Partner pricing

Launch the service without building it.

Your setup fee gets the service launched. Your monthly plan gives you the platform, the capacity and the support to grow it.

No months spent creating the methodology, the workflow, the technology, the sales process and the marketing from scratch.

Essentials
An independent adviser or very small practice wanting a structured, affordable starting point.
Month one
$395+ GST
Launch, setup, training and your first month of the platform.
From month two
$150+ GSTper month
Platform, included capacity and ongoing support.
Talk through Essentials
Professional
Most practices
A practice serious about launching and actively selling succession planning.
Month one
$895+ GST
Launch, setup, training and your first month of the platform.
From month two
$350+ GSTper month
Platform, included capacity and ongoing support.
Talk through Professional
Practice
An established practice building succession planning as a team capability.
Month one
$1,495+ GST
Launch, setup, training and your first month of the platform.
From month two
$650+ GSTper month
Platform, included capacity and ongoing support.
Talk through Practice

All prices in Australian dollars and exclude GST.

How the billing works

Your first month is the setup fee.

Then it drops to your monthly plan and stays there. The two are not charged on top of each other.

Months

Month one

You pay the launch and setup fee. It covers the onboarding, the training and the implementation work, and it covers your first month on the platform.

Month two onwards

It drops to your monthly plan. That is the ongoing commitment, and it is the only recurring charge unless you add capacity or an add-on.

There is no month where you pay both. The setup fee and your first month are the same payment.

What you get every month

What you get every month, compared by plan
Feature	Essentials	Professional	Practice
Reseller logins	1	Up to 5	Unlimited team logins
Training and demo accounts	1	1	2
Included active familiesEngagements you can run at the same time.	1	3	8
Additional active familyAdded only if you need more concurrent engagements.	$99 / month	$85 / month	$75 / month
Platform and methodology	Included	Included	Included
Core marketing toolkit	Included	Included	Included
Branding	Succession Navigator branded	Co-branded	Co-branded
Support	Standard email support	Priority email support	Priority email support

Essentials

Reseller logins: 1
Training and demo accounts: 1
Included active families: 1
Additional active family: $99 / month
Platform and methodology: Included
Core marketing toolkit: Included
Branding: Succession Navigator branded
Support: Standard email support

Professional

Reseller logins: Up to 5
Training and demo accounts: 1
Included active families: 3
Additional active family: $85 / month
Platform and methodology: Included
Core marketing toolkit: Included
Branding: Co-branded
Support: Priority email support

Practice

Reseller logins: Unlimited team logins
Training and demo accounts: 2
Included active families: 8
Additional active family: $75 / month
Platform and methodology: Included
Core marketing toolkit: Included
Branding: Co-branded
Support: Priority email support

What the launch and setup fee covers

This is the work that gets the service ready to sell, done with you rather than handed over as a folder.

What the launch and setup fee covers, compared by plan
Feature	Essentials	Professional	Practice
Reseller administrator training	30-minute 1:1 session	30-minute 1:1 session	60-minute team and admin session
Succession Navigator process training	45-minute orientation	60-minute private process session	90-minute team process workshop
Launch strategy and readiness	Launch checklist and self-guided framework	90-minute 1:1 launch strategy session	2-hour practice launch workshop
Service positioning	Positioning framework	Positioning discussion included	Custom practice positioning workshop
Pricing and packaging support	Pricing guide	1:1 pricing discussion	Commercial model and pricing workshop
Launch project plan	Launch plan template	Customised launch plan	Custom implementation plan with owners and milestones
Stakeholder roles and responsibilities	Template	Mapped at launch	Team ownership, hand-offs and responsibilities mapped
Marketing launch support	Templates and copy library	Co-branded launch assets and campaign guidance	Practice-specific launch messaging and campaign plan

Essentials

Reseller administrator training: 30-minute 1:1 session
Succession Navigator process training: 45-minute orientation
Launch strategy and readiness: Launch checklist and self-guided framework
Service positioning: Positioning framework
Pricing and packaging support: Pricing guide
Launch project plan: Launch plan template
Stakeholder roles and responsibilities: Template
Marketing launch support: Templates and copy library

Professional

Reseller administrator training: 30-minute 1:1 session
Succession Navigator process training: 60-minute private process session
Launch strategy and readiness: 90-minute 1:1 launch strategy session
Service positioning: Positioning discussion included
Pricing and packaging support: 1:1 pricing discussion
Launch project plan: Customised launch plan
Stakeholder roles and responsibilities: Mapped at launch
Marketing launch support: Co-branded launch assets and campaign guidance

