Follow the numbers and arrows from left to right. Teal R steps are referrals. Gold NEW tags show what changed in version 12. Every step is written out in full further down.
New in version 12, 3 November 2026
- NEW Go ahead agreement sent by Caro after Call 2. Two ticks (build, monthly plan), terms and business ticks, typed name and date, then 50%.
- NEW Signed copy emailed from hello@ and kept in the portal.
- NEW Payment plans by invitation at Call 2, signed the same way.
- NEW Follow up 7 days after the demo if they haven't gone ahead. Call 3 is a Launch call badge.
Legend
- BookerAutomaticCaroClient
- Dev TeamIntroducersClient portal
- Hand over to the next step
- Referral steps (R1 to R8)
- Footer credit loop back to the start
- Referral loop
- LivePlannedTo set upStatus key
- New or changed since version 11
- Numbers match the step by step list.
Prices
- Website glowup: £850, up to 5 pages
- With the Growth plan: £700 (3 full calendar months minimum, or the £150 is added back). Essentials stays at £850.
- Payment: signed go ahead agreement, then 50% to go ahead and 50% at go live, with or without Call 3.
- NEW Payment plans by invitation at Call 2. Interest free, 2, 3, 4 or 6 monthly payments. Files once fully paid.
- Essentials £35 a month. Up to 30 minutes of changes. Live within 7 working days of the monthly form.
- Growth £95 a month. Up to 60 minutes including the monthly update, results email, reviews added, quarterly AI search check, free logo tidy. Live within 3 working days.
- Calendar months. Billed on the 1st. First part month pro rata. One calendar month's notice.
- Bigger jobs like new pages are always quoted and agreed first.
Referrals and affiliates
- Personal codes: one code per client, made from their name (like MARKSMOTORS50). Affiliates get one too, like SARAH50, link ending ?ref=SARAH50. Live
- New client: an extra £50 off their glowup, on top of the launch offer. £650 with Growth (3 month minimum).
- Affiliates (friends, family, recruits, no website needed): £50 cash once the client they referred goes live, payment plan clients included. Paid the following month.
- WG Clients earn a free month of Growth worth £95 when the client they referred goes live and pays. Up to 12 a year.
- Essentials clients go back to Essentials on the 1st after the free month, unless they tap Stay on Growth. Never charged £95 without that tap.
- Tracked in the owner dashboard, under Finders and referrals. Caro taps approve before any reward.
Client portal, one per client Preview built
At my.websiteglowups.co.uk
- Sign in with a 6 digit code sent by email. Account made at the first payment.
- Book the next call. Only the next call shows. Call 3 opens once everything is in.
- Things we need, guides including Connect your domain, and a bell for reminders.
- Monthly changes form, 1st to 20th, their plan's options only, extras priced.
- NEW Go ahead agreement (or payment plan) to sign and print.
- Legacy contact and backup contact in settings.
- Invoices and card on Stripe's own billing page only. We never keep card details.
Your monthly plan, the rules
- Form opens on the 1st. Reminders on the 1st, the 10th and the day before the cut off.
- Cut off the 20th. Live by the end of the month. No form, no changes. No roll over.
- Tick as many as they like. Over the plan's time is quoted first.
- Upgrade straight away, pro rata. Downgrade from the 1st. Growth £150 joiners finish 3 months first.
- Missed payment. Stripe retries about 2 weeks, then 30 days unpaid shows a back soon page. Nothing deleted.
- Death or loss of capacity. Legacy contact, executor, or a registered LPA checked with the OPG.
Who does what
- BookerFinds busy local firms, runs the free check with them, helps them book Call 1. Earns £100 per site once live and fully paid.
- AutomaticThe check report email, booking requests, referral codes and tracking, Stripe payments, the signed copy email, the live link, billing on the 1st, reminders and retries.
- CaroMonthly lead list, 3 personal calls (Call 3 optional), OKs every new website, sends the go ahead agreement, follows up anyone not yet gone ahead, approves every referral reward.
- ClientBooks Call 1, signs the go ahead agreement, pays 50% then 50% (or by a payment plan), sends Things we need, adds us as a domain helper, sends the monthly form by the 20th.
- Dev TeamMonthly lead list with Caro, builds the new website, points the domain, puts it live, does the monthly changes.
- IntroducersAffiliates and WG Clients. Share their code, and get £50 cash or a free Growth month.
Caro's time per sale
3 one-to-one personal calls
Getting to know you, 15 minutes. Website glow up reveal, 30 minutes. Launch and go live, optional. Our difference from the competition.
Stays human
- 3 personal calls with Caro
- Caro's OK on every site
- Caro's OK on every reward
- The client's own photos
Outreach rules
- Opener: a FREE website check at check.websiteglowups.co.uk, with bot protection Live
- They give their email and the 3 page report is emailed straight away To set up
- The report leads to one thing. Book Call 1 on the booking form at websiteglowups.co.uk Live
- Then a phone call, after a TPS check. Email to limited companies, with an easy opt out. No cold WhatsApps.
