Help Center › Closing the Deal
Sharing the Proof Page
Send a prospect their live, white-label audit and know when they open it.
- How do I share or preview a lead's proof page?Open the lead and go to the Proof Page (public, white-label) section. Preview opens the page in a new tab so you can see exactly what your p…
- What does a prospect see on their proof page?The proof page is a public website audit report signed with your agency's name. It carries no Legiit Leads branding and shows no prices, unl…
- How do I know when a prospect opened their proof page?Every time a prospect opens their proof page, Legiit Leads counts it on the lead. The lead's Proof Page (public, white-label) section shows …
- Why do the checks re-run when someone opens the proof page?The checks re-run so your prospect sees their website as it is today, not as it was on the day you found them. Opening a proof page runs a f…
- What does Your market moved since mean on a proof page?Your market moved since a date is a block on the proof page that shows how the competitors an AI assistant recommends in that market have ch…
- Why does a proof link say This audit link is no longer available?This audit link is no longer available. means Legiit Leads could not find a lead that matches the link. Proof links never expire on their ow…
Booking Calls
Let prospects book a call straight from their proof page, and what happens when they do.
- How do I let prospects book a call from their proof page?Open Settings, tick Show a booking block on my proof pages in the Book-a-Call on Your Proof Pages card, set the hours you take calls and cli…
- Can I use my own Calendly or Google booking link instead?Yes. With the booking block switched on in Settings, paste your scheduler's link into Use my own booking link (optional) and click Save Sett…
- What happens when a prospect books a call from the proof page?The time is booked straight away and the prospect sees a Booked for message with the day and time. The lead moves to Replied, a closing brie…
- Why does booking say That time was just taken?That time was just taken. Pick another slot. means the time the prospect clicked is no longer open. Usually another prospect booked it first…
Priced Proposals
Put a priced offer on the proof page and let the prospect accept it in one step.
- How do I attach a priced proposal to a lead's proof page?Open the lead, click 💰 Attach Priced Proposal in the Proof Page (public, white-label) section, check the lines and prices, then click the p…
- Why does a new proposal already have line items filled in?New proposals fill themselves in from My Services in Settings. Services ticked On every proposal go in first, then your active services tagg…
- What does the prospect see when I publish a proposal?A block titled The fix, priced appears on the lead's proof page, under the list of checks. It shows each line with its price, the Total and …
- What happens when a prospect accepts my proposal?The deal moves to Won on your Pipeline straight away, with the time and the name the prospect typed recorded on the lead. You get an email w…
- Can I edit or remove a proposal after it was accepted?No. Once a prospect accepts, the proposal is locked: the lead shows the acceptance banner in place of the editor, so there is no Edit Priced…
Getting Paid
Connect your own Stripe account and take a deposit or full payment at acceptance.
- How do I connect Stripe so I can get paid through Legiit Leads?Go to Settings, find the Get Paid card and click Connect Stripe. Stripe takes you through its own setup for your Stripe account and then sen…
- How do I require a deposit or full payment when a prospect accepts?Accept-to-Pay makes accepting your proposal and paying for it one step. Once Stripe is connected, pick Deposit due at acceptance or Full amo…
- Why does the proof page say the payment was not completed after the prospect paid?When a prospect comes back from Stripe Checkout, their proof page asks Stripe whether the payment went through before it records the accepta…
- Why does Settings say my Stripe account settles in a different currency?The warning appears when the Currency you picked in the Your Agency card in Settings is different from the default currency of the Stripe ac…
The Pipeline Board
Track every deal from Working to Won, and see why a card moved.
- What do the Pipeline stages mean?The Pipeline board has five columns: Working (leads you chose to pursue), Contacted (an email went out or a call was made), Replied (you are…
- How do I move a deal between Pipeline stages?Drag the card into another column on the Pipeline board, or open the lead and click a status pill (New, Contacted, Replied, Won or Lost) at …
- Why did a lead move to Contacted, Replied or Won by itself?Pipeline stages follow real events, so a card moves when something actually happens with that lead: an email goes out or a call is logged (C…