A contact is an individual entered into your Inciteful account who is invited to or completes an assessment or full consultation.

You'll want to conduct consultations 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 consultation volume from these categories, and your preference for retaining consultation data to use in performance reporting and analytics, and for comparative assessment results over time. Your Inciteful application is not meant to be your primary CRM system, and you do not need to store all of your contacts in the Inciteful system -- only those who you assess or consult.

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.