Pricing
Choose the right rollout for your firm
Clear setup, scoped support, and pricing that scales with usage.
Support billing
Save 20% on support with annual billing
Setup fees remain one-time and separate from support billing.
Plan
Starter
Solo advisors or small firms that need core website Q&A, one guided intake path, and one booking destination.
Annual support
$79
/ mo$950 billed annually upfront
Annual billing
Save 20%Annual support is paid upfront and priced 20% below monthly billing.
Included monthly messages
5,000 messages/month included
One-time setup
Billed separately from ongoing support.
$1,500
This plan includes
- Up to 15 approved website pages or PDF sections
- 1 qualification path and 1 booking handoff
- Monthly health check and one update batch
- 1 setup refinement window
Plan
Professional
Growing firms that want broader content coverage, more than one handoff path, and regular optimization support.
Annual support
$159
/ mo$1,910 billed annually upfront
Annual billing
Save 20%Annual support is paid upfront and priced 20% below monthly billing.
Included monthly messages
10,000 messages/month included
One-time setup
Billed separately from ongoing support.
$3,000
This plan includes
- Up to 40 approved website pages or PDF sections
- 2 qualification paths and 2 booking handoffs
- Biweekly monitoring and 2 update batches
- 2 setup refinement windows
Plan
Enterprise
Multi-advisor teams that need deeper routing logic, larger content coverage, and more frequent support.
Annual support
$399
/ mo$4,790 billed annually upfront
Annual billing
Save 20%Annual support is paid upfront and priced 20% below monthly billing.
Included monthly messages
25,000 messages/month included
One-time setup
Billed separately from ongoing support.
$5,000
This plan includes
- Up to 100 approved website pages or PDF sections
- Up to 5 qualification branches and routing rules
- Weekly monitoring and prioritized update handling
- 3 setup refinement windows
During setup
We refine the implementation with you during setup so the experience is launch-ready and aligned with the approved scope. Need higher-volume usage, deeper routing logic, or custom integrations? We can scope enterprise add-ons separately.
Plan comparison
Compare scope, routing, and support terms side by side.
Open a category to compare the details that matter most without scanning one long matrix.
Plans
Starter
Professional
RecommendedEnterprise
Support pricing
$99/mo or $950/yr
Equivalent to $79/mo billed annually
$199/mo or $1,910/yr
Equivalent to $159/mo billed annually
$499/mo or $4,790/yr
Equivalent to $399/mo billed annually
Included monthly messages
5,000 messages/month
10,000 messages/month
25,000 messages/month
One-time setup
$1,500
$3,000
$5,000
Overage rate
$12 / additional 1,000 messages
$10 / additional 1,000 messages
$8 / additional 1,000 messages
Approved content scope
Up to 15 approved website pages or PDF sections
Up to 40 approved website pages or PDF sections
Up to 100 approved website pages or PDF sections
Qualification and routing
1 qualification path and 1 booking handoff
2 qualification paths and 2 booking handoffs
Up to 5 qualification branches and routing rules
Support cadence
Monthly health check and one update batch
Biweekly monitoring and 2 update batches
Weekly monitoring and prioritized update handling
Setup refinement windows
1 setup refinement window
2 setup refinement windows
3 setup refinement windows
Usage and billing
Usage policy stays clear and predictable.
Usage limits reset each billing cycle, and overages are charged only when plan limits are exceeded.
- Included monthly messages reset each billing cycle.
- Usage notifications are sent at 80% and 100% of the included limit.
- Overages are billed if limits are exceeded and service continues without interruption.
- Repeated overages may trigger a recommendation to move to the next plan.
Overage rates
Partial 1,000-message blocks are billed proportionally.
Starter
5,000 messages/month included
$12 per additional 1,000 messages
Professional
10,000 messages/month included
$10 per additional 1,000 messages
Enterprise
25,000 messages/month included
$8 per additional 1,000 messages