12 Best Productized Service Software For All Your Needs

Every agency has a secret. No, it's not that they have a hidden stash of candy to get them through long hours of work. Their operations are the endless processes, tools, and people it takes to deliver client work that helps them stay in business. Want to know why? Because those operations could be better. No one wants to talk about operations, let alone admit they have a problem. But the truth is the smoother an agency's operations run, the better they can deliver on client expectations.

So, when an agency adopts productized service software or something like it, it can get organized, streamline its operations, and deliver consistent results on client work. If you're looking for the best agency management software to help you grow productized services, you've come to the right place.

This article will unpack why productized service software matters and how it can help your agency thrive. Orchestra's solution, grow your productized service, helps agencies like yours achieve their goals by offering an all-in-one toolkit to grow productized services. You can use it to map your operations, automate processes, and seamlessly onboard clients to your productized service.

Benefits of Productized Service

1. Boost Your Sales with Productized Services  

Selling more productized services helps make your business more sustainable. Simplifying the customer journey allows you to better predict revenues, cash flow, and profits. With standardized offerings, pricing, and delivery processes, productized services make your business more scalable. This means you can make more sales and grow without chaos.

2. Increase Your Team’s Productivity with Productized Services  

Productized services will help to boost your business’s productivity. Your business can streamline operations and improve efficiency by offering a limited, well-defined set of services. This can lead to greater productivity for your team. With a productized services model, your team can focus on refining and optimizing a specific set of offerings rather than constantly adapting to new client requirements. This can lead to more efficient and streamlined operations.

3. Scale Your Business with Productized Services  

Another critical benefit of productized services is their ability to help you scale your business. With business analytics, scaling a productized service business is easy. By closely monitoring critical metrics like customer acquisition cost, customer lifetime value, churn rate, etc., you can identify opportunities to optimize and expand your reach. Productized services often have more flexible and scalable pricing models, such as per-user or per-feature pricing. This can allow you to serve customers of different sizes and needs, further expanding your potential market.

4. Get Paid Faster with Productized Services  

With set scopes and prices, productized services streamline the billing and payment processes, lowering administrative costs and enhancing cash flow. Using these tactics, consulting firms can use productized services to improve customer engagement, optimize operations, and achieve long-term growth. Furthermore, with a productized approach, businesses can invest in streamlining processes and developing robust systems to ensure reliable service delivery. This can reduce the likelihood of delays or errors.

5. Reduce Customer Churn with Productized Services  

Productized services can be an effective way for businesses to reduce customer churn rates. These services offer a standardized, repeatable service package well-defined in scope, pricing, and delivery. This consistency can improve the customer experience and make it easier for customers to understand the value they are getting. Customers with a positive, consistent experience with a productized service are less likely to churn and more likely to continue renewing.

The predictability and reliability of the service offering can increase customer satisfaction and loyalty. Productized services make cross-selling and upselling additional products or service tiers to existing customers easier. This can help drive higher customer lifetime value and reduce churn.

6. Improve Customer Experience with Productized Services  

Improving customer experience is one of the main benefits of productized services. It is a beneficial strategy for businesses. Productized services offer a standardized and consistent service experience, which helps set clear customer expectations. This predictability can make the customer journey more smooth and transparent. These services typically have clear, predefined pricing structures, which can help customers understand and budget for the services they need. This transparency reduces surprises and builds trust.

How To Productize Your Service In 9 Simple Steps

1. Use Orchestra

Streamline your workflow with all-in-one productized service software like Orchestra. Launch your productized service effortlessly with Orchestra's all-in-one growth toolkit. Designed for creatives ready to scale, Orchestra provides a branded, white-labeled client portal, task management, and real-time analytics, with no coding needed—just your Stripe account.

Whether you’re a designer, developer, or copywriter, Orchestra streamlines your workflow, letting you collaborate with clients seamlessly while maintaining a private workspace with your team. Add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Elevate your service with a platform built to grow alongside you. Try Orchestra for free to develop your productized service today.

2. Focus on a niche

Finding a niche helps you market your productized service. A focused niche allows your brand to shine because you can become an industry expert. What could be better than knowing you’re the one-time speed optimization services expert? It makes it easy to find potential clients as you know how to speak to them. And it’s easier to bundle your services, set your prices, and sell them. That being said, not everyone is running an established agency. Some are starting fresh, so you might have to do market research first to reach potential customers.

3. Understand your client's needs

Knowing what helps your clients is essential to productizing your service. If you don’t know what could help your clients, research is necessary to discover what they fear, what they want, and what could help make their businesses more competitive. With the data collected, you can create ideal customer profiles. Then, look at your past invoices, identify missed opportunities, and eliminate services nobody seems to be going crazy for.

