What each plan includes
Connector, Producer and Rainmaker each include everything the plan below it does, plus more. This is the full lineup, capability by capability.
The full matrix
| Capability | Connector | Producer | Rainmaker |
|---|---|---|---|
| Partners | Unlimited | Unlimited | Unlimited |
| Introduction and referral tracking in dollars<br><em>Track the entire lifespan from introduction to referral to revenue</em> | Included | Included | Included |
| Email sync and inbox auto-capture<br><em>Your partner network populated in one click. Partners, referrals and intros are found in your email automatically and await your approval.</em> | 6-month backfill | 12-month backfill | 24-month backfill |
| Calendar and CRM sync<br><em>Google and Outlook calendars, HubSpot, Clio, GoHighLevel, Less Annoying CRM</em> | Included | Included | Included |
| Chat assistant, web and mobile app<br><em>Ask your assistant anything about your network, in writing</em> | Included | Included | Included |
| Voice assistant<br><em>The same assistant, spoken, for the car and between meetings</em> | Not included | Included | Included |
| Monthly Statement<br><em>Three days before every charge, what your network produced, with every dollar line linked to its record</em> | Included | Included | Included |
| Daily Brief<br><em>Five tasks every morning, picked from your inbox review, drafts, tasks, introductions and quiet partners. On home, email and mobile.</em> | Not included | Included | Included, Top of Mind stats |
| Proactive assistant<br><em>Nudges, reminders and alerts when a relationship needs you</em> | Not included | Included | Included |
| Ready-to-send drafts<br><em>Follow-ups, thank-yous and introductions written and awaiting your approval</em> | Not included | Included | Included |
| Inner Circle<br><em>Pick the people who matter most and how often. Your assistant drafts the touch before you go quiet, with a real reason every time.</em> | Picks and due reminders | Notes written | Notes written |
| The Game Plan, Sunday email<br><em>Three strategic tasks for the week, every Sunday evening</em> | Not included | Included | Included |
| Meeting recorder and notes<br><em>Your assistant joins, transcribes, creates to-dos, suggests profile updates, and makes everything searchable in chat</em> | 2 a month | 75 a month, packs of 25 for $49 | Unlimited |
| Meeting prep<br><em>Who you are about to meet, your history, and talking points, ready before you meet them</em> | 5 a month | Included | Included |
| After every recorded meeting<br><em>To-dos, suggested profile updates, and Ways to Help: who on the call needs something and which partner fills it, one tap to introduce</em> | On your 2 | Included | Included |
| Network Map<br><em>Who you know and the referral paths running through them</em> | Direct view | Full referral chains | Full referral chains |
| Network Health score<br><em>Your network graded, on home and in the Statement</em> | Score and grade | Full diagnosis | Full diagnosis, plus trend |
| Network Pulse<br><em>The weekly health check on your whole network, what is working, what is slipping and what to focus on</em> | Not included | Included | Included |
| Commission tracking<br><em>Who owes you and who you owe, with aging on unpaid won deals</em> | Not included | Included | Included |
| Compliance suite<br><em>Fee arrangements, disclosures, W-9s and 1099s, payment tracking</em> | Not included | Included | Included |
| Reports<br><em>Twelve in all, from partner lists to your monthly statement</em> | 4 of 12 | 11 of 12, all but Network Gaps | All 12 |
| LinkedIn profile fills a month<br><em>Partner profiles completed automatically from their LinkedIn</em> | 150 | 750 | Unlimited |
| Network Intelligence<br><em>Fourteen answers about your network, each linked to the step in your plan that acts on it</em> | Not included | Not included | Included |
| Action Plan<br><em>Your 90-day network plan with goals, phases and steps</em> | Not included | Not included | Included |
| Network Gaps<br><em>The partner types you keep needing and do not have</em> | Not included | Not included | Included |
| Top of Mind<br><em>A newsletter you write, or a personal note your assistant writes to each partner, sent as you from your own mailbox.</em> | Not included | Not included | Included |
| Weekly office hours<br><em>A live hour every week for questions</em> | Included | Included | Included |
| Quarterly network review<br><em>A live session with a strategist, four times a year</em> | Not included | Not included | Included |
| Onboarding and support | Standard | Priority | White-glove |
What a locked feature looks like
A capability your plan does not include is never hidden from your navigation. You see it exactly where it would normally live, showing your own real counts, with the plan that includes it named right there. Nothing pops up, nothing interrupts what you were doing, and nothing sends or acts on your behalf until you upgrade and use it yourself. The locked state is always a smaller version of the real thing, never a description of it.
If you are not sure whether a locked feature is worth upgrading for, open it. The locked view shows your own numbers, like how many partner types are missing from your network or how many meeting recordings you have left, so you can judge it against your own account rather than a generic pitch.
On the iOS app
Ask your assistant "what does my plan include" or "what would Producer add for me," and it reads back the capabilities above in plain language, using your own plan as the starting point.