Service Packages

Give your customers or partners an online experience they expect

Take a service line and turn it into packages that customers
can browse and buy online

Pick a template

To help you get started, our proven process for creating packaged services we’ve turned into a template. Start with this, or create your own pack of templates.

Detailed packages and proposals = greater wins

Add detailed information to set expectations upfront. Add deliverables, list of requirements, detailed solutions, what’s not included, Ts & Cs, and more. Remember, The more information you put down, the better-equipped customers are to self-serve.

Choose a purchase method

There are two options. A “Buy Now” package which means customers go straight to a checkout page or a “Request Service” package which means you’ll need to chat with your customer to finalize the scope before checkout.

Sales enablement tools

Add a video, chatbot, FAQs and more to your service packages to help give your customers answers to possible questions they need when you’re not online.

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