This is the Lee playbook ("show value before you pitch") turned into a repeatable engine. It's the SAME conversion mechanism behind all three of Rio's channels: cold outreach, the IG audit-DM funnel, and the Meta Ads Library tactic. Master this one move and every channel converts better. Ties directly to the $10K sprint: an audit = a warm lead = a call = a close.
Why the audit works
- Reciprocity + proof in one move. You give real value first (free), which earns the conversation AND proves you actually know what you're doing. Beats "want a website?" every time (that got 0/23).
- It reframes the conversation from "do you want to spend money" to "here's money you're already losing." Especially powerful for businesses running ads (Meta-ads channel) — they have budget + the leak is provable.
- It scales. One audit format → cold email attachment, IG DM reply, Loom link, in-person. Same checklist every time.
The 10-minute audit checklist (what Rio actually checks)
Run these on the prospect's live site. Goal: find 3-5 concrete, fixable problems that cost them customers. Specific > comprehensive.
- Speed / performance — run their URL through PageSpeed Insights. Note the mobile score + load time. A score under ~50 or a big unoptimized hero image = a real, screenshot-able number. ("Your site scores 34/100 on mobile, that's customers bouncing before it loads.")
- Mobile experience — open it on your phone. Is it responsive? Tap targets too small? Text unreadable? Most local-biz traffic is mobile.
- The conversion path — can a visitor book / call / contact in ONE obvious step above the fold? Or is the CTA buried / missing / a generic form with no urgency? For service biz, no clear "Book / Call now" = leaking leads.
- SEO basics — title tag, meta description, does it show up when you Google "[their service] [their city]"? Missing/duplicate titles, no Google Business connection, page 3+ ranking = invisibility.
- Trust signals — real photos vs stock, reviews/testimonials visible, is the design current or dated/template-y? Dated site on an established business = credibility gap.
- The "is it even theirs" check — Wix/Squarespace/GoDaddy template? No SSL (http not https)? Broken links/images? Outdated copyright year? Each is a cheap, visible win.
- (If they run ads — Meta-ads channel) — where does the ad send traffic? If it dumps to a homepage or FB page instead of a dedicated landing page, that's a direct ad-spend leak. The strongest pitch there is.
How to deliver it (ranked by conversion)
- Loom video walkthrough (highest converting) — 2-3 min screen-record of you on their site pointing out the 3-5 problems, warm and specific. Feels personal, proves expertise, hard to ignore. End with: "happy to fix all this, want to see what I'd build?" Send the Loom link in the cold email / DM.
- Quick written rundown — 3-5 bullets in the DM/email. Faster to produce, lower converting than Loom but scales. Use for first-touch volume.
- Live, on a call — share screen, walk it. Highest trust, but requires the call already booked.
The bridge: audit → close (the script)
After they engage with the audit:
"So those are the main things costing you [customers / booked jobs / patients] right now. I build custom sites for [niche] businesses that fix exactly this. Just shipped one for a landscaper here in Miami. Want me to put together what I'd build for [Business]?"
→ if yes: book the call (or go straight to the quote if it's warm). Then templates/proposal-quote-template.md → deposit.
Where it plugs into each channel
- Cold outreach (email/DM): lead with ONE specific audit observation ("noticed your site scores 34 on mobile + has no booking button"), offer the full free audit/Loom as the CTA. (Hooks in
notes/meta-ads-library-prospecting-playbook.md.) - IG audit-DM funnel: content post → "comment 'audit' and i'll tell you what's wrong with your site free" → deliver the Loom in DM → bridge to close. (See
brain/09-personal-brand.mdfunnel section. This is the personal-brand-to-client pipeline.) - Meta Ads Library tactic: find the money-burner → the audit IS the outreach (their ad + bad site = the leak you show them). Strongest version of the wedge because the budget + intent are proven.
Rules
- Real findings only. Run the actual PageSpeed test, don't invent the score. No fabricated stats (CLAUDE.md).
- Specific + concrete > a generic "your site could be better." Name the exact problem + what it costs them.
- Give the value freely. The audit earns the pitch; don't gate it.
- Voice: Rio's register per
brain/04-voice.md. No em dashes, no buzzwords.
Quick-start
Build ONE reusable Loom audit template (intro → 5-point walkthrough → soft close), do it once on a random local site to nail the flow, then run it on every prospect. ~10 min per audit once the format's locked. This is the single highest-leverage repeatable action toward the $10K goal because it converts across all three channels at once.
The Loom audit script (reusable — fill in their specifics)
Record 2-3 min, screen-sharing their live site + a PageSpeed tab. Talk like the Alexis quote: direct, confident, real. No buzzwords.
0:00 Intro (10 sec) — name them, set the frame:
"Hey [Name], Rio here. I build websites for [niche] businesses and I came across [Business], so I did a quick free run-through of your site. Couple things jumped out that are probably costing you [customers/booked jobs/patients]. Let me show you."
0:10 Problem 1 — the headline weakness (their specific hook):
"First thing, [the exact issue from their scout entry — e.g., 'this review counter is broken, it says 0 plus right next to 150 five-star reviews']. That's your strongest selling point showing up as a glitch."
Problems 2-4 — walk the checklist live (speed, mobile, booking/CTA, trust):
"Second, I ran you through Google's speed test, you're at [X]/100 on mobile, that's people leaving before it loads." "Third, on my phone here [show it], [mobile/CTA issue]." "And there's no obvious way to [book/call] in one tap, so you're losing the people who would've."
Close (20 sec) — soft, value-first:
"None of this is hard to fix. I build custom sites for [niche] businesses, just shipped one for a [landscaper/business] here in Miami. If you want, I'll put together what I'd build for [Business], no pressure. Just reply and I'll send it over."
Rules: real PageSpeed number (run it first), real findings only, 3-5 problems max (specific beats exhaustive), end on the soft offer not a hard pitch. Then bridge → call → templates/proposal-quote-template.md → deposit.