TechStack
Pricing

Try the suite free for 30 days.
Then we'll talk about what fits.

Use both engines on your real data for 30 days. No credit card required. No commitment. After the trial, pricing is tailored to your practice or book — Performance, Flat, or Multi-Location structures available, custom to your size and goals.

Start your free 30-day trial Talk to a person first
No credit card Unlimited email campaigns Cancel anytime Your data is yours
$

SMS messaging requires a one-time $499 setup — covers the phone number (yours to keep), A2P 10DLC registration, carrier verification, opt-in workflow, and our setup labor (7-14 business days). The trial covers unlimited email — SMS unlocks after setup. SMS compliance details →

∑

Want to see ranges before the trial? Recovery math tables show what dormant-client reactivation produces at your book size and ticket level — per-campaign, per-cadence, per-vertical. See the math →

After the trial

Three structures. One conversation.

Once you've run the trial, we walk through which structure fits your practice. The three exist because service businesses vary so much — what's right for a single-location medspa is wrong for a 5-location DSO. Specific numbers come out of the conversation.

01

Performance — aligned incentives

Small base, per-recovered-booking (or per-closed-deal) fee, monthly cap. We make money when you do; we don't when we don't. Most owners start here.

02

Flat — fully predictable

A single monthly rate, no per-deal fees, no cap to hit. For practices already running consistent volume that want budget predictability over alignment.

03

Multi-Location — volume pricing

3+ locations on a shared book, with consolidated dashboards and per-location reporting. Performance or Flat under the hood; volume pricing on top.

Service Suite
·
Retention IQ + Revenue IQ

For service businesses that live on repeat bookings.

Medspas · salons · dental · massage · fitness · pet grooming

Most owners start here

Performance

We only make money when you do.

Free for 30 days No credit card. No commitment.
Then performance-based pricing — a small base plus a per-recovered-booking fee.
Aligned incentives. We're paid when we deliver bookings, not before.
Most owners start here
  • — Both engines included for the full trial
  • — Retention: drift detection, segmentation, draft-for-review outreach
  • — Revenue: demand heatmap, dead-time detection, provider scorecards
  • — Every recovered booking tracked in the dashboard
  • — Month-to-month after trial · no contract
Start free trial

Flat

For practices with proven recovery volume.

Free for 30 days No credit card. No commitment.
Then a flat monthly rate — predictable, all-inclusive.
Best for practices already running consistent cadence and recoveries.
Predictable for finance teams
  • — Everything in Performance
  • — No per-booking fee, fully predictable
  • — Best for practices with proven cadence
  • — Easy to budget against
  • — Month-to-month after trial · no contract
Start free trial

Multi-Location

3+ locations · shared book & analytics.

Free for 30 days All locations included in the trial.
Then volume pricing, Performance or Flat — your choice, per location.
Consolidated dashboard, per-location reporting, shared book.
Built for groups
  • — Everything in Performance or Flat
  • — Volume pricing at 3+ locations
  • — Consolidated multi-location dashboard
  • — Per-location and aggregate reporting
  • — Dedicated customer success manager
Start free trial

Learn more about Retention IQ and Revenue IQ individually, or go deeper into the medspa-specific positioning on our medspa landing page.

Refi IQ
·
Refi intelligence for mortgage loan officers

For mortgage loan officers working a luxury book.

Jumbo · construction · private wealth · non-bank brokers

Most LOs start here

Performance

We only make money when you do.

Free for 30 days No credit card. No commitment.
Then performance-based pricing — a small base plus a per-closed-deal fee on your past book.
Aligned incentives. We're paid when a recovered deal closes, not before.
Most LOs start here
  • — All seven triggers + self-analyzer
  • — Career-book consolidation across any LOS
  • — Compliance-aware outreach drafts
  • — Every recovered deal tracked in the dashboard
  • — Month-to-month after trial · no contract
Start free trial

Flat

For LOs with proven volume who want predictability.

Free for 30 days No credit card. No commitment.
Then a flat monthly rate — all-inclusive, no per-deal fees.
Best for LOs with established reactivation cadence.
Predictable for high-volume teams
  • — Everything in Performance
  • — No per-deal fee, no cap to hit
  • — Best for LOs with established reactivation cadence
  • — Fully predictable for budgeting
  • — Month-to-month after trial · no contract
Start free trial

Partner Network

LO–realtor teams working in lockstep.

Free for 30 days Trial covers all 2–5 partner seats.
Then volume pricing per seat — Performance or Flat across the partnership.
Shared book, co-branded outreach, unified reporting. 2–5 seats.
Co-branded teams
  • — Everything in Performance or Flat
  • — Shared book visibility LO + realtor
  • — Co-branded outreach templates
  • — Unified partnership reporting
  • — Volume pricing across seats
Start free trial

See the full Refi IQ product page for the seven-trigger breakdown, self-analyzer demo, and competitive comparison vs Sales Boomerang, Total Expert, and HomeBot.

