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📣 Marketing & Lead Gen

Free Service Package & Add-On Selection Form

Present your tiers with what each includes, let the prospect tick the add-ons they want and capture timing — an order-builder form that returns a complete scope summary before you open a proposal template.

~10 min
Tier picker
Exportable
Live Preview

Quick answer

A package and add-on selection form is an order builder for productized services: one radio choice across your tiers, a multi-select add-on grid, start date and contract length. Because the prospect assembles the scope themselves, the summary arriving in your inbox already anchors pricing to your list — and shows which add-ons buyers actually want before you build them into the next tier.

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About this template

Pricing calls go faster when the prospect has already picked a tier and ticked the add-ons they want. This form presents your packages with included deliverables and lets the client self-select scope — so your proposal starts from their order, not a blank page, and you learn which add-ons get chosen most often. Unsure buyers need the opposite flow: send them to the Marketing Package Finder Quiz, which recommends a tier from qualifying questions instead of asking them to choose.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to sell packages.

1

Tier picker

Radio selection across Starter / Growth / Premium.

2

Add-on grid

Multi-select for optional deliverables.

3

Timeline fields

Start date and preferred contract length.

4

Exportable

One summary of tier + add-ons before you quote.

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How It Works

From copy to deliverable in four steps.

1

Copy template

One-click import into your FormLM workspace — free.

2

Encode your tiers

Enter each package's name, price band and included deliverables.

3

Publish the selector

Embed on the pricing page or send after first touch.

4

Export the order

Read the picked tier and add-ons in one summary before you quote.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Productized agencies

Sell packages, not hourly.

2

Consultants

Anchor price to your menu, not to their guess.

3

SaaS sales

Self-qualify plan fit before the AE picks up.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of collected fields — customize per menu.

  1. Contact and company
  2. Chosen package (Starter / Growth / Premium)
  3. Add-ons selected (multi)
  4. Preferred start date
  5. Contract length
  6. Notes on scope
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Frequently Asked Questions

Why let a prospect self-select a package before you've pitched?
Self-selection gives you a starting scope before the discovery call. When the prospect has already picked a tier and ticked add-ons, you can price the call and prepare a real proposal instead of pitching from a blank page.
How is a package selector different from custom scope pricing?
A quote request gathers scope in the client's own words and you price from scratch. A package selector presents your fixed tiers — faster for both sides and anchors negotiation to your list price.
How is this different from a package finder quiz?
A finder quiz asks qualifying questions and recommends a tier for prospects who are unsure. This form assumes they already know what they want and lets them configure tier plus add-ons — the order-builder end of the funnel.
Can I customize the tiers and add-ons?
Yes — every field is editable.
Is it free?
Yes. One click copies the form and branding into your FormLM workspace at no cost.

Anchor price to your menu

Copy, encode tiers, publish — free.