Set Up Your Services, Payments & Promotions in Your Financial Services BrandPack Bundle
Get ready to sell smart with everything in one place.
Whether you're offering bookkeeping sessions, financial planning packages, tax support, or insurance reviews, you want selling and scheduling to be simple. This guide will walk you through setting up products, connecting payments, and launching promotions.
Create Your Services (Products & Subscriptions)
- Log in to your Marketing OS and head to the Payments section.
- Add each service you offer—this might include:
- Single consultations (e.g., “15-minute bookkeeping check-in”)
- Bundled services (e.g., “Quarterly tax prep package”)
- Subscription-based offerings (e.g., “Monthly financial planning package”)
- For ongoing services like a retainer or monthly review, set each up as a subscription.
- For one-time services, list each as a product so you can invoice or accept payments directly.
Set Up Payments & Invoices
- Connect your payment processor—Stripe is recommended for smooth integration.
- Choose how clients pay:
- One-time invoices
- Payment plans (split over multiple payments)
- Subscriptions (automated recurring billing)
- You can offer:
- Promo codes or discounts
- Late fees if payments aren’t made on time
- Clients can pay with credit card or ACH, and if you’ve set up subscriptions, future payments can auto-charge.
- Want something quick? Send a payment link for fast, invoice-free checkout.
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Launch Promotions & Discounts
- Head to the Promotions section to set up special offers—these might align with tax season, planning season, or renewal periods.
- Create promo codes (fixed amount or percentage off) and apply them to select services.
- Use automation to make your promo consistent:
- Link your promo codes to email campaigns
- Update your landing pages or website copy using custom values, so the latest offer always shows up automatically
Clone to Save Time
- Want to run the same promotion again later? Clone your existing services or offers, then tweak the details as needed.
- Use custom values to keep branding and promo info current across emails, website pages, and messaging—update once, and it updates everywhere.
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Action Plan
- Log into your Marketing OS and go to the Payments section.
- Create products or subscriptions for each service you offer—across bookkeeping, planning, tax, and insurance.
- Connect Stripe (or your payment processor), and set up invoices, payment plans, or subscriptions.
- Launch a promotional offer using a promo code—update your email campaigns and landing pages so your offer shows up automatically.
- Clone offers and use custom values to keep scripting and branding consistent.
- Need help? Use the OS Help Request button, and our team will guide you.
Frequently Asked Questions
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