Pre-call console

Blue Haven Studio · website assessment & prep notes

Your email

Only Rebekah and Ben can sign in. The link works once and lasts 30 minutes.

New assessment

Briefs

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Paste a message they sent instead (email, Facebook / Instagram DM, your notes)

Scan Domain

Basic ≈ 15¢ Deep adds paid search/SEO lookups ≈ 30–40¢

Website (leave blank if they don't have one yet)

Business name

Platform (if known)

First name

Last name

Email

Phone

What they want help with

Notes / context for the call

Find an existing HighLevel contact (name, email or company: picking one fills the boxes above)

File this client in HighLevel Needs an email. Adds the report PDF and a private note to their contact (creates the contact if they're new, never overwrites what's already there). Leave unchecked for a one-off report.

A website is enough to run it, but the business name and a line about what they want make the brief far more useful. The finished brief is emailed to Rebekah and saved under Briefs.

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File this brief in HighLevel

Find an existing contact

First name

Last name

Email (required)

Phone

Business name

Notes

Brief