Handbook
Recommended Pricing and Subscription Entitlements
Charge for active subject seats: people whose longitudinal profile, surveys, or PDP is managed during the billing period.
Updated
Billing metric
Charge for active subject seats: people whose longitudinal profile, surveys, or PDP is managed during the billing period.
Do not charge for:
- invited internal respondents who are not managed subjects
- external customers, partners, or coaches who only provide feedback
- tenant administrators who do not have a managed profile
- archived or deactivated subjects after the billing grace period
This encourages broad 360 participation and aligns with specialist products that charge for feedback recipients rather than feedback providers.
Recommended list pricing
| Plan | Recommended price | Intended customer |
|---|---|---|
| Free | $0 | One person evaluating the concept |
| Individual | $8 per month billed annually; $10 month-to-month | Professional or coach-supported individual |
| Team | $8 per active subject/month billed annually; $10 monthly; 5-seat minimum | Teams and SMBs up to roughly 249 subjects |
| Enterprise | From $6 per active subject/month at 250+ seats; expected $5–8 by volume; $18,000 annual minimum | Larger organizations requiring integrations, governance, security, and service |
Suggested enterprise volume guidance:
- 250–999 seats: $6.00–$8.00 PEPM
- 1,000–4,999 seats: $4.75–$6.50 PEPM
- 5,000+ seats: custom, normally $3.50–$5.50 PEPM plus any private-cloud or managed-service fees
These are launch recommendations, not claims about willingness to pay. Test them through paid pilots.
Why this price position
- Focused 360 products establish a lower floor around $3–6 PEPM or roughly $59–100 per assessed leader.
- Continuous pulse tools publicly range from roughly €2.80 to €6.80 PEPM.
- Performance-management products commonly sit around $5–10 PEPM.
- Broad performance and manager suites commonly publish $9–16 PEPM.
At $8 PEPM, Team is below broad suites but high enough to fund a stronger scheduler, tenant customization, privacy, and support model than a simple survey tool.
Entitlement design principle
Use three separate systems:
- Entitlements: what the customer purchased.
- Tenant policies: how the customer configures the purchased capability.
- Feature flags: how engineering releases or experiments with software.
Never use release flags as the billing source of truth.
Feature matrix
Legend: Included, Limited, Not included, Custom.
| Capability | Free | Individual | Team | Enterprise |
|---|---|---|---|---|
| Active subject seats | 1 | 1 | 5–249 | 250+ |
| Guest/external raters | Up to 5 per cycle | Up to 25 per cycle | Unlimited fair use | Unlimited |
| Core question library | Starter subset | Full individual subset | Full core and role packs | Full plus licensed/custom catalogs |
| Daily cadence | Not included | Included | Included | Included |
| Weekly cadence | Limited to one program | Included | Included | Included |
| Monthly/quarterly/annual | Included | Included | Included | Included |
| Active recurring programs | 1 | 5 | 25 | Custom/unlimited |
| Questions per micro-survey | Up to 3 | Up to 7 | Configurable to 25 | Configurable |
| Basic rotating coverage | Included | Included | Included | Included |
| Advanced constrained coverage and feasibility | Preview only | Included for personal packs | Included | Included plus custom policy |
| Atomic/splittable bundles | Not included | Limited | Included | Included |
| Native self-assessment | Included | Included | Included | Included |
| 180/360 feedback | One mini cycle/year | Two full cycles/year | Recurring, fair use | Recurring, custom programs |
| Relationship-specific routing | Basic self/peer | Standard relationships | Full standard relationships | Custom relationships and matrix routing |
| Anonymity threshold | Fixed | Fixed | Configurable 3–5 | Fully configurable with advanced suppression |
| PDP goals | 1 | 3 active | Unlimited reasonable use | Unlimited and program templates |
| PDP cooldown override | Limited force-next once | Included | Included | Included plus custom rules |
| Tenant custom questions | Not included | 10 personal questions | 250 tenant questions | Custom/unlimited with governance |
| Tenant custom packs/bundles | Not included | 3 personal packs | 50 packs | Custom/unlimited, parent/child tenancy |
