CLIENT SAVVY PLANS & PRICING
Flexible Plans Tailored to Your Needs
At Client Savvy, we make client experience (CX) a competitive advantage. Whether you're new to client feedback or scaling a firm-wide CX strategy, our flexible plans deliver the insights you need to strengthen relationships, drive growth, and continuously elevate your client experience.
Baseline
Ideal for firms seeking an easy entry into client feedback with minimal effort, a lower initial investment, and a high return on value.
Snapshot of Perception & NPS
Unlimited Clients & Contacts
Kick-Off Consultation
Customized Survey Design
Data Collection & Execution
Real-Time Alerts & Reporting
In-Depth Analysis
Consulting Session
Annual contract; Discounts for multi-year.
Billed annually.
Small Firm
Ideal for firms with fewer than 50 employees seeking a simple, cost-effective way to launch and manage ongoing client feedback.
Unlimited Users
Standard Surveys & Responses
Standard Features
Basic Onboarding & Implementation
Simplified Survey Design
Standard Training & Support
Client Success Management
Minimum two-year annual contract; Discounts for 3+ years.
Billed annually; Semi-annual and quarterly payment options available.
Pilot
Ideal for larger firms looking to test client feedback in a specific office, region, market sector, or practice area before scaling firm-wide.
Unlimited Users for Pilot Group
Unlimited Surveys & Responses
Pilot Feedback Program Design
Onboarding & Implementation
Training & Support
Annual Baseline Included
Insights & Analysis
Dedicated Client Success Manager
DKIM/DMARC Included
SSO Included
Open API Included
Minimum two-year annual contract; Discounts for 3+ years.
Billed annually; Semi-annual and quarterly payment options available.
Enterprise
Ideal for firms looking to integrate client feedback across all projects and teams to drive improvement and long-term success.
Unlimited Users
Unlimited Surveys & Responses
Full Access to Platform
Feedback Program Design
Onboarding & Implementation
Training & Support
Annual Baseline Included
Insights & Analysis
Dedicated Client Success Manager
DKIM/DMARC Included
SSO Included
Open API Included
Minimum two-year annual contract; Discounts for 3+ years.
Billed annually; Semi-annual and quarterly payment options available.
Our Enterprise Pricing Philosophy
At Client Savvy, our enterprise pricing model is rooted in our commitment to removing barriers to adoption and maximizing value for our clients. We designed our approach to ensure that firms of all sizes can fully embrace client feedback without limitations or hidden costs.
Firm-Wide Access
Without Complexity
Traditional pricing models based on users or survey volume create unnecessary friction—forcing firms to decide who gets access or limiting feedback collection to control costs. We eliminate this frustration by pricing based on firm size (full-time equivalent headcount), ensuring everyone who needs access has it.
Aligned Incentives
= Maximum Value
Our pricing scales with the potential value you can gain. A larger firm naturally extracts more insights than a 20-person practice, and our structure reflects that. The more you use our platform—more surveys, more users, more insights—the greater the value you receive.
No Budgetary Barriers
to Adoption
Unlike per-user or per-survey pricing, our model means no extra costs for expanding adoption within your firm. Whether you're sending more surveys or involving more team members in analyzing feedback, you can scale usage freely—knowing our only goal is to help you drive real business impact.
More Than a Platform—A Partner in Your Success
Tailored Onboarding
We provide a structured and customized onboarding experience to ensure a smooth and effective implementation of your client feedback program.
Program Design
We'll design your feedback program including defining objectives, asking the right questions, establishing optimal survey cadences, and ensuring seamless execution.
Integrated Consulting
We partner with you through our Client Success Program, integrating consulting and coaching to ensure your feedback initiatives drive meaningful business outcomes.
Insights & Analysis
Our analysts and experts deliver in-depth analysis, transforming raw client feedback into actionable insights that drive informed decision-making.
Training & Support
We provide ongoing training and dedicated product support to ensure your team is equipped to optimize and sustain a successful client feedback program.
Plans & Pricing FAQs
Our pricing is tailored to your firm’s unique needs, size (FTE), and objectives. To receive a customized quote and explore the best solution for your firm, we recommend scheduling a discovery call with our team.
The core subscription covers our client feedback platform, but we also offer additional services such as client perception studies and CX consulting. These services are available for an additional fee, depending on your firm’s needs.
The platform is built to support firms of all sizes. Client Savvy meets you where you are and scales with you as your firm’s FTE headcount increases, ensuring our solutions continue to align with your evolving needs and growth.
Client Savvy takes a collaborative approach, offering support through our Client Success team. They assist with designing and implementing feedback programs, provide training, and offer ongoing guidance and consulting as part of the subscription to ensure successful adoption and maximum value from the platform.
Client Savvy provides a discovery call to discuss your business challenges and demonstrate how the platform can enhance your client experience. This consultation helps assess its suitability for your firm. However, a free trial of the software is not currently available.