Start now with the right plan

What stage of growth are you in right now?
  • High Growth
  • Foundations

Bundle and get all 3

Includes Client Manager, Sales Pipeline & Funnel Builder PLUS access to B2B Mastery programs and three coaching calls.

*6 month minimum


Original total price


/mo        1-5 seats

Need more seats?

Get custom onboarding and training for your whole team. 

Funnel Builder


Up to 5 users

  • Lead Generation Gateways (100)
  • Appointments to Book Meetings (100)
  • Create Triage Forms, Pre-Qualify, Tag
  • Build Trust with Auto-Email Campaigns
  • Tracking Integrations, Payments & more

Sales Pipeline


Up to 5 users

  • Reports & Forecasting
  • Automated follow up and bookings
  • Invoicing and taking payments
  • Prospect Management and handover
  • Tracking, sequences and more

Client Manager


Up to 5 users

  • Manage all your email needs
  • Segment and snapshot of clients
  • On-boarding and Project Managing
  • Easy payments & Tasks
  • Workflows and more

Included in all plans…

Secure cloud data storage and backup.

Friendly high-touch support.

Easily change plans any time.

Data import team at your service.

B2B Support Group and Webinars.

B2B Business tool kit to help you grow.

My strategy call was amazing. It totally demystified the steps and stages in a B2B funnel. These guys know their sh*t. I now FINALLY know what I need to make my funnel a real thing, that's not just in my head.

// John Weichard
Founder of Virtual Product Manager

Your questions answered

Can you do the setup for me?

Yes! The SETUP PACK is the most popular option for business owners who value the support and guidance of a specialist. For $997, a dedicated member of our team will do the heavy-lifting for you, starting with a PRIVATE FUNNEL MAPPING CALL (to devise your own personalized strategy), followed by a 90-MINUTE SETUP SESSION (where we build the essential ingredients of any highly successful B2B funnel).

This is your opportunity to build a lead-generating Landing Page, assemble a data-capturing Diagnostic, create am eyeball-grabbing Booking Form and launch your first trust-building Email Sequence. Plus, as part of this pack, you will also get 3 MONTHS of the B2B DASH PRO PLAN, valued at $359 a month, at no extra cost. (That’s an instant saving of $1,077). In other words, for a few extra dollars, you can get it done, and quickly, with the support of a specialist consultant.

I’m really new to this stuff. Can you help with strategy?

Great question! Technology is nothing unless you have a sound strategy to guide you. That’s why, in partnership with the B2B School, each plan is supported by a Strategic Training Pack. When you sign up to the STANDARD PLAN, you will unlock our ‘FIRST FUNNEL’ CHALLENGE training program. The PROP PLAN comes with our 90-DAY DASH PROGRAM, plus our EMAIL TEMPLATE swipe file. The SETUP PLAN comes with ALL THAT plus access to out Private Group Mentoring Calls. That way, you get the TECHNOLOGY and the STRATEGIC INSIGHTS you need to succeed.

What if I want to switch plans? Is that okay?

Definitely. Most users of B2B Dash start on the STANDARD PLAN and then graduate to the PRO PLAN. And, of course, if you want to start with the PRO PLAN or SETUP PACK and access the BONUS TRAINING and SUPPORT, you can downgrade from PRO to STANDARD later. We have no lock-ins, so you can upgrade, downgrade or quit any time. Just send us and email and we’ll make that happen!

If I don’t want to use B2B Dash anymore, can I export my leads and contacts?

Of course! This goes both ways. You can export and import contacts when using B2B Dash.

Can I use B2B Dash to replace my existing Landing Page Builder… or my Diagnostic Builder… or my Appointment Booking Tool… or my Payment Cart Builder… or my Payment Merchant… or my Email Auto-Responder Tool? Or my… hang on? You do all of those things, right?

Yes. There are MANY tools available to help B2B business owners, ranging from $30 a month… to $3,000 a month! With B2B Dash, you get access to all the most important tools, plus you can now monitor all the data in one place. That’s why we call B2B Dash the Ultimate Dashboard for B2B Client
Acquisition and Onboarding. It’s the complete suite plus a dashboard that can’t be beat.