Step by step
- Every month
- Start
Monthly lead list
Caro and the Dev Team brainstorm a scored list of warm leads and target businesses for the Booker.
Rough numbers
Estimates. For about 8 calls a week: roughly 300 to 400 contacts a month, weighted to warm leads. Start with 100 in month one and track.
Two kinds of introducer
Affiliates: friends, family, recruits. No website needed.
WG Clients: existing plan clients.
- ★
Owner dashboard
Caro's one admin, with a journey picker for Clients and for Finders and referrals. A 7 stage pipeline month by month (Checker, Call 1, Call 2 demo, Follow up, 50% paid, Live, On a plan), each client's stage history, Launch call badges, payment plan figures on the Money tab, and Download, Print and Email on every filtered list.
Preview built - ★
Uptime alerts
We hear first if a client's site goes down, before they do.
Planned - Day 0
- 1
Finds a busy local business
Trades first, then bookkeepers and mobile mechanics. Under 10 staff, a dated website, and good Google reviews that are not shown on it. Reaches out by the outreach rules.
- 2
Runs the free website check with them
At check.websiteglowups.co.uk, with bot protection. The business gives their own email.
Live - 3
A 3 page report is emailed straight away
The report itself leads them to book Call 1. A hand built sample is ready, and the automatic email is the next build.
To set up - R1
Caro sets up each introducer's code
Caro adds a new introducer in her Admin, with their name and whether they are an affiliate or a WG Client. They get a personal code, like SARAH50, as a Stripe promotion code on one shared £50 off coupon. Every use is tracked back to the introducer, with a link ending ?ref=SARAH50 to share.
Live - R2
An introducer shares their own code
Every affiliate and WG Client gets a personal code, like SARAH50, and a link ending ?ref=SARAH50.
- 4
The client books Call 1
On the booking form at websiteglowups.co.uk. Name, email, business and website, or a tick for I don't have a website yet. The Booker helps, ideally together, and sends a friendly reminder the day before.
Live - R3
The new client adds the code
In the booking form, or by using the link. They get £50 off their website glowup, on top of the £150 Growth saving.
- 5
The booking request is saved
It shows on the Booking requests page, and an email goes to hello@ with caro@ as the back up. That email still needs a test.
Live - Day 0 to 2
- 6
Call 1, Getting to know you
15 minutes, and personal call 1 of 3 with Caro. All about them and their plans. Not a walk through of the report, which they already have. The notes and their current website go to the Dev Team.
- 7
The Dev Team builds the new website
Built from their existing site and Call 1. No templates, and it keeps their personality. The Dev Team sends Caro a preview link.
- 8
Caro reviews and OKs the new website
Before Call 2.
- Day 3 to 7
- 9
Call 2, Website glow up reveal
30 minutes, and personal call 2 of 3. Caro reveals the new website and the before and after scores. Client happy, they go ahead.
When it suits, Caro offers a payment plan, by invitation only. Interest free, no fees, 2, 3, 4 or 6 monthly payments, the first at go ahead. The monthly plan is a separate agreement.
On this call Caro also explains the next steps, the Things we need list and how to add us as a helper on their domain.
- 10
Caro sends the go ahead agreement
From the client's record in the owner dashboard, on or straight after Call 2. It shows in their portal as the next step. The dashboard shows Sent, then Signed by name and date, Signed copy emailed and 50% paid.
Preview built - FU
Follow up if they haven't gone ahead yet
Anyone who had the Call 2 demo but hasn't signed moves to the Follow up column. A follow up date 7 days after the demo, highlighted when due.
Preview built - 11
Client signs, then pays 50%
In the portal, two separate tick sections, each with See what's included. One for the website build and price, £850 for up to 5 pages (extra pages £95), or £700 with the Growth plan (3 full calendar months minimum). One for the monthly plan, Essentials £35 or Growth £95 a month.
Then they tick the client terms and I am buying this for my business, type their full name to sign, and the date is added automatically. Then they pay 50% by Stripe. On a payment plan they sign the plan agreement the same way and pay the first payment.
To set up - 12
A signed copy is emailed automatically
A short email from hello@websiteglowups.co.uk with the signed agreement attached, and a note that it is also in their portal. Shown as a preview in the demo, switched on when the email account goes live.
To set up - 13
Client sends Things we need
In the client portal. Their logo, approval of the wording, opening hours and at least 3 photos (a headshot, one delivering their service and one with a client). Social media links and reviews too.
Planned - 14
Client adds us as a helper on their domain
Between Call 2 and Call 3. The domain is pointed, not transferred. It stays in their name with their own provider. They add Website Glowups as a helper for domain settings only, never passwords or payment details, using the Connect your domain guide in the portal. They can remove our access any time. A transfer only if the client asks.
- Day 7 to 12
- 15
The Dev Team finishes the site
Ready within 7 working days of receiving everything we need. We point the domain to the new website and check their email still works.
