Packages
Three packages. One promise: a designed deliverable a CFO would forward.
Most clients run Core. Snapshot is a focused first review; Plus suits multi-location operations or larger SMBs preparing for system upgrades.
Packages
Three packages. One promise: a designed deliverable a CFO would forward.
First diagnostic.
Summit Signal Snapshot
For smaller businesses or owners scoping a focused initial review.
- 1–2 analysis modules
- 3–5 key findings
- Executive summary + review call
- Upload-only access
Pricing on request
Request SnapshotMost common
The standard diagnostic.
Summit Signal Core
For growing businesses with operational complexity and a clear improvement appetite.
- 3–4 analysis modules
- Full findings report (PDF + dashboard)
- Margin · cash-flow · process · automation roadmap
- Implementation recommendations
Pricing on request
Request CoreDeeper review.
Summit Signal Plus
For larger SMBs or multi-location operations preparing for system upgrades.
- Expanded data review + workflow interviews
- Optional read-only integrations
- Executive presentation
- Implementation roadmap
Pricing on request
Request Plus
Comparison
Side-by-side, what each package includes.
| Feature | Snapshot | Core | Plus |
|---|---|---|---|
| Analysis modules included | 1–2 | 3–4 | All 6 |
| Findings in report | 3–5 | 8–15 | Full coverage |
| Designed PDF report | Yes | Yes | Yes |
| Findings dashboard | Yes | Yes | Yes |
| Review call | 30 min | 60 min | Executive presentation |
| Workflow interviews | — | — | Yes (optional) |
| Read-only integrations | — | Optional | Optional |
| Implementation roadmap | Top 3 actions | 30/60/90-day plan | Full sequenced roadmap |
| Pricing | On request | On request | On request |
Pricing is set during scoping and confirmed by Stripe invoice. Self-serve checkout ships post-launch (M13). Until then, every engagement is converted manually after a scoping call.