Billing in Stage 1, through Stripe
How Stage 1 plans, limits, trials and payments work. Stripe handles the card, and your Board keeps filling whatever your billing status.
· 3 min read
Most sales tools make billing the hardest page to understand. Seats, credits, tiers and add-ons, and you find the limit the day you hit it. Stage 1 keeps it to three plans, one workspace price and limits you can see.
The plans
Starter is $79 a month. One seat, three plays and 100 work emails a month. It's for one seller working a focused list.
Team is $249 a month. Up to five seats, unlimited plays, Slack and 500 work emails a month. It's for partners and sellers working the same accounts together.
Partner is $2,500 a month and is set up by conversation, not checkout. It includes everything in Team, 2,000 work emails a month, and Inversion CRO building the plays, research and messaging with you, plus a monthly pipeline review.
Plans are priced per workspace, not per seat. Every plan gets the Board, the Desk, the Brain, 3x3 research, warm intro paths and sending from your own LinkedIn and email. The full comparison is on the pricing page.
How you pay
Choose a plan under Settings, Billing, and Stage 1 opens Stripe Checkout. Stripe takes the card. Stage 1 never sees the number.
Once you're subscribed, Manage billing opens Stripe's own billing page. Change plans, update your card or cancel from there. Promotion codes work at checkout.
Stripe tells Stage 1 when a subscription starts, changes, ends, or when a payment goes through or fails. Each of those messages is checked against Stripe's signature before Stage 1 acts on it, and each one is applied once. A repeat from Stripe changes nothing.
The trial
Every new workspace starts with a 14-day free trial and no card. The trial includes everything in Team, with full research on your top 15 accounts, 10 approved accounts and 25 work emails.
When it ends, nothing is charged. Your Board keeps filling, sending pauses, and everything you set up stays where it is until you choose a plan. For what the first two minutes of a trial look like, see your first Board in two minutes.
How the limits work
Limits show up when you reach them, in plain words. Try to add a fourth play on Starter and Stage 1 tells you the plan includes three and that Team has no cap. Try to invite a second person on Starter and it tells you Team holds five. Slack connects on Team and Partner.
Work emails are the one limit that resets. Only verified emails Stage 1 finds count against it. A lookup that comes back empty is free, and Stage 1 won't look up the same person twice in a month. If the allowance runs out, sequences keep running on LinkedIn and email picks back up when the allowance resets on the 1st.
When a payment fails
A failed payment pauses sending. Nothing goes to a prospect until the card is updated. The app says so on the Board and under Billing, and points you at the fix.
A canceled subscription works the same way. Sending stops. The Board doesn't. Seeing which accounts are moving is always free in Stage 1. Reaching people is what the plan pays for.
Paid invoices and the partner program
Fractional CROs, advisors and agencies can refer firms to Stage 1 and earn 20% of every payment those firms make, for as long as they stay. When Stripe reports a paid invoice, Stage 1 credits the referrer from it. The details are on the partner program page.
Why this matters for a services firm
A services firm buys tools the way it buys anything. Somebody has to explain it to a partner who asks what it costs and what happens if you stop. Three plans, one workspace price and a Board that keeps running are easy to explain.
And the price sits next to the deal size. One first meeting that turns into a $150K engagement pays for years of Team. For how to think about the cost of the first meeting, read time to first meeting as a metric.
Pick the plan that fits how many people are selling. Change it any time from Billing.