Pricing
Start free, then mix Pro and Advanced licenses by client need so every account gets the right level of strategic planning.
Free
Best for MSPs validating the lifecycle motion with one high-value client.
1 client · no credit card
Launch the customer success workflow with one real account, prove the model, and expand when the motion is ready.
- One client free forever
- Roadmaps, goals, budgets, and reports in one view
- PSA and RMM data sync for asset-risk visibility
- A real client scenario for testing the motion
Pro
Best for MSPs standardizing discovery, planning, reporting, and asset conversations across their client base.
Starting at $250/mo
Give each managed client a practical lifecycle workspace for assessments, goals, roadmaps, reports, assets, SaaS, Microsoft 365, and agreement visibility.
- Prospecting assessments for early discovery
- Goals, roadmaps, and initiatives for client planning
- Reports that make progress visible to clients
- Hardware, software, Microsoft 365, SaaS, and basic agreement visibility
- Unified API and MCP access
Pro is the core Lifecycle Manager plan for managed clients that need repeatable planning and reporting.
X
Best for MSPs adding deeper analytics, executive planning, and strategic alignment workflows on top of Pro.
Starting at $500/mo
Add the strategic layer for clients that need full assessments, health analytics, budgets, deliverables, meetings, and alignment workflows.
- Full assessments, client health analytics, and findings
- Budgets connected to roadmap planning
- Deliverables and meetings for client engagement
- Full agreements plus SaaS compliance and cost management
- Service catalog, plans and packaging, and maturity baseline alignment
- ScalePad Copilot when available
Advanced is added on top of Pro for clients that need a deeper strategic planning layer.
All plans require a 12-month contract term.