Priced like the work.

Per user, per month, with a free tier on both products. Complete puts the whole lifecycle on one subscription.

Debut

Free

Run one takeover well.

$0forever

One active onboarding at a timeThe 30-day spine, checklist and phase gatesClient portal on a magic link, no client loginCredential ledger: received, verified, rotated by handWeekly letter, drafted from events, sent on your approvalTwo users included
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MOST TAKEOVERS RUN HERE

Practice

The working pipeline, connected to your stack.

Coming soon· per user / month

Everything in Free, plus

Unlimited active onboardingsPSA, RMM and vault connected; tasks tick from real eventsCredentials filed to your vault by referencePeople census from Entra; self-booking and nudgesAI drafts: the plan, escalation letters, the wrap reportPortal on your domain, your logo end to endRoles and approvals for the whole bench
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Firm

Many brands, many hands, acquisitions included.

Coming soon· per user / month

Everything in Practice, plus

M&A day-one playbooks for acquired books of clientsMultiple brands and workspaces under one roofSSO for your teamAPI and webhooks, both directionsAudit export and retention controlsPriority support with an onboarding SLA
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Paid tiers are per user, per month, with unlimited onboardings. The subscription keeps your tenant, integrations and history warm between takeovers.

Discovery

Free

Every deal you’re working right now, one at a time.

$0forever

One active discovery at a timeInterview mode with the six answer statesHosted client page on a private linkFindings and the risk registerThree-option pricing, accepted on the page
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Pro

The pipeline, with proof and follow-through.

Coming soon· per user / month

Everything in Free, plus

Unlimited active discoveriesTenant scan: machine-verified answers with source and timeEngagement radar, including forwarded copiesQuote and e-sign rails: your PSA, DocuSign, PandaDocAssumptions watched; change orders draft themselvesQuestion bank and playbooksClient pages on your domain
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Every feature, compared
DebutFreePracticeFirm
The spine
Active onboardings1UnlimitedUnlimited
The 30-day phase spine with gates and day counters
Takeover and greenfield playbook templates
M&A day-one playbooks for acquired books of clients
Template editor: your own playbooks, versioned
Task detail: notes, sub-steps, evidence, linked tickets
Blocked items with escalation dialog and owner
Client portal
Magic-link portal, no client login
Live progress, messages and shared files
System confirmation flow for the client
Session booking from the portal
Agent self-install links, per person, expiring
Portal on your domain, your logo end to end
Credentials
Ledger states: received, verified, rotated
Zero bytes of secret material retained, ever
Filed to your vault by reference (IT Glue, Hudu)
Days-in-the-open counters on blocked credentials
Escalation letters drafted from the ledger’s dates
People
People censusManualFrom EntraFrom Entra
Self-booking with nudges that stop when a row is done
Per-person links: one scope, expiry, revocation, view log
Automation & integrations
RMM webhooks tick tasks with the source event logged (NinjaOne)
PSA sync: tickets and boards (HaloPSA)
Microsoft 365 / Entra tenant connection
Documentation vaults: IT Glue, Hudu
Connection health, retries and failure states in the open
API and webhooks, both directions
AI drafts — every one approved by a human before it moves
The 30-day plan drafted from discovery and scans, with its assumptions listed
Weekly client letter drafted from the week’s real events
Wrap-up report compiled from the record: found, fixed, filed
Usage budget per tenant: AI goes quiet at the cap, the checklist never stops
Team & control
Users2 includedPer userPer user
Roles and approval gates
Multiple brands and workspaces
SSO for your team
Audit export and retention controls
SupportCommunityStandardPriority + SLA
DiscoveryFreePro
The interview
Active discoveries1Unlimited
Interview mode: one question up, states on the number keys, autosave every stroke
Six answer states: answered, unknown, declined, deferred, assumed, needs verification
Question bank and playbooks by client type
Self-serve questionnaire the prospect fills on their own link
Proof
Attested answers name who said it
Tenant scan: machine-verified answers with source and timestamp
The document
Hosted client page on a private link, no login, no attachment
Findings and the risk register, nothing held back for a sales call
The plan in three phases
Internal notes and margin on hatched ground, absent from the client render
Client-preview switch, rendered from the client’s own route
Living document: signed options collapse to a receipt, change orders attach
Client pages on your domain
Pricing & acceptance
Option builder: line items toggle per tier
Cost and margin guardrails, internal only
Assumptions with verify-by dates the client can see
Accept on the page: name, time, version, your terms
PSA quote rail: acceptance on your quote flips the plan here
E-sign rail: DocuSign or PandaDoc countersign, inline
Failed assumptions draft their own change orders, evidence attached
After the send
Engagement radar: opens, dwell, forwarded copies reaching someone new
Pipeline view with cooling deals flagged
Handoff to Debut: the signed plan seeds the onboarding

Complete includes every Practice and Pro row above, plus the lifecycle features below.

Complete · one subscription

The whole lifecycle, one link.

Debut Practice and Discovery Pro together, with the products between them included as they ship. The client keeps one link from the first call to day 30.

Coming soon· per user / month, one bill

Join the waitlist

Everything in Practice and Pro, plus

The signed plan seeds the onboarding: systems become the ledger, people become the census, open items become week oneNothing re-asked: records carry across sales, delivery and reviewDebrief and Vault included the day they leave betaOne pooled usage budget across every productPriority support, first in line for new integrations