You can also use customer experience management software platforms, which offer great tools to better connect with clients and understand their needs. As a service business owner, providing value to your clients is essential, and you can’t offer real value without knowing their needs. Your service offering should be a packaged solution to those needs.

4. Set yourself apart

Finding a niche helps you market your productized service. A focused niche allows your brand to shine because you can become an industry expert. What could be better than knowing you’re the one-time speed optimization services expert? It makes it easy to find potential clients as you know how to speak to them. And it’s easier to bundle your services, set your prices, and sell them. That being said, not everyone is running an established agency. Some are starting fresh, so you might have to do market research first to reach potential customers.

5. Review your metrics

How long has each of your services been offered? How do your current services contribute to your success? Do any of my services need more sales? What makes these services different from my more successful services? Build off these metrics to offer productized versions of already successful services. Revise unsuccessful services to provide a productized version that solves a specific problem.

6. Check your support history

Scan the inbox of your helpdesk software for reasons clients stopped using my services and any objections and problems they experienced. You may find shortcomings in my services or the way they’re delivered. For example, if you notice customers regularly asking for progress updates, consider implementing a self-service portal where they can see the status of their orders in real-time.

7. Ask your best customers for insight

Who are your favorite customers? The ones responsible for a good chunk of your revenue while requiring minimal handholding along the way. I’m sure you have a few clients like that. Reach out to these clients to find what attracted them to your agency first and gather insights into bringing in more people like them.

8. Talk to other people in your industry

Only some people in your space are directly in competition with you. You’ll learn a lot about business and your customers just from talking to other service providers they use. It could be through industry forums, Slack groups, or in-person events. By openly sharing ideas and helping others solve their problems, you’ll expose yourself to future opportunities, collaboration, and joint ventures.

9. Test your setup & optimize your flow

Last, many tests are run when everything is set up. Invite a client into your portal and ask them to purchase services, go through the order process, and give you feedback. Don’t worry; we have a test mode, so payments aren’t actually live. With the input, return to the drawing board until the flow is easy for existing clients and new prospects. Then, launch your productized service officially and promote it via content marketing, social media, and affiliates.

Related Reading

• Avoid Common Challenges That Agencies Face
• Agency Client Relationship
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• Marketing Agency Client Management
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• How To Productize A Service
• Productized Service Examples
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• Agency Metrics

12 Best Productized Service Software For All Your Needs

1. Orchestra: The Growth Toolkit Built for Productized Services   

Orchestra helps creatives launch and manage their productized services. Its all-in-one growth toolkit includes a client portal, task management, and advanced analytics with no coding required. You simply need a Stripe account to get started.

Orchestra helps streamline your workflow to collaborate with clients while keeping your internal processes private. You can easily add integrations like Slack to customize your setup and deliver a branded experience.  Try Orchestra for free to grow your productized service today.

2. Service Provider Pro: The Client Management Tool for Productized Services  

Service Provider Pro is productized service software that effortlessly combines CRM features with a client portal and productization possibilities, easing the lives of many online businesses. Created in 2014 by Chris Willow, SPP initially served as an internal tool facilitating the management of a video production agency that sold productized services.

The solution has been shared with a broader public and has proved a hit. Currently, SPP customers use it to manage clients, pay invoices, manage affiliate partnerships, and, most importantly, set up their productized services, either one-time or recurring.

Pros

• Combines the features of a client portal with a productized service creator, invoices, basic reporting, ticketing, integrations, and more.

• Intuitive and easy to use.

• It makes it easy to create one-time and recurring services.

• You can add teammates, assign roles, and specify their permissions.

Cons

• There is no complete whitelabel unless you’re on the Enterprise plan, which can be expensive.

• Outdated UX/UI.

3. Zendo: The All-in-One Tool for Productized Services  

Zendo is a top choice for businesses selling, delivering, and managing productized services. You can easily tailor your services to individual customers’ needs and create recurring revenue with subscription services for your products.

Pros  

• Sell productized, subscription, and custom services with clearly defined pricing. Collect payments, collaborate with clients, and eliminate the need for multiple tools.

• Automate quotes, invoices, and payment requests so you can focus on growing your business while Zendo handles routine tasks.

• Create a professional brand presence with logos, brand colors, and other white-label features.

• Client portals provide a positive client experience and help to keep projects on track.

Cons

• The platform may lack design customization.

• Software is quite slow

• While Zendo offers a free plan, you may quickly need to upgrade once you start to scale.

4. Slack: The Communication Tool for Productized Services  

Slack is a cloud-based collaborative messaging platform for remote and in-house teams. Some of its essential features include:

• Conversations are organized into channels. You can create channels for specific projects or topics to organize discussions based on departments or projects. You can also decide who gets added to a channel or not.

