PLANNED MEMBERSHIPS · NOVEMBER 15, 2026

Memberships built around the support you need.

Start with free education. Choose additional tools, coaching, or team support when it helps you put learning into practice.

These are planned launch offerings. No payment is collected through the waitlist, and content and services follow the published release schedule.

FREE MEMBERSHIP

Free membership

$0 / month

Best for: building a practical foundation.

What’s included

Live educational webinars and Q&A

Member resources and replay library

Foundational learning on SIMERP concepts

Community access and practical learning tools

Standard educational certification pathway access

INDIVIDUAL MEMBERSHIPS

Build the support around your work.

LITE · 1 USER

Lite

$49/month

Best for: building a practical toolkit.

Everything in Free

Expanded resource and presentation libraries

Monthly marketing content pack

Outreach emails and follow-up sequences

Prospect trackers and activity planners

One implementation workshop per month

PLUS · 1 USER

Plus

$149/month

Best for: developing a repeatable process.

Everything in Lite

Monthly specialist group learning sessions

Advanced sales and implementation courses

Scheduled specialist group education, not individual legal, tax, accounting, or representation services.

Employer webinar kit and industry playbooks

Referral and implementation toolkits

PRO · 1 USER

Pro

$299/month

Best for: individual coaching and review support.

Everything in Plus

One private 30-minute coaching session per month

One educational review with feedback per month

Personalized 90-day action plan

Presentation and conversation practice

Quarterly progress review within coaching

ELITE · 1 USER

Elite

$749/month

Best for: expanded support for client conversations.

All Pro resources, with expanded service allowances

Two private 45-minute coaching sessions per month

Two supported client calls per month

Two educational reviews per month

One personalized campaign per quarter

Priority scheduling and referral coordination.

Elite allowances replace equivalent Pro allowances; they do not stack.

A supported client call is planned as up to 45 minutes of scheduled participation, 15 minutes of preparation, and a brief written action summary. Availability and booking rules will be confirmed before paid enrollment opens.

AGENCY & TEAM · UP TO 10 NAMED USERS

Agency & Team

$2,500/month

$2,500/month

Best for: shared learning and support for an agency team.

Full learning and standard resources for up to 10 named users.

Shared team support

Two private 60-minute team trainings monthly

One leadership strategy session monthly

Four supported client calls shared monthly

Four educational reviews shared monthly

Agency-branded monthly marketing pack

New-agent onboarding and manager toolkit

Team progress reporting and coordination

Shared agency allowances—not 10 individual Elite memberships.

Compare the planned support.

All plans are planned launch offerings. Signup is free and collects no payment. Detailed benefits and limitations above remain part of each plan.

Free · $0/month

Foundation: webinars and Q&A, resources and replays, learning, community, alerts, and standard certification pathway access.

Lite · $49/month · 1 user

Practical tools: everything in Free, expanded resources, marketing content, outreach sequences, trackers, and one implementation workshop monthly.

Plus · $149/month · 1 user

Repeatable process: everything in Lite, specialist group education, advanced courses, employer webinar kit, playbooks, and toolkits. No individual professional advice or representation.

Pro · $299/month · 1 user

Coaching: everything in Plus, one 30-minute coaching session and one educational review monthly, a 90-day action plan, conversation practice, and quarterly progress review within coaching.

Elite · $749/month · 1 user

Expanded support: Pro resources; two 45-minute coaching sessions, two supported client calls, and two reviews monthly; one campaign quarterly; priority scheduling. Equivalent Pro allowances do not stack. Supported-call scope and booking limits above apply.

Agency & Team · $2,500/month

Up to 10 named users. Two 60-minute team trainings, one leadership session, four supported calls and four reviews shared monthly, branded marketing, onboarding tools, and progress coordination. Shared allowances, not 10 Elite memberships.

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