Client Package Scope Builder
Choose the client type first, then build the right Ambient package or one-time quote. Package points stay internal. Add-ons increase price separately.
Client Type
This stays open so admins always know which flow is selected.
Client + Sales Intake
Fill this during the call. The proposal uses the selected agency logo and uploaded client logo.
Scope Snapshot
Review before sending the proposal.
Package Builder
Retainer path only. Points are backend capacity units and are hidden from the client proposal.
Swipe left to view all packages →
CRM reserves internal capacity only in Scale. Turn off if the client does not need CRM to release capacity back to creative points.
Ad spend is not included in package price, revenue, direct expense, or margin.
Selected Package Scope
Edit quantity and points if the sales team needs to customize.
0 points used.
A La Carte + Add-Ons
For one-time services or retainer add-ons. These increase invoice total but do not increase package point cap.
A La Carte Menu
Search by service type, then add only what the client needs.
Quote Details
These add to invoice total and stay separate from package points.
Selected A La Carte / Add-Ons
Qty and price can be edited before exporting.
Package Includes
Client-friendly inclusions shown on proposal.
Client-Facing Summary
Clean proposal-style summary. No backend points, commission, or labor costs.
Applies to client proposal and backend report so unused items do not clutter the templates.
How to Use the Ambient Package Builder
Use this guide like a dashboard. Choose a step from the left menu, then read the matching walkthrough on the right. It is built for quick sales calls, internal handoff, and proposal prep.
Overview
Use the builder in order: choose flow, fill intake, check snapshot, build scope, review pricing, then export.
Pick the Client Flow
Choose Retainer for Foundation / Growth / Scale, or One-Time for single project pricing.
Fill Client Intake
Add client details, goal, challenge, assets, notes, and optional logo upload.
Package or Add-ons
Use package points for retainers. Use A La Carte for separate pricing and add-ons.
Export Summary
Use the client-facing PDF for proposals and the backend report for internal review.
Foundation / Growth / Scale
Use this when the client needs monthly creative production, ad management, and ongoing marketing support.
Project Pricing
Use this when the client needs one service first, like event coverage, a landing page, website support, or production.
Use Ambient
Select Ambient Orlando so the summary and proposal use the correct agency identity.
Fill Key Fields
Add client name, business name, email, phone, industry, primary goal, assets, and challenge.
Personalize PDF
Upload the client logo when available so the exported proposal feels more premium and custom.
Ready to Send
The package fits the point cap and pricing looks healthy.
Unused Capacity
The package has points remaining. Keep it simple or add useful value.
Reduce Scope
Remove items or quote the extra work separately as A La Carte.
Foundation
Best for visibility, credibility, and consistent content.
Growth
Best for content plus one stronger growth layer. No CRM by default.
Scale
Best for fuller outsourced creative support. CRM can reserve capacity here.
Pick Package
Start with the best fit for the client's need.
Load Build
Use the recommended build first.
Edit Scope
Add or remove services only as needed.
Check Points
Confirm the point meter before exporting.
A La Carte Menu
Search or browse production, website, event, photography, photo booth, software, and admin work.
Quote Details
Review selected add-ons, quantity, price, direct expenses, client total, and margin before sending.
Client Summary
This version should stay clean. It should not show points, internal cost, commission, or backend margin details.
- Client and business name are correct.
- Package or one-time scope is clear.
- Add-ons are separated from package work.
- Client logo appears if uploaded.
Backend Report
This version is for Ambient internal review only. It shows points, direct costs, gross profit, margin, commission, and admin details.
- Check margin status before approval.
- Review direct expenses and commission.
- Never send backend report to the client.
Price + Points
Edit Foundation, Growth, and Scale pricing, point limits, and recommended ad spend.
Deposit + Margin
Edit deposit percent, term, commission, CRM reserve, and margin floors.
Add / Replace Brands
Update Ambient, add FC Marketing, or replace brand name/logo values without editing code.