Show Your Value: How Agencies Use the Features Tool

Help Clients Remember Why They Hired You

You offer a range of valuable services—strategy, content, ad management, design—but over time, clients can forget what they signed up for. This is especially true after the onboarding phase or during long project cycles.

Lifted Work’s Features tool solves this by letting agencies clearly communicate what they’re delivering (and what’s available as an upsell) through the client portal—helping clients see your full value without needing a meeting.

Centralize Your Service Offerings

Inside Settings > Features, you can define and manage all the services your agency offers. Each feature can include:

• A title (e.g. “Google Ads Management”)

• A description outlining deliverables or value

• An optional price anchor (“Valued at $1,200/month”)

• An upsell link to your services page or booking form

This lets you write once, then reuse across all client accounts—keeping your value proposition front and center.

Tailor Feature Visibility Per Client

When viewing an individual client, you can control:

• Which features are visible in their portal

• Which are marked as upsells

• Which are already included in their plan

This makes it easy to customize each client’s experience based on their service level—and gives your team clear insight into what each client has purchased.

Educate Clients and Drive Upsells

Clients access their assigned features from within their portal. What they’ll see:

• A list of active services they’re receiving

• Descriptions and value anchors for transparency

• Upsell features not yet purchased

• A button to learn more or request the service

These appear right alongside project milestones, requests, and other deliverables—so clients are reminded of the services they already receive and can easily explore upgrades.

Practical Use Cases for Agencies

The Features tool can serve multiple purposes across your agency:

• Client education: Reinforce your scope of work

• Upselling: Highlight services the client hasn’t yet purchased

• Internal clarity: Help account managers quickly understand what each client has access to

• Sales support: Use feature visibility as a starting point for strategic check-ins or renewals

It’s not just about marketing—it’s about aligning everyone on what’s being done, for whom, and where the opportunities lie.

Set It and Forget It (Almost)

Once features are set up, they live in the portal as a passive but powerful reminder of the work you’re doing. They:

• Don’t require ongoing updates

• Stay visible in the client portal

• Can link directly to your CRM or website

• Help avoid the “what am I paying for again?” question

This saves your team time while keeping your value clear and top-of-mind for clients.

A Better Client Experience, Built-In

Lifted Work’s Features tool makes it easier for clients to understand, appreciate, and expand their engagement with your agency. With just a few minutes of setup, you’ll unlock:

• Smarter client conversations

• More informed account management

• Higher transparency

• Easier upselling

It’s an overlooked but powerful way to reduce churn and build deeper trust.