Three Plans For Every Size Of Practice. Plus Enterprise.
Every plan runs the same seven day operation around each class: five timed sends on both email and text, the two-way inbox, and attendance marked in one click. What changes between plans is scale, not features, so nothing has to be rebuilt when you grow. The plans differ by how many advisors, how many seminars and how much messaging you need.
~+31%
Better Show Rate
7-Day
Operation Per Class
Email + SMS
Both Included
Onboarding
We Set It Up With You
Solo
One AdvisorOne advisor, running their own seminars.
Billed monthly, or pay yearly to save 11%.
Billed yearly at $1,380, saving $168 a year.
Every Month You Get
Marketing Package
Business
Most PopularAn advisor and the people who book for them.
Billed monthly, or pay yearly to save 12%.
Billed yearly at $2,628, saving $360 a year.
Every Month You Get
Marketing Package
Pro
Whole OfficeA whole office on one account.
Billed monthly, or pay yearly to save 13%.
Billed yearly at $6,228, saving $960 a year.
Every Month You Get
Marketing Package
* Every login counts as a user. Advisors are the users who run seminars, each with their own workspace and registration address.
Enterprise: Buying For A Roster, Not One User
From 5 advisors, priced per advisor, with roster onboarding, your branding, rollup reporting, API feeds and named support.
Onboarding and everything that comes with it.
Pay once at signup and get more than just setup. Your onboarding includes ongoing access to your private video library, a dedicated account manager, and a custom feature request every quarter.
A one-time charge at signup, on top of your plan.
A Clear Look At The Cost
- $149 One-Time Professional Onboarding
- Paid Once, Never Again
- Everything You Need Is Included
- No Additional Monthly Fees
A Person, Not A Queue
- Your Own Account Manager
- Who Already Knows Your Setup
- Reachable When It Matters
- No Tickets, No Hold Music
It Does Not Stop At Setup
- An Annual Account Report
- We Re-Tune Your Campaigns
- Re-Onboarding For New Features
- Ongoing Optimization As You Grow
Know Before You Walk In
- Know What To Expect Before Every Event
- See Registration And Attendance Results
- See Who Engaged And How
- Measure Your Attendance Lift*
You Ask & We Build It
- Track Every Request From Start To Finish
- One Custom Feature Request Every Quarter
- Get Early Access To What We Build
- Your Requests Get Priority
Every Answer On Demand
- Your Onboarding Session Recorded
- Access 25+ Private How-To Videos
- Step-By-Step Videos For Every Feature
- Full Library Access For Your Entire Team
* Initial Testing Has Proved A +30% Increase In Attendance, Measured From The 50th Percentile.
Everything You Need To Run Events
Every plan carries the full toolkit. They differ by seats and volume, never by features.
Every feature is on every plan from the first day. You move up a plan for more seats and more volume, not to unlock a button.
All Integrations
Pull registrations in from any source.
Automated Reminders
The full pre event to post event cadence.
Appointment Drip
Booked, three days, the day before, two hours, and a thank you.
Connected Calendars
Appointments land in your own calendar with the client invited.
Contact Messaging
Send one time announcements to your contacts anytime.
Feedback Forms
Collect responses after every event.
Attendance Tracking
One click check in and live show rates.
Night-Before Tally
Tomorrow's head count in your inbox, the evening before.
Post-Event Reporting
One tap to report who actually showed up.
Monthly Reports
Every event, registered against attended, on the first of the month.
Custom Templates
Edit the wording, tone and timing.
Custom Fields
Track the details that matter to your events.
Opt-Out & Quiet Hours
Compliance handled automatically.
Email Support
Direct help from our support team.
Go Further On The Same Plan
Optional services, priced on their own. Turn one on or off from your billing page whenever you like.
No-Show Win-Back
Automatically re-invite everyone who RSVP'd and did not show.
Everyone who RSVP'd and did not attend lands on their own list. One click invites that list to an upcoming event by text or email, and one click from them puts them back on the guest list. Turn on the automation and it happens on its own before every event.
$50/mo
On Top Of Your Plan
Turn it on or off from your billing page whenever you like.
Answers Before You Ask
Each unique person you enroll into a flow during a billing month. Sending several messages to the same person doesn’t count again. Your plan’s attendee allowance is how many new people you automate per month.