• Slack allows direct messaging to ask questions, receive feedback, or have private conversations. You can drag and drop files or share them with channels and direct messages. The integration with other tools, such as Google Drive, Gmail, and Dropbox, eliminates the need for email or file attachments. For example, you can embed a Google Doc in the chat rather than share a separate Word file.  These keep relevant files attached to corresponding discussions without downloading or opening a document.

Pros

• Conversations are organized into channels to manage discussions.

• It’s easy to share files and collaborate with teams.

• Users can customize notifications to reduce distractions.

• Users can locate messages, files, and links using the search feature.

Cons 

• There is potential for information overload as new users may find the volume of channels (or messages) overwhelming.

• Some have said Slack lacks the personal touch of face-to-face interactions, which can affect relationship-building.

5. WebFlow: The No-Code Website Builder  

Webflow allows users to build visually stunning, no-code websites. Because Webflow integrates with Memberstack, you can add membership functionality on the back end, enabling subscription payments and tailored user experiences.

Pros

• Code-free web design lets you create visually stunning websites with an intuitive visual canvas and easily edit and update the site.

• With Memberstack, choose from hundreds of templates to productize your service, from pricing pages to client dashboards.

• Webflow apps connect not only to Memberstack but also to numerous essential tools to streamline your workflow.

• Productize your content with gated content experiences for your audience.

Cons

• You may run into limitations with productized services, as Webflow requires upgrading to set up e-commerce and add clients.

• Only one user can use the designer at a time.

6. ManyRequests: The Client Portal for Productized Services  

Relatively new on the market, ManyRequests, founded in 2019, is a client portal software for agency owners who want to productize their service-based business. Robin Vander Heyden, who was running an outsourcing business, teamed up with Gabriel Lecointere, who was building B2B software for service businesses at the time. They created a platform called ManyRequests based on their experience providing client services. ManyRequests wears many hats, from being a client portal software to an all-in-one ticketing system, but today, we want to focus on its productization possibilities.

Pros

• It makes it possible to create one-off and recurring services.

• It enables you to create order forms and add-ons for your services.

• Combines productized services, payments, invoices, and a ticketing system with a client portal.

• It makes it possible to create a signup and onboarding page for your clients.

Cons

• Is expensive.

• It is pretty limited when compared with similar tools.

• It isn’t as intuitive.

7. Productive: Agency Management Software for Productized Services  

Productive is an agency management software built for agencies of all sizes. Whether focusing on sales, resource planning, project management, budgeting, insights, time tracking, billing, or collaboration, Productive provides a scalable platform for productizing your services.

Pros

• Run projects from prospect to payment in one scalable platform.

• Project management tools enable centralized communication and let you start and deliver each billable and non-billable productized service.

• Run each project as its profit center to maximize profits and discover opportunities to scale.

Cons 

• Invoicing and proposal tools may be limited.

• It may need specific features, like Gantt charts and integrated messaging.

8. Podia: A Platform for Course Creators  

Podia integrates your website, email marketing, and digital products under one roof. Ideal for creators and coaches looking to productize their services, the platform provides a simple way to build a website, create and send emails, and sell products.

Pros

• Create a free, no-code, professional-looking website in minutes.

• Sell courses, e-books, webinars, workshops, and digital downloads. Podia handles hosting, payment processing, and delivery so you can focus on creating.

• Design and build a paid community, accessible community, or membership with various plan tiers where members can access your products.

Cons

• The free website may have restrictions and lack features.

• There’s no app yet for users to access your products on the go.

9. Trello: The Visual Task Management Tool  

Trello helps design and creative agencies improve how they manage projects and collaborate. Some of its leading features are:

Trello uses boards to represent a project (or existing work). Lists can represent different stages of a project, just like we have at ManyRequests (To Do, In Progress, and Done), and cards represent individual tasks or items in a project. This visual approach helps you grasp the status of existing projects at a glance and also manage your workload easily.

Pros  

• User-friendly interface through its kanban boards (just like ours).

• Users can customize project views (choose various layouts from Kanban, calendar to timeline views) to visualize projects.

• Collaborate with others in real time.

• Automate repetitive tasks. For example, you can set triggers to automatically create new Trello cards based on specific events, such as submitting a Google Form, a new email, or uploading a file to Google Drive.

Cons

• It needs more project management features, such as time tracking, Gantt charts, and comprehensive reporting, which makes it less suitable for complex projects.

• Its simple structure may make you need help managing multiple tasks and users as you grow in size.

