Can I change the setup after I pick a work type?

Yes. The work type only sets the starting point. Tabs, phases and the billing model can all be changed later, on any plan.

Do I need a different plan for different work types?

Every plan runs every billing model. Some tabs a work type turns on, such as the client portal or social scheduling, need a higher plan. Each work type's page says which.

Can one client have more than one kind of project?

Yes. A client can have a retainer and a campaign running at the same time, each with its own billing and its own tabs.

Can I save my own version?

Yes. Save any project as a template and start the next one from it.

Work types

Set up for the work you actually sell

Ambital runs 11 kinds of client work: delivery projects, builds, design, retainers, interim roles, campaigns, social, paid ads, audits and packaged services. Tell it what a project is for and it sets the billing model, the tabs and the phases for you.

See all 11 Get early access

Every plan can run every billing model

New project

What is this project for?

ProjectsDelivery / transformation projectA defined piece of work with phases, milestones and a go-live.

RetainersOngoing advisory or coaching retainerRegular sessions and always-on support, billed each period.

MarketingMarketing campaignCreative, sign-off, launch and results for a campaign or a series of them.

ServicesPackaged or productised serviceA workshop, a sprint, a monthly pack: a fixed offer you run the same way every time.

You get

Fixed priceDiscoveryDesignBuildTestGo-live

How it works

One question when you start a project

01Say what it's forPick the kind of work from the list. It's the same list as the pages below, so what you read here is what you get in the app.
02Ambital sets it upThe billing model, the tabs the project shows, the phases it starts with and how the client signs off. No blank project to configure.
03Change anything, then reuse itSwitch tabs on or off, rename phases, and save your version as a template for the next client.

Projects · 3

A start, an end and a go-live

Defined pieces of work with a start, an end and a go-live.

Retainers · 3

Ongoing work, billed each period

Ongoing work billed each period, with hours or days that need tracking.

Marketing · 3

Creative to sign off, results to report

Campaigns, content and ads with creative to sign off and results to report.

Services · 2

Fixed offers, run the same way every time

Fixed offers you sell from a menu and run the same way every time.

From BusinessAudits and assessmentsGather the evidence, analyse it, get the report signed off.Sold as a fixed-price service, with a deposit on start and the balance on the report.Audits and assessments →
From Business ProPackaged servicesDescribe it once, sell it from a menu, run it from a template.Sold from a services menu: the prospect ticks what they want, answers your questions, and a draft proposal is waiting for you.Packaged services →
Something else?Start from a blank project and pick the billing model yourself: retainer, fixed price, milestones or time and materials. Every plan runs all of them.How project setup works →

Mixed work

Most people run three of these at once

A retainer, a fixed-fee project and a day-rate engagement can all be live on the same login. Each project keeps its own billing model; your timesheets, forecast and invoices see all of them.

On your ownIndependentsConsultants, fractionals and freelancers with several clients.For independents →Two to five peopleSmall teamsA founder plus associates or sub-contractors.For small teams →

Work type questions

Straight answers

Can I change the setup after I pick a work type?: Yes. The work type only sets the starting point. Tabs, phases and the billing model can all be changed later, on any plan.
Do I need a different plan for different work types?: Every plan runs every billing model. Some tabs a work type turns on, such as the client portal or social scheduling, need a higher plan. Each work type's page says which.
Can one client have more than one kind of project?: Yes. A client can have a retainer and a campaign running at the same time, each with its own billing and its own tabs.
Can I save my own version?: Yes. Save any project as a template and start the next one from it.

Be first in when we launch

Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.

Get early access Tell me when it’s launched

Free plan · No card required · Built in the UK