What you need before you start
- Client logo, brand colors and photos
- List of services and service areas
- Access to the client's domain DNS
- An AgentixHUB plan with a client workspace
The steps
Step 1 · AgentixHUB templates
Pick a template for the client's industry
Start from a template built for the client's industry so pages, sections and calls to action already fit how their customers buy.
Tip: Preview two templates with the client on a call and let them pick. It saves a round of revisions.
Step 2 · Scout in AgentixHUB
Brief Scout with the client's details
Give Scout the business name, services, service areas, tone and offers. Scout rewrites every page with the client's real information.
Tip: Paste the client's best reviews into the brief so Scout can use real proof in the copy.
Step 3 · AgentixHUB Site Studio
Apply the brand
Upload the logo, set brand colors and fonts, and swap stock images for the client's photos.
Tip: Real photos of the team and work outperform stock images for local businesses.
Step 4 · Scout in AgentixHUB
Build service and location pages
Ask Scout to create one page per core service and per main service area so the site can rank for local searches.
Tip: Start with the three services that bring the most revenue.
Step 5 · AgentixHUB forms with AgentixCRM
Connect forms and lead routing
Connect contact and quote forms so every submission lands in the client's CRM with the source attached.
Tip: Send a test submission from your phone before going live.
Step 6 · AgentixHUB publishing
Connect the domain and publish
Point the client's domain at the site, review every page on mobile and desktop, then approve and publish. Nothing goes live until you approve it.
Tip: Lower the DNS TTL the day before so the switch happens quickly.
Scout prompts to copy
Rewrite this site for Cedar Valley Roofing, a family roofing company serving Austin and Round Rock. Services: roof repair, replacement and storm inspections. Tone: friendly and direct.
Create a service page for emergency roof repair with a clear call to action to request a same day inspection.
Add a location page for Round Rock with local details and a quote form.
Metrics to track
| Metric | What good looks like |
|---|---|
| Time from kickoff to live | Same day |
| Form submissions in the first 30 days | Track against the client's old site |
| Mobile page speed | Fast load on a phone connection |
Timeline
Day 1
Site live on the client's domain with forms connected
First 30 days
Add remaining service and location pages, collect first leads
First 90 days
Pair with AgentixSEO to grow organic traffic
Common mistakes to avoid
- Launching with placeholder copy or stock photos
- Skipping the test form submission
- Building every page before the core service pages are live
- Forgetting to set up redirects from the old site's URLs
Timelines and targets are typical ranges, not guarantees. Results depend on the client's market and starting point.