Sell the next service.
Have the delivery plan ready.
Offer one-time packages and recurring services directly in your client portal. Explain what is included, set the price, and connect the purchase to the work your team will deliver.
Explain the offer.
Give each service a name, a description, and a list of included features. Set a one-time price or a recurring price for ongoing work.
Choose who can buy it.
Make a service available to your clients or limit it to selected accounts. Keep a tailored offer with the client it was made for.
Give recurring clients a payment choice.
Clients can choose automatic recurring payment or a fresh invoice to pay each cycle. Keep the billing arrangement clear before checkout.
Connect the sale to delivery.
Attach a milestone template or playbook. Existing purchases keep their agreed price and delivery plan when you update the offer for new purchases.
A service your client can understand.
Explain what is included and set the price.
Website care
Content updates, a monthly review, and a shared delivery plan.
$450 / monthThe right offer for the right clients.
Choose who can see and purchase the service.
A recurring service. A clear choice.
Agree how each billing cycle will be paid.
Website care
Content updates, a monthly review, and a shared delivery plan.
$450 / monthReceive a fresh invoice each cycle.
Use recurring payment for this service.
Content updates, a monthly review, and a shared delivery plan.
Monthly website care · 3 tasks
Delivery tasks
The playbook’s tasks appear after purchase.
Client management
Can I sell both projects and retainers?+
Yes. Services support one-time prices and recurring billing.
Can a purchase start a delivery plan?+
Yes. Link a service to a milestone template or playbook to create the associated delivery structure.
Will changing a package change an existing purchase?+
No. Existing purchases keep the price and delivery plan agreed at purchase.
