Plans that grow with your client list

Start with required features, client capacity, and user limits; credits alone do not describe the plan. Then estimate research usage and compare the available allowance or top-ups. If a feature is essential, choose a plan that includes it rather than assuming a credit purchase unlocks every capability.

Count planned scans, audits, reports, and other credit-consuming research. Separate recurring checks from onboarding investigation and exceptional work. Use the pricing examples as examples, then inspect the cost shown for your actual settings. Client workloads differ, so a single average should not replace your own service plan.

Grid settings affect the work required for a scan, and the action shows its cost before running. Choose coverage that answers the client’s question. Increasing detail without a clear purpose can spend more credits without changing a decision. Keep comparison settings consistent when monitoring the same area over time.

Compare the total commitment for the interval you choose, not only the displayed monthly equivalent. Consider how certain you are about client capacity and adoption. Review the checkout terms and billing policy before subscribing. A plan can be appropriate operationally while a different billing interval better fits your agency’s cash planning.

Client portal logins are free on every plan, and LeadPulse client access is included on Agency and above according to the plan information. Agency team user limits are a different consideration. Check the matrix for the plan you intend to use and distinguish staff access from client-facing access.

Choose a representative client and a few tasks that answer your purchase questions. The trial allowance is intended for practical evaluation, so inspect action costs before running broad research. Include the client experience and a team handoff. A focused trial can teach more than spending the allowance on unrelated scans.

Top-up treatment follows the plan’s rollover policy. On a non-rollover plan, unused purchased credits expire at renewal; on a rollover plan they carry forward while the applicable subscription conditions hold. Review the current billing policy and account details before purchasing a large pack or relying on a future balance.

Include an add-on when your intended workflow requires it. Read the scope and price shown on this page, then add that cost to the subscription and research estimate. Leaving a required add-on out of the comparison can make one option look less expensive than the process you actually need.

Client count helps determine capacity, but it does not describe every research workload. A multi-location client with frequent scans can differ from a simple account with occasional reporting. Build the estimate around deliverables and settings as well as client count, then review actual usage before expanding the service.

List the recurring work you promise, the research needed to support it, and the staff effort to interpret and communicate results. Add the relevant software usage rather than copying a competitor’s retail package. The resource on pricing local SEO provides a framework for turning that delivery scope into an agency price.

It may consume credits and create a large review burden without answering a useful question. Start with the client’s objective and the evidence needed to choose work. Add an audit when it resolves a specific uncertainty. More output is not automatically a better deliverable or a better use of the service budget.

Send your expected client count, number of users, key features, research cadence, and any contractual requirement. Explain whether the need is immediate or projected. A concrete workload helps the team discuss a suitable option. Avoid including client credentials or sensitive customer information in a pricing enquiry.

Keep essential delivery tools until you have verified the replacement workflow and access to historical information. Record which subscriptions would remain after adoption. Your savings estimate should reflect that final combination. A careful overlap during evaluation is different from assuming every current product can be removed immediately.

Agree on standard scan settings and reporting cadence for each service, and decide who approves exceptions. Review usage against the client work performed. The action cost provides a check before research runs. Revisit the service assumptions when a client adds locations, changes objectives, or requires substantially more investigation.

Read the billing policy linked from this site and review the current account’s Billing page. Pricing summaries explain the product model but do not replace the full policy or a custom agreement. If a particular renewal or charge is unclear, contact support with the account and relevant date, without sending payment credentials.