Everything you need to sign up for, configure, and connect before running the PBS system at full capacity.
Yes — you can password-protect an entire subdomain using HestiaCP's built-in HTTP Basic Authentication. Here's exactly how:
fcprngoel)pbsplaybook.keganball.com as the domain/home/fcprngoel/web/pbsplaybook.keganball.com/public_html/HestiaCP doesn't have a GUI button for this, but it takes 2 minutes via SSH:
ssh fcprngoel@5.78.182.164kegan with your preferred username):htpasswd -c /home/fcprngoel/conf/web/pbsplaybook.keganball.com/.htpasswd kegan.htaccess file in the public_html folder:nano /home/fcprngoel/web/pbsplaybook.keganball.com/public_html/.htaccessAuthType BasicAuthName "PBS Operations Manual"AuthUserFile /home/fcprngoel/conf/web/pbsplaybook.keganball.com/.htpasswdRequire valid-userCtrl+X, Y, Enter)A, Name: pbsplaybook, Value: 5.78.182.164Replaces: Prospect Rocket, Slybroadcast, SimpleTexting, and most of a standalone review platform. One login handles all outreach channels, all sequences, all pipelines. Scales to any volume.
gohighlevel.compostandbeamstudios.com) — GHL walks you through adding DNS records. This replaces Brevo for marketing email.Go to Opportunities → Pipelines → Add Pipeline → name it "PBS Prospects" → add these stages:
| Stage | What it means |
|---|---|
| New Lead | Just scraped or just reached out to |
| Contacted | First outreach sent |
| Audit Sent | Health report delivered |
| Proposal Out | Quote/proposal sent via 17hats |
| Won | Contract signed, deposit collected |
| Not Right Now | Interested but timing is wrong — triggers nurture sequence |
| Not Interested | Dead lead — archive after 90 days |
Go to Automation → Workflows → Add Workflow. Build these four:
| Workflow Name | Trigger | Steps |
|---|---|---|
| Cold Outreach Sequence | Tag added: "Cold Lead" | Day 1: Email (initial outreach), Day 6: Email (follow-up 1), Day 14: Email (final touch) |
| Not Right Now Nurture | Stage moved to "Not Right Now" | Day 30: Email, Day 45: Email (success story), Day 60: SMS, Day 90: Email (final) |
| Post-Delivery Client Nurture | Tag added: "Project Complete" | Day 7: Email (check-in), Day 30: Email (SEO update), Day 90: Email (upsell) |
| Review Request | Tag added: "Request Review" | Immediate: Email, Day 3: SMS, Day 7: Final email |
| Task | Tool | Why |
|---|---|---|
| Cold outreach email sequences | GoHighLevel | Tied to CRM pipeline, triggers automatically |
| SMS outreach and follow-up | GoHighLevel | Built-in SMS with your local number |
| Voicemail drops | GoHighLevel | Built-in — no Slybroadcast needed |
| Review request automation | GoHighLevel | Built-in review request workflows |
| Contact form confirmations (transactional) | Brevo SMTP relay | Server-level mail from Nextcloud and WordPress forms — keep active |
| Client project emails (one-to-one) | Nextcloud Mail via Brevo relay | Personal, direct — not campaign email |
If you want a simple backup or starting point, use Google Sheets with these columns:
| Column | Contents |
|---|---|
| Business Name | Smith Plumbing LLC |
| Owner Name | John Smith |
| Phone | (989) 555-1234 |
| john@smithplumbing.com | |
| Website | smithplumbing.com |
| Problems Found | No mobile, slow (28 score), no SSL |
| Stage | Contacted / Audit Sent / Proposal / Closed / Not Now |
| Date First Contact | 5/15/2026 |
| Last Action | Sent audit report |
| Next Follow-Up | 5/19/2026 |
| Notes | Interested, wants to think about it |
Use kegan@postandbeamstudios.com for all outreach. GHL sends on behalf of your domain after you verify it in GHL Settings → Email Services. Domain reputation warm-up guidelines:
Email sequences, SMS, ringless voicemail drops, call tracking — all in one dashboard. Replaces Slybroadcast, SimpleTexting, and Prospect Rocket.
gohighlevel.comStays active for server-level transactional email: contact form confirmations, Nextcloud Mail, WordPress form notifications. Not used for campaigns.
brevo.comMobile and desktop performance scores. Run for every prospect before outreach. Screenshot = your most compelling audit evidence.
pagespeed.web.devPass/fail mobile test with specific issues listed. Add to every audit report.
search.google.com/test/mobile-friendlyHighlights all broken links on a page instantly. Takes 10 seconds per site — always run this.
