Client Switch Kit
We've put together some resources to help you connect with your clients, see if they're looking for a new platform, and if Success.co is right for them.
What demoing and onboarding looks like
Your clients can start a free trial and be running their first L10 in Success.co within a week, and we do the heavy lifting for free.
How to start the conversation with your clients
Switching might not be the best option for your clients. Or maybe it's not the best time. So we've put together a way to help you work out what's right.
Ask about their current software
Use our quick questionnaire to see how they feel about their current setup and whether they need a new option.
Tell them about Success.co
Send them an email to see if they're interested in learning more and taking a trial run. We've written one for you.
Answer their questions
Check the FAQs, or have them talk to us directly.
Start them on a free 30-day trial
Click "Add client" in your Implementer Hub, or send your PartnerStack referral link. Tell us about their needs and we'll tailor the demo.
Is your client ready to switch?
A short questionnaire to work through with your client. Their score tells you whether to stay in touch, send a demo, or start a trial with free migration.
An email you can send your clients
Not sure how to bring it up? We've written one for you.
Pick your email below and it opens ready to send, with the subject line and message filled in. Add your client's name and address, make it your own and send.
Simple, transparent pricing
One All Inclusive plan with every EOS tool, every feature, and the desktop and mobile apps. No tiers to compare.
From $12 per user per month
The price per user drops as the team grows, and annual billing costs less than monthly. Teams over 1,000 users get a custom plan.
Try it free, risk free
A 30-day free trial with no credit card, free migration, and a 100% money-back guarantee for the first 12 months.
Free plan and nonprofit discount
The Free Forever plan covers the V/TO™, Accountability Chart™ and Organizational Checkup™. Nonprofits get 50% off.
Have a client in mind?
Add them from your Implementer Hub, or introduce them to Philipp so he can walk your clients through a customized demo of Success.co.