Creating an Agreement / Proposal with Multiple Package Choices Using Anchor

  Рет қаралды 74

Gentle Frog

Gentle Frog

Күн бұрын

In this video, I'll show you how to create multiple package options in Anchor to present to your clients. Whether you want to offer different pricing tiers or service bundles, Anchor makes it easy to customize proposals.
Here's what we'll cover:
1. Creating a proposal with multiple packages.
2. Customizing services within each package.
3. Offering clients a choice between packages based on their needs.
4. Adding optional add-ons and ensuring clients see the pricing clearly.
5. Previewing the client experience to ensure everything looks perfect.
By the end of this tutorial, you'll be able to quickly and efficiently create proposals with multiple options, helping you cater to your clients' diverse needs without any hassle.
For more detailed information about Anchor, including pricing, visit sayanchor.com
Get a $50 credit when signing up with my affiliate link: join.sayanchor.com/dcjMNB
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Timestamps
00:00 - Intro
00:32 - Create a proposal
00:49 - Create packages
02:03 - Add services
03:31 - Add a discount to a service
04:18 - View client preview
05:28 - Add an optional add-on
06:38 - Outro
#bookkeepingbusiness #engagementletter #paymentprocessing
This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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