Professional Plan
For established practices and high-volume teams
✓ 50 Salesforce discovery projects
✓ Everything in Growth, plus:
✓ Advanced license selection and filtering
✓ Custom package pricing configurations
✓ Full security risk categorization
✓ Comprehensive AI readiness checklists
✓ Professional HTML & PDF exports
✓ Customer read-only portal access
✓ Unlimited team members
✓ 4-hour priority support response
✓ 60-minute white-glove onboarding
$4,990 per year
💡 Enterprise-grade discovery for high-volume practices. Annual plan includes project reset— get 50 fresh projects every year.
Order Summary
Secure annual billing
Professional — Annual $4,990.00
Subtotal $4,990.00
Total $4,990.00
Next billing: February 5, 2027
✓Cancel anytime
✓Instant access
✓48-hour support
PCI-compliant processing • 48-hour email support • Instant activation
Payment Information
Enter team billing details to complete your Professional Annual subscription
Frequently Asked Questions
Answers to common billing and plan questions
What’s included in the Professional plan?
Professional includes 50 Salesforce discovery projects, everything in Growth, plus: advanced license selection and filtering, custom package pricing configurations, full security risk categorization, comprehensive AI readiness checklists, professional HTML & PDF exports, customer read-only portal access, unlimited team members, 4-hour priority support response, 60-minute white-glove onboarding
Can I cancel at any time?
Yes. Cancel anytime from your account settings. Your subscription ends at the close of your current billing period with no additional charges. No phone calls or hoops required.
Do my projects reset with annual billing?
Yes! Annual subscribers get their full project allocation reset on each renewal anniversary. If you use 40 of 50 projects in year one, you'll start year two with 50 fresh projects.
Is billing secure?
Absolutely. All payments are processed by Stripe, which is PCI-DSS Level 1 certified—the highest level of security. Your card details are encrypted and never stored on our servers.
What if I need help during setup?
Email [email protected] and we'll respond within 48 hours. Most users complete their first analysis in under 10 minutes with our guided workflow.
When will I be billed?
You're charged immediately when you complete checkout, then on the same date each year. You can view all invoices in your account billing settings.