How to package your agency services

You sell a bit of everything, every lead gets a different quote, and clients keep asking for more than they pay for. Here is how to package your agency services when it is just you: one monthly package for one kind of client, with every piece of work written down, and two more options built from it. Without a package, you write a new offer for every call, you cannot tell what each client costs you, and the extras you do for free become the job.

Do these three things

About 4 hours today to write it, then about 4 hours a day sending messages and proposals, and 20 minutes each Sunday. Judge the package after every 10 proposals, not after one no.

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1. 1Today: write one monthly package for your one kind of client: a name that says the result, every piece of work with a number on it, a "Not included" line and your terms. Then make a smaller and a bigger option by taking work out and adding work in, and price all three from their hours.
2. 2Every day: put the package in front of 100 people who fit, in personal messages that name its result. Send the three options in a written proposal within 24 hours of every call, and answer every custom request with an option or an add-on.
3. 3Every Sunday: write down which option each client picked and every request that was not in the package. After every 10 proposals, change one line: a request that came up 3 times becomes an add-on.

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1. Name your package after one result for one kind of client

Give your package a name that says the result you get and the one kind of client you get it for. "Social media and SEO" is a list of services. "Steady trial signups from LinkedIn and Google, for B2B SaaS companies with 2 to 15 people" is a package a buyer can picture.

Pick the kind of client first. Use the niche rule: pick the kind where you already got a result, at an old job, as a freelancer or for your own project. If you are starting with no experience, pick the kind of business you know best as a customer or a worker. Then take the result from your value proposition: the thing the client gets that they can count, such as enquiries, booked calls, trials or orders.

[Package name]: [the result they can count] for [kind of client], [size or stage].

Narrow agencies did better last year. In Promethean Research's 2026 survey of 119 agency owners and managers, agencies that cut back their services grew 13% on average in 2025, and their profit after tax was 30% of revenue. For the average agency, it was 13%. One package is the narrowest offer there is.

Use the name everywhere: at the top of your proposal, on your website, in your LinkedIn headline and in your messages. Then test it. Show the name to 5 people who fit your ideal customer profile and ask, "Who is this for, and what would you get?"

• Tool: Google Docs. Free.
• Time: 30 minutes, plus 5 short questions to people who fit.
• You will have: one line that names the result and the kind of client.
• It worked if: 5 of 5 people can say both the kind of client and the result back to you, in their own words.
• Common mistake: a name made of services, or a name for three kinds of client at once. Both make the buyer work out whether it is for them, and most will not.

2. List every piece of monthly work with a number on it

Write down every piece of work the client gets each month, and put a number on each line: how many, on what day, and how many rounds of changes. Then write how many hours each line takes you. This list is the package. The price and the scope both come from it.

For each line, write four things:

1. The work and how many: "12 LinkedIn posts", "2 articles", "1 one-page report". Never "ongoing" or "management" on its own.
2. When it arrives: "posts drafted by the 25th for next month", "report on the 3rd".
3. Rounds of changes: agency scope templates usually allow 2 to 3 rounds per piece. Start at 2. Any round after that is extra work.
4. The hours it takes you, with AI drafting and you checking. Do not guess: time the next piece of each kind you make for a real client.

Add the two lines every client needs: a monthly report on the one number in your package name, and one 30-minute call. Leave out work you do not do well yet. If you pay someone else for part of the work, such as white-label SEO, it still gets a line, and what you pay them goes into the price.

Each month you get:
[Number] [piece of work], [when it arrives], [rounds of changes]. [Hours]
[Number] [piece of work], [when it arrives], [rounds of changes]. [Hours]
[Number] [piece of work], [when it arrives], [rounds of changes]. [Hours]
A one-page report on [the one number], on the [date]. [Hours]
One 30-minute call. [Hours, with preparation]
Total: [ ] hours a month.

Ask ChatGPT or Claude to find any line without a number or a day. The work itself, and the hours, must be yours.

