Keep your brands distinct. Bring the essentials together.
Coordinate up to five brand workspaces with a practical CRM foundation in each. SOAR includes unlimited team members, 5,000 operational and 5,000 marketing emails each month, 10 successful System Scribe document generations, and learning and next-step support for your brands.
$197/month or $1,970/year. Save $394 with annual billing.
Choose Your BillingMultiMissionaire → Compare Plans → SOAR
For separate brands and member-created broadcasts.
Choose SOAR when you need up to five brand workspaces or want to create your own newsletters and broadcasts. You can activate fewer workspaces and use the plan’s shared monthly allowances across the brands you operate.
What SOAR includes
- Up to 5 dedicated brand workspaces.
- Unlimited individually permissioned team members.
- Core CRM foundation in each activated workspace: contacts, website and landing-page hosting, forms, calendars, booking, invoicing and payment tools, and social posting.
- 5,000 operational emails each month.
- 5,000 marketing emails each month.
- Member-created newsletters and broadcasts.
- 10 successful System Scribe document generations each month.
- A recurring AI Next-Step Brief for each activated brand.
- Clarity Cohort learning and community, plus the monthly Business Systems Call.
- Standard account support.
Automated marketing email sequences and individual portfolio advisory are available with STAR.
Your AI Next-Step Brief
Each activated brand receives an unscored AI Next-Step Brief through ReadyCheckGo when its workspace is activated, then a fresh brief every six months of active membership.
The brief is based on the information you submit about your brand. Each brand’s six-month schedule begins when its workspace is activated. Member instructions explain how to request each included brief; no separate purchase is required for included cycles.
How your allowances work
Email and System Scribe allowances are shared across your membership, reset monthly and do not roll over. Operational and marketing email have separate allowances. Review available history and usage in your brand workspaces, and contact us before you need additional capacity.
Included email is covered by the membership price and is not separately rebilled at provider cost. Your membership does not authorize automatic overage charges. Failed System Scribe generations and duplicate retries do not consume an additional successful-generation allowance. Provider restrictions may affect email availability and sending pace, and we do not guarantee inbox placement or instant throughput.
How marketing sends add up
One newsletter sent to 500 recipients uses 500 marketing-email sends. Two newsletters sent to that same audience use 1,000 sends. SOAR includes 5,000 marketing sends each month, shared across your membership.
| Monthly subscription | $197 |
|---|---|
| Annual subscription, paid in full | $1,970 |
| Saving versus twelve monthly payments | $394 |
| Brand workspaces | Up to 5 |
| Individually permissioned team members | Unlimited |
| Operational emails each month | 5,000 shared across your membership |
| Marketing emails each month | 5,000 shared across your membership |
| Marketing features | Member-created newsletters and broadcasts |
| Successful System Scribe generations each month | 10 shared across your membership |
| AI Next-Step Brief | At activation and every six months for each activated brand |
| Clarity Cohort and monthly Business Systems Call | Included |
| Standard account support | Included |
Choose monthly or annual billing.
Your features, workspace capacity and monthly allowances are the same with either billing choice.
Charged in advance each month. Your subscription renews automatically unless canceled before renewal.
Subscribe to SOAR — $197/monthSave $394 versus twelve monthly payments.
The full annual price is charged in advance for twelve months. Your subscription renews automatically each year unless canceled before renewal. Monthly allowances still reset monthly and do not roll over.
Subscribe to SOAR — $1,970/yearCancel before renewal to stop future charges. Access continues through your paid period. Routine partial-period refunds are not provided, subject to applicable rights. Read the Terms & Conditions before subscribing.
Your brands, with access for the right people.
Each workspace is a separate CRM account. Your individual CRM login lets you switch among the workspaces you are authorized to use, while each brand keeps its own records and connected accounts. Clarity Cohort learning and community use a separate login.
Unlimited individually permissioned team members are included. Give each person their own access and assign the brand workspaces they need. There is no per-seat membership fee.
Getting started and getting help.
Timing
We target first-workspace activation within one business day after successful payment and complete activation information. Additional workspaces are assigned within 1–2 business days after a complete request, within your plan’s capacity.
You authorize the connections for your domains, calendars, social accounts, sender details and payment processor.
Support
Use our Contact page for account support, billing questions and additional workspace requests. Our response target is 1–3 business days.
Services beyond your membership
Custom implementation, migration, integrations and campaign production are separately scoped. SMS, phone services, native CRM AI agents and separately licensed extensions are outside the membership. Domain registration, payment-processing fees and external mailbox subscriptions remain your own costs.
SOAR questions
Coordinate your brands with SOAR.
Up to five brand workspaces, unlimited individually permissioned team members, 5,000 operational emails, 5,000 marketing emails and 10 successful System Scribe document generations each month. Includes member-created newsletters and broadcasts, a recurring AI Next-Step Brief for each activated brand, Clarity Cohort and the monthly Business Systems Call.
Annual billing changes when you pay, not your monthly capacity.