AI Playbooks Features Pricing Integrations Guides How-Tos

Simple Per-Client Pricing

Pay only for active clients. No hidden fees. No seat limits.

Core

For agencies setting up a real system

1 client free
$5 /client/mo

min 5 clients

  • Unlimited team members
  • Tasks & recurring workflows
  • SOPs & task templates (with saved AI prompts)
  • Client notes & collaboration
  • Time tracking by team member and by client
  • Client feed (completed work, reports, notes)
  • Client requests & asset uploads
  • Can assign tasks to clients
  • Professional client portal with agency & client logo
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Most Popular

Delivery

For agencies running client work day-to-day

1 client free
$7 /client/mo

min 5 clients

  • Everything in Core, plus:
  • Track client meetings & emails
  • AI client emails with client context
  • Branded client portal (agency colors & identity)
  • Optional client login accounts
  • Enhanced workload and time summaries
  • Higher AI usage limits
  • Client time/task analytics
  • White label client portal
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Infrastructure

For agencies standardizing delivery at scale

1 client free
$12 /client/mo

min 5 clients

  • Everything in Delivery, plus:
  • Custom domain for your client portal
  • Fully branded with agency colors on portal
  • Advanced team member analytics
  • Highest AI limits and automation depth
  • Priority support
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Compare Plan Details

Features Core Delivery Infrastructure
Per Client (monthly) $5 $7 $12
Team Members Unlimited Unlimited Unlimited
Tasks & Storage Unlimited Unlimited Unlimited
AI Credits/Client 70,000/client 120,000/client 220,000/client
SOPs & Task Templates
Time Tracking
Client Feed & Requests
Client Milestones
Mentions
Team Member Chat
AI Prompts on Tasks
Zapier Integration
Meta Ads
Meta Social (Facebook & Instagram)
Google Ads Beta
Google Analytics (GA4) Beta
Google Search Console Beta
Google Business Profile Beta
Client Portal Branding Agency & Client Logo Agency & Client Logo Agency Colors
White-Label Portal
REST API Access
Gmail Sync Beta
MCP Server (Claude & ChatGPT)
Custom Reports
Pull from any integration plus tasks, notes, and correspondence.
Report Templates
Fully customizable with AI
AI Client Emails
Client Analytics
Custom Fields
Custom Domain
Team Analytics
Priority Support
Dedicated Account Manager

Run your agency from one place

Adopt at your own pace
Guided setup
Cancel anytime
Easy start

One platform. Six tools replaced.

Cancel the subscriptions that don't talk to each other.

Project Mgmt

Asana, ClickUp, Monday, Trello

Client Portals

Moxo, SuiteDash, Bonsai

SOPs & Docs

Google Docs, Notion, Trainual

Request Intake

Google Forms, Typeform, email

Client Emails

Scattered threads & templates

Reporting

SEMrush, AgencyAnalytics, DashThis

Frequently Asked Questions

Do I need to migrate anything before I start?
No. You can start with just one client. No migrations, no integrations required, no switching tools. Lifted Work runs alongside your existing workflow until you're ready to bring more clients over.
What if my team is slow to adopt new tools?
You can adopt it gradually. Start with tasks and SOPs for one client, then expand from there. Your team doesn't need to switch everything at once.
How is Lifted Work different from CRMs or project management tools?
Tools like Asana, ClickUp, and Monday make you build the system: the folder structures, the automations, the client workarounds. Lifted Work is already organized around clients with portals, correspondence tracking, analytics integrations, and AI built in. You don't configure it for agency work. It's already set up for it.
What integrations are included?
Gmail, Google Analytics (GA4), Search Console, Google Ads, Meta Ads, and Google Business Profile connect natively. Zapier connects thousands of other apps. An MCP server connects to Claude Desktop, ChatGPT, and other MCP-compatible AI tools. There's also a REST API for custom integrations.
Does this actually help us scale?
Yes. Agencies get stuck because delivery isn't consistent. Once Lifted Work is set up, onboarding becomes repeatable, recurring tasks run automatically, and communication is tracked per client. That's what makes it possible to grow your client count without growing your overhead at the same rate.
What if I'm not technical?
No technical experience needed. The onboarding flow walks you through each step, and the how-to guides cover everything from creating your first client to setting up AI playbooks.
What happens if I cancel?
You can cancel anytime. Your workspace stays active for the remainder of your billing period.

Make your future better

Adopt at your own pace
Guided setup
Cancel anytime
Easy start