Complete Autobidder Setup DFY Overview

Walk Through Part 1

00:01 – 00:25 | Overview and Objective

• Introduces the video as a full, from-scratch Autobidder setup walkthrough.
• Goal: build a complete Autobidder and website system, fully functional and integrated, in about 1.5 hours.
• Mentions the video will be sped up for social media but available at normal speed in an accompanying article.
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00:25 – 01:25 | Initial Setup and Account Creation

• Walks through the initial setup screen after entering name and email.
• Explains that the selected industry determines default pricing templates.
• For the demo, selects “Exterior Cleaning.”
• Mentions creating a public demo website and funnel viewers can later access.

01:25 – 02:21 | Dashboard and Overview of Setup Steps

• Shows the dashboard and explains the first setup steps.
• Lists the major setup categories to be covered in the video:
• Service & Formula Setup (adding and customizing services).
• Logic Setup (discounts, bundle rules, videos, filters).
• Design Settings (styling the form).
• CRM Integration (email and automation).
• Website Setup (final integration).
• Notes viewers can skip around in the video to different sections.

02:25 – 04:33 | Updating Design Theme

• Opens the design tab to adjust the default look of the form.
• Prefers to have the live form open in another tab for real-time testing.
• Selects the Neo-Brutalism or Neumorphism style (yellow and blue color scheme).
• Explains this section is mostly visual setup, meant to give the form a clean and modern look.
• Recommends watching this portion at double speed since it’s a straightforward but essential workflow step.

04:33 – 05:09 | Testing and Applying New Design

• Saves the updated CSS theme.
• Refreshes the form to confirm the new design is applied.
• Notes improvement in visual layout and moves on to pricing formula setup.

05:09 – 05:29 | Transition to Formula Setup

• Shifts focus to the formula setup tab.
• Mentions that many services are already pre-populated depending on the selected industry.
• Notes that the example is missing “Deck Cleaning,” which will be added next.

05:29 – 06:42 | Adding a New Service (Deck Cleaning)

• Demonstrates how to create a new service manually or with the AI formula builder.
• Example: adds “Deck Cleaning” and includes options like material type (wood, composite, etc.).
• Highlights the AI tool’s usefulness for generating question templates and formulas automatically.

06:42 – 07:05 | Benefits of Using the AI Formula Builder

• Explains how the AI saves time by auto-creating formulas, questions, and structure.
• Notes you can still adjust pricing and logic after generation.
• Recommends saving progress frequently during setup.

07:05 – 07:39 | Adding Service Icons

• Uploads or selects an appropriate icon for “Deck Cleaning.”
• Mentions that icons and formulas are included in the done-for-you setup plan.

07:39 – 08:14 | Formula Review and Customization

• Reviews the newly generated deck cleaning formula.
• Confirms it includes variables like material type, size category, and railing type.
• Begins testing and minor adjustments.

08:14 – 09:13 | Manual Editing When AI Misses Details

• Demonstrates how to manually correct or add missing options (e.g., railing types: vinyl, wood, metal).
• Emphasizes flexibility—users can always override or modify what the AI generates.

09:13 – 10:08 | Expanding Formula Logic

• Explains size category breakdown (small, medium, large, etc.).
• Suggests advanced customization like adding conditional questions for multiple decks.
• Describes how to make formulas more dynamic and responsive to unique customer situations.

10:08 – 11:09 | Setting Minimum and Maximum Prices

• Shows how to define minimum and maximum price limits per service.
• Example: sets a $150 minimum price for deck cleaning.
• Saves and prepares to test the form.

11:09 – 12:13 | Testing the Deck Cleaning Formula

• Runs a live test using the calculator screen instead of the lead form for faster iteration.
• Tests selections for material, size, and railing type.
• Confirms price updates correctly.

12:13 – 12:55 | Adding Service Images

• Suggests adding example images for visual appeal and context.
• Mentions possibly generating stock images via AI tools to save time.
• Notes this part might slow the process slightly but improves presentation quality.

Walk Through Part 2

00:00 – 00:28 | Overview of Part 2

• Introduction to part two of the setup series.
• Focus: customizing formulas and exploring the logic tab.
• Mentions that the website portion will be covered in the next video.

