Platform subscription, one-time setup, and per-workflow consulting — every number published, so you can build your own budget before we ever talk.
Enter your headcount — we'll show your exact per-user rate and monthly cost. Price breaks exist at 10, 20, 50, and 100 users.
| Users | Tier | Rate / user | Annual rate | Pro Add-On | Pro annual |
|---|---|---|---|---|---|
| 1–10 | Micro | $14.99/mo | $13.49/mo | $99/mo | $89/mo |
| 11–20 | Small | $14.99/mo | $13.49/mo | $99/mo | $89/mo |
| 21–50 | Mid | $12.49/mo | $11.24/mo | $199/mo | $179/mo |
| 51–100 | Large | $9.99/mo | $8.99/mo | $349/mo | $314/mo |
| 101+ | Enterprise | $7.99/user | $7.19/user | $3.50/user | $3.14/user |
Annual billing saves 10%. Minimum 10 users. If you grow past a tier mid-year, your rate stays locked until annual renewal — never a mid-year adjustment.
More than 100 users? Enterprise pricing applies at $7.99/user/mo ($7.19 billed annually, $999/mo minimum) — book a conversation.
Priced per agency — not per seat. One flat add-on upgrades every user in your portal, including the full training & certification platform.
Most agencies take the Pro Add-On — it's where adoption becomes measurable, AI guidance lives, and new hires get certified. For comparison: a standalone LMS typically runs $5–$15 per user per month. At the Mid tier, Pro works out to roughly $4 per user — with the entire workflow platform already underneath it.
Pro Add-On pricing is per agency and scales with your tier — see the rate table above for the exact monthly and annual figures.
An AI assistant living inside your workflow guides. Plain-English questions, answers drawn only from your agency's own documentation — with the source guide cited every time.
Guide views, time on page, and adoption down to the individual user. Know who's using the system, who needs support — and prove the platform is paying for itself.
Guides docked in the browser, right beside Applied Epic while your team works. No tab-switching, no context loss. Optional to install per user.
When a guide doesn't answer it, your team raises a hand inside the platform — and the answer becomes documentation for the next person who asks.
Switch a new hire into training mode and every workflow comes with a quiz they must pass. Set the passing score, watch the progress dashboard, and know the day they're actually ready — instead of guessing.
Change a workflow and push it to the people who run it — even outside onboarding. Anyone who passed the old version has to requalify, so you always have a dated record of who was trained on the current procedure.
No hidden onboarding charges, no per-user setup costs, and nothing to pay before we've scoped your project together.
Consulting is billed per workflow, so cost scales with scope — not with your seat count. The discovery session determines your path and workflow count.
| Engagement | What We Do | Rate |
|---|---|---|
| Workflow Digitization | Convert your existing documented workflows into interactive EpOpti guides — the fastest path to a live platform | $200/workflow |
| Workflow Transformation | Full rebuild from the ground up: team interviews, Scribe screen capture, and best-practice workflow design | $1,200/workflow |
| Operational Optimization | Epic configuration optimization (activity codes, event triggers, download codes) first, then full workflow builds on a corrected foundation | $1,500–$5,000 + $1,200/workflow |
Three realistic scenarios — setup, workflow build, and a year of platform subscription with the Pro Add-On, billed annually.
Advisory Partner tiers — Essential, Professional, and Executive — are priced per agency based on size, cadence, and scope. That's not evasion; it's honesty. An embedded advisor for a 100-seat agency isn't the same engagement as quarterly governance for a 10-seat shop.
Tell us where you are, and we'll shape the tier and the number together.
The discovery session scopes your path, your workflow count, and your exact budget — before you spend a dollar.
Book a Discovery Session