| Pack overlays and lineage | Not included | Limited | Included | Included with delegated governance |
| Thomas import | One summary import | Item-level import and mapping | Bulk user imports | Bulk/API/custom adapter |
| History | 90 days | Unlimited personal history | 36 months default | Tenant-configurable |
| Individual reports | Included | Included | Included | Included |
| Team analytics | Not included | Not included | Included | Included |
| Organization analytics | Not included | Not included | Basic | Advanced and cross-unit |
| PDF export | One branded-neutral report | Included | Included | Custom branding and templates |
| CSV export | Not included | Personal export | Aggregate and authorized export | Full controlled export |
| Email delivery | Included | Included | Included | Included |
| Slack / Teams | Not included | One personal connection | Included | Included with admin controls |
| CSV directory import | Not included | Not applicable | Included | Included |
| Google/Microsoft OAuth | Included | Included | Included | Included |
| SAML SSO | Not included | Not included | Optional add-on | Included |
| SCIM | Not included | Not included | Optional add-on | Included |
| Public API | Not included | Personal read export | Limited read/webhooks | Full governed API |
| HRIS connectors | Not included | Not included | One optional connector | Multiple included/custom |
| Audit log | Basic account events | Personal events | 12-month admin log | Configurable long-term audit/SIEM |
| Custom data retention | Not included | Personal deletion settings | Standard tenant policy | Advanced policy, legal hold, residency |
| Data residency | Shared default region | Shared default region | Standard regional option | Contracted region/private option |
| AI question authoring | Limited trial | Included with quota | Included with quota | Policy-controlled and higher quota |
| AI comment themes/summaries | Not included | Personal quota | Included fair use | Included, configurable model policy |
| Support | Community/self-service | Email and onboarding guides | Dedicated success, SLA, security support |
Recommended limits by entitlement key
plan: team
entitlements:
subject_seats:
min: 5
max: 249
survey:
allowed_cadences: [DAY, WEEK, MONTH, QUARTER, YEAR, EVENT]
max_active_programs: 25
max_items_per_instance: 25
questions:
custom_family_limit: 250
custom_pack_limit: 50
advanced_coverage_engine: true
feedback:
full_360_cycles_per_subject_per_year: 4
external_raters: true
rater_charges: false
pdp:
active_goals_per_subject: unlimited_reasonable_use
recurrence_overrides: true
analytics:
team: true
organization: basic
history_months: 36
integrations:
slack: true
microsoft_teams: true
csv_directory: true
saml_sso: add_on
scim: add_on
public_api: limited_read
webhooks: 5
security:
audit_months: 12
custom_retention: standard_presets
Add-ons
Keep the core adaptive workflow in the base product. Charge separately only for costs or services that scale materially.
Recommended add-ons:
- SAML + SCIM for Team: $1–2 PEPM or a $2,000 annual minimum
- Additional HRIS connector: $2,000–$6,000/year depending on vendor complexity
- Managed framework design: $3,000–$15,000 one-time
- Facilitated 360 debrief: $250–$500 per leader
- Private data plane / customer-managed key: $10,000–$40,000/year
- Premium AI usage beyond fair-use quota: usage-based
- Validated custom instrument research: scoped professional service, not a software toggle
Commercial guardrails
- Offer annual billing discount of roughly 20% over monthly.
- Do not impose an enterprise security tax on basic OAuth or normal encryption.
- Keep guest raters free.
- Prorate added subject seats; allow reductions at renewal for annual plans.
- Archive leavers without continued seat charges while retaining reports under policy.
- Publish the Team price transparently.
- Use enterprise minimums to cover onboarding, security review, support, and integrations.
- Provide nonprofit and research discounts only with clear eligibility.
Metrics to validate pricing
- survey completion and weekly active subjects
- number of active programs per tenant
- 360 raters per subject
- PDP activation and completion
- AI and notification cost per subject
- support time by plan
- import and integration effort
- gross retention and seat expansion
- percentage of customers using tenant-specific packs
- willingness to pay for SSO, HRIS, and managed framework design