Stop selling 'expertise' and start selling specific deliverables clients want
Agencies say 'we do websites, apps, and marketing' but clients want 'rebuild our Shopify store with custom checkout'. Seerist helps you define clear service packages and match jobs to them automatically.
Built for agencies with 3+ distinct services who want to stop quoting the same job at $5k-$50k depending on who answers the email.
Stop pitching 'we can do anything' and start selling specific services that clients actually want to buy.
Command center
Service lines operating view
6
active lines
91
best fit score
$48k
monthly pipeline
Priority queue
Ranked by fit, value, risk, and next action
CRM implementation sprint
Upwork · $7,500
Product analytics setup
Toptal · $11,000
Webflow migration
Contra · $6,200
Activity
Fit checked
2 min ago
Draft prepared
3 min ago
Owner assigned
4 min ago
Review due
5 min ago
Replace scattered effort with a visible operating loop
Before
- Partners pitch whatever they feel like for each job
- Same service gets quoted at wildly different prices
- No idea which of your services actually make money
After Seerist
- Clear service packages with fixed pricing and deliverables
- Every job automatically routes to your best-matching service
- See exactly which services convert and how much they bring in
service packages
From 'basic site' to 'enterprise platform' with clear deliverables.
pricing tiers
Entry, professional, and enterprise versions of each service.
pipeline per service
Know which services actually drive revenue.
The daily workflow inside Seerist
These are the steps a user moves through in the workspace, from the first signal to the next action in the pipeline.
Catalog
Create specific service packages like 'WordPress rebuild + SEO' or 'SaaS MVP + 6 months support' with fixed pricing.
Route
Automatically match incoming jobs to your best-fitting service packages instead of manual guesswork.
Generate
Pull package-specific pricing, deliverables, timelines, and proof into every proposal.
Analyze
See which services win most often, bring highest margins, and deserve more marketing budget.
Define real service packages that clients understand
Instead of vague 'digital solutions', create specific offers like 'Webflow site + CMS training' or 'CRM setup + 3 months support' with clear pricing and deliverables.
Service definitions
Each service has a name, deliverables, pricing range, timeline, and disqualifiers like 'no custom integrations'.
Auto-routing
Jobs get matched to services automatically based on requirements, budget, and your defined criteria.
Revenue tracking
See which services generate the most proposals, win rates, and total revenue over time.
Sell specific solutions, not generic expertise
Clients buy packages like 'Complete website rebuild with training' not 'we're good at web dev'. Track which packages sell and optimize your service mix.
Open workspaceDefine clear packages
Stop saying 'it depends' - have real deliverables and pricing
Match jobs to services
No more guessing which service fits each client need
Know what sells
See which services convert and focus on those