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In this tutorial, Colton from Custom Excel Spreadsheets guides viewers on creating a quote form for their business. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton emphasizes starting with generic information at the top, including the company name, address, phone number, and details of the quote recipient. The focus is on setting up a reusable template rather than formatting at this stage. The initial goal is to outline the essential components that will later be filled in with specific details, ensuring the template can be utilized repeatedly for future quotes.