When a contact (prospect or member) completes one or more portions of a sales assessment, that is considered a single assessment. If a contact later repeats the same portion(s) of a sales assessment, that would be considered a separate or additional assessment.

You'll want to conduct sales assessments with some portion of your members (for upselling), with most of your prospective members (new sales) and with former or inactive members (reactivation), so your plan size will depend on your total assessment or consultation volume from these categories each month.

We work with you during an initial 2-week set-up period to configure your Inciteful account including assessment and consultation flow, branded content, services, custom recommendations and users for your primary location. Once your account is configured to reflect your preferences, the set-up of additional locations can done on a self-serve basis, or our support team can assist you.

You are billed the initial account set-up fee at the time you establish your Inciteful subscription. Your subscription fee will be charged on the 15th day following the set-up fee, and will recur monthly or annually depending on your plan.

Yes, you can include all of your facilities in one plan. Note that you can always add locations to your plan over time as you grow or as you rollout out Inciteful across your business.

Yes. In addition to self-service support content available online, your plan includes access to our support team for questions and assistance so that you can make the most of your Inciteful subscription.