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How to Customize Packages for Specific Leads

You've got your set packages and pricing, and that's all been set up within your Package Templates, but every once in a while, you might need to amend your offering for a potential client based on their unique needs or budget.


Check out this video to see how.



**Note: This method will only modify your package for the prospective client in question.


If you are creating a modified package that you plan to use again in the future, we recommend the following:


1) Navigate to your Templates Tab

2) Select "Packages",

3) Then click "Add Package".


From here you can create a new package offering that you can apply to this particular client's proposal, and future proposals as well.


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Hi, I'm Ashley!

I'm the founder, head creator & hype girl behind Bloom Creator Studio – an intentional brand strategy studio helping eager entrepreneurs develop an effective and strategic approach to standing out online.

I created Bloom Creator Studio to serve as a platform for enrichment and connection. My main priority is for all of us to learn and grow within our businesses, and to empower and lift each other up as we do so. 

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