• Tool: Google Sheets for the hours. Free.
• Time: 1 hour, then 2 minutes to log the time of each new piece over the next 2 weeks.
• You will have: a list of monthly work, each line with a number, a day, rounds of changes and its hours.
• It worked if: every line has a number and a day, and at the end of a month the client could tick each line off.
• Common mistake: "unlimited changes" or "ongoing management". The client reads it as "as much as I want", and you find out in month two.

3. Write what is not included and price two add-ons

Write a "Not included" line under the work list, with the 3 to 5 things clients most often ask for that are not in the package. Then pick the 2 they ask for most and give each one a price. The client sees what is extra before they sign, and you have a price ready when they ask.

Find the items in what clients have already asked you for. Look through last month's messages and call notes with each client, and write down every request that was not in what they pay for. Buyers' guides list the usual ones: video, brand design, website building, the ad budget itself and paid tool licences.

Price each add-on like the package, with the same pricing sum: its hours × your lowest price per hour ÷ 0.65, rounded up to the next $100. Newer work, such as AI visibility for a client who wants to show up in ChatGPT answers, often starts as an add-on.

Not included: [extra 1], [extra 2], [extra 3], and the ad budget, which you pay to the ad platform directly.Add-ons:
[Add-on 1]: $[price] a month (or $[price] once)
[Add-on 2]: $[price] a month (or $[price] once)
Anything else: I'll send a price before I start.

The last line matters. When a client asks for something new, you reply with a price before you do it, never after. This is the start of your scope of work.

• Tool: Google Docs.
• Time: 30 minutes.
• You will have: a "Not included" line with 3 to 5 items, and 2 add-ons with prices.
• It worked if: everything a client asked for last month is in the work list, in "Not included" or an add-on.
• Common mistake: doing the extra "just this once" for free. The second time, the client expects it.

4. Make three options by taking work out and adding work in

Build a smaller option, Starter, by taking work out of your package, and a bigger one, Plus, by adding work. Your package from step 2 is Core, in the middle. All three get the same result for the same kind of client. Only the amount of work changes.

• Starter: the same result, less work. Take out the lines a client could do without for the first months, such as fewer posts or no comparison page.
• Core: your package, all of step 2.
• Plus: Core and one more line of work, such as a second channel or managing their ads. The client pays the ad platform directly for the ad budget.

Price each option from its own hours with the same sum. Put Core in the middle on purpose. Studies since 1989 have found that when people choose from three options, more of them pick the middle one, because it is the easiest choice to explain. Keep Plus even if few buy it: it is what makes Core the middle.

Split options by work, never by kind of client. "Startups, growing companies, enterprise" spreads one person across three markets. If you only sell social media, build the three options from posts and channels, as in social media management pricing.

If you sell website projects: sell the site as a one-off project, then offer Starter as the monthly work after launch, in the same proposal.

• Tool: Google Sheets.
• Time: 45 minutes.
• You will have: Starter, Core and Plus, each with its own work list, hours and price.
• It worked if: each option has different work, and every price is at least its hours × your lowest price per hour ÷ 0.65.
• Common mistake: three options with the same work and three prices. When a client says "too much", you then have only a discount to offer. With Starter, you have less work to offer.

5. Write the terms: first term, notice, billing and ad spend

Write one short block of terms that goes under every option: when it starts, how long the first term is, how much notice to stop, when you bill, who pays for ads, how fast you reply, and who owns the accounts. Clients sign faster when nothing is left to ask.

Start: [date], after the agreement is signed and the first month is paid.
First term: [1 or 3] months, then month to month.
Notice to stop: 30 days, by email.
Billing: at the start of each month, before the work.
Ad budget: paid by you directly to the ad platform, never through me.
Replies: within 24 hours.
Changes: 2 rounds per piece. More rounds are extra.
Accounts: your website, ad and social accounts stay in your name. I get access, and you can remove it at any time.

Use this rule for the first term. If the option includes SEO work, such as articles, ask for 3 months first, because search takes months to show results. A buyers' guide from September 2026 calls 3 months a common minimum. If it is social posts or ads only, 1 month, then month to month. For your very first client, a paid first month with no longer term is fine: a yes matters more than the term.

