Pricing · BoardSuite Plans

Three plans. Three engines.
Pricing scoped to your portfolio.

No rate cards. No project minimums. No "starting at" pricing that lands at 4× when you sign. Every retainer is all-in for the listed deliverables, billed monthly, with one CAM firm per market.

Get scoped pricing in your Strategic Review →
Fix what's leaking
Foundation
The right base layer before anything else compounds.
Starter engagement
Scoped to your portfolio at the Strategic Review.
Best for: CAM firms under 1,500 doors with no marketing function
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What's included
Brand audit + identity refresh
Website redesign (4 audiences: boards / RFPs / homeowners / talent)
Local SEO + Google Business Profile optimization
Review velocity engine (target: 10+ reviews/quarter)
Print system foundation (proposal, deck, signage templates)
Quarterly strategic review
Not included
Active prospecting
Paid acquisition
Content engine
Most chosen
The full system
BoardSuite Growth
Three engines running. One playbook. One accountable team.
Mid-tier engagement
Scoped to your portfolio at the Strategic Review.
Best for: CAM firms 1,500–5,000 doors building a real growth motion
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What's included
Everything in Foundation, plus —
BoardReach: AI search optimization, content engine (4 articles/mo)
BoardReach: Paid acquisition (Google Ads + LinkedIn)
BoardMatch: Proposal optimization + RFP response system
BoardMatch: Sales messaging + UVP development
BoardRetain: Newsletter production (monthly, branded)
BoardRetain: Board education library (4 micro-courses)
Monthly strategic review + quarterly board
Not included
Fractional BD prospecting
Custom course production
Compound through plateau
BoardSuite Scale
Active prospecting, custom systems, dedicated CAM operator.
Enterprise engagement
Scoped to your portfolio at the Strategic Review.
Best for: Multi-market operators 5,000+ doors hitting growth ceilings
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What's included
Everything in Growth, plus —
Groundwork: Fractional BD (active prospecting, 40 conversations/mo)
Custom course production (2 branded courses/yr)
Multi-market local SEO (up to 5 metros)
Custom CRM/portal integrations (Vantaca, AppFolio, Buildium)
Dedicated CAM operator (not an account manager)
Bi-weekly strategic review + monthly leadership board
Annual industry research participation
Not included
M&A advisory (separate engagement)
Side by side

What changes between tiers.

Foundation
Growth
Scale
Strategic review cadence
Quarterly
Monthly
Bi-weekly
Brand + identity
✓ Refresh
✓ Refresh + system
✓ Full system + custom
Website
✓ Redesign
✓ Redesign + ongoing
✓ Multi-site + ongoing
Local SEO
1 metro
1 metro
Up to 5 metros
AI search / GEO
✓ Full
✓ Full + research
Content engine
4 articles / mo
8 articles / mo
Paid acquisition
Google + LinkedIn
Google + LinkedIn + Meta
Proposal optimization
✓ System
✓ System + custom
Sales messaging
✓ + BD scripts
Fractional BD prospecting
✓ 40 conversations / mo
Newsletter production
Monthly
Monthly + custom
Board education library
4 micro-courses
Custom course production
Print system
✓ Foundation
✓ Foundation + ongoing
✓ Full + custom
CRM/portal integrations
Standard
Custom (Vantaca, AppFolio…)
Dedicated CAM operator
Shared
Dedicated
Market exclusivity
✓ ZIP
✓ Metro
✓ Multi-metro
How we price

Four rules that govern every retainer.

One CAM firm per market.
We don't run identical playbooks for two competing firms in the same metro. Period. When you hire us, your competitor can't.
All-in pricing.
Retainer covers all listed deliverables. No per-project line items, no surprise scope fees, no rate cards. The number you see is the number you pay.
12-month commitment.
Marketing compounds. We don't take month-to-month engagements because the math doesn't work — for you or for us. Real systems take 12 months minimum to mature.
Outcomes, not deliverables.
Every quarter we report against a small set of board-level outcomes (lead volume, win rate, retention) — not how many blog posts we shipped.
Pricing questions

Honest answers, plainly.

Ready when you are

Want a real number for your situation?

The Strategic Review covers tier fit. By the end of 30 minutes, you'll know which plan maps to your portfolio — and what it actually costs to run.

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