Chrome Web StoreFree backlink data, keyword rankings, site audit for verified sites. Verify each client site to unlock free ongoing data.
ahrefs.com/webmaster-toolsCrawls any site in minutes — finds broken links, missing meta, redirect chains, duplicate content, image issues. Pays for itself by making website audits 10x faster. Buy the license when you close your 2nd client.
screamingfrog.co.ukGBP audits, local ranking reports, citation analysis, review monitoring — all white-labeled for client reports. One GBP Optimization sale ($300) covers months of subscription. Add when you start selling GBP services regularly.
brightlocal.comLive dashboards combining Google Analytics, Search Console, GBP, social media, and rankings — all white-labeled with your branding. Send clients a live link instead of a monthly PDF. Becomes a major retention tool.
agencyanalytics.comQuotes with pre-built service packages as line items, digital e-signature contracts, invoices, and automated follow-up. Client approves quote → signs → pays in one link. Works on tablet for in-person signing at Lowe's.
17hats.comSee the Hosting section for the full decision process. Quick reference below.
Your CPX31 runs multiple client sites via HestiaCP. Best long-term value. Add clients for nearly free.
hetzner.comIf clients want their own cPanel. Good for client accountability. You can white-label reseller plans.
siteground.com/resellerAdd all client domains to Cloudflare for free CDN, SSL, and DDoS protection. Takes 5 minutes per client.
cloudflare.comSchedule posts to Facebook + Instagram. Multi-client dashboard. Queue-based bulk loading — load a month of posts in 20 minutes. Clean analytics included. Upgrade per channel as you add clients.
buffer.comBrand Kit per client stores their logo, colors, and fonts. Build post templates once, duplicate and update text each month. 1080x1080 square format. Essential — don't skip this.
canva.comDirect Facebook + Instagram scheduling at no cost. Use for 1-2 clients before Buffer paid tier. Less efficient for bulk scheduling but works well for small volume.
business.facebook.comVisual workflow automation. Already running on your Hetzner server. Connect everything: new lead → audit trigger → email → CRM update.
n8n.ioCloud-based automation. Easier to set up than n8n, more app integrations. Good for specific triggers where n8n is overkill.
zapier.comMore powerful than Zapier, cheaper. Good middle ground between n8n complexity and Zapier simplicity.
make.comScrape Google Maps listings at scale. Export business name, phone, website, address, review count, rating.
outscraper.comExtremely fast, full-site editing compatible, great starter templates for trades businesses. Free version handles 90% of what you need.
kadencewp.comMinimalist, fastest theme on the market. Better for hand-coded custom builds. No drag-and-drop templates.
generatepress.comPopular, many pre-built templates for service businesses. Good choice if clients want a quick visual.
wpastra.com| Plugin | Purpose | Cost |
|---|---|---|
| Yoast SEO or Rank Math | On-page SEO, sitemaps, meta tags | Free |
| WP Super Cache or WP Rocket | Page caching, speed | Free / $59/yr |
| EWWW Image Optimizer | Compress images automatically | Free |
| Contact Form 7 or WPForms Lite | Contact forms | Free |
| Wordfence Security | Firewall, malware scanning | Free / $119/yr |
| UpdraftPlus | Automated backups to Google Drive/Dropbox | Free |
| Really Simple SSL | Force HTTPS, fix mixed content | Free |
| Broken Link Checker | Monitor for broken links | Free |
| Google Site Kit | Connect GA4, Search Console, PageSpeed | Free |
| Insert Headers and Footers | Add tracking scripts without editing theme | Free |