Gatherly Client Onboarding Hub · order form
Gatherly subscription
One retainer that starts a fortnight earlier covers the year at this price. Billed on live portals so archiving a finished client costs you nothing. No free tier.
Contract tier
Solo
$39 /mo
or $398 annual prepaid
- · White-label portal on your own subdomain
- · Checklist with required and optional steps
- · Email nudge sequence with full reminder trail
Studio
Most taken$69 /mo
or $704 annual prepaid
- · Everything in Solo
- · WhatsApp nudges plus founder escalation ladder
- · Per-lead portal board and completion reporting
Agency
$99 /mo
or $1,010 annual prepaid
- · Everything in Studio
- · Unlimited account leads and reusable step libraries
- · Retainer-start reporting across the whole client base
Included allowances and metered rates
| Meter | Included | Beyond allowance |
|---|---|---|
| Client portals | 3 portals | $12 / portal |
| Nudges sent | 150 messages | $0.05 / message |
| Assets verified | 150 assets | $0.25 / asset |
| Magic links issued | 12 links | $1 / link |
1 seats included on Solo.
First-period projection
Modelled from the operating baseline this workspace ships with — the same calculus the desk shows live.
- Solo retainer$39/mo · 3 live portals$39
- Client portals overage6 portals × $12$72
- Nudges sent overage562 messages × $0.05$28.10
- Assets verified overage191 assets × $0.25$47.75
- Magic links issued overage15 links × $1$15
Projected period total$201.85
Account and billing
- Contract
- Solo · rolling monthly or annual prepaid at −15%
- Invoicing
- Base retainer in advance; metered usage and variable fees in arrears
- Payment methods
- Card and direct debit via Stripe; BACS on annual contracts
- Cancellation
- 30 days written notice; data export available on request at any time
- Data residency
- eu-west by default; workspace records exportable as CSV from every desk
What is live on day one
- LivePortal & checklist enginePortals, steps, required/optional rules and completion percentages are computed from workspace state.
- LiveNudge sequencerCadence, message bodies, escalation ladder and the full reminder trail run here.
- LiveUsage metering & invoice mathsPortals, verified assets and nudge volume drive the projected invoice on every mutation.
- At go-liveMeta & Google OAuth grantsGrant steps are tracked and marked verified by the account lead today. One-click authorisation replaces the manual confirmation once the Meta Business and Google Analytics apps clear review.
- At go-liveWhatsApp Business deliveryNudge bodies, channel choice and send timing are produced here and can be sent from your own inbox now. WhatsApp Cloud API delivery switches on when your number is verified.