# RidgeQuote client launch plan A buyer-facing launch plan for taking Roofing Estimator from demo approval to a branded roofing estimate and proposal software pilot, with order terms, domain setup, data intake, SEO/AEO distribution, acceptance evidence, and support handoff in one packet. Buyer default: Northline Roofing Co. Sponsor role: Client sponsor Target launch window: Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot. Configured domain: roofing-estimator.ideas-realized.com Sales preview URL: https://roofing-estimator.ideas-realized.com Canonical page: /demo-library/roofing-estimator Industry page: /industries/roofing-estimating-software JSON manifest: /demo-library/roofing-estimator/client-launch-plan.json ## Commercial Order Default Estimator desk pilot: $20k-$38k setup and $900-$3.2k/month recurring. 45 percent due at signature for tenant setup, price book mapping, and proposal template review. ## Launch Steps - [queued] Approve commercial order packet (Estimator lead, Commercial): Pilot materials, labor rates, waste factors, and margin floors validated against sample jobs. Recommended tier: Estimator desk pilot. - [needs client] Confirm brand, domain, and tenant defaults (Client DNS owner, Brand and domain): Use roofing-estimator.ideas-realized.com for production after Use estimates.clientdomain.com or proposals.clientdomain.com for production and keep roofing-estimator.ideas-realized.com as the sales preview.. - [needs client] Send source data and approve import sample (Estimator lead, Data import): Load a controlled roof-system price book, validate markup math with the sales manager, then let reps build review-ready estimates while proposal export remains template-based. First template: roofing-estimator-price-book.csv. - [template] Publish SEO/AEO launch links (Growth lead, SEO/AEO): Publish the roofing estimator pillar, then add price-book drift, margin approval, and proposal-handoff pages before paid outreach. Primary intent: roofing estimate proposal software. - [blocked] Run acceptance gates and release checks (Estimator, Acceptance): Scope, sell price, and gross margin update together. - [ready] Activate support and monitoring handoff (Estimator launch thread, Support): Estimator launch thread: Business days during pilot. Renewal signal: Estimator software inquiry: 2 qualified roofing inquiries per quarter. ## Go-Live Evidence - Update roof scope and recalculate margin (complete): Scope, sell price, and gross margin update together. - Block proposal send under margin floor (in progress): Approval checks are visible; send gate needs production workflow. - Assemble branded proposal packet (queued): Proposal sections exist; PDF output provider is not selected. - Select first roof package (complete): Sales manager; Pilot with one common shingle package and target margin floor. - Approve price book formulas (in progress): Estimator lead; Finalize material, labor, waste, markup, and warranty formulas. - Choose e-sign path (queued): Client sponsor; Pick DocuSign, Dropbox Sign, or a native acceptance flow. - Demo app availability: Homepage and app route return 200 from production domain after DNS cutover. - Proposal packets generated with approved margin and current price-book evidence: Pilot usage is visible in the buyer dashboard within the first review cycle. ## SEO/AEO Distribution - Canonical demo page: /demo-library/roofing-estimator - Industry pillar: Roofing estimating software at /industries/roofing-estimating-software - Primary intent: roofing estimate proposal software - What should roofing estimate software include before proposal send? CTA: Open the roofing estimator demo and review estimate math. - How can roofing companies control low-margin proposals? CTA: Use the margin approval gate as the buyer proof point. - Why does price-book freshness matter for roofing estimates? CTA: Show the price-book drift event in discovery. - Roofing estimate proposal software for margin-controlled sales teams: /industries/roofing-estimate-proposal-software - Roofing price book drift checks before customer proposals: /resources/roofing-price-book-drift-checks ## Handoff Assets - Client proposal markdown: /demo-library/roofing-estimator/client-proposal - A client-ready proposal for turning the Roofing Estimator demo into a scoped, rebrandable roofing estimate and proposal software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. - Client launch plan JSON: /demo-library/roofing-estimator/client-launch-plan.json - Machine-readable go-live manifest with launch steps, assets, SEO/AEO routes, and implementation pointers. - Deal desk package JSON: /demo-library/roofing-estimator/deal-desk.json - Machine-readable commercial order form with line items, add-ons, payment milestones, approval gates, and redlines. - Deal desk package markdown: /demo-library/roofing-estimator/deal-desk - Buyer-ready order packet for pricing, scope boundaries, approval evidence, and commercial handoff. - Statement of work package JSON: /demo-library/roofing-estimator/statement-of-work.json - Machine-readable SOW with scope modules, milestones, acceptance criteria, responsibilities, service levels, exclusions, and signature blocks. - Statement of work package markdown: /demo-library/roofing-estimator/statement-of-work - Buyer-signable SOW packet for final scope review, support terms, data responsibilities, and change controls. - Rebrand license package JSON: /demo-library/roofing-estimator/rebrand-license.json - Machine-readable reusable-license manifest with rights, repeatable assets, clone markets, SEO/AEO routes, boundaries, and approval requirements. - Rebrand license package markdown: /demo-library/roofing-estimator/rebrand-license - Partner-ready package defining what can be repeatedly sold, rebranded, SEO-cloned, and handed to implementation. - Buyer launch room: /demo-library/roofing-estimator/launch-room - Single buyer review room for app proof, launch readiness, handoff assets, and acceptance gates. - Deployment launch plan JSON: /demo-library/roofing-estimator/deployment-launch.json - Machine-readable domain, DNS, environment variable, release gate, monitoring, rollback, and SEO launch plan. - Deployment launch plan markdown: /demo-library/roofing-estimator/deployment-launch - A production handoff plan for taking Roofing Estimator from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks. - Buildout roadmap markdown: /demo-library/roofing-estimator/buildout-roadmap - A roofing sales team can build a scoped estimate, catch low-margin risk, prepare a proposal packet, and hand off price-book exceptions before sending. Define estimator desk pilot with price book import, margin floors, proposal language approval, and customer packet export. - White-label rebrand kit JSON: /demo-library/roofing-estimator/white-label-kit.json - Machine-readable tenant identity, naming pattern, variants, terminology swaps, launch copy, and rebrand checklist. - White-label rebrand kit markdown: /demo-library/roofing-estimator/white-label-kit - Buyer-facing rebrand terms, tenant defaults, copy blocks, brand assets, and launch naming. - Implementation JSON: /demo-library/roofing-estimator/implementation.json - Machine-readable route, setup, security, and tenant configuration. - OpenAPI implementation spec: /demo-library/roofing-estimator/openapi.json - Machine-readable tenant API, schema, dry-import, workflow action, and event manifest. - Sample data package JSON: /demo-library/roofing-estimator/sample-data-package.json - Machine-readable CSV template, seed row, validation, and dry-import manifest. - Sample data package markdown: /demo-library/roofing-estimator/sample-data-package - Buyer-ready data collection packet with CSV templates, sample rows, and validation gates. - Production data contract JSON: /demo-library/roofing-estimator/data-contract.json - Machine-readable production entity, source, event, route, and tenant-boundary contract. - Production data contract markdown: /demo-library/roofing-estimator/data-contract - Implementation-facing entity, source, event, route, and tenant-boundary contract. - Tenant clone package JSON: /demo-library/roofing-estimator/tenant-clone-package.json - Machine-readable rebrand-and-launch package for turning the demo into a buyer tenant. - Tenant clone package markdown: /demo-library/roofing-estimator/tenant-clone-package - Rebrand lanes, clone targets, production domain, and reusable launch moves. - Tenant cutover plan JSON: /demo-library/roofing-estimator/tenant-cutover-plan.json - Machine-readable cutover manifest with phases, acceptance gates, rollback controls, SEO/AEO publication, and handoff routes. - Tenant cutover plan markdown: /demo-library/roofing-estimator/tenant-cutover-plan - Buyer and implementation cutover packet for commercial signoff, tenant identity, data dry-run, access, go-live, rollback, and SEO/AEO launch. - Tenant seed package JSON: /demo-library/roofing-estimator/tenant-seed-package.json - Machine-readable tenant users, roles, data sources, integrations, feature flags, automations, notifications, and launch assets. - Tenant seed package markdown: /demo-library/roofing-estimator/tenant-seed-package - Implementation-facing seed artifact for standing up the first branded buyer workspace. - Price book import: /demo-library/roofing-estimator/import-templates/price-book-import - roofing-estimator-price-book.csv: Seeds material, labor, warranty, and fee lines with margin review flags. - Estimate pipeline import: /demo-library/roofing-estimator/import-templates/estimate-pipeline - roofing-estimator-estimate-pipeline.csv: Creates active estimate records, stage state, project type, and margin approval context. ## Buyer Kickoff Fields - Buyer name: Northline Roofing Co. - Sponsor role: Client sponsor - Target launch window: Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot. - Configured domain: roofing-estimator.ideas-realized.com - Preview URL: https://roofing-estimator.ideas-realized.com ## Support Handoff - A buyer-ready support model for launching Roofing Estimator with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort. - Kickoff (Week 1): Sales manager; Price-book import template and approval policy are accepted. Review 1 client-owned integration decisions before production cutover. - Configuration (Weeks 2-3): Implementation lead; Sales manager can build and approve sample estimates. Confirm 2 notification templates before enabling outbound automation. - Pilot (Weeks 4-5): Sales team lead; Proposal handoff export and margin exception report are accepted. Export implementation spec after 3 acceptance checks are reviewed. - Pilot support scope: $900-$3.2k/month recurring for hosting, support, and workflow tuning. - Price-book import template - Margin approval rule sheet ## Acceptance Summary 83/100 buildout readiness. Next milestone: Pilot one roof package with manager approval before PDF output. 2 blocker(s) remain.