Membership Plans

Your investment in EvaluSys falls into two general categories: Membership Subscription Fees and Evaluation Licensing Fees.

Membership Subscription Fees vary by Membership Plan (see below).  Evaluation Licensing Fees apply only to usage of Business Wellness Diagnostic Series™ evaluation content.

The pricing below 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.

Review the Membership Plans below and click the applicable Register Now button to join the EvaluSys Advisor community today!

Business Advisor Membership Plans

Basic Evaluation Author Value Growth Architect™
Membership Subscription Fees $39.00
per month, per Advisor
$59.00 *
per month, per Advisor
Plan Features Register Now Register Now Contact Us
15-day Free Trial **    
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
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.

** 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.

Evaluation Licensing Fees

Purchase Quantities
License Type 1 to 9 10 or more *
Private Client Licenses
Al la carte use of any single evaluation
per use
per use
Note: Licensing fees do not apply to custom evaluations you develop as an EvaluSys Evaluation Author.  In addition, the Business Wellness Checkup™ evaluation is available for use by EvaluSys Business Advisor Members without per-use license fees.

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