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Unlimited

Sign Up Now $90.00 per member / month
and a one time $500.00 activation charge.
Covers guided setup, data load, client scoring & segmentation to maximize platform value.

All features and customizations tools – including “client card” for each household, unlimited custom columns, priority support, case studies, and access to knowledge sharing hub. Best value.

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

Strategic

Sign Up Now $69.00 per member / month
and a one time $500.00 activation charge.
Covers guided setup, data load, client scoring & segmentation to maximize platform value.

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

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

Essential

Sign Up Now $39.00 per member / month
and a one time $500.00 activation charge.
Covers guided setup, data load, client scoring & segmentation to maximize platform value.

Essential elements of the core scoring and segmentation methodology.

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

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