For agencies and freelancers

Sell it once. Bill for it every month.

You already built the website and earned the trust. ChatDock adds an AI agent you can put on every client site, brand as your own, and run from one dashboard.

Build a client demo See how the agent works

Before the call

Walk in with their assistant already running.

Paste a prospect’s URL. ChatDock reads their public pages and opens an assistant that answers about their business — the version worth showing them.

Your agency workspace

4 clients · March

Sample data

Add a client: build the demo on their site

Paste a prospect’s URL. ChatDock reads their public pages and opens an assistant that answers about their business, which is the version worth showing them. No signup, no card.

Or try one of these:

Clients

Conversations · leads · 30-day trend
  • HL

    Harbor Lane Realty

    harborlane.example

    72
  • NC

    Northgate Cooling

    northgatehvac.example

    54
  • HW

    Hartwell Law

    hartwelllaw.example

    11
  • PV

    Parkview Veterinary

    parkviewvet.example

    —

Sample data, not real customers. The demo you open above runs on a real website of your choosing.

Why this sells

Your clients want more captured opportunities, not another chatbot.

Four things make an AI receptionist an easy conversation with a client you already have.

Websites stop working when the office closes.

Visitors with buying intent leave when they cannot quickly find an answer or reach someone. The traffic you already earned for the client goes unclaimed.

Custom AI builds destroy your margins.

Crawlers, prompts, widgets, inboxes, integrations and spreadsheets have to be rebuilt and maintained for every client. The second account is as much work as the first.

“The bot is live” does not renew retainers.

Clients keep paying when you can show conversations, leads and appointments. Message volume is not a result they recognise.

Somebody answers the same five questions all day.

Hours, pricing, availability, fees, whether they take new clients. Every one of those is a call or an email a person has to stop and handle, and none of them needs a person. This is usually the first thing the client notices, because they feel it in week one.

Today

Missed questionAbandoned visitor

With an assistant on the page

Instant answerQualified leadBooked appointment

What you’re selling

One repeatable service for every website client.

Four connected layers: what the visitor experiences, what you capture, how each client stays separate, and how you run the whole roster.

  1. Layer 1

    Visitor experience

    A helpful assistant that answers questions naturally, in the client’s voice, outside business hours as well as during them.

    • Answers from approved content
    • Available 24/7
    • Matches the client’s brand

  2. Layer 2

    Lead qualification

    The assistant collects contact details and asks the qualifying questions that matter for that specific business.

    • Name and phone captured
    • Business-specific questions
    • Guided toward booking

  3. Layer 3

    Client workspace

    Knowledge, branding, conversations, leads and appointments stay separated for every client you run.

    • Isolated knowledge base
    • Per-client branding
    • Own conversation history

  4. Layer 4

    Agency command center

    You manage the whole roster from one account, without maintaining a different tool or login per client.

    • One dashboard, every client
    • One login
    • One repeatable setup

Keep the retainer

Show clients what the assistant produced.

This is the screen you open on a monthly review call. Every number answers one question: what did it handle, what did it capture, what should the business fix, and why should they keep paying.

HL

Harbor Lane Realty

Monthly assistant summary · March

Assistant liveSample data

0

Visitor conversations

0

Qualified leads

0

Appointment requests

0

After-hours opportunities

0%

Resolved without staff

Conversation trend

Last 30 days
30 days agoToday

Lead funnel

This month
Started a conversation428
100%
Asked a buying question196
46%
Left contact details72
17%
Requested a viewing31
7%

What visitors asked most

Top 5
  • Is this property still available?
    61
  • Can I book a viewing this week?
    47
  • What are your selling fees?
    38
  • Do you handle rentals too?
    34
  • Which neighborhoods do you cover?
    22

Content gaps to fix

Asked, not answered

Questions the assistant could not answer from approved content. Add these to the site or upload a document and it starts answering them.

  • Do you help with mortgages?×14
  • Is the Maple St house pet-friendly?×9
  • Can you value my apartment?×6

Leads by day

Weekly pattern
14Mon
11Tue
9Wed
13Thu
16Fri
6Sat
3Sun

Appointment outcomes

31 requests
Confirmed by the practice19
Awaiting callback8
Visitor did not respond4

Estimated opportunity value is off by default. Turn it on only once the client tells you what an appointment is worth to them.

The agency case

Turn a website project into an ongoing service.

You already earned the client’s trust and manage their website. ChatDock gives you an additional service to introduce without hiring an AI team or rebuilding the stack for every account.

5
125
$300
$100$1,000
ChatDock plan for 5 clientsBusiness · $199/mo

5 client workspaces · 30,000 messages a month across all of them. Yearly billing lowers this further.

Monthly service revenue

$1,500

5 × $300
$1,500
ChatDock Business
−$199

Gross margin over platform cost

$1,301/mo

Sample numbers, not an earnings guarantee. Covers the ChatDock subscription only, not your own delivery time. You set your own prices.

Build a client demo

Selling it

Installing it is the easy half.

The questions below are the ones that decide whether there is a deal at all. Ask them in this order, and be willing to walk away on the answers.

  1. 1

    How much traffic does the site get in a month?

    Everything downstream is a percentage of this number. Ask for it before you ask for anything else, because it decides whether the rest of the call is worth having.

  2. 2

    What share of those visitors actually buy or book?

    Then ask what they think it should be. The distance between those two numbers is the proposal, and they will have said it themselves. Watch for a figure that cannot be right. Someone quoting a conversion rate in the tens is describing a different metric, and the whole business case rests on getting it straight.

  3. 3

    What happens after somebody decides they want it?

    Follow the path yourself while they answer. If the visitor has to call during office hours to finish, no assistant fixes that on its own, and you need to know before you promise a number.

  4. 4

    What are you capturing from the people who leave without buying?

    Often the answer is nothing, and that alone can justify the fee. It is also the easiest thing to show working in the first week.

  5. 5

    Who answers the phone when somebody asks about hours or pricing?

    Usually a person whose time is worth more than that. This is a second budget line, it comes out of a different pocket than marketing, and it is frequently the easier yes.

When not to pitch

  • The arithmetic does not clear your fee. Do it out loud with them: monthly visits, times the conversion gap they just named, times what one customer is worth. If that is smaller than what you would charge, say so and move on.
  • Nobody owns the website. If a copy change takes three weeks and a committee, an assistant will take longer.
  • There is no next step to send anyone to. Fix the booking path first, or you are selling a faster queue for a door that does not open.

Then stop describing it

The moment a prospect asks whether you can show them something is the moment the call turns. Build the assistant on their own website before you dial, and answer that question by opening a tab.

Build one on their site

Before and after

Stop rebuilding the same chatbot stack for every client.

Keeping nine moving pieces working across a dozen client accounts is the hard part.

Building the stack yourself

9 things · per client
  • Find and configure a crawler
  • Build and maintain prompts
  • Add a third-party widget
  • Create lead forms
  • Connect a separate inbox
  • Build appointment automation
  • Maintain separate accounts
  • Manually prepare client reports
  • Fix integrations when they break

Every new client repeats the list, and so does every change to one of the pieces underneath you.

With ChatDock

1 workflow · every client
  • One guided setup
  • One client workspace
  • One branded assistant
  • One conversation inbox
  • One lead and appointment view
  • One agency dashboard
  • One repeatable monthly service

The second client takes the same afternoon as the first. That is what makes it a service you can sell repeatedly instead of a project you quote each time.

Build the demo before your next client call.

Show a working assistant on their own website instead of explaining another proposal.

Build a client demo Book a 15-minute walkthrough

7-day free trial · Cancel any time