For ads, ask for access to the client's own ad accounts, so their card pays the platform. When they sign, the terms go into your onboarding, and the "Changes" line goes into your client approvals.

• Tool: Google Docs.
• Time: 30 minutes.
• You will have: one block of terms that goes under all three options.
• It worked if: the block answers start, first term, notice, billing, ad budget, reply time, changes and accounts.
• Common mistake: no notice period, so a client can stop with no warning after you planned their month. The other mistake is putting the ad budget on your invoice: your price looks far bigger than it is.

6. Put the package on one page, your website and a payment link

Put the three options and the terms on one page, show your starting price on your website, and make a payment link for each option. A buyer who can see the package and pay for it in one place does not have to wait for you.

The one page. In Google Docs, put the package name at the top, then the three options side by side, each with its work list and price, then "Not included", the add-ons and the terms. Save it as a PDF. This page goes into every proposal.

The website and LinkedIn. Add the package name and "From $[Starter] a month" to your homepage and your LinkedIn profile. A buyer who sees a price and still books a call can afford you. Keep the full page for the proposal. For laying out a pricing page later, use the same three options.

The payment links. In Stripe, open Payment Links and click +New. Click +Add a new product, give it the option's name, set a monthly recurring price, click Add product, then Create link. Do it once for each option. Send the link with the agreement once the client says yes, so the first month is paid before you start. If you already send invoices from another tool, keep it: what matters is one fixed monthly price per option.

On 13 October 2026, Stripe charged 2.9% + 30¢ per card payment in the US, plus 0.7% for monthly subscriptions (Stripe Billing). A bank debit (ACH) costs 0.8%, capped at $5: on a $1,000 monthly fee, that is $5 instead of $29.30 by card. Outside the US, check Stripe's prices for your country.

• Tool: Google Docs, your website editor, LinkedIn, and Stripe (no monthly fee; you pay per payment).
• Time: 1 hour 30 minutes.
• You will have: a one-page package PDF, your starting price on your site and profile, and 3 payment links.
• It worked if: a stranger finds your package name and starting price in under 10 seconds, and each link opens a checkout for the right monthly price.
• Common mistake: a services page with 12 boxes, one per service. The buyer has to build their own package, and most leave instead.

7. Offer the package to 100 people a day and send it after every call

Every day, send 100 personal messages to people who fit, and name the package's result in each one. Then send the three options in writing within 24 hours of every call. A package only gets tested when people see it, so the number of people who see it decides how fast you learn.

The messages. AI drafts each one from the person's website or profile; you add one true line about them and the result your package gets. That is about 1 to 2 minutes each, so 100 take about 3 hours. Split them across email, LinkedIn and phone, and stay inside each one's limits. A new email domain needs 4 to 6 weeks of warm-up before it carries much, and LinkedIn stops your connection requests for a while if you send too many. Spread the 100 over more places rather than sending fewer. Build the daily list of 100 and a safe way to send first, and ask for introductions from people you know and partners too. If you have no case studies yet, offer something small and free first, such as a 5-minute video on one fix.

The call and the proposal. On the discovery call, say which option you would pick for them and its price before you hang up. Within 24 hours, send the price email with your one-page PDF. AI drafts it from your call notes; you check the numbers. Follow up on day 3 and day 7 if they go quiet.

Custom requests. When a lead asks for a mix that is not an option, answer with the nearest option or an add-on. Do not build a new package for one lead.

Thanks for asking. I don't sell [what they asked for] on its own, because by itself it won't get you [the result], and that's what I'm paid for.The closest option is [Starter or Core]: [2–3 lines of its work], $[price] a month. If you also need [their extra], I add it for $[add-on price].Would you like me to send the details?

