The offerings outlined below are valid for a one-year period
Feature | Essential | Professional | Premier | Accelerate | Momentum | Summit |
---|---|---|---|---|---|---|
Price | $600 | $1,500 | $3,000 | $4,500 | $6,500 | $10,000 |
Integration Setup | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Templates Configuration | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Text & Email Setup | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Inbuilt Workflows | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Group Training Sessions | 3 | 4 | 5 | 5 | 6 | Custom |
Access to Recording | - | 1 month | 3 months | 3 months | 6 months | 6 months |
Live Q & A Session | - | - | 1 session | 1 session | 3 sessions | 3 sessions |
Resource Portal Access | - | - | - | ✓ | ✓ | ✓ |
Role-Based Training | - | - | - | 3 Breakout Session by Role | Full Role Breakout | |
1:1 Coaching | - | - | - | - | ✓ (1) | ✓ (3) |
Onsite Training | - | - | - | - | - | $2500/day + Travel |
Data Consultation Fee | $759 | $759 | Included | Included | Included | Included |
Data Import Limit | $.01/record | 50k | 150k | 250k | 400k | 1M |
Custom Report Delivery Time | 30days | 30days | 30days | 15days | 10days | 5days |
Reports/Year | 2 | 4 | 5 | 10 | 10 | 20 |
Chat Support | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Ticket Portal (24X5) Response Time | 24h | 12h | 12h | 6h | 4h | 1h |
Email Support | 24h | 12h | 12h | 6h | 4h | 1h |
Phone Priority | 0 | 1 month | 2M | 3 months | 4 months | 6 months |
Zoom Support | - | - | - | - | ✓ | ✓ |
Strategic Reviews | Annual | 6mo | Qtrly | Qtrly | Qtrly | Monthly |
“ServiceWorks onboarding helped us hit the ground running. The sessions were practical and tailored to our needs.”
– Jamie L., Operations Manager
“The personalized coaching and fast support response gave our team confidence and clarity from day one.”
– Sam K., Business Owner
“I’ve gone through multiple software onboardings. This was by far the most efficient and supportive.”
– Kelly D., Service Director
Choose the onboarding package that fits your business best and start your journey with confidence. Whether you're looking for foundational setup or high-touch coaching and support, we’re here to ensure you succeed every step of the way.
Get Started with Onboarding