One workspace per client. One plan that grows with your practice.
Start free, upgrade when your practice does.
Free
Kick the tires. Build your practice's workspace and see what it finds.
- 1 workspace: your practice
- 360° snapshot from a single URL
- Top competitors, benchmarked and ranked
- Isolated client workspace with role-based access
- Public AI agent
Consultant
You run a handful of engagements and want every one of them fully briefed.
- 5 client workspaces
- Competitor evaluation with overlap scores and how-to-win notes
- Full Strength Matrix with SWOT
- Persona battlecards and published comparisons
- Full-depth competitor research
- Client-ready reports exported to PDF and Word
Practice
Clients are renewing. Give them the workspace, under your name.
- 15 client workspaces
- Everything in Consultant
- AI visibility monitoring: how Claude and ChatGPT describe the client
- Demand signals: who is evaluating the client
- Client access with the dedicated Client role and Client View
- Prospecting: prospective clients matched to your listing, reserved for you for 14 days
Agency
A team serving many clients, with the workspace as the product.
- Unlimited client workspaces
- Everything in Practice
- Priority rebuilds & larger research runs
- Team roles across every client workspace
Intelligence wired into your firm
SSO, custom data separation policies, dedicated onboarding, and workspaces connected to your own research and CRM. All in early access
One credit pool. Every workspace draws from it.
Your plan refills the pool monthly. Heavier work costs more; a visibility check costs little. Need more? Top up any time, no plan change required.
Questions consultants ask
What exactly am I subscribing to?
Your client workspaces, kept alive: competitors re-scored, AI visibility re-checked, and demand signals monitored. One-off jobs like a rebuild or a competitor deep-dive draw from your credit pool.
What's a workspace?
One workspace = one client. You start with your own practice, which joins the Advisor Network; it is a workspace too and counts toward your plan. Each is isolated with strict data segregation and role-based access, including a dedicated Client role. Your plan's credits are shared across every workspace on it.
What happens if I run out of credits?
Your workspaces stay live and monitored. New heavy jobs wait until you top up or the pool refills next month.
Which plan includes the client's AI agent?
The public profile is on every plan, including Free. AI visibility checks, the competitor comparison and client-ready reports are on Practice and above.
Can I cancel anytime?
Yes. Your workspaces and everything you exported stay yours.