A clear price. A thoughtful next step.
Begin with Reach and your own audience. Add prospecting or campaign support when it fits your practice. See the software price and the separate execution costs before deciding.
REACH FIRST. MORE WHEN YOU NEED IT.
Create with the people you already know. Explore the ClientGen Platform for lead generation, with optional campaign support for platform subscribers.
START WITH YOUR AUDIENCE
The current Claude connector offer for postcards, handwritten notes and personal pages.
$49 / advisor / month
Claude software · first 30 days free
EXPAND WITH LEAD GENERATION
For advisors who want prospect intelligence and outreach tools in one web app.
$2,388 / year
Annual subscription
OPTIONAL PLATFORM ADD-ON
For platform subscribers who want help building campaigns and drafting outreach.
$289 / month extra
Added to your platform subscription
Already a ClientGen data subscriber? Your Claude connector software is included at no additional software charge. Confirm your access →
Software and services are separate from printing, postage, note fulfillment, media spend and AI-workspace subscriptions. We confirm connector eligibility, activation and billing details during setup. Existing customers keep their current agreements.
Reach pricing here covers the current Claude connector offer. The upgraded workflow and web console are private previews; this page does not activate those services.
NO GUESSWORK ABOUT THE EXTRAS
The platform includes 1,000 upfront credits. Additional credits are $1 each. Check the required credits before unlocking data; usage can vary by action.
Printing, postage, note fulfillment and media spend are separate. Review the quote and any minimums before approving a campaign.
See campaign formats →Claude access is separate. Standalone connector software does not include the ClientGen prospect database. We confirm eligibility and activation during setup.
Understand access →FIND YOUR STARTING POINT
Explore your software costs before choosing. Mailing and media are quoted separately.
Then $49/month per advisor. Billing details confirmed during activation.
Planning illustration, not checkout. Taxes, mailing, media and Claude access are additional. Profile credits and prospect data are not included with the standalone connector.
The details, made clear
Yes. Your first 30 days of connector software are free, then we bill $49 per advisor per month. The standalone connector does not include the ClientGen prospect database. Claude access, mailing and advertising are separate, including during the free period. We confirm activation and billing details during setup.
Connector software is included at no additional software charge for all ClientGen data subscribers. We verify your account during setup. Mailing, media and other paid execution are separate.
No. The subscription is for connector software. Mailing and media are paid in addition, including during the free period. Review the quote before approving any paid campaign.
No. The new Reach console is a private preview. Free drafting shown in preview screens is not a published console offer. Console access and pricing will be confirmed before public release; existing subscriptions and agreements stay unchanged.
The annual platform includes 1,000 upfront profile credits for data access. Review the credit requirement before unlocking a profile; do not assume every action uses the same number of credits. Mailing, note fulfillment, advertising, additional credits and optional Campaign Service are separate. A software subscription does not cover those execution costs.
The platform is an annual subscription at $2,388. The $199 monthly equivalent is a comparison, not a monthly payment option.
The optional $289/month Campaign Service adds a success manager, campaign build and drafting support to your platform subscription. Work through your audience, message and campaign format, with scope agreed together. You review and approve the work; mailing, media and other execution costs remain separate.
No. Pinnacle, Finspire Creative and RIA VA Solutions offer separate services. We can help you connect with the right team; scope and pricing are agreed with that company.
Existing customers should refer to their current subscription agreement. Contact ClientGen to discuss moving to a different plan.
Bring a topic and your audience. We can explore lead generation next.