Advisor Membership Plans

THREE LEVELS OF CONSULTING TECHNOLOGY

EvaluSys offers three tiers of consulting technology solutions, starting at an affordable $39 per month, per advisor.  All plans allow for custom branding of the EvaluSys platform and reports.

BASIC ADVISOR

Reveal important process gaps in sales, marketing, finance, H/R and more, limiting business performance and growth.

Use individual modules within the Business Wellness Diagnostic Series™ for targeted examination or the entire series for a holistic picture of business management capability and process maturity.

EVALUATION AUTHOR

Reveal important process gaps in sales, marketing, finance, H/R and more, limiting business performance and growth.

Use individual modules within the Business Wellness Diagnostic Series™ for targeted examination or the entire series for a holistic picture of business management capability and process maturity.

VALUE GROWTH ARCHITECT

» Become a Value Growth Architect and take your consulting services to the ultimate level of professionalism and value creation.

» Use EvaluSys technology to formalize your network of management subject-matter experts and deploy them as Growth Architects on client Value Growth Architecture engagements.

» Develop an interactive 5-year Enterprise Value Growth projection, identifying how each recommended action will contribute to new earnings growth, earnings quality improvement and higher business value.

» Use the resulting collection of ROI metrics to prioritize action execution and generate a Value Growth Action Plan achieving value growth objectives.  Track execution of the plan and achievement of value growth goals.

Compare Advisor Membership Plans

 Plan Features
 BasicEvaluation Author
Value Growth Architect
 Membership Subscription Fees
$39.00
per month, per Advisor
$69.00  *
per month, per Advisor
$99.00  **
per month, per Advisor
Business Advisor Portal Access
Client Access to Advisor Client Portal
Unlimited Use of Business Wellness Checkup
Client Evaluation Results Reporting
PayPal Integration for Checkup Evaluation Client Payments
Goal Impact Analysis™
Workshop Management
Workbench Access for Authoring Evaluations
Hosting of Custom Evaluations
Advisor Network Administration
Advisor Network Metrics Tracking
Periodic Metrics Email to Network Members
Personalization of Custom Evaluation Results Emails
Growth Action Value Contribution Projection
Value Growth Action Planning
Value Growth Action Tracking
Value Growth Summary Reporting
Value Growth Action Summary Reporting

* Evaluation Author Plans carry a one-time Author Training Fee of $750 (USD) per advisor. This fee covers: (a) Enrollment in EvaluSys Evaluation live, web-based training; (b) Up to three (3) hours of coaching from an experienced Evaluation Author; and (c) A collection of document templates and other materials useful in authoring custom evaluations. Additional coaching hours available at a modest hourly fee.


** Value Growth Architect Plans carry a one-time Training Fee of $1,950 (USD) per advisor. This fee covers all the benefits of the Evaluation Author Training above, plus: (a) Enrollment in EvaluSys Value Growth Architecture live, web-based training; and (b) Up to three (3) hours of coaching from an experienced Growth Architect. Additional coaching hours available at a modest hourly fee. 


*** 15-day free trial only applies to Basic plans due to training and on-boarding support associated with Evaluation Author and Value Growth Architect solutions.

EvaluSys Pricing

Your investment in EvaluSys falls into three general categories:

  • Membership Subscription Fees (see above)
  • Evaluation Licensing Fees (see below)
  • VGA Team Licenses.


VGA Team Licenses are required for the Value Growth Architect (VGA) membership plan whenever you allow clients and other advisors online access to EvaluSys VGA features.


All of this pricing reflects standard EvaluSys pricing.  If you are a member of an industry trade group, business association or other membership organization, ask your organization leadership if they offer special EvaluSys pricing as a member benefit. Contact us for details.

EvaluSys Evaluation Licensing Fees

License Type / Purchase Quantities  1 to 9
10 or more *
 Private Client Licenses
Al la carte use of any single evaluation
$89.00
per use
$79.00
per use

Note: The Business Wellness Checkup™ and Exit Planning Checkup™ evaluations are available for use by EvaluSys Business Advisor Members without per-use license fees. In addition, Licensing Fees do not apply to custom evaluations you develop as an Evaluation Author, although a Custom Evaluation Processing Fee of $15 (USD) will apply to each use.


* Quantity discount applies to license purchases acquired in any single purchase transaction.