Services · Packaged services
Sell packaged services from a menu, deliver them from a template
For anyone with a fixed offer: workshops, sprints, onboarding packages, monthly packs. A workshop day, a two-week discovery sprint, an onboarding package, a monthly board pack. Put the offer in your services catalogue, share a menu with a prospect, and start the project from the template when they say yes.
Needs Business Pro or above · Proposals and e-sign from pro
How it's soldSold from a services menu: the prospect ticks what they want, answers your questions, and a draft proposal is waiting for you.
What you get
Pick “Packaged or productised service” and this is set up for you
When you create a project, Ambital asks what it's for. The answer sets the billing model, the phases and the tabs. Change any of it, or save your own version as a template.
How project setup works →Packaged or productised service
A workshop, a sprint, a monthly pack: a fixed offer you run the same way every time.
Tabs switched on
- Overview
- Financials
- Tasks
- Time
- Milestones
- Approvals
- Client Portal
- Calendar
The setup also asks how the client signs off: in the portal, or by emailed link for clients who'd rather not log in.
How it runs
Packaged services, run through Ambital
The menu the prospect ticks
A branded link, no login. Each service with its pitch, images, deliverables and price. They choose, answer a few questions, and send it back.
- Services catalogueFrom Business Pro
- Service menus by link or PDFFrom Business Pro
- Intake questionsFrom Business Pro
Back as a deal and a draft proposal
The enquiry becomes a prospect in the pipeline and a proposal with their answers in the intro and the chosen services as pricing lines. Edit, send, they accept, and the project exists.
- PipelineEvery plan
- Proposals and e-signFrom Pro
- Project created on acceptanceEvery plan
Run the same way every time
The service names a project template. Phases, tasks, milestones and the invoice schedule come with the project, dated from the start date and priced from the fee.
- Project templatesFrom Business
- Invoice scheduleEvery plan
- Fixed-fee profitabilityEvery plan
Start to finish
A discovery sprint, from menu to kick-off
- OnceDescribe the offerThe sprint goes in your catalogue with its pitch, price and the template it runs from.
- MondayMenu sentA prospect gets a branded link. They tick the sprint and answer your questions.
- MondayDeal and proposalTheir choices arrive as a pipeline deal and a draft proposal with their answers in it.
- WednesdayAcceptedThey e-sign the proposal and the project is created from the template.
- Next weekKick-offPhases, tasks and the invoice schedule are already dated from the start.
Client names are fictional, from Ambital's demo organisation.
Everything it uses
The features, and the plan each needs
Each links to a step-by-step guide in the help centre.
- PipelineEvery plan
- Deposit and delivery invoicingEvery plan
- Proposals and e-signFrom Pro
- Project templatesFrom Business
- Client portalFrom Business Pro
- Services catalogue and menusFrom Business Pro
Works with Google Workspace, Microsoft 365, Google Drive, Xero, Calendly. Every integration →
Packaged services questions
Straight answers
- Does the prospect need an account?
- No. A service menu is a branded link, or a PDF, with nothing to sign up for.
- What happens when they send it back?
- Their choices become a deal in your pipeline and a draft proposal, with their answers in the introduction.
- Can I sell the same service at different prices?
- Yes. Adjust the price on the proposal before you send it; the catalogue keeps your standard price.
- Which plan do I need?
- It needs Business Pro (£79 a month) or above. Prices exclude VAT.
Often run alongside
Who runs packaged services
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.
Free plan · No card required · Built in the UK