Turn a prospect's website audit into a proposal and a deal

Show a prospect what is wrong with their site in a few minutes, then send the proposal and open the deal in one flow.

The problem

What goes wrong without a system.

Agency pitches often start with a generic deck. A prospect is far more interested in a page that says what is wrong with their own website, with numbers, and what it would cost to fix.

How YuktiBOS handles it

5 steps, with a person at every decision.

Run the auditType the website and press Run SEO audit. The site is read politely, up to 25 pages, one request a second, obeying robots.txt, then the home page speed is tested once. No paid key is needed.
Read what the check foundChoose a package (one is suggested), set a start date and an offer date, and edit the opening paragraph.
Draft the proposalLeave the paragraph empty to get a template filled from the numbers, or let AI word it with its numbers checked.
Share the pageMake the share page and send the link. Anyone with the link can read it, so send it only to the prospect.
Convert to a CRM dealA company and a deal are added to the default pipeline, valued at twelve months of the package and in the Proposal stage once shared.

Features and tools used