Show clients the value they're getting, anchor your pricing, and surface upsell opportunities inside the portal they already use.
The Services tab lives inside each client’s portal. Every service you deliver is listed with its estimated value and frequency, so clients see the full picture of what’s included in their plan, not just the invoice total.
When a client sees “$2,000/mo value” next to a service they’re receiving, the retainer stops feeling like a cost and starts feeling like a deal. That’s price anchoring working for you on every login.
Services can be marked Included or Available. Included services show a badge confirming what the client already gets. Available services show a badge that links directly to your purchase page.
No pitch deck. No awkward sales call. Clients discover what else you offer while they’re already engaged in the portal, and they can buy with one click.
Manage your full service list from Settings > Services. Each service has a title, description, estimated value, and frequency (monthly, weekly, or one-time). Once configured, every client portal reflects the right mix of included and available services automatically. Assign services to individual clients from their Client Overview page. For more on how the Services tab looks in the portal, see the Client Portal guide.
FAQ
Show available services beside the work the client already receives, with a plain description, expected outcome, price or estimated value, and a clear next step. Limit the list to services that fit the client's goals instead of displaying the entire agency catalog.
Use a defensible standalone price, typical market price, or the amount you normally quote for that scope. Do not inflate the value to make a retainer look cheaper; clients will trust a smaller number they can understand more than an unsupported anchor.
Usually not. Match available services to the account's current plan, maturity, and known needs. Lifted Work lets an agency assign included and available services per client, so the portal stays relevant.
Connect GA4, Search Console, Google Ads, Meta, and Business Profile, then let AI fill branded report templates and post them to the client.
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A sortable client list with custom columns, inline editing, display groups, and quick actions for every account.
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How the Lifted Work Client Portal works: tabs, requests, deliverables, services, and how to configure it per client.
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Every ads, social, blog, and email playbook you run afterwards writes in the client's voice, because they all read the same brand note. It is built once per client from the site and the live ad accounts, and the offering section adapts to whatever the client sells, from products to services to software.
