Some services might not be right for your clients right now, but are something they would like to consider for the future.
In the app, we tackle this by offering a "to consider" icon to select by those services when you create a proposal.
We have taken things a step further and given you the option to change this icon and section to a "Your Roadmap" feature.
Whilst this may just seem a small tweak, it's a huge improvement on the message that you're sending.
It implies the feature is on its way to them and helps with the construction of a powerful long term nurture process with your clients.
How to Change Your Icon
Step 1. Go to pricing tool set up
Log in to your app and go to Configure > Pricing Tool Setup
Step 2. Go to pricing settings tab
Ensure you are within the pricing settings tab on the left hand side.
Step 3. Go to the upsell section
Scroll down the pricing settings page and find the Upsell Section. Use the slider to choose the symbol you prefer. Once done, save your settings!
If you have any questions, please reach out to us! 😃