Pricing
How much human
do you want?
One spectrum. At the agent end, ClientGen runs everything for you. Move up and Finspire adds a human marketing team; at the top, Pinnacle adds distribution at scale. No long-term lock-in — cancel anytime.
3 a Day
ClientGen agent- ~60 prospects/mo + 15 flex credits
- Email + LinkedIn campaigns, run for you
- Verified, compliant prospect data
- Approve & reply in ~5 min/day
Pro
ClientGen agent- Everything in 3 a Day
- Higher daily volume & lead credits
- Postcards & handwritten notes available
- Priority support
Concierge
+ Finspire human- Everything in Pro
- Human marketing layer by Finspire
- Campaign strategy & review
- Quarterly performance check-in
White Glove
+ Finspire human- Everything in Concierge
- Dedicated Finspire marketing team
- Full creative production
- Multi-channel orchestration
Enterprise
+ Pinnacle distribution- Everything in White Glove
- Pinnacle distribution network
- Multi-seat & team rollout
- Dedicated success manager
Self-serve setup — free
Walk through a guided wizard, pick your niche and market, and your first Daily 3 starts the next weekday. No call required.
Concierge onboarding — $200
A 30-minute call to tune your targeting, voice and channels with a specialist before your first send.
À la carte
Add-ons, when you want them.
Layer these onto any tier. They're priced separately — ask your rep for a quote. Ad spend on any tier is billed at cost.
Printed, addressed and mailed as part of a campaign.
Real pen-on-paper notes for high-value prospects.
Retargeting and prospecting ads — ad spend billed at cost.
Add volume on top of your monthly allotment.
Lock prospects to you within your market.
Ask your rep for current add-on pricing — we quote it per firm.
Net worth and income figures are modeled estimates, detection is roughly 90-day batched across 12 life events, and live channels today are email, LinkedIn, notes and postcards. We price plainly and only charge for what we actually deliver.
Start at $99. Move up anytime.
Begin agent-run, add human marketing or distribution when you're ready. Cancel anytime.