Your plans, at your prices, chosen and paid for inside your portal.
You set each plan’s name, its monthly price and what it includes. Your clients sign up free, build, and choose a plan inside their account when they are ready to send, entering their card without leaving your portal. Your margin on each payment is yours to withdraw 30 days after it is made. There is no cap on clients, and the plans they choose carry your name.
Hannah signed up on a Saturday night without a card. She chose a plan the evening she was ready to send.
One client’s billing, from sign-up to your payout, on a sample workspace.
Hannah Price bakes sourdough and cinnamon buns in York and sells them from a shop on Gillygate. Claire at Harbour & Finch tells her about email over coffee at a chamber of commerce breakfast, and that weekend Hannah signs up at Claire’s portal to run it herself. Nothing asks her for a card, and nothing asks her to choose a plan.
Build first, then choose
Hannah builds: her brand from her website, her list of regulars, and an Easter campaign for the hot cross buns, with its landing page. Building is free. When she is ready to send, Choose your plan opens inside the portal with Claire’s plans at Claire’s prices, Starter and Growth. Pro isn’t there: Claire hasn’t published it yet.
- Email campaigns and landing pages
- Your brand on every email
- Monthly insights
- Everything in Starter
- Your business website
- Campaign inbox and sequences
- Help from the Harbour & Finch team
She picks Growth, types the code Claire gave her at the breakfast, and enters her card without leaving the portal. Sending is on. She can change plan whenever she likes: a change takes effect at once, and the difference is prorated.
A promo, paid from your margin
Claire made SPRING20 under Promo codes: 20% off for the first three months, on any plan, with a label to remember it by and a limit on how many times it can be used. The discount comes out of Claire’s margin, and no code can take a plan below what it costs her.
When the money arrives
Each of Hannah’s payments shows in Claire’s Earnings & Payouts. Claire’s margin on it clears 30 days after the payment, and then it is hers to withdraw, by PayPal.
Hannah chose her plan the evening she was ready to send. Claire never had to send her an invoice.
If a payment fails
In June, Hannah’s card expires. Her account tells her the last payment didn’t go through, and until she pays it opens on her reports. The campaign already sending finishes, because mail on its way is never stopped for money. She adds her new card, and her whole account is back. A client Claire comps, and a client whose email Claire runs, is never held this way.
The clients you run yourself
Some of Claire’s clients pay her to run their email for them. She bills them herself, as she always has, with no statements from the platform, and Managed service tiers set what each level of her service includes.
That is one client’s billing. Every client you bring chooses from your plans the same way, and there is no cap on how many clients.
Two films: the emails that bring a trial to a plan, and the clients you run and bill yourself.
Each is the real platform, on a sample workspace.
Your plans, your prices, and what each one includes.
This is the Pricing screen in your dashboard. Your clients see the plans you publish, inside your portal.
- Self-serve plans, managed service tiers and promo codes, each on its own tab.
- Each plan has your name for it, your monthly price and a line your clients read.
- A plan shows to your clients once you publish it.
- Email campaigns and landing pages come with every plan. Websites, the online shop, the media studio, and the campaign inbox and sequences are yours to include.
- Prices in the currency you choose.
Illustration · Harbour & Finch’s pricing: three self-serve plans, one not yet published, and what its Growth plan includes.
Clients still on a trial hear from you until they choose a plan.
Plan reminders go to self-serve clients still on a trial after their first month: six emails over two months, until they choose a plan.
Each comes from your domain, in your name, beside the getting-started series and the monthly insights.
- Six emails over two months
- Only to clients on a trial
- Sent in your name
For a managed client, you do the work and bill them yourself.
Press Manage on a client, and their workspace opens in your brand, with a bar that says whose it is and a picker to move to the next client.
Build and send their campaigns, keep their lists and read their results. All customers takes you back to your dashboard.
- Their workspace, in your brand
- A picker between clients
- Billed by you
Billing tools you would otherwise pay six places for, unlimited, under your name.
Each line is in the one plan, for every client you bring. On the right, the kind of tool a business usually pays for to get the same job done.
| In SendTo | Instead of |
|---|---|
| Your own plans, at your own prices | A billing platform |
| Plans chosen and paid for inside your portal | A checkout page |
| Promo codes that never go below your cost | A coupon tool |
| Plan reminders for clients still on a trial | An email series tool |
| A failed payment handled, with mail on its way left to finish | A payment recovery service |
| Your margin, withdrawn by PayPal | An invoicing tool |
| Unlimited clients | One flat fee |
What you might be thinking, answered straight.
“I don’t want to chase clients for money.”
You don’t. Self-serve clients pay by card inside your portal each month, and if a payment fails, their account opens on their reports until they pay.
“What if I want to give a discount?”
Make a promo code: a percentage or an amount off, for a first month, a few months or for good. It comes out of your margin, and never takes a plan below what it costs you.
“Some clients already pay me directly.”
Keep it that way. For the clients whose email you run, you bill them yourself, and Managed service tiers set what each level includes.
“When do I get paid?”
Your margin on each payment clears 30 days after the payment, and you withdraw it by PayPal.
“Is there a catch in “unlimited”?”
No cap on clients, and each one on a plan you set. Sending and AI writing are usage, which your clients buy at the rate you set.
“I want to see it before I decide.”
Open the account: no card, and a sample workspace is ready when you confirm your email. Make a plan, publish it, and see it as your clients will.
Client billing, answered
Who sets the prices?
You do. Each plan has your name for it, your monthly price and a line your clients read, in the currency you choose.
What can a plan include?
Email campaigns and landing pages come with every plan. Websites, the online shop, the media studio, and the campaign inbox and sequences are yours to include in a plan or leave out.
Do clients choose a plan when they sign up?
No. They sign up free and build, and choose a plan inside their account when they are ready to send.
Do clients leave my portal to pay?
No. They choose a plan and enter their card inside it.
Can a client change plan?
Yes, from their account. A change takes effect at once, and the difference is prorated against their current period.
How do promo codes work?
You make them under Promo codes: a percentage or an amount off, for how long, on which plans and how many times. Your clients type them when they subscribe. The discount comes out of your margin, and no code can take a plan below what it costs you. A code can make the first month free: the plan starts with no card, and if none is added by the month’s end, it simply ends and nothing is charged.
What happens if a client’s payment fails?
Their account opens on their reports until they pay, and a campaign already sending finishes. When they pay, their whole account is back. Accounts you comp, and the clients whose email you run, are never held this way.
When is my margin paid?
Each payment’s margin clears 30 days after the payment. Then you withdraw it, by PayPal.
How do I bill the clients whose email I run?
Yourself, as you do now: the platform sends them no statements. Managed service tiers set what each level of your service includes.
What about clients still on a trial?
Plan reminders, when you switch them on, send self-serve clients still on a trial after their first month six emails over two months, until they choose a plan. Each comes from your domain.
Is there a limit?
No cap on clients, and each one on a plan you set. Sending and AI writing are usage, which your clients buy at the rate you set.
Whose name is on the plans?
Yours. Your clients see your plan names, your prices and your logo wherever they choose or change a plan.
Do I need a card to try it?
No. Create your account and a sample workspace is ready when you confirm your email. Sending switches on when you activate.
Client billing, and everything else in the hub, unlimited. One plan. One flat fee.
Every client you bring chooses from your plans, at your prices, inside your portal, and your margin on every payment is yours to withdraw, with no cap on how many clients. Open your account free and look around a sample workspace.
No contract · Cancel any time · Explore everything before you pay