Customer onboarding and usage guide

Version 1.0 · Effective November 12, 2026

Welcome and membership summary

EstimateRelay provides downloadable sales enablement materials for home-service marketing agencies. Founding Agency $99/month and Standard Agency $149/month renew monthly until canceled. Both include up to 25 client businesses under the approved license, the initial toolkit and one new or materially updated resource each paid month. This guide summarizes the agreement; the accepted license controls.

Access your files

Use View content in your Gumroad receipt or the Gumroad Library. Download the Agency Kit ZIP, extract it locally, and open 01_Start_Here.html, 02_Sales_Playbooks.html and Lead_Recovery_Toolkit.xlsx. Use desktop Excel for the intended formula behavior. Keep a clean master and a separate copy per client. The evaluation download is not the paid license.

First 30 minutes

Choose one contractor with outstanding estimates and an assigned follow-up owner. Customize the workbook branding without altering formulas or worksheet names. Enter a minimal opportunity ID, estimate amount, status, permission, owner and next action. Review due items weekly. The workbook supports 300 records per file; separate copies do not aggregate automatically.

White-label rollout

Keep a register of client businesses and versions distributed. Apply the 25-client limit and restrictions in the agency license. Provide each client the internal-use notice below. Do not publicly post editable originals or resell them separately. Keep client data segregated and access limited to authorized staff.

Client internal-use notice

These materials are licensed for your business internal use only. You may adapt them for internal operations and share with authorized staff or contractors who need access. Do not resell, publicly post, redistribute to another business or sublicense them. Use lawful contact practices, honor opt-outs and independently verify scripts and calculations. No sales outcome is guaranteed.

Data and communications

Do not enter payment card numbers or sensitive identifiers in the toolkit. Store files securely and apply your own retention rules. Never send identifiable client records to EstimateRelay. Before contacting any lead, verify lawful permission, relevant consent, opt-out status and channel-specific requirements. The workbook is a decision aid, not a compliance engine or automated sender.

Support, updates and cancellation

Email getestimaterelay@gmail.com with your workbook version, order reference and a de-identified description of any issue. We aim to reply within three business days. Monthly updates are delivered through Gumroad. Manage or cancel your subscription via your receipt or Library. See the refund policy and license for post-cancellation rights. Effective date: November 12, 2026.

Privacy · Website terms · Agency license · Refunds & cancellation · Onboarding