Campaigns and Opportunities are the two engines of trustworthy growth. A campaign is one idea carried start to finish: attention, a page, an offer, follow-up, a meeting. Opportunities are openings found and prepared: rooms to be in, partners to know, employers to help. The Growth Plan runs both on top of your Foundation, the everyday work: your website, listing, newsletter, reviews, materials, with your strategist one reply away. Opportunities can also run on its own. Either way, the plan comes first: ten minutes with Genie, and a plan you can say yes to.
One illustrative Growth Plan quarter. The plan is how much work Genie carries, not which tools you get, and every piece comes back to you for review before it moves.
One anchor campaign, with its creative
A guide or an event, its page, and the follow-up. Built from what you know.
Monthly video, newsletters, and posts
Ten minutes on camera each month, cut from the transcript, captioned, and written up in your words.
All three Opportunities lanes
Rooms, Partners, and Employers, with co-branded partner material for every introduction.
A plan review with your strategist
Genie prepares the retrospective and the proposed next quarter; your strategist is one reply away in between.
Illustrative, not a fixed deliverable list
Growth Plan · recommended
One advisor, one anchor campaign each quarter, all three Opportunities lanes, and the whole platform underneath. Your plan sets how much work Genie takes on, not which tools you can touch. Your strategist has a name and a face on your plan page: a kickoff call in week one, a plan call each quarter, one reply away in between.
$1,995 / month
or $1,795 a month on an annual plan
Genie Capacity, counted in units, is how much work the plan carries in a quarter.
Plans are usage. The Growth Plan carries 2,000 units of Genie's work a quarter, measured in Genie Capacity, and you choose what it goes toward: campaigns, video series, newsletters, local search, outreach, events. Usage shows on Home and in Settings > Billing as remaining, used, and the reset date.
One illustrative quarter: one anchor campaign built (450 units) and refreshed once (200), a paid campaign with its creative (about 100), a three-clip video series from one recording each month (about 80 each), newsletters (40 each), a handful of posts (10 each), and Opportunities runs (40 each). Roughly 2,000.
If a new step would exceed your remaining allowance, Genie pauses that step and saves your request in Billing. You can wait for the reset, add 1,000 units a quarter for $750 a month, or ask Genie or your strategist about a larger plan. Work already underway continues.
Genie-led production: you make the finishing edits and decisions. Ongoing human design work is available on a larger plan. In plain terms: Genie prepares; you finish. Or a designer finishes with you.
Opportunities keeps looking between your conversations. Every finding shows why it fits, the evidence, the recommended angle, the material needed, the draft outreach, and the prepared next move. It does not stop at a list: a monthly shortlist arrives with the pitch and materials prepared. Choose it on its own when the plan says the openings are the place to start; the Growth Plan already includes all three lanes within its quarterly allowance.
Opportunities
All three lanes for one advisor, one price: Rooms, Partners, and Employers, from first match through the prepared pitch and follow-up.
$1,000 / month
or $900 a month on an annual plan
Rooms
Rooms worth being in: podcasts, stages, panels, guest articles, sponsorships, and similar ways to reach your audience.
Partners
Referral partners: the CPAs, attorneys, and other professionals positioned to introduce you.
Employers
Organizations to serve: employers, associations, and member groups whose people fit your practice.
Partners are the CPAs, attorneys, and other centers of influence (COIs) positioned to introduce you. Larger plans for teams and firms are available on a call.
Ads are not a separate feature gate: campaign work is part of the Growth Plan. What you pay the platforms and vendors is separate. Extra work allowance and a larger plan are optional paid choices, too.
Month to month
Or annual for the lower rate. Cancel renewal any time; your plan stays active through the period you paid for.
No setup fees
No onboarding fee, no termination fee. Media spend is billed by the platforms.
Whole platform
The Growth Plan opens every capability. Capacity sets the pace, not a tool list.
Want the side-by-side against agencies, template platforms, and AI prospecting tools? Compare
The plan comes first.
Ten minutes with Genie becomes a plan: who you're for, the one thing to run this quarter, and what it costs. The Growth Plan is $1,995 a month, or $1,795 a month on an annual plan. Say yes and she starts.
Prefer to see one piece of the work first? The Audition is one piece of work for your firm, complimentary, before you decide. Start the audition