Package, price and sell productized agency services
AgencyPro gives productized services a storefront and a delivery queue in one place. List packages in a branded catalog or on an order form, take payment at checkout, collect the brief with an intake form, and turn every purchase into a tracked request with limits.
Productized services at a glance
- Two service types: one-time and recurring (weekly, monthly, quarterly, biannually or annually).
- Four pricing models: fixed price, recurring tiers, credit-based (Pro) and hourly with hours included (Pro).
- Sell through a service catalog (public or login-required) or an order form you link to or embed on your site.
- Add-ons, coupons, purchase limits per client, monthly and concurrent request caps, and an intake form per service with conditional fields.
- Every purchase becomes a request in your queue. Payment through Stripe or PayPal with no AgencyPro transaction fee.
What productized service software has to do
Selling packages takes four jobs: show the offer with a clear scope and price, take payment, collect a usable brief, and deliver within limits you can staff. Many agencies cover those with a website builder, a payment link, a form tool and a task board, then copy data between them by hand.
In AgencyPro the service is the single record. Its price, intake form, add-ons and limits are set once, and the catalog, order forms, checkout and request queue all read from it. The client who bought the package logs in to the same portal to follow the work.
If you are still deciding what to package, start with the guide to productizing your agency. To compare tools in this category, see productized service software, compared.
Catalog, checkout and intake
The selling side of a productized agency, as it works in AgencyPro today.
Publish services to a catalog page that is public or requires login. Each service gets a detail page with description, image and price, and a Checkout button. Mark key services as featured.
Build a standalone checkout page with one or several services. It collects the client details and the service brief, takes payment, and can be shared as a direct link or embedded on your website.
Every service has its own request form: title, description and attachment by default, plus custom text, textarea, file, select, checkbox and radio fields. Conditions show or hide fields based on earlier answers.
Attach optional extras to services, such as rush delivery or an extra revision round. Active add-ons appear at checkout and the total updates as the client selects them.
Create percentage or fixed-amount codes with usage limits per code and per client, plus start and end dates. Clients apply them in the catalog, on order forms and on credit top-ups.
Set a purchase limit per client for one-time services, a request allocation per purchase (fixed or unlimited), and a maximum number of concurrent requests so one buyer cannot flood the queue.
From service setup to first order
Five steps, using the menu names you will see in the product.
Services > Create Service. Choose one-time or recurring, add a name, description and image, and turn on Show in Catalog if clients should find it there.
Use a fixed price, recurring tiers with a price per period, credit-based pricing (Pro), or hourly pricing with a set number of hours included (Pro).
Add a purchase limit, request allocation and concurrent request cap. Build the request form with custom fields and conditional logic so every order arrives with a usable brief.
Turn on the catalog, or create an order form and embed it on your website. Attach add-ons and share coupon codes. Clients pay through Stripe or PayPal.
Each purchase creates a request with the intake answers attached. Your team moves it through your statuses, and the client follows progress in the portal.
Pricing models you can sell
One-time and recurring are the service types. The pricing model decides how the client pays and what each purchase includes.
| Model | Client pays | Example package | Plan |
|---|---|---|---|
| Fixed price, one-time | Once at checkout | Logo package, site audit, landing page | Basic and up |
| Recurring tiers | Every period (weekly to annually) | Monthly social media management | Basic and up |
| Credit-based | Buys credit packs; each request costs credits | Design requests priced 5 to 40 credits | Pro and up |
| Hourly, hours included | Per purchase or per period, for a set number of hours | 10-hour development block | Pro and up |
Recurring tiers are billed as subscriptions. Periods, rollover and trial days are covered on the retainer billing page, and the monthly request limits are covered under retainer request management. Building and embedding a checkout page is covered on order forms, and balances, top-ups and expiry for credit packages on credit-based billing.
Example: a design studio's catalog
A hypothetical 4-person design studio on Pro lists three offers. A logo package at $1,200, one-time, with a purchase limit of 1 per client and a $300 social kit add-on. A monthly design subscription at $2,000 with a limit of 12 requests per month and 1 active at a time. And a credit pack of 100 credits for $1,000, where a social graphic costs 5 credits ($50) and a landing page design costs 40 credits ($400).
A new client buys the logo package with the add-on and the code LAUNCH20 for 20% off: $1,500 less $300 is $1,200. The order form collects the brief, the payment goes through Stripe, and the request appears in the queue with the answers attached.
The studio's AgencyPro bill: Pro at $79/mo plus 3 extra seats at $20, so $139/mo. Credit-based services are why this studio needs Pro; the logo package and subscription alone would run on Basic.
When AgencyPro is not the right fit for productized services
Every project is scoped from scratch
If no two clients buy the same thing, a catalog adds little. You will get more from proposals and one-off invoices than from packages.
You need a full marketing website
The catalog and order forms are checkout pages, not a site builder. Keep your marketing site on your CMS and embed or link the order form from it.
You sell physical goods or software licenses
Services in AgencyPro turn into requests for your team. For shipping products or issuing license keys, an ecommerce platform is the right tool.
You price packages in several currencies
Each workspace has a default currency setting. If you need the same package priced in USD, EUR and GBP for different markets, confirm the setup before you build the catalog.
“Setting up services and order forms is straightforward, and the upsells, discounts, and flows are detailed but still easy to use.”
Frequently asked questions
Packaging, checkout, limits and plans.
A productized service is a standard package with a fixed scope, a fixed price and a defined way to request it. Clients buy it like a product instead of negotiating a custom project. Our guide to productizing an agency covers how to choose and price your first packages.
Yes. Clients can buy from your service catalog or from an order form you link to or embed on your website. They pay at checkout, fill in the intake form for the service, and the purchase becomes a request in your queue.
Yes, on Pro and Plus. Credit packages have a name, number of credits, price and optional expiration in days. Clients buy them as top-ups in the portal, and credits are added as soon as payment completes. Hourly services include a set number of hours per purchase or per billing period, with optional rollover on recurring tiers.
Use the limits on each service. One-time services can have a purchase limit per client. Every service has a request allocation (a fixed number or unlimited) and an optional cap on concurrent requests. Recurring services can also have a maximum number of requests per calendar month.
Yes. Add-ons are optional extras attached to services that clients can tick at checkout. Coupons can be a percentage or a fixed amount, with usage limits per code and per client and start and end dates. They work on catalog purchases, order forms and credit top-ups.
Fixed-price one-time and recurring services work on Basic at $39/mo, which includes invoicing with Stripe and PayPal. Credit-based and hourly services need Pro at $79/mo. Seats are extra: 4 people on Pro cost $79 + 3 x $20 = $139/mo. Clients are unlimited on every plan.
Explore more features
Billing and invoicing
One-off invoices with payment links, reminders, late fees and tax rates.
Retainer billing
Subscriptions with billing periods, included hours or credits, rollover and trial days.
Client portal
A branded portal where buyers submit requests, follow progress and pay invoices.
Writing package scopes? Use the free scope of work generator, and read how to prevent scope creep.