The Ultimate PriceGuide Setup Checklist

You’ve signed up. You’re excited. Now let’s actually get your first estimator live.
Here’s the good news: it’s way easier than you think.

Most people overcomplicate it. They spend weeks trying to get it “perfect.”
Don’t do that. Your goal here is to get your first version live fast — then tweak it as you go.

Let’s walk through it together.

Step 1: Build Your First Estimator

👉 See our full setup guide

Use the onboarding flow to get a rough draft live in about 5 minutes.
Seriously…five minutes.

Don’t overthink your wording, your prices, or the pictures. Your first version won’t be perfect, and that’s exactly the point. The goal is to give buyers something real to interact with today, not next month.

Pro tip: Treat this first version like a sketch on a napkin. You’ll refine it once you see how people respond.

Step 2: Try It Yourself and Check the Results

Preview your estimator. Play with it. Pretend you’re a customer.

• Does it flow smoothly?
• Do the prices make sense?
• Would YOU click through to the end?

Next, make it yours:

• Add a couple of photos (real shots or AI-generated, both work).

• Head to your account menu and set your brand colors so it looks like it belongs on your site.

This step takes minutes but makes your estimator instantly feel professional.

Step 3: Embed Your Estimator on Your Website

From your dashboard, click the “Share” button on your estimator.

You’ll see two options:

• Copy the link (URL): Great if you want to send people directly to it.
• Copy the embed code: Perfect if you want the estimator to appear on a page of your website.

Here’s what to do next:

Create a new page on your site (something like Get an Instant Estimate).
Paste the embed code into that page.
Add a clear menu link that says “Get Instant Price.”
Sprinkle links on your homepage and contact page so people can’t miss it.

💡 Need a hand?

👉 Request our free embed help here — we’ll do it for you if you’d rather not mess with code.
👉 Want to dig deeper? Check out our full embed tutorial with step-by-step screenshots.

This step is all about visibility. If your estimator is hidden, it won’t get used. So make sure it’s easy to find.

Step 4: Go Live and Improve

👉 Where to add your estimator and how to get the most from it

This is where the magic happens.

Once it’s live, watch how people actually use it. Do they get stuck? Do they finish? Do they click “learn more”?

Based on what you see, make small improvements:

• Add “Learn More” details to tricky questions.
• Drop in photos or explainer videos to guide people.
• Tweak your price ranges if needed.

Your estimator isn’t “one and done.” It’s alive. And every tweak makes it more powerful.

Step 5: Link Your Leads to CRM Follow-Ups

👉 Zapier integration guide

An estimator without follow-up is just a fancy calculator.

Here’s how to win:

• Hot leads (the ones ready to go) — call them right away.
• Everyone else — nurture them. Show them nearby projects you’ve done, share customer reviews, or send a quick 1-minute video intro to put a face to your name.

With Zapier, you can link priceguide directly into your CRM or email tool. That way, every lead is automatically followed up.

Bonus Step: Share Your Estimator With Your Contacts

This is the most overlooked step — but it’s often the one that drives the fastest wins.

Don’t just wait for new visitors. Promote your estimator to people who already know you:

• Send it to your email list.
• Post it on LinkedIn and social media.
• Share it on WhatsApp with past prospects who weren’t quite ready before.

You’ll be surprised how many deals are sitting right there, waiting for a nudge.

Final Word

You’re not just setting up a tool. You’re joining a movement.

A movement that says:
❌ No more “Call for Quote.”
✅ Yes to pricing transparency.
✅ Yes to giving buyers what they actually want.

And here’s the truth: the businesses that move first are the ones winning right now.

They’re getting 3–5x more leads because they’re giving customers what they’ve been asking for all along.

So let’s get your estimator live today!