- 16
Call 3, Launch and go live
Optional, and offered to every client. Personal call 3 of 3. Only once everything is in and agreed. Caro takes the site live with them.
In the owner dashboard it is a Launch call badge on the client's card, not a column of its own.
- 17
The other 50%, then the live link
Due at go live, with or without Call 3. One round of changes, then approval. The final 50% is paid by Stripe and the live link is sent automatically.
On a payment plan the site still goes live on time and the monthly payments carry on. Files are handed over only once everything is paid. A missed payment gets a reminder, then 14 days, then the site may be paused.
To set up - Day 12+
- R4
Admin flags the rewards due
Once the new client is live and fully paid. A Finder's £50 is due at go live, even on a payment plan.
To set up - 18
Booker earns £100
Once the site is live and fully paid. Live before the 28th means paid on the 1st of the next month.
- R5
Caro taps approve
Caro checks the referral in her Admin and approves the reward. Nothing is paid without her OK.
- R6
The introducer gets their reward
Affiliate. £50 cash.
WG Client. A free month of Growth worth £95, up to 12 a year. Growth clients get next month free. Essentials clients get next month free and upgraded to Growth, then always go back to Essentials unless they tap Stay on Growth.
↻ They can keep referring
Planned - R7
Two automatic emails
When the referral goes live. “Thank you! [Name]'s new website is now live, so next month you get Growth free. Choose what you'd like from this month's menu.”
About a week before the free month ends. “Enjoyed Growth? Tap Stay on Growth, £95 a month from next month. Do nothing and you go back to Essentials on the 1st.”
We never charge £95 without that tap.
Planned - Monthly
- 19
Essentials £35 or Growth £95 a month
Calendar months. Stripe bills on the 1st, paid in advance. The first part month, from go live to the end of that month, is charged pro rata. The client agrees the terms online.
Ending a plan needs one full calendar month's notice. Notice by the last day of a month ends the plan at the end of the next month.
To set up - 19
Monthly changes, all in one go
The changes form opens on the 1st. Cut off the 20th. Reminders on the 1st, the 10th and the day before the cut off. Share your completed form by the 20th and your updates go live within 7 working days on Essentials, 3 on Growth, and always by the end of the month.
Tick as many changes as they like. Anything over the plan's time is quoted and agreed first. No form by the 20th means no changes that month, and unused time doesn't roll over.
Planned - 19
Switching plans
Up to Growth straight away, with Stripe charging the pro rata difference for the rest of the month. Down to Essentials from the 1st of next month. Anyone who joined on Growth with the £150 off finishes their 3 month minimum first.
- 19
Missed payments
Stripe retries for about 2 weeks, with reminders. After 30 days unpaid the site shows a back soon page. Nothing is deleted, and it is restored once paid.
To set up - 19
If a client dies or loses capacity
Death. The legacy contact sends a copy of the death certificate and their own ID, then can keep the site running or pause it. Billing pauses and the site stays live for 90 days with no chasing. Ownership and files pass only to the executor (grant of probate, or the will and the executor's ID). Files are kept for 12 months, with a reminder before any deletion.
Loss of capacity. A registered Property and Financial Affairs LPA, checked with the OPG access code, gives the attorney full access.
- 20
Footer credit on every site
Links to Caro's landing page, so new enquiries loop back to the start.
↻ Back to step 1
- R8
Monthly affiliate report
Codes used, who is live and fully paid, and the rewards due and paid.
To set up - Client portal at my.websiteglowups.co.uk
- P1
Sign in with an email code
Their account is made automatically at the first Stripe payment, with a welcome email. They sign in with a 6 digit code sent by email. No password to forget or steal. Sign out everywhere is in settings.
Planned - P2
Book the next call
Only the next call shows. Call 1, then the Website glow up reveal (30 minutes), then Call 3, which stays greyed out until everything is in and agreed.
Planned - P3
Go ahead agreement to sign
Shows as the next step once Caro sends it. A short summary of the website, the price and the monthly plan, two tick sections each with See what's included, the client terms and business ticks, a typed name and an automatic date. Then pay 50%. Print or download the signed copy, and it stays in Billing as a record. Payment plan clients sign their plan agreement the same way, with a UK postcode check on the address.
Preview built - P4
Things we need and guides
A checklist for the logo, wording approval, opening hours, photos, social links and reviews. Guides include Connect your domain to your new website. A bell for reminders and new reports.
Planned - P5
Monthly changes form
Open from the 1st to the 20th. It shows only the options in their plan, with extras listed separately with a price. Changes made builds up month by month.
Planned - P6
Quarterly AI search score
A new score each quarter with a dashboard notice. Under 70 goes on Caro's private needs attention list.
Planned - P7
Account settings
Name, business, email, phone and address. An optional backup contact and legacy contact.
Planned - P8
Invoices and card
Through Stripe's own billing page only. We never keep card details.
Planned - P9
Refer a friend
Their own code made from their name, like NAME50. The friend gets an extra £50 off their glowup. A free month of Growth when the friend goes live and pays, up to 12 a year.
Planned