Setting up Siteworks
1. Set your identity
In Settings, add your name, business and postal address. Every prospecting email carries them, and nothing sends without them.
2. Connect two mailboxes
Outreach is the mailbox pitches go from. Client is the mailbox used once a business has signed, for onboarding, invoices and support.
For Gmail, create an OAuth client in Google Cloud, enable the Gmail API, and generate a refresh token with the gmail.send and gmail.readonly scopes. Siteworks reads recent inbox mail every 10 minutes to pick up replies.
For an ordinary mailbox, such as IONOS, choose Email account and enter its SMTP and IMAP servers, username and password. Siteworks connects over TLS on ports 465 and 993, sends from the mailbox and checks its inbox every 10 minutes without marking anything as read.
For a domain address, Resend also works, once the domain is verified there. Resend mailboxes can only send, so log those replies by hand on the business's page.
Keep sending volumes modest, especially on a new mailbox, and authenticate your domain with SPF and DKIM.
3. Start a run
On the Dashboard, enter an area, an optional trade, the country and how many businesses to find. Siteworks searches Google Maps and moves each business through research, build and pitch. You can pause a run at any time.
Businesses are worked in this order. Tier 1: no website, only a booking or social page, or a site that doesn't load. Tier 2: a website over 10 years old. Tier 3: a website of one or two pages. Tier 4: a website over 5 years old. Tier 5: any of these in a non-English European country, written in the local language.
Age comes from the newest copyright notice, then the server's last-modified date, then the domain's registration date. These are good signals but not proof, so look at the site before you pitch it. Businesses with a current site of three or more pages are dropped.
4. Approve pitches
Drafts wait in Outreach, where you can edit, send or reject them. Businesses with no public email stay in the queue until you add an address. With autopilot on, drafts that pass every check are sent automatically, up to your daily limit.
5. Email rules
UK emails are held until the business is confirmed as a limited company. Companies House checks run through Intobill and confirm exact name matches on active companies; a business with no match stays unconfirmed for you to check. Germany and Austria are blocked, and other European pitches always need your approval. These are safeguards and not legal advice.
6. Win a client
Mark the business as won. Its site goes live without the preview notice, future email uses the client mailbox, and the ads handover starts. From the business's page you can add booking requests, send the owner their editing link, raise invoices and turn on the receptionist.
7. Fees paid monthly
When you create an invoice, choose to take the fee in full or over 2 to 12 months, with no interest. Send the first payment and each later invoice goes out by itself a month apart from your client mailbox. Mark each one paid when the money arrives. If a scheduled invoice can't send, it's held and shows the reason on the client's page.
8. AI receptionist
Add your Twilio details in Settings and point the number's Voice webhook at the address shown there. When an owner rings from the number you hold for them, it answers as their business. For a signed client, give them a dedicated Twilio number and record it on their page. Calls open by saying it's an AI, and a summary goes to the owner's mobile.
9. Their own domain
Client sites are hosted at metarial.xyz/s/. To use the client's domain today, put a redirect on it, or ask us about custom hostnames. Buying domains in one click isn't available yet.
Plans
Your own website is $10 a month for one business. Siteworks is $49 a month, or $99 a month with FirstReceive included (a $5 bonus for taking both), or $499 a year. Change plans from Manage subscription.
Your own website
Enter your current address, confirm it's yours, and watch it rebuilt. You get one free preview. On the plan the site stays live, you can edit the words, and you get 3 rebuilds a month. Need more? A $10 pack adds 3 rebuilds and 1 preview, and never expires. Failed builds are not counted.
10. Find and Ask
Find searches Google Maps so you can hand-pick businesses. Ask answers questions about your pipeline, and can start a run or rebuild a site once you confirm.
11. Card payments and monthly fees
Connect your own Stripe key in Settings. Invoices then get a card payment link, paid ones are marked automatically, and overdue ones get one reminder. Tick Monthly fee for recurring charges. Set a VAT rate on each invoice where it applies.
12. Add-ons
On a client's page, turn on the live Google rating or booking requests. Send the owner their editing link: they can change text and restore any of their last 20 versions. Add your house style in Settings for every new build.
Playbook
Your first sales
Reply to interested owners within the hour if you can. Keep follow-ups short. Most objections are about cost or time, so offer a monthly option and handle the small changes for them.
When a business replies
Confirm they want it, make their small changes, agree the price, and send a quote or invoice. Then mark them as won, connect any domain and add what they need. Most of this can happen in writing.
Pricing
Set your own prices for your market. A common shape is an upfront build fee or monthly instalments, plus a monthly care fee for hosting and changes. Charge add-ons such as bookings or the receptionist separately.
Picking who to target
Start with one town and one trade so you can judge the results. Well-reviewed businesses with no site tend to be the strongest prospects, and the pipeline's tiers put them first.