00:28 – 01:20 | Customizing Service Help Texts

• Demonstrates using “Pergola Cleaning” as an example.
• Explains how to adjust help text to guide customers (e.g., using AI image measurement if they don’t know square footage).
• Mentions setting minimum prices per service.

01:20 – 02:09 | Pricing Responsibility

• Clarifies that pricing setup is largely up to the business owner.
• The done-for-you service can assist but can’t fully define prices without user input.

02:20 – 04:18 | Adding New Services

• Demonstrates how to add a new service (e.g., “Sidewalk Cleaning”).
• Shows how to select an icon, rename measurement fields, and remove unnecessary upsells.
• Adds options like “rust removal.”

04:18 – 06:15 | Optional Customer Choices

• Discusses advanced customization ideas like offering pre-/post-treatment options.
• Talks about the pros and cons of giving customers control (adds form complexity but can differentiate your business).
• Example: chemical usage toggle and corresponding price adjustments.

07:07 – 09:27 | Formula Building

• Begins building pricing formulas.
• Converts from square feet to linear feet and sets an example rate per foot.
• Explains how extra add-ons like stain removal can be handled separately.
• Advises gathering detailed customer info (e.g., surfaces, materials) to prepare before calls.

10:07 – 10:47 | Testing and Visual Updates

• Mentions testing the setup and visual changes made since part one (color scheme updates).

10:47 – 11:44 | Logic Tab Introduction

• Explains the progress bar and section titles.
• Shows how to disable or clean up these elements for a simpler embedded form appearance.

12:07 – 13:02 | Logic Tab Features

• Walks through key logic settings:
• Thank-you and lead-capture messages.
• Bundle pricing setup (e.g., 10% off for 2+ services).
• Typical discount ranges between 5–15%.

13:02 – 13:33 | Guide Videos

• Encourages users to make short guide videos to increase engagement.
• Notes that he provides templates and tips for creating them.

13:24 – 13:55 | Pricing Disclaimer

• Importance of managing customer expectations with disclaimers.
• Clarifies quotes are estimates, not final confirmed prices.

13:55 – 14:11 | Lead Capture Settings

• Demonstrates required vs optional fields: name, email (required), phone, address, notes, and images.

14:11 – 14:59 | Location-Based Pricing

• Explains setting up travel fees by distance or percentage.
• Example: $5–$10 per mile or % markup per mile outside the service radius.



15:08 – 15:13 | Closing and Transition

• Wraps up discussion on logic and formulas.
• Previews that the next video (part three) will focus on website setup.

Walk Through Part 3

00:00 – 00:22 | Overview of Part 3

• Begins part three of the complete Autobidder setup series.
• Recaps: previous videos covered formulas, logic, and design.
• Focus for this video: website setup and CRM integration.

00:22 – 01:26 | Website Templates and Page Structure

• Explains how to access and activate your website portal via email confirmation.
• Website includes up to six pages: one homepage, one Autobidder page, and four flexible pages for SEO or services.
• Suggests keeping a contact form on every page instead of a separate contact page.
• Mentions you can add more service pages later or pay to have them added.

01:26 – 02:16 | Template Selection and Customization

• Demonstrates selecting a basic paver sealing template to customize for pressure washing.
• Plans to add a homepage, price calculator page, and service pages.
• Will also adjust the color scheme and optimize for SEO.

02:16 – 03:13 | Website Editor Overview

• Opens the site editor and reviews page structure (blog, service page).
• Recommends providing company images—crews, trucks, job photos—to make the site more personal and professional.

03:13 – 04:33 | Adding the Autobidder Form

• Explains where to embed the Autobidder form: either on an existing page or a dedicated page.
• Suggests keeping the original contact form for customers who prefer traditional inquiries.
• Replaces old icons with updated Autobidder ones and begins structuring services.

04:33 – 05:50 | Creating a Dedicated Price Calculator Page

• Duplicates a page and renames it “Price Calculator.”
• Embeds the Autobidder HTML code using the widget tool.
• Emphasizes using authentic business photos over stock images whenever possible.

06:04 – 08:23 | Adjusting the Color Scheme

• Shows how to change theme and button colors to match brand identity.
• Updates background overlays and maintains consistent color use throughout the site.
• Saves color presets for reuse across sections for a unified look.

