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.
Admin Defaults
Click a category, edit only what changed, then save that section. These values persist in this browser.
Swipe left for more default categories →
Backend Cost Sheet
Internal only. Do not send this to the client.