Stay in sync with your clients while subtly highlighting services they might be missing.
Here’s how it works:
1️⃣ Add a service once (like “PPC Management” or “Web Development”) – it’s global and available for all accounts.
2️⃣ Check services you are currently providing for this client. This enables the details system. Inactive services will have a "Request Service" button for your clients to click.
3️⃣ Attach details to active services to provide specific info, like “Monthly Ad Budget” or “Control Panel Login.” The detail is available across all accounts, but the value is specific to the account.
💡 Pro Tip: Blank details stay hidden, so clients only see what’s relevant to them!
Why Use the Showcase?
• Boost Visibility Of Your Services: Ensure clients know all you offer and subtly remind them of services they don't have yet!
• Encourage Growth: Simplify upselling with the “Request Service” button on services. Get instantly alerted.
• Streamline Communication: Clients access key details and request services directly. Details show up on the account dashboard right when the client logs in.
• Add a Professional Touch: Use links to share tools, resources, and more.
💻 Where Details Appear:
All details you assign to a service are displayed on the client’s account dashboard, giving them easy access to the information they need.