals thresholds

MetricGoodNeeds workPoor
Largest Contentful PaintTime until the main image or headline is drawn≤ 2.5s2.5–4.0s> 4.0s
Interaction to Next PaintDelay between a tap and a visible response≤ 200ms200–500ms> 500ms
Cumulative Layout ShiftHow far content jumps while the page loads≤ 0.10.1–0.25> 0.25
MOBILE AND LOCAL PASS

Mobile and local discovery

A local customer usually finds the business in the map results and taps through on a phone. Both surfaces have to work, and they are audited separately.

ON THE PHONE

Viewport meta present, tap targets at least 44px, no horizontal scroll, click-to-call in the header, forms that fit one thumb column.

IN THE MAP RESULTS

Business Profile claimed and verified, primary category correct, hours current, name, address and phone matching the site exactly.

ON THE PAGE ITSELF

LocalBusiness schema with address and opening hours, one page per service area, embedded map on the contact page.

AUDIT DEBRIEF

Common failure points

What the owner seesTechnical causeThe fix we sell
“The site takes forever on my phone”Full-resolution JPEGs in the hero, render-blocking scripts, no CDNRebuild with an image pipeline and managed hosting
“Nobody can find us on Google Maps”Business Profile unclaimed, wrong category, no LocalBusiness schemaProfile claim, schema markup, listing cleanup
“I never get the form enquiries”Host mail function with no SPF or DKIM, so mail lands in spamTransactional email, DNS records, autoresponder
“I miss calls when I am on a job”Single mobile number, no overflow, no record of the missed callVoice AI answering with booking handoff
“Browsers warn people about my site”Expired certificate or assets still served over HTTPManaged certificates and an HTTPS rewrite
PART TWO

The sales conversation

The owner does not buy a metric. Translate every finding into work booked or work lost.

SECTION 04

Discovery questions

01

Who has access to the domain and the host?

Tells you whether we can actually ship, and who else is involved.

04

What happens to an enquiry after hours?

Opens Voice AI without naming the product.

02

What platform is the site on, and when was it last changed?

Sets the scope: takeover, rebuild, or migration.

05

What is one booked job worth to you?

The number every price is compared against later.

03

How do enquiries reach you today?

Form, call, message or walk-in — and which one they trust.

06

What do you spend each month on hosting, ads and listings?

Existing spend is the budget you are working with.

WORKED EXAMPLE · ILLUSTRATIVE READINGS

From finding to value

6.8s

Largest Contentful Paint on a throttled 4G connection, against a 2.5s target

Most mobile visitors leave before the first image appears.

Rebuild and image pipeline
41

Unanswered inbound calls in one month, taken from the client’s own phone log

Priced against one booked job, this is the easiest arithmetic on the call.

Voice AI answering
12

Reviews on the Business Profile, none in the last eighteen months

Competitors with current reviews sit above them in the map results.

Review generation
SECTION 05

Objections and responses

What you will hearWhere to take it
“My nephew built our site.”Keep the design. We take over hosting, performance and lead routing, and the domain stays in the owner’s name.
“All our work comes from word of mouth.”A referral still checks the site and the reviews before calling. Ask what a referral sees when they look.
“We tried SEO before and nothing happened.”Ask for the last report. Most of that spend went to directory listings; nothing was done to the site itself.
“That is more than I want to spend.”Go back to what a booked job is worth, then set the monthly figure beside it. Offer the smaller first phase.
“I do not have time for this.”Name exactly what we need: registrar and host access, and one twenty-minute call. We handle the rest.
SECTION 06

Qualifying checklist

Worth a proposal

  • Site older than three years, or no visible change in that time
  • A Core Web Vital in the poor band on mobile
  • Business Profile unclaimed, or fewer than twenty-five reviews
  • Enquiries land on one mobile number with no overflow
  • Already paying for ads that point at the homepage

Log it and move on

  • Nobody on the call can approve the spend
  • Domain or host controlled by an agency under contract
  • Business is closing, selling, or mid-rebrand with no date
  • Wants a rebuild but will not give registrar access
  • Franchise site the owner is not allowed to change

Before your first call

01

Audit three local businesses

Run all six passes and write the findings up in the audit sheet.

02

Rehearse the debrief

Symptom, cause, fix — in that order, in the owner’s language.

03

Bring your objection answers

Written in your own words, reviewed with your team lead.