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Monthly
Annual
10% Off

Unlimited

Sign Up Now $90 per member / month

All features. “Client card” for each household, unlimited business development columns, priority support, and knowledge sharing hub. Best value.

✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.

  • Unlimited Custom Columns for Opportunity Mining and Max Impact
  • One-click Client Card for Every Household, the Ultimate Meeting Prep Feature
  • Priority Support
  • Access to Knowledge Sharing Hub
  • Custom Weighting
  • Score Calculation and Ranking
  • Segmentation
  • Run Default Calcs Button for 80/20 Rule
  • Custom Calibration
  • Custom Branding

Strategic

Sign Up Now $69 per member / month

Full scoring and segmenting functionality with elements of enhanced customization, including 5 custom columns.

✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.

  • Up to 5 Custom Columns for Opportunity Mining and Max Impact
  • Custom Weighting
  • Score Calculation and Ranking
  • Segmentation
  • Run Default Calcs Button for 80/20 Rule
  • Custom Calibration
  • Custom Branding

Essential

Sign Up Now $39 per member / month

Essential elements of the core scoring and segmentation methodology.  Best for practice management and organizational purposes only.

✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.

  • Custom Weighting
  • Score Calculation and Ranking
  • Segmentation
  • Run Default Calcs Button for 80/20 Rule
Add Ons

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