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Retainer + A La Carte System

Client Package Scope Builder

Choose the client type first, select the agency brand, then build the right package or one-time quote. Package points stay internal. Add-ons increase price separately.

1

Client Type

This stays open so admins always know which flow is selected.

Always Open
2

Client + Sales Intake

Fill this during the call. The proposal uses the selected agency logo and uploaded client logo.

Locked
Upload a client logo to personalize the PDF proposal.
3

Scope Snapshot

Review before sending the proposal.

Quick View
Client TypeSelect FirstChoose Retainer or One-Time.
Package / Base$0No package yet.
Client Total$0Package + add-ons. Excludes ad spend.
StatusStartSelect a client type.
Recommended Ad Spend$0Client-funded. Not agency revenue.
Direct Expense$0Backend estimate only.
Gross Profit$0Revenue minus direct expense.
Margin Status—Margin floor check.
4

Package Builder

Retainer path only. Points are backend capacity units and are hidden from the client proposal.

Retainer Only

Swipe left to view all packages →

CRM reserves internal capacity only in Scale. Turn off if the client does not need CRM to release capacity back to creative points.

Ad spend is not included in package price, revenue, direct expense, or margin.

Selected Package Scope

Edit quantity and points if the sales team needs to customize.

0 points used.

5

A La Carte + Add-Ons

For one-time services or retainer add-ons. These increase invoice total but do not increase package point cap.

Separate From Points
Browse + Add

A La Carte Menu

Search by service type, then add only what the client needs.

Selected + Review

Quote Details

These add to invoice total and stay separate from package points.

Selected Add-Ons

Qty and price can be edited before exporting.

✓

Package Includes

Client-friendly inclusions shown on proposal.

    6

    Client-Facing Summary

    Clean proposal-style summary. No backend points, commission, or labor costs.

    Final Step

    Applies to client proposal and backend report so unused items do not clutter the templates.

    Saved.
    First Class Marketing Builder Guide
    Package Sales Guide

    How to Use the Package Sales Builder

    Use this guide like a simple dashboard. Choose a module from the menu, then read the matching walkthrough on the right. It is built for sales calls, package planning, internal handoff, and proposal prep.

    1

    Overview

    Use the builder in order: choose flow, fill intake, check snapshot, build scope, review pricing, then export.

    Start Here
    1
    Start

    Pick Client Flow

    Choose Retainer for Foundation, Growth, or Scale. Choose One-Time for project pricing.

    2
    Prepare

    Fill Intake

    Add client details, business goal, marketing challenge, existing assets, notes, and optional logo upload.

    3
    Build

    Scope Package

    Use internal points for retainers. Use A La Carte for add-ons or one-time project services.

    4
    Finish

    Export Summary

    Use the client-facing PDF for proposals and the backend report for internal review.

    FC workflow Start with the recommended build first. Then customize only what needs to change so the package stays clear, profitable, and easy for the client to approve.