West Line

🎬 Demo Mode

Generate a realistic demo company to use on sales calls or Loom recordings.

Start Loom Recording
📦

What's Included in West Line

Review generation
QR review cards
Private feedback capture
Local SEO audits
Client dashboard
Leads CRM
AI response drafts
Owner summaries
Proposal + ROI calculator
Monthly reporting

How to Use West Line

Four workflows — follow each one to deliver results or walk a prospect through a live demo.

⭐

System 1

Review System

Open →
  1. 1Create a client in the dashboard
  2. 2Copy the review link for that client
  3. 3Download and print the QR code
  4. 45-star reviews redirect to Google
  5. 51–4 star reviews stay private as feedback
🔍

System 2

Local SEO System

Run Audit →
  1. 1Go to SEO Audit and enter any business website URL
  2. 2View the score (0–100) and full opportunity list
  3. 3Use the audit findings in outreach or your sales proposal

Tip: Run the audit on a prospect's site before a sales call — walk them through their own score live.

📋

System 3

Lead System

Open →
  1. 1Add or import a lead from the Leads page
  2. 2Open the lead detail page
  3. 3Click "Draft AI Response" to generate a personalized reply
  4. 4Click "Get AI Analysis" for a full deal summary
  5. 5Update the lead status as it progresses
  6. 6Add follow-up notes to the timeline
  7. 7Click "Proposal" to open the ROI calculator + pricing page
🎬

System 4

Sales Demo Flow

Loom →
  1. 1Generate a demo company for the prospect's industry (below)
  2. 2Show the review QR code and how it captures Google reviews
  3. 3Run a live SEO audit on their actual website URL
  4. 4Walk through the Leads CRM and AI response drafting
  5. 5Open a lead → click Proposal to show the ROI calculator
  6. 6Use "Start Loom Recording" to record it as a follow-up video

Tip: Generate demo data first — it fills the CRM with realistic leads so the pipeline looks live during the call.

Generate Demo Company

Industry: RoofingCity: ChicagoReviews: 6 sample reviewsLeads: 5 pipeline leads (all stages)Avg Job Value: $8,500

Lead Capture → CRM → Automated Follow-Up

This is what West Line does end-to-end — from the first contact to a 5-star review.

01

Lead Captured

A prospect fills out your website form, scans a QR code, or calls in. The lead is instantly added to your pipeline.

View Leads CRM →
02

AI Response Drafted

Claude AI reads the lead's inquiry and drafts a personalized response in your voice — ready to send in one click.

See AI Engine →
03

CRM Tracking

Status moves from New Lead → Contacted → Interested → Proposal Sent → Won. Every note, AI reply, and update lives on the timeline.

View Pipeline →
04

Review Collected

After the job is done, send the customer your review link. Happy customers hit Google. Unhappy ones stay private in your dashboard.

Review Agent →
05

SEO Audit Run

Run a full local SEO audit on the business website. Uncover missing pages, schema gaps, and ranking opportunities scored out of 100.

Run SEO Audit →

Sales Call Walkthrough

Use this sequence for a 3-minute Loom demo or a live screen share.

1

Review Agent

Show the QR code, review page, and how bad reviews are caught privately.

2

Lead Pipeline

Show leads flowing in, status updates, and the AI response button in action.

3

SEO Audit

Run a live audit on their website URL. The score + gaps land instantly.

4

Proposal + ROI

Generate a proposal from a lead — show the ROI calculator with their numbers.

Generate demo data first for the most realistic walkthrough

Start Loom Mode