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The WhatsApp assistant for web agency sales reps

You sell websites, e-commerce, SEO, social media and ad campaigns to shops and small businesses. Ugo finds the businesses in the area, shows you how their website looks on a phone, reads what’s on it and drafts the quote from the agency’s template.

Try UgoHow web agency sales reps find clients with Ugo

A web agency sales rep sells a service the client often doesn’t know they want. The restaurant only has a social media page, the builder has a ten-year-old website that’s unreadable on a phone, the shop would like to sell online but doesn’t know where to start. Your job is to find them, understand what’s missing and explain it simply.

That’s exactly where Ugo helps. With Maps it searches for businesses of a given type in an area, with address, phone, website and ratings. With Website previews it sends you an image of the site as a customer sees it on a phone or a computer. With Company websites it reads the pages and tells you what’s there and what’s missing: opening hours, services, prices, contact details.

Then there’s the less fun part: quotes, follow-ups, appointments, updates to the agency’s CRM. Ugo fills in the quote template with the client’s details, reminds you who hasn’t replied and writes the emails from your inbox. You spend the time you save where it counts: in front of the owner, explaining why a good website brings them customers. Anything that goes out or changes only happens after your “Confirm”.

The challenges every web agency sales rep faces

Selling digital services takes a lot of preparation before the first contact.

Finding the right prospects, not random ones

Old bought-in lists, cold calls without knowing anything about the business. Each prospect needs ten minutes of research on maps, website and social media before they’re worth a call.

Showing the client the problem

Saying “your website is out of date” convinces nobody. You need to show how it looks on a phone, what’s missing compared with local competitors, where a potential customer gets lost.

Tailored quotes, from scratch every time

Brochure site, e-commerce, social media management, campaigns: every proposal mixes different packages. Copying and pasting from the last quote leads to mistakes in names, prices and services.

Long, silent negotiations

The owner needs to “think about it”, talk to their partner or accountant, wait until the busy season is over. Without timely follow-up, the quote sinks to the bottom of the inbox.

How web agency sales reps find clients with Ugo

From prospect research to the signed quote.

Local businesses, with website and ratings

Ask Ugo for businesses of a certain type in a town: it replies with up to ten results per search, with address, phone, website and ratings. You see straight away who has no website or few reviews.

Skills used

Ugoonline

  1. Find me dentists in Harrogate

  2. Here are the first results: 1. Bridge Street Dental, Bridge Street, website yes, 4.8 (96 reviews) 2. Dr Gill, High Street, no website, 4.6 (31) 3. Dales Dental Centre, website yes, 4.2 (58) 4. Dr Finch, Station Parade, no website, 4.9 (12)

How the prospect’s website looks on a phone

Before the visit, Ugo sends you an image of the client’s website as it appears on a smartphone and a computer. It’s the simplest way to show the owner what their customers see.

Skills used

Ugoonline

  1. Show me the Dales Dental Centre website on a phone and tell me what’s missing

  2. Here’s an image of the site as it looks on a smartphone. I’ve read the pages: services and address are there, but opening hours, online booking and a team page are missing. The phone number is only in the footer.

The quote filled in from the agency’s template

The agency has a quote template on Google Drive with {{client}}, {{services}} and {{amount}}. Ugo copies it, fills it in and saves it in the client’s folder, ready to read through and send.

Skills used

Ugoonline

  1. 🎤 Voice message (0:16)

  2. Here’s what I’ll do: Create “Quote Dales Dental Centre” from the template “Brochure site quote”, with: • website redesign with online booking • Google profile and social media management for 12 months • amount £3,900 + VAT I’ll save it in “Clients/Dales”. Shall I go ahead?

The follow-up when the client is “thinking about it”

Ugo tells you which quotes in the agency’s CRM have been stuck for more than two weeks and drafts a light-touch message. If the client messages you on WhatsApp Business, it can reply from your number.

Skills used

Ugoonline

  1. Which quotes are stuck?

  2. Stuck for more than 14 days: • The Wisteria restaurant, wine e-commerce, £6,500 • Dutton Builders, brochure site, £2,800

  3. Message Dutton on WhatsApp, ask if he’s seen the proposal

  4. Mark Dutton hasn’t messaged in over 24 hours, so I’ll use the template. Sending from your WhatsApp Business: “Message from Luke (Pixel Studio): Hi Mark, have you had a chance to look at the proposal for the new website? Happy to talk it through for ten minutes this week.” Shall I go ahead?

A selling day for a web agency sales rep

Research, visits and quotes, with Ugo doing the groundwork.

  1. 8:30

    Ugo sends you the day’s appointments and the quotes due this week.

  2. 9:15

    You search for gyms in Ripon: Ugo gives you ten results with website and ratings. You pick three to contact.

  3. 10:30

    In the car park, before the visit, you get the client’s website as it looks on a phone.

  4. 12:00

    You dictate a voice message with the agreed services. Ugo drafts the quote from the template on Drive.

  5. 15:00

    Ugo reads the website of your prospect’s competitor and tells you what it offers on top, so you can prepare your pitch.

  6. 17:30

    You update the deals in the CRM with one message and book Thursday’s presentation in your diary.

The web agency’s tools, connected to Ugo

Ugo works with the tools the agency already uses.

Team skills: Maps, Company websites and Website previews

Switch them on once for the whole team and every rep uses them from their own chat. Maps has a daily search limit per team: no scraping, just clean results.

Quote templates on Drive or Word

Brochure site, e-commerce, social package: one template per offer, with placeholders like {{client}}. Ugo fills them in and saves them in the client’s folder, ready to read through.

The agency’s CRM

HubSpot, Zoho CRM, Agile CRM or Odoo: Ugo creates the contact and company after the first visit, adds notes and moves the deal when the client signs.

Projects on monday.com or Notion

When the client signs, Ugo can create the item on the monday.com projects board and write the update for whoever builds it. With Notion it reads the package sheets.

The skills to switch on

The most useful Ugo features for this job, starting with the first one to turn on. You switch them on from the portal in a few minutes.

Questions web agency sales reps often ask

How do you find clients for a web agency?

Pick a sector and an area, look for businesses with no website or an outdated one, and turn up with something concrete to show. Low or missing reviews are another good sign. Ugo searches businesses by type and area with website and ratings and shows you their site on a phone, so you go into the first call prepared.

How do you write a quote for a website?

Break it down: design, development, content, e-commerce if needed, hosting and maintenance, recurring services like SEO and social media. State timescales, what’s included and what isn’t. A template with placeholders avoids mistakes. Ugo fills in the agency’s template on Google Drive or Word with the client’s details and saves it in their folder.

Does Ugo do an SEO audit of a client’s website?

No, for technical metrics like speed or rankings you need dedicated SEO tools. Ugo reads the text on the pages and tells you what they contain and what’s missing, such as opening hours, services or contact details, and shows you an image of the site on a phone and a computer. For a first sales visit, that’s often what you need.

How many businesses can I search with Maps?

Each search returns up to ten businesses, with address, phone, website and ratings. The team has a daily search limit, designed for everyday sales work rather than downloading lists. Ugo doesn’t scrape: it uses map data, one search at a time.

Can I use Ugo with my whole sales team?

Yes. The company has one team: Maps, Company websites and Website previews are team skills that everyone uses. Diary, email and CRM are personal, each with their own account. The price is €50 a month or €550 a year per person, excl. VAT, with every skill included.

Useful references

Associations, bodies and official sources for the sector: external websites, independent of Ugo.

Walk in already prepared

Switch on Maps, Company websites and Website previews for your team. Your next prospect takes two messages to research.

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