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.
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.