Enterprise

Multi-location. Multi-product. Custom.

Chains, franchise operators, multi-branch mortgage teams, DSOs, PE-backed rollups. Custom pricing with volume Performance or flat per-seat, SSO via Google/Microsoft/Okta, SCIM provisioning, custom BAA and state compliance attestations, API access, dedicated customer success team, and quarterly business reviews. Trial windows extended for enterprise evaluations.

Talk to the enterprise team
Common questions

What people ask before they start.

What does the 30-day trial actually include? +
The full intelligence layer (Drift Radar, Book Value, Voice Training), unlimited dormant-client scoring, and unlimited email campaigns through our HIPAA-eligible email infrastructure. Real engines on your real data. No feature is gated. The one thing not included: SMS messaging. SMS requires a one-time $499 setup that covers the phone number (yours to keep forever, even if you leave the platform), A2P 10DLC registration with The Campaign Registry, carrier verification, opt-in workflow build, and our setup labor — typically 7-14 business days. After SMS is set up, it's unlimited in production. See the SMS Compliance page for the full breakdown.
Why is SMS a paid setup but email is free during trial? +
Email delivery is mostly self-service — your sender domain verifies via DNS records in 15 minutes and you can send the same day. SMS isn't: every US carrier requires regulatory registration through The Campaign Registry (TCR) before they'll deliver business SMS reliably. Unregistered SMS gets filtered or blocked. The setup fee covers TCR Brand registration, Campaign use-case approval, carrier verification (AT&T, Verizon, T-Mobile), phone-number provisioning, and the opt-in / STOP-keyword workflow. Practices that skip this step send messages nobody receives.
Do I need to enter a credit card to start the trial? +
No. You sign up at app.retentioniq.io with your email, you onboard, you upload your book or calendar, you start running campaigns. No credit card collected upfront. We only ask for billing details if you choose to continue after the trial.
What happens after the 30-day trial? +
We'll have a quick conversation about which pricing structure makes sense for your practice — Performance (small base + per-recovered fee), Flat (predictable monthly), or Multi-Location (3+ sites). Pricing is tailored to your book size and goals; we don't believe one-size-fits-all works for service businesses or LO careers that vary wildly in volume.
Can I cancel during the trial? +
Anytime. Your data is yours — export anything from the dashboard at any point. We don't hold campaigns or analytics hostage. If you decide the product isn't a fit, walk away with no charges and no friction.
How does Performance pricing work in general? +
Once you're past trial: a small monthly base covers our infrastructure and onboarding — always charged. On top, you pay a flat fee for every booking or deal we recover through your campaigns. Each month's per-deal fees are capped — above that cap, additional recoveries are free to you. You're never penalized for a great month. Specific numbers are tailored to your book and shared on our pricing conversation after trial.
How do you know a booking was actually recovered through your tool? +
Every draft email and SMS carries a unique tracking link. Every flash offer carries a unique promo code. If a dormant client (90+ days since last visit) books within 14 days of receiving a campaign, it counts. You see every attributed booking with its source campaign in your dashboard, and you can dispute anything that wasn't ours. We drop disputed attributions — trust matters more than a few dollars.
Can I switch between Performance and Flat after the trial? +
Yes. Any time. Most practices start on Performance (lower risk, aligned incentives) and move to Flat once they're running consistent volume. We'll show you the math month-over-month so you can tell when to switch.
Is there a contract or minimum term? +
No annual contracts. Everything is month-to-month after trial. Cancel whenever. Founding Partners get extended trial windows and grandfathered Performance pricing.
Do I have to use the whole suite? +
The Service Suite is Retention IQ + Revenue IQ bundled — they compound best together, but you can start with either. Refi IQ is standalone. Enterprise pricing is custom.
What about HIPAA / RESPA / TILA compliance? +
For medical practices (medspa, dental): BAA signed before real client data touches the system. AES-256 at rest, TLS 1.3 in transit, 6-year retention. For mortgage: RESPA, TILA, TCPA, and Fair Housing compliance notes attach to every outreach draft. Enterprise tiers include custom attestations.
How long until I see bookings or deals? +
Service Suite: most practices see first Retention IQ bookings within 24-72 hours of launching a campaign — well within the trial window. Refi IQ: first recovered deals typically close within 30-45 days of starting outreach, so first results often land just past trial end.
What booking systems or LOS do you support? +
Service Suite: any system that exports a CSV — Dentrix, Open Dental, Eaglesoft, Curve, PatientNow, Zenoti, Boulevard, Aesthetic Record, Vagaro, Mindbody, and others. Refi IQ: Encompass, Fairway legacy, Monument, Benchmark, Jungo, Surefire, and legacy LOS systems via CSV.

Start your free 30-day trial.

No credit card. Full feature set. Real engines on your real data. Cancel anytime — your data stays yours.

Start free trial Talk to a person first
15 minutes · no sales pitch Works with your booking platform