Pricing that scales with your book of business
Monthly or annual. Cancel anytime. 14-day free trial on every plan.
You resell this. Most partners charge each client $400–$1,200/month for their dashboard — one client usually covers the whole plan.
Solo Consultant
For independent strategy and management consultants.
billed monthly
Pay yearly and save 17%
Bill one client $600/mo for their dashboard and this plan is paid for.
- Up to 3 client workspaces
- Unlimited goals, initiatives, KPIs
- Budget alignment views
- CSV + Google Sheets data sync
- AI executive summaries
- Email support
Practice
For boutique firms running multiple engagements.
billed monthly
Pay yearly and save 17%
Three clients at $600/mo is $1,800 in, $795 out. You keep the margin.
- Up to 15 client workspaces
- Everything in Solo
- BigQuery + Snowflake connectors
- Public transparency pages
- Branded client portal colors & logo
- Tokenized KPI update requests
- Priority support
Firm
For established consultancies and advisory firms.
Annual contract, invoiced
Ten clients at $1,000/mo is $120k a year of recurring margin on one flat cost.
- Unlimited client workspaces
- Everything in Practice
- White-label custom domain
- SSO / SAML
- Dedicated success manager
- Onboarding & migration services
- SLA & DPA available
Need more workspaces or a custom data connector? Get in touch.
What the price includes on every plan
- 14-day trial with no credit card, cancel anytime
- Workspace counts are real workspaces — no asterisks, no usage metering
- Row-level tenant isolation, audit log, US-hosted database (us-west-2)
- DPA on request; SAML SSO on the Firm plan
- If you stop paying, workspaces go read-only — nothing is deleted for 60 days
Comparing options? StrategyHub™ vs ClearPoint and vs Cascade both publish quote-only pricing; ours is on this page.