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CRM for info product sellers

CRM for Info Product Sellers Handling Advisory Add-Ons

Info product sellers often hit a friction point when a standard digital download includes an advisory add-on. The high-touch onboarding that follows the purchase needs a dedicated workspace of its own. Workspace369 tracks client records, schedules onboarding calls, coordinates tasks, and handles custom proposals and invoices for extended consulting. Every advisory client, from first call to paid engagement, runs on one record next to your digital delivery platform.

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Clientthe relationship and agreed brief
Worktasks with a responsible person
Billinginvoices and commercial context
Workspace369 client record showing history, files, communication, and invoices in one profile

Key facts

CRM for info product sellers at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "initialize the client record" to "scope follow-up consulting projects".

Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.

Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.

The problem

Operational Friction in Digital Product Upsells

Scattered Onboarding Conversations

When a buyer purchases an advisory add-on, their communication often fragments across email threads and course comment sections. Without a dedicated conversation history tied directly to client records, team members cannot verify what was promised during the onboarding phase. Workspace369 keeps all client conversations in one clear record, allowing administrators to review past messages before the scheduled advisory call occurs, preventing lost instructions or duplicate outreach.

Disjointed Scheduling and Task Tracking

Booking the personal onboarding call often falls through the cracks when handled via standard email back-and-forth. If the scheduling tool is completely disconnected from internal tasks, no one prepares the necessary client briefs before the session. Workspace369 links scheduling directly with internal tasks, so when an advisory client books a slot through a booking page, the team assigns a task to prepare the relevant files and client records.

Inability to Scope Extended Projects

When an advisory call reveals that a digital product buyer needs deeper, custom consulting, standard course platforms cannot generate professional proposals or follow-up invoices. Sellers are forced to use multiple fragmented tools to scope the project. Workspace369 allows you to transition a client from a contact record into a structured project, complete with formal proposals, milestone tasks, and professional invoices issued directly through the client portal.

Fragmented Client File Management

Advisory clients often submit specific assets or worksheets prior to their onboarding session. Storing these files in generic cloud drives makes it difficult for the consultant to find them quickly during a live call. Workspace369 resolves this by organizing files directly within the client record (file management starts on Specialist), alongside related tasks and conversations, so everything required for the advisory session is instantly accessible in one place.

The product

See the workspace your clients feel.

01

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile
02

Every channel in one inbox

Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
03

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
04

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details

Workflow

Step-by-Step Onboarding Workflow for Advisory Add-Ons

01

Initialize the Client Record

Once a buyer purchases an advisory add-on, an administrator manually creates a new client record in Workspace369. The administrator logs the purchase details as a record in the brief, ensuring the client profile contains the exact product variant bought. This record serves as the foundation for all subsequent conversations, file uploads, and scheduling coordination, separate from the primary digital access platform where checkout occurred.

02

Coordinate the Onboarding Schedule

The administrator sends the buyer a booking page link (online booking starts on Specialist) or sets the onboarding date directly in the calendar. This calendar event is tied directly to the client record. By linking the schedule to the specific profile, any team member reviewing the account can see when the consultation will take place and check for any associated files or pre-call notes submitted by the buyer.

03

Assign Preparation Tasks

Upon schedule confirmation, the administrator creates specific tasks to prepare for the advisory call. These tasks include reviewing the buyer's digital product progress and organizing submitted assets. By keeping tasks attached to the project or client record, the team ensures all preparation occurs on time, and no consultant enters an onboarding call without reviewing the client history and files first.

04

Conduct Conversations and Share Files

During the onboarding preparation, any clarification messages are handled via the conversations tool. If the client provides worksheets or asset files, these are uploaded directly to the files section of their record. If necessary, the client portal is opened to let the buyer securely view their project timeline and upload documents, keeping all communication on the client's record.

05

Scope Follow-Up Consulting Projects

If the advisory call leads to an extended consulting engagement, the administrator creates a new project within Workspace369. They draft a detailed proposal outlining the scope, attach it to the client record, and issue an invoice for the deposit. The client reviews the proposal and pays the invoice through the client portal, moving them from a product buyer to a managed project client.

Product coverage

Client operations for info product sellers

  • The system must successfully link a scheduled onboarding calendar event directly to an active client record containing the manual notes from the initial product purchase brief.
  • A team member must be able to upload a client worksheet to the files section and view it alongside the active task list for that specific onboarding project.
  • The client portal must allow a test user to log in, view a pending proposal for extended advisory services, and access the associated invoice for payment.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
Workflow Automations

Loved on the App Store

Rated by the people running their client work on it.

★★★★★
Finally feels calm

Bounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.

Justin R. · Solo founder · App Store review
★★★★★
Painless team rollout

Rolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.

Samantha D. · Operations lead · App Store review
★★★★★
Hours back every week

Was juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.

Alicia N. · Agency founder · App Store review
Read all reviews

Get started

See Workspace369 on your own client work.

Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.
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FAQ

Evaluation Criteria for Advisory Workflows

How does Workspace369 work with my checkout and course platform?

Keep checkout, file delivery and digital access in your commerce or course platform. Workspace369 runs everything after the purchase that needs a person: client records, onboarding calls, tasks, proposals, invoices and client messages for buyers who add advisory services.

Can I use Workspace369 to send automated marketing email campaigns to product buyers?

Workspace369 includes funnels with lead capture on every plan, email automations from Cadet, SMS workflow steps from Voyager, marketing tools and campaigns from Specialist and AI-drafted workflows from Commander. Check your audience, campaign format and consent requirements before the first send.

How are client files and worksheets organized during the onboarding process?

Files are uploaded directly into the specific client record or project space. This allows your team to keep worksheets, assets, and pre-call documents stored alongside the relevant tasks and conversation histories, ensuring that anyone conducting the onboarding call can access the files instantly without searching external storage.

Can we issue invoices for custom consulting work that extends beyond the initial product?

Yes. Workspace369 includes Proposals with e-signing and full invoicing with online card payments. If an advisory call reveals a need for custom consulting, you can generate a detailed proposal and an associated invoice directly within the client project, which the client can view and pay through their portal.

Keep exploring

Related pages

Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

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