What it costs
Pick what you want first, and Genie builds your plan around it.
More referrals from the professionals around you
A co-branded guide for one CPA or attorney, a small room together, and the next partners each month.
Get my plan for thisReach the right people online
A guide made for the clients you want, with its page, its follow-up and, when you’re ready, ads behind it. Already make videos, a podcast or a newsletter? Genie builds on it.
Get my plan for thisFill a room near you
A workshop from invitation to follow-up: the mailing, the page, the reminders and the handout.
Get my plan for thisRecommended
$1,995
Growth Plan
$1,795 a month on annual
Start with any one. All are included.
Speaking and partnership opportunities
A shortlist each month of podcasts, stages, CPAs and employers that fit you, with the pitch and materials prepared.
Get my plan for this$1,000
Opportunities
$900 a month on annual
All three lanes
Get your firm’s advisors growing
One audience and one campaign in the firm’s brand, with the right advisors behind it, and each advisor’s own opportunities.
Get my plan for this$4,200
Growth Partner Firm
$3,500 a month on annual
Up to three advisors
No setup fee. Month to month. You approve every piece.
Each plan includes a set amount of work each quarter, and you choose what comes first.
Examples, not promises. Every plan includes all three Opportunities lanes: Rooms, Partners, and Employers. Ad spend, printing and postage are separate.
Ads are optional. When you want them, spend goes straight to Meta or Google and is separate from the plan. We recommend starting around $1,500 a month and raising it once the campaign is converting; some advisors start at $1,000.
Weighing the other ways to get your marketing done? Compare
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. Underneath both is your Foundation, the everyday work: your website, listing, newsletter, reviews, materials. Partners are the CPAs, attorneys, and other centers of influence (COIs) positioned to introduce you.
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.
A quarter could look like this: an anchor campaign or a client event, whichever fits the quarter, with paid ads and fresh creative every couple of months; a video series from one recording each month; a newsletter each month; weekly posts; a few website pages; your local listings brought up to date; and Opportunities runs with the pitch drafted.
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 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.
A growth plan shaped around your practice.
Answer a few questions, as many or as few as you like, and Genie writes your plan: the clients you want more of, what to run first, and what it costs.