For agencies and web designers

Launch a client in about an hour

Make a fresh copy of the QuoteReady Google Sheet for each client (never share one sheet between clients). After you deploy their web app, paste its address below to get every link and code snippet you need. Nothing you type here is sent anywhere. It all stays in this browser tab.

1. Client details

2. Hand-off pack

Fill in the form to see the client's direct link, website code and button code here.

Launch checklist (per client)

Tick these off on every launch. It keeps clients separate and avoids the common mistakes.

  1. Make a NEW copy of the QuoteReady master sheet in the account that will own the client's data (best: the client's own Google account; or an agency account you will hand over later).
  2. QuoteReady menu > Setup wizard: business name, the client's lead email, brand color, logo, closest industry.
  3. Put the client's real prices into Services, Options and Extras. Get the client to approve them in writing (email is fine).
  4. Add the client's privacy policy link (a template is in docs/legal).
  5. Deploy: Extensions > Apps Script > Deploy > New deployment > Web app > Execute as Me > Anyone.
  6. Optional white label: set "Powered by name" to your agency, or "Show Powered by" to No.
  7. QuoteReady menu > Check my setup. Fix every FIX line.
  8. QuoteReady menu > Send myself a test lead. Confirm the alert arrives and the lead appears.
  9. Turn ON reminders and monthly report. Put your agency email in "Also send monthly report to".
  10. Paste the website code on the client's site and the direct link on their Google Business Profile.
  11. Do one real test from a phone. Then mark the test lead as Spam.
  12. Record the client in your own client list: sheet link, owner account, launch date.

Demo links for sales calls

Send a prospect the demo for their industry before the call. Sample businesses, nothing is saved.