Guide › Sales pitches and screening

Sales pitches and screening

Put a chat box on a website and the SEO agencies find it within a week. This is what happens to them, and what to do if we ever get one wrong.

What it does

When a conversation ends, we work out one thing: was this visitor asking for something from your business, or selling something to it?

If they were selling — link building, SEO packages, guest posts, web design, staffing, investment, a partnership that is really a pitch — the conversation is screened. You are not emailed, no lead is recorded, and it does not appear in your numbers.

What they are told

Politely, and without pretending to be a person:

Hi, I help roofing companies rank #1 on Google. Do you have 5 minutes this week?
Thanks for reaching out. This chat is specifically for clients and prospective clients looking for help with our services, so we are not able to accept sales or marketing solicitations through this channel.
No lead recorded. Nothing emailed to you.

When it is not sure

Plenty of messages are genuinely ambiguous — someone mentioning a business of their own, an enquiry about a partnership that might be real work. Rather than guess, it asks:

"Are you looking for help with one of our services, or are you contacting us to offer a product or service?"

And if it still cannot tell, it treats them as a customer and you get the transcript as normal.

The bias, stated plainly

We only screen a conversation when we are confident. Anything short of that reaches you. That is a deliberate imbalance, and the arithmetic behind it is simple:

So we accept more of the first to avoid the second. If the screening ever feels slightly leaky, that is the setting working as intended.

Nothing is deleted

Every screened conversation is kept, along with the reason it was screened. We review them ourselves, which is how we find out when the judgement is drifting — rather than waiting for a customer to notice.

If we screened a real customer

Tell us — roughly when it happened, and anything you remember about it. We will find the conversation, release it to you, and look at why it was misread.

Releasing is something we do rather than something you click. That is deliberate: it keeps the decisions in one place where we can see the pattern, instead of every customer quietly correcting the same mistake.

What it does not screen

Put it on your site this afternoon

One line of code, and it already knows your business because it has read your website. Cancel whenever you like.