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First Class Marketing + Ambient Private Sales Tool
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 A La Carte / 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 Sales Guide

    How to Use the Package Sales Builder

    This guide helps FC Marketing and Ambient build client-ready packages using the new Retainer + A La Carte system. Open each section only when you need it.

    Visual Guide

    Open Only What You Need

    1 Start Here Choose Client Type + Agency Brand Start with Retainer or One-Time, then select FC Marketing or Ambient. +
    R
    Recommended Route

    Retainer

    Use this for Foundation, Growth, or Scale. Retainers include backend point planning and a 3-month minimum commitment.

    Foundation Growth Scale
    1x
    A La Carte Route

    One-Time

    Use this for one-time projects. There is no point bank. Services are quoted as defined deliverables.

    Project Pricing No Point Cap
    Agency Brand Choose First Class Marketing Group or Ambient Orlando in the intake section so the exported proposal uses the correct agency identity.
    2 Client Intake Fill the Sales + Client Details Add contact info, goals, challenge, existing assets, and client logo. +
    1
    Contact

    Client Info

    Add client name, business name, email, phone, industry, and the sales representative preparing the offer.

    2
    Discovery

    Goal + Challenge

    Choose the primary goal and write the current marketing challenge so the proposal feels specific to the client.

    3
    Personalization

    Upload Logo

    Upload the client logo so the client-facing PDF feels personalized and more premium.

    • Use a real client name and business name before exporting.
    • Keep notes short and useful for proposal context.
    • Use the logo upload when available to personalize the PDF.
    3 Quick View Read the Scope Snapshot Use this to check package, total, margin, and status before building. +
    Approved

    The package fits the selected point limit and the margin looks healthy.

    Under

    The package still has available points. Keep it simple or add useful value.

    Over

    The scope is too heavy for the selected package. Reduce the scope or quote extras separately.

    Important Ad spend is client-funded and is not counted as agency revenue, direct expense, or margin.
    4 Retainer Builder Build Foundation, Growth, or Scale Load the recommended build, then adjust services if needed. +
    30
    Content Foundation

    Foundation

    Best for visibility, credibility, organic content, and simple marketing consistency.

    $2,000/mo 30 pts
    40
    Content + Growth

    Growth

    Best for content plus a stronger growth layer such as ads, web support, or campaign help.

    $4,000/mo 40 pts
    50
    Full Growth Engine

    Scale

    Best for fuller outsourced support. CRM capacity is reserved here when CRM is active.

    $5,000/mo 50 pts
    1
    Pick

    Choose Package

    Start with the package that fits the client’s actual need.

    2
    Load

    Recommended Build

    Use the default build first so the team starts from a clean baseline.

    3
    Adjust

    Edit Services

    Add, remove, or customize the point values only if the sales team needs to.

    4
    Check

    Watch Points

    Confirm that the point usage fits the package before exporting.

    5 Add-ons + Projects Use A La Carte Separately Use this for one-time projects, extra work, or retainer add-ons. +
    A
    Browse + Add

    Find Services

    Search or browse categories such as production, website, event, photography, photo booth, software, admin, and campaign work.

    Production Website Events Photo Booth
    B
    Selected + Review

    Check Pricing

    Review selected a la carte items, quantity, price, direct expenses, and client total before sending.

    Separate From Points Adds to Total
    When to use this Use A La Carte when the client needs extra shoot days, website work, event coverage, landing pages, one-time production, or special requests outside the package scope.
    6 Final Step Export Client Summary + Backend Report Use the client PDF for proposals and backend report for internal review. +
    PDF
    Client-Facing

    Client Summary

    This version stays clean. It should not show points, internal cost, commission, or backend margin details.

    • Client name and business are correct.
    • Package or one-time scope is clear.
    • Add-ons are separated from package work.
    • Client logo appears if uploaded.
    INT
    Internal Only

    Backend Report

    This version is for FC/Ambient internal review. It shows points, direct expenses, gross profit, margin, commission, and admin details.

    • Check margin status before approval.
    • Review direct expense and commission estimates.
    • Do not send the backend report to the client.
    7 Admin Defaults Edit Numbers Without Editing Code Use Admin Defaults when pricing, points, costs, or logos need updates. +
    1
    Packages

    Pricing + Points

    Edit Foundation, Growth, and Scale prices, point limits, and recommended ad spend.

    2
    Sales Rules

    Deposit + Margin

    Edit deposit percent, margin floor, commission, CRM reserve, and internal rules.

    3
    Services

    Costs + Add-ons

    Edit production values, creative points, a la carte pricing, agency logos, and default estimates.

    Best practice Only edit the category that changed, then save that section. This keeps Shel and William from needing code revisions every time the pricing or point system changes.