• Tool: Gmail, LinkedIn, your phone, ChatGPT or Claude to draft, Google Docs, and a sheet or CRM to log it all.
• Time: about 3 hours for the messages and 20 minutes per proposal, so about 4 hours a day, every day.
• You will have: 700 messages a week, and every call with its three options in writing.
• It worked if: every call this week got its three options within 24 hours, and you sent no custom package.
• Common mistake: a new bundle and price for each lead. You learn nothing, because no two proposals can be compared.

8. Count which option clients pick every Sunday and change one line

Every Sunday, write down which option each proposal led to and every request that was not in the package. After every 10 proposals, change one line of the package by the rule below. One no tells you nothing. Ten proposals start to.

Week | Proposals sent | Won: which option | Lost: price | Lost: other reason | No reply yet | Asked for, not included

After every 10 proposals, change one line:

• A request that is not included came up 3 or more times: make it an add-on, priced from its hours. If it came up in more than half, move it into Core and price Core again.
• More than half of the clients who said yes picked Starter: Core has a line they do not want. Ask each of them which Core line they would not have used, and take out the one named most.
• Nobody picked Plus: keep it. It is there to make Core the middle.
• Most proposals were lost on price: do not change the work yet. Follow the pricing rule for lost proposals, and raise your prices when you win more than half.
• Change one line at a time, so you know what made the difference.

Once a month, in your monthly review, compare the hours each client took with their option's hours. A client who always takes more than their option is scope creep: do less next month, or move them up an option. Ask every call where they heard about you too, so you know which messages bring the clients who buy.

• Tool: Google Sheets.
• Time: 20 minutes each Sunday.
• You will have: one row a week, and a list of every request clients made that the package did not cover.
• It worked if: after 10 proposals you can name the option picked most and the request asked for most, and your next change follows the rule.
• Common mistake: rewriting the whole package after one lost deal. Wait for 10, then change one line.

When your options hold and your weeks are full, hire your first contractor for the line that takes you longest, and turn your first results into a case study and a testimonial.

Where Scout7 helps

Step 2 timed every line of work. If most of your package is content, such as LinkedIn posts, articles, carousels and short videos, Scout7 drafts much of it for each client, and you check and approve it.

• One workspace per client. Each client brand gets its own workspace, with its own brand profile, connected accounts and calendar, so each client's brand voice stays separate and their posts do not mix.
• The content lines. Scout7 makes image posts with captions in the client's voice, full articles with sources and FAQs, LinkedIn carousels from an article, and short videos, and schedules posts to LinkedIn, X, Instagram, Facebook, Threads and Reddit. Its Organic Loop plans, creates and schedules a content cycle for one brand at a time, from Claude or ChatGPT. Nothing goes live until you approve it.
• The ads line in Plus. Scout7 plans, launches and monitors Google, Meta, LinkedIn and Reddit campaigns in the Scout7 app, not from a chat. You review every ad and approve the spend.

Time each line again once you make it this way, and run every client's social accounts from one routine. Keep the price based on the work, not the hours, as in pricing your services.

Your agency package checklist for this month

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Step 1 · Name your package after one result

• Write your package name: the result, for one kind of client, and test it on 5 people.

Step 2 · List every piece of monthly work

• List every piece of monthly work with a number, a day and rounds of changes.
• Time the next piece of each kind you make and write its hours on its line.

Step 3 · Write what is not included and price two add-ons

• Write a Not included line with the 3 to 5 things clients ask for most.
• Price the two add-ons clients ask for most.

Step 4 · Make three options

• Write Starter and Plus by taking work out of Core and adding one line, and price all three.

Step 5 · Write the terms

• Write the terms block that goes under every option.

Step 6 · Put the package on one page, your website and a payment link

• Make the one-page package PDF and add the name and starting price to your website and LinkedIn.
• Create a Stripe payment link for each option.

Step 7 · Offer the package to 100 people a day

• Every daySend 100 personal messages that name your package's result.
• Every daySend the three options in writing within 24 hours of every call.

Step 8 · Count which option clients pick and change one line

• Every SundayFill in one row of the Sunday sheet.
• After every 10 proposalsChange one line of the package by the rule.

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