Pricing that scales with your team
Start with a 14-day free trial of Pro. Then it’s simple per-seat pricing — cancel anytime. Save 2 months with annual billing.
Basic
$29 / seat / mo
or $290 / seat / yr — 2 months free
Core proactive execution for individuals & small teams.
- ✓Up to 3 reps
- ✓Weekly Action Plan & personal score
- ✓Monthly objectives & quarterly plan
- ✓Campaigns & account watchlist
- ✓Projects & tasks
- ✓Basic CRM (companies, contacts, pipeline)
Pro
$49 / seat / mo
or $490 / seat / yr — 2 months free
Team accountability, coaching & AI.
- ✓Everything in Basic, up to 15 reps
- ✓Team scoreboard, streaks & leaderboards
- ✓Leadership dashboard & coaching alerts
- ✓AI leadership briefings (20 / mo)
- ✓Email Engine (sequences & tracking)
- ✓Custom playbook & reports
Enterprise
$89 / seat / mo
or $890 / seat / yr — 2 months free
White-label, client portal & scale.
- ✓Everything in Pro, unlimited reps
- ✓White-label & custom branding
- ✓Branded client portal
- ✓Custom categories & time blocks
- ✓Premium integrations (HubSpot, Slack, QuickBooks)
- ✓AI briefings (50 / mo) · audit log · priority support
Add-ons & upgrades
Tailor your plan. Add only what your team needs.
Email Engine
$12 / seat / mo
Sequences, open/click tracking, A/B tests & scheduling.
✓ Included in Pro & Enterprise
White-Label & Branding
$99 / mo
Your logo, colors, themes & domain across the app.
✓ Included in Enterprise
Branded Client Portal
$49 / mo
Two-way client comms hub with read receipts & acknowledgments.
✓ Included in Enterprise
Premium Integrations
$59 / mo
Slack, QuickBooks & API access — set up for you, beyond the HubSpot sync that’s included on every plan.
✓ Included in Enterprise
AI Coach Pro
$10 / seat / mo
Boost to 150 AI leadership briefings / mo for high-volume coaching teams.
Marketing Automation
$79 / mo
Trigger workflows, list segmentation & landing pages.
Dedicated CSM / Priority SLA
$199 / mo
Named success manager & priority response times.
Extra AI Briefings
$19 one-time
Add 50 briefings when you hit your monthly cap.
SMS & Phone
$0.03 / text
Per-text Twilio messaging, click-to-call, auto-logged. Usage-based — contact us to enable.
Setup & onboarding
Self-serve, or let us build it for you. One-time — separate from your subscription.
Quick Start
Keys & drive yourself
$750 one-time
⏱ Self-paced · most teams are live in 1–2 days
We hand you the keys and the full template kit — you stand up your workspace with guided help.
- ✓Full import template kit (accounts, customers, pipeline, team & more)
- ✓Guided in-app role tours + built-in Ask-AI assistant
- ✓Written setup checklist & playbook guide
- ✓30-minute orientation call to get you rolling
- ✓Email support for 14 days
Standard Setup
Most popularDone with you
$2,500 one-time
⏱ ≈ 3–5 business days
We work alongside you to complete the templates and configure everything together.
- ✓Everything in Quick Start
- ✓Working sessions to complete your templates with you
- ✓White-label branding set up (logo, colors, theme)
- ✓Custom playbook (required items, action categories & points)
- ✓We import your accounts, customers & pipeline
- ✓Campaigns, monthly objectives & quarterly plans loaded
- ✓2 live training sessions (reps + managers)
- ✓30-day optimization check-in
White-Glove
Done for you
$6,000+ one-time
⏱ ≈ 1–2 weeks · phased rollout
You fill the templates (or hand us the data) — we build and customize the entire platform to your business.
- ✓Everything in Standard
- ✓You provide the data — we load & verify all of it
- ✓Fully custom look & feel: logos, colors, themes, backgrounds
- ✓Custom scoring & playbook design workshop with leadership
- ✓HubSpot integration + field mapping
- ✓Multi-team / multi-location rollout plan
- ✓Manager enablement + accountability framework
- ✓Weekly check-ins for 60–90 days
- ✓A dedicated onboarding manager
Prices in USD, per active seat. Paid plans include AI leadership briefings with monthly limits. Add-ons are provisioned by your account team. Volume pricing available for 25+ seats. Taxes may apply.