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Subscription Plans

Initiate subscriptions include:

  • Access to all Initiate resources on starting a business, marketing, money, and management

  • Ability to customize Initiate with your organization's logo

  • Ability to assign and review progress towards action items for your learners

  • Easy invitations for users that link them to an advisor

  • Reports on utilization and progress of your learners

  • Downloadable reports on learner activity that can be pulled into your current crm and reporting systems

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Plan

Annual Fee

Organizations

Users

Advisor Peer Network and Events

CSV Download of all Utilization Data 

Business Self-Assessment

Ability for Learners to Upload Documents

Starter

$10,000*

1**

65

Included

Included

$2,500 Annual Add-On***

Premium

$20,000*

1**

Unlimited

Included***

Ability to Add your Own Content

Application Programming Interface

Included

$2,500 Annual Add-On***

$2,500 Annual Add-On***

Included

Included

Included

Included***

Included***

*The annual payment option offers the lowest cost compared to quarterly or semiannual payment plans. 

**Advisors must have email addresses with the same domain name to be considered 1 organization. Please let us know if you are interested in a network subscription.

*** One-time set up fee of $1,000 billed at the time of contract signing.

"

Initiate has been a great tool for our technical assistance program. We send clients curated content based on their needs which reinforces concepts we covered during our coaching sessions. Best of all, as a bilingual business coach, I can pull from content in English and Spanish!

- Aldo Medina Martinez, Business Services Program Lead, Craft3

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