Practice

Reseller administrator training: 60-minute team and admin session
Succession Navigator process training: 90-minute team process workshop
Launch strategy and readiness: 2-hour practice launch workshop
Service positioning: Custom practice positioning workshop
Pricing and packaging support: Commercial model and pricing workshop
Launch project plan: Custom implementation plan with owners and milestones
Stakeholder roles and responsibilities: Team ownership, hand-offs and responsibilities mapped
Marketing launch support: Practice-specific launch messaging and campaign plan

Expert time included each month

Expert time included each month, compared by plan
Feature	Essentials	Professional	Practice
Included advisory and launch support time	Email support only, no recurring live time	60 minutes per month	120 minutes per month
What the time can be used for	Additional live support can be purchased separately	Pricing, positioning, marketing, sales preparation, first-client preparation or implementation troubleshooting	Strategy, team implementation, marketing, sales support, first-client preparation or operational troubleshooting
Unused time	Not applicable	Does not roll over	Does not roll over

Essentials

Included advisory and launch support time: Email support only, no recurring live time
What the time can be used for: Additional live support can be purchased separately
Unused time: Not applicable

Professional

Included advisory and launch support time: 60 minutes per month
What the time can be used for: Pricing, positioning, marketing, sales preparation, first-client preparation or implementation troubleshooting
Unused time: Does not roll over

Practice

Included advisory and launch support time: 120 minutes per month
What the time can be used for: Strategy, team implementation, marketing, sales support, first-client preparation or operational troubleshooting
Unused time: Does not roll over

Optional add-ons

None of these are needed to launch. They are there if the practice wants them.

Optional add-ons, compared by plan
Feature	Essentials	Professional	Practice
Full white label	Not available	Optional where suitable	$100 / month
Custom domain and branded portal	Not included	Quoted add-on	Available with white label or technical scope
CRM integration	Quoted add-on	Quoted add-on	Quoted and scoped integration
Salesforce or enterprise CRM	Not available	Quoted where suitable	Scoped integration project
Custom HTML email and promotional collateral	Quoted add-on	Quoted add-on	Quoted add-on
Additional training or consulting	Quoted separately	Quoted separately	Quoted separately

Essentials

Full white label: Not available
Custom domain and branded portal: Not included
CRM integration: Quoted add-on
Salesforce or enterprise CRM: Not available
Custom HTML email and promotional collateral: Quoted add-on
Additional training or consulting: Quoted separately

Professional

Full white label: Optional where suitable
Custom domain and branded portal: Quoted add-on
CRM integration: Quoted add-on
Salesforce or enterprise CRM: Quoted where suitable
Custom HTML email and promotional collateral: Quoted add-on
Additional training or consulting: Quoted separately

Practice

Full white label: $100 / month
Custom domain and branded portal: Available with white label or technical scope
CRM integration: Quoted and scoped integration
Salesforce or enterprise CRM: Scoped integration project
Custom HTML email and promotional collateral: Quoted add-on
Additional training or consulting: Quoted separately

The one thing worth understanding

How active-family pricing works

An active family is a succession engagement you are currently delivering through Succession Navigator. Each plan includes a set number of them.

If you need to run more engagements at the same time, add another active-family slot at the rate for your plan. When an engagement is completed and archived, that slot frees up for the next family.

A slot is a concurrent engagement, not a client you keep paying for. Finish a plan, archive it, and the slot is free for the next family.

Terms and practical notes

The small print, at normal size.

All prices are in Australian dollars and exclude GST.
The one-off launch and setup fee covers the onboarding, training and implementation activities listed for the selected plan, and it covers your first month.
Monthly subscription charges begin in month two and cover platform access, included active-family capacity and the ongoing support shown above.
Included monthly advisory time is use-it-or-lose-it and does not accumulate from month to month.
White label is an optional $100 + GST per month add-on for Practice and may require technical configuration. Availability depends on the agreed implementation.
Custom integrations, third-party software licences, additional consulting, managed marketing and on-site work are quoted separately.
Partner availability may be limited by local market coverage and our ability to support each practice effectively.

Before you decide

We will work out which plan actually fits.

Bring your client numbers and how you would want to deliver it, and we will tell you which plan suits and which one does not. If none of them do, we will say so. .

Book a 30-minute platform walkthrough

See the product, how it fits your practice, and how it could work for your clients. .