Agency Getting First 3 LIVE Checklist

Your First 3 LIVE Estimators: The Agency Growth Checklist

Want to scale pricing estimators across all your clients?

Start simple: get your first 3 live. This builds proof, delivers results, and gives you stories to win even more clients.

This page gives you two things:

1. A step-by-step checklist to guide the process

2. A clear timeline so you can see what happens when

Download the full checklist worksheet to follow along week by week.

Timeline at a Glance

Week 1 Find & onboard 3 ideal clients
Week 2 Set them up and add to their website
Week 3 Add in nurture systems
Week 4 Drive more traffic (start with email to their list)
Week 5-8 Generate results + monitor/adapt as needed
Weeks 9–10 Interview clients, capture stories/testimonials
Week 12+ Launch across all clients and use wins to onboard new ones

Step 1: Find Your First 3 Clients

Pick clients who will give you the fastest proof of results:

  • • Strong website traffic (more people will try the estimator)
  • • Services with common “how much does it cost?” questions
  • • Willingness to be a test case

💡 Tip: Don’t wait for the “perfect” client. Pick 3, move fast, adjust later.

Step 2: Set Up Their Estimators

  • • Duplicate a starter template to save time
  • • If co-branded → send onboarding form + set up client logins
  • • If white-labelled → use the Google Sheet + set up estimators yourself
  • • Review all questions and pricing with each client

 

Step 3: Go Live Everywhere

  • • Add estimator on multiple pages (homepage, service pages, contact page)

  • • Connect to nurture sequences (email flows, CRM, Zapier)

  • • Promote through email list and social media

  • • Run ads if budget allows

 

Step 4: Capture Wins & Scale

  • • Monitor results weekly and adjust as needed

  • • Interview happy clients to capture testimonials/case studies

  • • Share those wins in pitches to other clients

  • • Book a call with PriceGuide to map your wider roll-out

 

Download the Complete Agency Getting First 3 LIVE Checklist

Your ready-to-use worksheet that breaks everything into simple weekly actions. Track progress, prove ROI, and roll out estimators across your whole client base.