The Services screen is where you build and manage your advisory service catalog. Define service categories, individual service offerings, tasks, pricing, and delivery details. This catalog powers your proposals, projects, and pricing — so a well-organized service structure makes everything downstream work better.
Getting There
Navigate to Operations → Advisory → Services in the left sidebar.
Key Features
Three-Level Service Hierarchy
Services are organized in a three-level hierarchy:
- Level 1 — Categories: Broad service categories (e.g., “Strategy,” “Operations,” “Technology”)
- Level 2 — Services: Individual service offerings within each category (e.g., “Go-to-Market Strategy” under “Strategy”)
- Level 3 — Tasks: Specific deliverables and tasks within each service (e.g., “Market Analysis” under “Go-to-Market Strategy”)
Pricing Configuration
Set pricing for each service including public pricing, internal costs, price multipliers for different client sizes, and pricing tiers. Flexible pricing options let you model different engagement types — fixed fee, hourly, or tiered by company size.
Task Details
Each Level 3 task includes hours estimates, responsible party designation, deliverable types, scheduling information (business days from project start), and whether it requires a meeting or triggers an invoice.
Price Tiers
Define price tiers based on client characteristics (like employee count). Each tier has a multiplier that adjusts the base price, making it easy to offer size-appropriate pricing without manual calculations.
Active/Inactive Management
Mark services as active or inactive without deleting them. Inactive services don’t appear in proposals or new projects but remain available for historical reference.
Step-by-Step: Building Your Service Catalog
- Create categories — Define your Level 1 service categories.
- Add services — Within each category, create the individual services you offer.
- Define tasks — For each service, create the specific tasks with hours, responsible parties, and scheduling.
- Set pricing — Configure pricing for each service including public prices and tier multipliers.
- Activate — Mark completed services as active so they’re available for proposals and projects.
💡 Tips & Best Practices
- Be thorough with task hours — Accurate hour estimates at the task level flow into proposals and project planning.
- Use consistent naming — Clear, consistent service names make proposals look professional and reduce confusion.
- Review pricing quarterly — Market rates change. Review your pricing at least quarterly to ensure competitiveness.
Frequently Asked Questions
Can I reorder services?
Yes — services can be reordered within their categories using the display order controls.
What happens if I deactivate a service that’s in an active project?
Active projects are not affected by service deactivation. The service simply won’t appear as an option for new proposals or projects going forward.
Can different services have different currencies?
Currency is typically set at the account level, but proposal and project-level currency overrides are available when working with international clients.
Related Articles
- Proposals — Create proposals from your service catalog
- Projects — Deliver services through projects
- Advisory Meetings — Manage project meetings