Plans & Coverage
Pricing that shows the work
Each plan lists exactly what we do for you — records managed, email and calling volume, reporting frequency, and dedicated follow-up. Drag the slider to your customer count to find your fit, then book a free audit.
0 → 1,550
800customer records
05001,1001,550
Optimal Strategy Identified
Recommended: Growth
$999/mo
Focused customer lists
Essentials
$699/mo
- Up to 500 customer records
- Dormant-account audit & segmentation
- Personalized email outreach — up to 2 touches per customer each month
- Custom follow-up tracker for your list
- Monthly activity report with next steps
Most PopularRecommended
Most popular
Growth
$999/mo
- Up to 1,100 customer records
- Everything in Essentials, plus:
- Phone outreach to priority customers
- Up to 3 touches per customer each month
- CRM or workbook updates after every contact
- Warm opportunity handoffs
- Biweekly performance review
High-touch coverage
Account Management+
$1299/mo
- Up to 1,550 customer records
- Everything in Growth, plus:
- Multi-channel follow-up (email, phone, text where approved)
- Dedicated account manager for your business
- Rebooking and retention campaigns
- Weekly reporting and strategy session
* Invoiced after your free intro meeting — no charge at booking.
Pricing covers the work, not just record count: records managed, email volume, calling volume, reporting frequency, and dedicated follow-up. Monthly billing begins after your free intro meeting — nothing is charged at booking.
Pricing FAQ