"Hey David — appreciate you making time. Site's live at cis-refrigeration.netlify.app — anything that didn't sit right before we talk logistics?"
Note anything he says. Add it to the punch list. Cheaper now than after the deposit.
Step 2 · Punch list (jump to INTAKE tab)
"While I have you — I left a few placeholders so I wasn't inventing anything. Can I grab a few things from you?"
Tap the INTAKE tab above. Run the MUST-HAVE list first. Check off as he answers.
Step 3 · The money line — state, then SHUT UP
"Total's $450 — $225 today to lock it in, $225 the day I finish the punch list and transfer Netlify to your name. I'm texting you the Stripe link right now — go ahead and tap it while we're on the phone so we close it clean."
DO NOT keep talking. Wait for his yes. Then tap the STRIPE tab and copy the deposit link to text him.
Step 4 · Lock the "when it's built" trigger
"Second 225 fires when four things are done: (1) your real license number is in the footer, (2) your real pricing is live or 'Custom quote', (3) any photos you send me are swapped in, (4) the Netlify project is in your name. I'll knock that out within 48 hours of you sending me the info. Sound fair?"
Get verbal yes. That's your trigger for the second $225.
Step 5 · Netlify ownership (lead with transfer)
"On hosting — you said you want it on Netlify, which is where it already lives. Easiest path: I transfer the project from my account to yours. You get the dashboard, billing, deploys — full control. Netlify is free for a site this size. You just need a free Netlify account if you don't have one — takes 2 minutes. What email should I send the transfer to?"
Write down his Netlify email in INTAKE → MUST-HAVE → Handoff.
Step 6 · Domain (skip if he already has one)
"Pointing a real domain at this, or staying on the .netlify.app URL for now? If you've got one, name it — I'll point it tonight. If not, grab cisrefrigeration.com on Namecheap this week, call me when you've got it, I'll point it in 5 minutes."
Step 7 · Close the call
"Cool — to lock it in: deposit on Stripe now, I'll send the contract with the split + the deliverable list by tonight. Once deposit lands I'll bake in your edits and start the Netlify transfer. Anything else?"
Both links auto-disable after one successful payment. No double-charge risk.
Intake — what to ask
MUST-HAVE — License
MUST-HAVE — Pricing
MUST-HAVE — Photos (real CIS work)
MUST-HAVE — Handoff
SHOULD-HAVE — Business Details
SHOULD-HAVE — Services + Certs
SHOULD-HAVE — Customers + Reviews
SHOULD-HAVE — Lead Routing
NICE-TO-HAVE — only if call going long
"Got everything I need. Send me the photos and license numbers via text or email in the next 48 hours. As soon as those land, I'll bake them in, transfer Netlify to your name, and send the final $225 link."
Tell him how to send:
• Photos → text or email kevin@fluxath.com (any size)
• License #s + pricing → text
• Domain login → secure email or screenshot (no text for passwords)
• Netlify email → say it on the call, you'll write it down
Stalls — if he pushes back
"Can I pay all at the end?"
"I can do 25% today as a refundable deposit, balance on transfer. The deposit just makes sure we're both committed."
"I want a discount."
"Site's priced at $450 because of the brand work + the Matrix WebGL hero + the Inland Empire targeting. I can't move on price but I can throw in [1 polish round / logo refresh] if that closes it today."
"My nephew can host it."
"Sure — I'll transfer the project to him on Netlify, or send the repo zip. Most owners keep it on Netlify because it's free."
"Send me the contract first, I'll pay tomorrow."
"I'll send it right now while we're on the phone. Read it, tap pay. Takes 2 minutes."
"Site looks good, do I really need to pay the rest?"
"You don't have to — but if we leave it, the license placeholder + stock photo captions stay live. Wouldn't show prospects long-term. The 225 covers cleanup + the project moving to your name."
"I'll send the photos eventually."
"Cool — what day this week? I'll set my schedule around it."
"My buddy / nephew / wife handles the marketing."
"Got it — should we have them on the call too? Want to make sure they're aligned before I start changes."