How to Build a CRM Website
Step 1 — Move Client to Build Stage
Open the Website Onboarding Pipeline
Locate the client card under “Needs to Be Built”
Move the card to “Building In Progress”
Send Email #0 — Website Build Starting
Subject: We’re Starting Your Website Build
Hi {{contact.first_name}},
We’re excited to let you know that we’ve officially started building your new website.
Our team is now bringing your content and vision to life. Once the first draft is ready, we’ll send you a preview link so you can review the site and share your feedback.
The website build process typically takes around 2 weeks, provided feedback and edit requests are submitted in a timely manner. Your package includes two rounds of edits, and we’ll guide you through how to submit changes when your draft is ready.
To help keep the process organized, efficient, and affordable, we kindly ask that all website-related communication and feedback remain within this email thread whenever possible.
We’ll be in touch soon with your initial website preview.
Best regards,
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Step 2 — Create New Subaccount in CRM
Open the CRM (Agency View)
Navigate to Accounts → Create New Subaccount
Enter client submission details:
Business Name
Contact Information
Address
If the client does not have a storefront, use:
8501 LaSalle Road, Towson, MD 21286
Save and confirm subaccount creation
Step 3 — Switch Into Client Subaccount
Switch into the newly created subaccount
Navigate to Websites → Templates
Step 4 — Choose Website Template
Select a template relevant to the client’s industry
Choose a design that aligns with their branding and colors
Open the template to begin customization
Step 5 — Build & Customize Website
Use all client-provided assets and information.
Create the number of pages included in their package
Typical pages include:
Home
About
Services
Contact
Booking
Add Required Functionality
Contact Form — for general inquiries
Booking Calendar — if appointments are required
Quality Checks During Build
All links are functioning
Website is mobile responsive
Branding is consistent
SEO Optimization
Add SEO titles
Add meta descriptions
Add keywords for each page
Rename image files for SEO if time allows
Step 6 — Client Review Process
Send Email #1 — First Round of Edits Request
Subject: Please Submit Your First Round of Website Edits
Hi {{contact.first_name}},
I hope you’re doing well.
Your website draft is ready for review. As part of your website package, you have two rounds of edits included. This means you’ll have two opportunities to share detailed feedback so we can make any necessary adjustments before finalizing your site.
Website Preview: [INSERT LINK]
When sending your edits, please be as specific as possible. For example:
Change headline on Home Page from “Welcome to Our Business” to “Experience the Best in Maryland Service.”
Replace the main photo on the About Page with the image attached.
Update the phone number in the footer to (410) 555-1234.
This helps our team complete your changes accurately and efficiently.
Please reply to this email with your first round of edits at your earliest convenience, and we’ll get started right away.
Thank you,
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Apply First Round of Edits
Complete all requested changes accurately.
Send Email #2 — First Edits Completed / Final Round Remaining
Subject: Your First Round of Website Edits Is Complete
Hi {{contact.first_name}},
Great news — your first round of website edits has been completed.
Website Preview: [INSERT LINK]
You now have one more round of edits remaining, so please take another careful look through your website and let us know if there are any final changes you’d like to make. Again, be as specific as possible when listing your edits — page name, section, and exact wording or file names are all helpful.
After this final round, we’ll provide you with a login to the site builder so you can make future updates on your own if you’d like. Please note that once editing access is provided, our team will not be responsible for fixing any errors or issues that result from independent changes.
We’re excited to get your website wrapped up and live soon.
Best regards,
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Apply Final Round of Edits
Complete final requested revisions.
Revision Policy
After two rounds of edits:
Additional revisions are billed at $125/hour.
Step 7 — Domain Setup
After final approval:
Purchase a new domain or connect the client’s existing domain
Link the domain to the completed website
Test that the website loads and functions properly
Step 8 — Create Client Login Access
Open the client subaccount
Create a User Account
Provide access ONLY to:
Calendars
Contacts
Conversations
Forms
Media
Do not provide administrative or billing access.
Final Quality Check
Before marking the project complete, confirm:
All pages are filled out and proofread
Branding matches logo and brand colors
Domain is connected and functional
Client login access is active
Two edit rounds are completed or billed
Move pipeline card to “Completed”
Send Email #3 — Website Finalized & Live
Subject: Your Website Is Live
Hi {{contact.first_name}},
Congratulations — your new website is officially live.
We’ve completed your final round of edits and published the site for the world to see. It’s been a pleasure working with you on this project, and we’re so glad we could bring your online vision to life.
If you’ve enjoyed working with us, we’d be incredibly grateful if you could leave us a quick Google review. It helps our small business grow and reach more great clients like you.
Leave a Google Review:
https://g.page/r/CR4-oM5Hthd3EBM/review
Thank you again for trusting us with your website. Wishing you much success.
Warm regards,
{{user.email_signature}}