Workspace369 setup, done for you
You run your business alone, with proposals in docs, invoices in a separate tool and clients scattered across your inbox. Simon sets up Workspace369 so proposals, signatures, invoices and payments live in one place, and hands it back ready to use. Built for designers, developers, writers, coaches, photographers, video editors and consultants.
Solo Setup
For freelancers and solo service providers.
- Your branding on the workspace and client portal
- Import of up to 100 clients from CSV
- 2 proposal templates clients approve and sign online (for example, one project and one retainer)
- 1 invoice template with online payment (you complete your own Stripe onboarding)
- 1 recurring invoice or retainer schedule set up
- 2 email automations: proposal reminder and overdue-invoice nudge
- One recorded walkthrough and 7 days of written support
Runs on your own Workspace369 Cadet plan: $29/month for 1 seat, after a 14-day trial. Public intake forms are on every plan, Cadet included.
Full refund if Simon can’t take it on once he sees your project, or if you cancel before work starts.
Team Setup
For small agencies and consultancies.
- A branded workspace and client portal
- Import of up to 250 clients from CSV
- 3 proposal templates clients can approve and sign online
- 2 invoice templates with online payment (you complete your own Stripe onboarding)
- A public intake form that creates the client record
- 3 automations: lead follow-up, proposal reminder and overdue-invoice nudge
- A booking page (Specialist plan or higher)
- Recorded walkthroughs and 14 days of written support
Runs on your own Workspace369 Voyager plan ($74/month, 2 seats) or Specialist plan ($149/month, 10 seats), after a 14-day trial. Online booking needs Specialist or higher.
Full refund if Simon can’t take it on once he sees your project, or if you cancel before work starts.
Not included
- Migrating historical accounting data
- Custom integrations
- SMS number compliance (a $50 carrier fee on Voyager and above)
Delivery
Solo Setup: 3 business days after your trial starts and your client CSV and logo arrive. Team Setup: 5 business days after your trial starts and your client CSV and branding arrive.
You pay for your own Workspace369 plan. The setup fee is one-time.
After you pay
Simon emails you within one business day to confirm and send the access checklist. You can also send it straight away to contact@app369.com. What the work needs:
Workspace369 Solo Setup
- The email of your Workspace369 account (start the 14-day trial first)
- Your client list as a CSV (up to 100 clients)
- Your logo
Delivery takes 3 business days after your trial starts and your CSV and logo arrive.
Workspace369 Team Setup
- The email of your Workspace369 account (start the 14-day trial first)
- Your client list as a CSV (up to 250 clients)
- Your logo and branding
Delivery takes 5 business days after your trial starts and your CSV and branding arrive.
Full refund if Simon can’t take it on once he sees your project, or if you cancel before work starts.
Not sure it fits? See who it fits, or email a question about this offer; we reply by email, usually within one business day.
