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
$499 per month
💡 Enterprise-grade discovery for high-volume practices. Support 50+ client engagements annually with fastest-in-class support.
Order Summary
Secure monthly billing
Professional — Monthly $499.00
Subtotal $499.00
Total $499.00
Next billing: February 5, 2026
✓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 Monthly 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 you offer annual billing?
Yes! Save 17% with annual billing at $4,990/year. Annual subscribers also get their project allocation reset each year on their renewal anniversary.
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 month. You can view all invoices in your account billing settings.