Cadence.

Pricing

Start where you are.
Scale when you're ready.

The same pipeline, follow-up cadences, and tasks on every plan. The tiers just decide how big it gets and what plugs into it.

Free

Your first clients, a real pipeline, zero risk.

$0/month

Free forever

Start free
  • 100 active leads
  • 10 automation rules
  • 1 intake form
  • 3 custom lead fields
  • 10 message templates
  • One-tap playbook library
  • CSV lead import
  • CSV export, on every plan, always
Most popular

Pro

The working coach's plan: integrations, serious automation, and the weekly review.

TBD

Pricing announced soon

Start free today

Paid upgrades open soon. Start on Free and everything carries over.

Everything in Free, and

  • 2,500 active leads
  • 100 automation rules
  • 5 intake forms
  • 25 custom lead fields
  • 100 message templates
  • Weekly review that keeps score
  • Google Calendar sync
  • Calendly booking integration

Max

Every cap removed, for full rosters and coaches who never want to count.

TBD

Pricing announced soon

Start free today

Paid upgrades open soon. Start on Free and everything carries over.

Everything in Pro, and

  • Unlimited active leads
  • Unlimited automation rules
  • Unlimited intake forms
  • Unlimited custom lead fields
  • Unlimited message templates

Paid pricing is being finalized. Change or cancel anytime. Your data stays put either way.

Private by design

No ads, no third-party analytics, no AI training on your data. Ever.

Nothing hard-deletes

Archive and trash are reversible. A mis-click never costs you a client.

Your data walks free

CSV export on every plan, even a canceled one. Portability is never paywalled.

Playbooks built in

One-tap automation templates for the follow-up cadences that sign clients.

Compare the plans

What you getFreeProMax
Active leads1002,500Unlimited
Automation rules10100Unlimited
Intake forms15Unlimited
Custom lead fields325Unlimited
Message templates10100Unlimited
Weekly review
Google Calendar
Calendly
Playbook library
CSV import
CSV export

Enterprise & white-label

Your brand on the front door.

Agencies, teams, and coaching brands can run the whole system under their own name, or talk to us about anything the tiers don't cover.

Talk to uschrismatthews.mktg@gmail.com
  • Your domain, your wordmark, your accent colors
  • Client workspaces provisioned under your umbrella
  • Your templates seeded into every new workspace
  • Tenant isolation audited on every release

Questions, answered

What happens when I hit a plan limit?
Nothing breaks. You just can't add new leads, rules, or forms past the cap until you upgrade or clear space. Everything you already have keeps working exactly as before.
What happens to my data if I downgrade or cancel?
It stays put. Anything over the smaller plan's caps becomes read-only rather than deleted, and CSV export remains available on every tier, including a canceled one.
Can I buy Pro or Max right now?
Almost: paid checkout opens soon. Start on Free today, and when upgrades go live, everything you've built carries over and the new limits apply instantly.
Can I switch plans later?
Yes, in both directions. Plans are designed to move with your roster, and your data never has to move at all.
What counts as an active lead?
Only leads on your board. Archived leads don't count toward the cap, so closing out old conversations frees up room.
Is my clients' data private?
Yes: no ads, no analytics, no AI training, and you stay in control of your leads' data. The plain-language version is our privacy policy.
What does white-label mean?
The whole system running under your brand (your domain, your wordmark, your colors), with client workspaces managed under your umbrella. Email us and we'll set it up together.