10. Dropbox: The Cloud Storage Tool for Collaborating on Productized Services  

Dropbox is a cloud-based storage service that stores and shares files with team members. Some of its features include:

• You can share files and collaborate with team members or clients in real-time. You can share individual files or entire folders and control access permissions to each file shared.

• One of Dropbox's shining features is its offline access feature. It allows you to mark specific files as favorites (automatically making them available for viewing without an internet connection). For context, if you need to access important documents while traveling or in locations with poor internet connections, all you need to do is mark the documents as favorites, and you'll easily access them offline.

Pros

• Dropbox allows automatic file backup to protect against data loss.

• Paid users can access files without an internet connection.

• It has a digital signature feature (at an additional cost).

Cons  

• The free essential Plan offers only 2 GB of storage.

• It is expensive.

• The collaboration feature is less advanced than those in Google Drive or OneDrive.

11. Squarespace e-Commerce: The Website Builder for Productized Services  

Part website builder and part e-commerce platform, Squarespace is a popular platform that enables quick and simple design and hosting. With its range of templates, Squarespace makes it easy to set up an essential website and start selling productized services immediately.

Pros

• Integrate with your calendar for easy appointment booking. It is ideal for consultants to sell their time via strategy sessions.

• No-code website building and maintenance are ideal for those who need more technical knowledge.

• Despite being a drag-and-drop interface, Squarespace boasts fast page speeds.

Cons

• There may be a lack of template customization that can hinder productization possibilities.

12. Bonsai: The Client and Project Management Software for Freelancers  

Bonsai is a popular client and project management platform with client portals. It combines CRM, project management, bookkeeping, invoicing, and banking, helping freelancers, agencies, and small businesses stay on track with projects and develop lasting client relationships.

Pros  

• Customer relationship management tools organize client and prospect information, saving you time and allowing you to focus on growth activities.

• Integrated payment processing and invoicing tools ensure prompt payments for your productized services.

• Editable templates enable branded proposals, forms, and contracts, while collaboration tools align you and your clients.

Cons

• Slow payouts could be a deal-breaker for anyone who needs to access funds quickly.

• The platform is ideally suited for solo entrepreneurs and may not work well for teams with subcontractors who need to get paid.

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• Marketing Agency Process
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• Productization Framework
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• Productized Services

10 Examples of Famous Productized Services

1. Wavve: Transform Podcast Audio Into Engaging Audiograms

Wavve specializes in converting podcast audio into visually appealing video snippets. Their productized service offers fixed pricing tiers based on how many audiograms and video minutes you need.

2. Design Pickle: Get Unlimited Graphic Design Services

Design Pickle provides unlimited graphic design services for a monthly subscription. Their productized service has set plans based on delivery speed, quality, and design complexity to create predictability for clients.

3. WP Buffs: Maintain Your WordPress Website

WP Buffs specializes in maintaining, updating, and supporting WordPress business websites. Their productized service has flat-rate packages that offer predefined services such as backups, security, and performance optimization.

4. Bench: Get Online Bookkeeping for Your Small Business

Bench provides online bookkeeping for small businesses. Their productized service simplifies pricing into plans based on the business's size and offers a consistent deliverable: organized financials.

5. The Futur: Nail Your Brand Strategy

The Futur offers brand strategy workshops and frameworks for creative agencies. Their productized service has predefined sessions and outcomes packaged into clear client deliverables.

6. 99designs: Run a Design Contest

99designs hosts design contests and connects businesses with designers. Their productized service features fixed contest structures and pricing tiers for specific design needs, from logos to websites.

7. Scribe Media: Get Help With Writing a Book

Scribe Media helps clients write, publish, and market books. Their productized service clearly defines ghostwriting, editing, and publishing packages with predictable timelines and outcomes.

8. ManyPixels: Get Unlimited Graphic Design Services

ManyPixels provides unlimited graphic design requests for a flat monthly fee. Their productized service has standardized offerings focused on design, with precise service scopes and delivery expectations.

9. Podcast Motor: Get Podcast Production Services

Podcast Motor handles end-to-end podcast production, including editing, show notes, and publishing. Their productized service has fixed-price packages based on the frequency of episodes and service features.

10. Content Snare: Collect Content From Clients With Ease

Content Snare helps agencies collect client content and information for projects. Their productized service is a SaaS product paired with client onboarding and content-gathering templates for a seamless, repeatable experience.

Try Orchestra for Free to Grow Your Productized Service Today

Orchestra is top-tier productized service software that helps creators launch and manage their products. You can create, market, and manage your new service with Orchestra from one intuitive dashboard. The platform includes templates for making a client-facing portal that gets your service up and running quickly, plus tools for tracking progress, communicating with clients, and marketing your new service. Try Orchestra for free to grow your productized service today.

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