Offers

Assign offers to clients to stay organized

Overview:

Offers are the products and services clients sign up for. For example this could be general retainers, special programs or one-time deals. Assign offers to Clients for organization, filtering and special metrics.

Create an offer:

• Offerings

• Click "Create offer"

• Name the offer

• Input upfront cost & recurring cost

• Create!

Now you can assign your offers to clients in your account or while adding new ones.

Future updates will improve upon this feature and allow you to better track LTV and client performance across offerings.