BEYOND WEALTHTalk through your next step →

Salt Lake City · Beyond Wealth

Clear prices. A plan that fits the work.

Compare Beyond Wealth software, managed AI services, courses and website care. See starter terms, recurring charges and separate costs before buying.

Start with the right type of purchase

Software usage, managed implementation, education and performance lead agreements are different purchases. Existing subscriptions and account balances keep their current terms.

Current published catalog · USD
OptionPriceLimits and separate costs
Software starter$8 once6 shared metered usage credits; no automatic credit refill. Usage stops at the available balance. Managed work and ad spend excluded.
Beyond CRM$197/monthConfirm setup scope, supported integrations, usage and messaging fees before purchase.
Qualified Lead System$497/monthConfirm lead qualification, delivery scope, service area, credit costs and ad spend in writing.
AI Follow-Up & Booking$297/monthManaged scope agreed before work. Provider and sending costs must be confirmed.
AI Sales Machine / AI Head of Content$497 / $397 per monthSeparate services; confirm deliverables and approvals.
Full AI Team$1,497/monthDefined scope; not unlimited provider usage or guaranteed revenue.
Website build + care$499 build + $50 or $100/monthBasic or personal management. Scope confirmed before purchase.
Performance lead arrangement10% of eligible collected service feesSigned agreement controls eligibility and attribution. $8 software starter is separate. Advertising, credits and managed work are not automatically included.

AI memberships and top-ups

Boardroom Gold: $29/month with 15 usage credits. Beyond Pro: $44/month with 15 usage credits and course-library access. Platinum: $99/month with 40 usage credits and a $2 daily account usage limit. Black: $249/month with 100 usage credits and a $5 daily limit. Credits refill only after a verified qualifying payment. Review the live membership checkout for the selected plan.

New top-ups: $10 buys 8 usage credits; $25 buys 22; $50 buys 45. Credits measure metered usage, not cash value, search counts or a guaranteed number of replies. Cost varies by task and account rate.

Courses

Free: Your Next Chapter. Paid individual courses range from $27 to $997; the six-course library is $347. Compare course subjects and current prices.

Discount and installment terms

Where accepted by checkout, BEYOND10 reduces the first eligible managed-service charge by 10%; it does not mean every future renewal is discounted. Website build and care do not accept that code. Eligible yearly managed-service pricing is ten monthly charges paid together. Review the exact billing period and total before approving.

Agency Blueprint: $297 once or 3 monthly payments of $109 ($327 total). Blueprint VIP: $997 once or 3 × $349 ($1,047 total). Complete Library: $347 once or 3 × $129 ($387 total). Installment totals exceed the one-time price.

Questions before you choose

Is the $8 starter a monthly subscription?

No. It is a one-time software purchase with 6 shared usage credits. Optional memberships and services are separate.

Is the performance plan completely free?

No. Its monthly software price is $0, but a software starter, metered usage, eligible commission and any separately agreed work or advertising may apply.

Do I have to replace my existing subscription?

No. Existing subscriptions, balances and grandfathered usage rates are preserved. Review changes before making a separate purchase.

Choose your next step

Book a free 30-minute planSee prices and limits