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.
