Upsite Knowledge Base

PRODUCT & SETUP

1. What is Upsite?

Upsite is a smart website service with a built-in digital assistant that answers inquiries, books appointments, follows up with leads, and manages customer records — all automatically.

2. Who is this service for?

Upsite is perfect for small and local businesses that handle bookings or client appointments such as dental clinics, pet clinics, coaches, consultants, schools, therapists, agencies, event planners, and cleaning services.

3. Can clients edit their website anytime?

No. All updates must go through the Upsite team to maintain system integrity and ensure automations function properly.

4. Can this chatbot be installed on other platforms or websites?

No. The Upsite chatbot only works on websites built and managed by Upsite.

5. How much does Upsite cost?

Standard package (AI Employee plan)Setup fee is ₱8,000 (one-time), and monthly service is ₱2,500.

Annual Plan for AI Employee Package: ₱26,400 and Lifetime Access is ₱79,200.

Basic package (Online booking plan, No AI Chatbot) Annual Plan is ₱8,000 and Lifetime Access is ₱24,000.

One-time set up fee for basic plan is for the website and email automation set up

6. What’s included in the setup?

Custom branded smart website, AI chatbot assistant, appointment booking system, CRM for storing leads, automated follow-ups, Google review requests, custom business email, SEO optimization, mobile responsive layout, and website security & SSL.

7. How long is the setup time?

Standard setup time is 2 weeks from receiving all client requirements.

8. What are the requirements to get started?

We need your logo, business photos, service list, business description, contact details, and 50% of the setup fee.

9. What’s the Upsite onboarding process?

1. Book a demo 2. Discovery call 3. Submit materials + 50% payment 4. Receive onboarding preview 5. Build and review (2 weeks) 6. Settle final payment 7. Website goes live

CHATBOT FUNCTIONALITY

10. What types of questions can the chatbot answer?

FAQs, service inquiries, hours, pricing, location, and booking links. It also collects client information and sends follow-ups.

11. Can I train the chatbot to handle more FAQs later on?

Yes. You can submit more questions and answers any time and we’ll update it for you.

12. Is the chatbot available in Filipino or Taglish?

Yes. It responds in Filipino, English, or Taglish — depending on your audience.

13. Can the chatbot also respond on Facebook Messenger?

Yes. The chatbot works both on your website and Facebook Page.

BOOKINGS, CRM, & FOLLOW-UPS

14. Where do my leads go after they book or inquire?

They are saved in your CRM dashboard where you can view, follow up, and tag leads.

15. Do I need a separate booking tool or app?

No. Upsite has a built-in booking system connected to your website and chatbot.

16. Can I sync it with my Google Calendar?

Yes. We’ll help connect your Google Calendar to sync appointments in real time.

PAYMENTS & POLICIES

17. What’s the payment structure?

setup fee (50% upfront, 50% after preview). monthly fee starts one month after go-live.

19. What payment methods do you accept?

BDO bank transfer and GCash.

20. What’s your cancellation and refund policy?

No refunds once setup begins. Monthly service can be canceled anytime — no lock-in contract.

SUPPORT & MANAGEMENT

21. Is training included?

Yes. After your website goes live, we provide a walkthrough to help you manage bookings, CRM, and responses.

22. What’s included in the monthly service?

Hosting, chatbot operation, CRM, calendar & booking, edits (up to 3/month), ongoing updates and support. Performance monitoring is not included.

ABOUT THE OWNER / COMPANY

23. Who is the founder of Upsite?

Upsite was founded by Jay, a marketing and automation specialist based in the Philippines.

24. What is the founder's background?

Jay has over 10 years of experience in marketing, business development, and client automation. Upsite is the result of combining tech with real-world small business needs.

25. Where is Upsite based?

Upsite is based in Rizal, Philippines, but provides services to clients nationwide.

26. Is Upsite a registered business?

Yes, Upsite is a registered business with the BIR under the mixed-income earner category.

27. How long has Upsite been operating?

Upsite officially launched in 2025, building on prior experience with automation tools and client systems.

28. Is this a solo business or do you have a team?

Upsite is currently solo-operated by Jay, but designed with scalable systems that work like an agency.

29. How can I contact the owner directly?

All demos and client conversations are currently handled by Jay. You can book a strategy call through the website.

30. Do you offer in-person consultations?

Yes, depending on the location. Start with a strategy call to check availability for in-person meetings.

31. Can I meet someone before signing up?

Yes. Book a demo call — no obligation required.

32. What inspired Upsite?

Jay created Upsite to give local business owners a smarter, more affordable way to grow using automation instead of manual work or unreliable VA services.

33. Do you serve international clients?

For now, Upsite focuses on businesses in the Philippines to provide localized support.

34. Can I see sample websites before buying?

Yes. You’ll be shown real live samples during the demo call.

35. Is Upsite a freelancer or an agency?

Upsite is an independent service with systems built for scale — offering agency-level output at freelance pricing.

36. Do you have testimonials?

We’re currently onboarding early clients. Testimonials will be added soon as they go live.

Upsite Knowledge Base – Office Location Inquiries

Q: Where is your office located?

A: Our office is based in Rizal, Philippines. We primarily operate online and assist clients nationwide through digital channels like our website, Messenger, and email.

Q: Do you have a physical office?

A: Yes, we’re based in Rizal, Philippines. However, we mostly operate online to keep things fast and convenient for our clients.

Q: Can I visit your office?

A: We currently operate remotely and don’t accept walk-ins. All meetings are scheduled online for your convenience.

Q: What’s your office address?

A: We’re located in Rizal, Philippines. Since we primarily serve clients online, we handle inquiries and meetings through Messenger or Zoom.

Q: Are you based in Metro Manila?

A: We’re just outside Metro Manila — in Rizal, Philippines. Our services are available to clients all over the Philippines via digital platforms.

Q: Where are you operating from?

A: We’re operating from Rizal, Philippines and work with clients remotely using digital tools for fast, responsive service.

Q: Do you have a branch near me?

A: We don’t maintain physical branches. Instead, we serve clients across the Philippines through online platforms — no matter where you’re located.

Q: Is your business based in the Philippines?

A: Yes, we are proudly based in the Philippines — specifically in Rizal. We serve local businesses nationwide with smart website solutions.

Q: Are you open for walk-ins?

A: We don’t accommodate walk-ins at this time. All consultations and demos are done online by appointment for your convenience.

Q: Can I meet someone from your team in person?

A: Our team currently operates remotely, and most meetings are done via Zoom or Messenger. However, if needed, we can discuss the possibility of an in-person meeting during our call, depending on location and availability.