How to use Project Add-ons to upsell to your clients

Create different add-ons and templates to showcase in your client portals to help upsell clients on new services.
Written by Team WillowSpace
Updated 1 year ago

WillowSpace helps you make more revenue by showing your services and add-on options in client portals. 

When you create a new Project for Client, you have an area in the Project Details to add some Project Add-ons and options.

These add-ons will show up in your client portal when they're viewing their project as a quick and easy reminder about additional services you can offer them. The clients will have the option to add this to their project, notifying you of the successful up-sell!

Managing Add-on Templates:

To manage your add-on templates and save time setting up your project details, go to your WorkSpace, then visit the Projects area. Here, you'll see the Add-on templates button on the right side.

In the Add-on templates section, you can edit current templates, duplicate them or delete them. This allows you to select from the dropdown when creating a project so save you time from having to re-enter all of the information again.

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