08:23 – 09:44 | Simplifying and Reorganizing the Layout

• Removes unnecessary sections for a cleaner layout.
• Uses the AI Assistant to generate brief paragraphs for SEO optimization.
• Highlights importance of using descriptive text for local ranking.

09:44 – 12:13 | Adding a Thank You Page

• Demonstrates creating a custom Thank You page after customers complete the Autobidder form.
• Explains purpose: reassure customers and outline next steps.
• Builds one from scratch with text overlays and headings (“Thank You,” “Here’s What to Expect Next”).
• Uses AI Assistant to generate supporting text and a 3-step section.

12:13 – 14:18 | Customizing the Thank You Page

• Adjusts sections, background images, and text hierarchy.
• Explains that each business can personalize this page to reflect its service process and tone.
• Marks the thank-you page as hidden in navigation after setup.

14:18 – 15:09 | Starting Service Page Setup

• Introduces the service page template.
• Explains why service pages are critical for SEO and local ranking.
• Plans to create pages for pressure washing, house washing, and roof cleaning.

15:09 – 18:42 | Building a Pressure Washing Page

• Creates and optimizes the Pressure Washing page.
• Adds relevant background photos and custom headings.
• Writes short, keyword-rich paragraphs for patios, driveways, and sidewalks using the AI Assistant.
• Reinforces that these details primarily serve SEO purposes.

18:42 – 21:27 | Finalizing and Linking Service Pages

• Adds links and internal navigation between pages.
• Suggests linking to an “About Us” page or section to strengthen trust and brand identity.

21:27 – 23:04 | Creating a House Washing Page

• Demonstrates duplicating an existing page to maintain consistent styling.
• Renames it House Washing and adds a target city for SEO.
• Replaces images and generates new keyword-optimized text with the AI Assistant.

23:04 – 26:32 | Expanding Page Content

• Adds extra sections for subtopics like Soft Washing and Commercial Cleaning.
• Uses AI-generated text to populate each section with concise content.
• Reiterates that the goal of multiple short sections is SEO targeting for various keywords.

26:32 – 27:26 | Organizing Navigation

• Adds new service pages under a dropdown for cleaner navigation.
• Hides redundant buttons and renames one to “Instant Price” linking to the price calculator page.

27:26 – 30:16 | Updating the Homepage Design

• Updates homepage colors and images to match the new theme (yellow-focused).
• Demonstrates parallax background effects and image cropping to highlight company vehicles or work.
• Notes that some older templates may lack a built-in theme editor but can be updated manually.

30:16 – 33:17 | Adding More Services and Icons

• Adds icons for house washing, roof cleaning, and gutter cleaning to the homepage.
• Shows how to upload icons, assign service names, and ensure consistent layout.

33:17 – 35:50 | Updating Colors and Visual Style

• Applies saved brand colors throughout the site.
• Replaces green/orange accents with the new yellow palette.
• Removes unnecessary sections and refines layout hierarchy for clarity.

35:50 – 37:56 | Creating a Step-by-Step Section

• Adds a simple 3-step section explaining the customer process:

1. Request a Quote
2. Schedule a Cleaning
3. Enjoy a Clean Property

• Uses AI Assistant for brief, clear paragraphs under each step.

37:56 – 39:06 | Refining Page Layout and Colors

• Adjusts font and background colors for readability.
• Emphasizes consistent design and balance between images, buttons, and text.
• Mentions placeholder images should later be replaced with real business photos.

39:06 – 41:10 | Mobile Optimization and Header Adjustments

• Reviews the site in mobile view.
• Updates the header color, adds links for service pages, and renames top button to “Get an Instant Quote.”
• Adjusts button styling to include borders and consistent color.

41:10 – 44:25 | Testing Responsiveness and Font Fixes

• Links “Instant Quote” to the price calculator page.
• Adjusts layout so the calculator appears first.
• Fixes mobile font overflow by editing custom CSS to reduce input font size on smaller screens.
• Confirms the result looks clean and fits properly across devices.

44:25 – 46:06 | Final Touches and Wrap-Up

• Makes small visual refinements (rounded corners, darkened fonts).
• Reviews the final design flow and brand consistency.
• Concludes the tutorial, noting all customization (colors, icons, text) is included in the done-for-you setup.
• Invites viewers to reach out for setup help.