Pay small. Win big.
No setup fees. No long-term contracts. You pay a flat monthly fee — plus a tiny success fee only when a lead becomes a paying client. That's it.
Get your feet wet. See real leads, real fast.
- 5 matched leads per month
- Weekly digest email
- Basic firm profile (size, industry)
- Signal filtering by location & industry
- Lead self-serve portal
For firms serious about growing their book.
- 20 leads per month
- Priority signal matching
- Trade + geo filtering
- Full ICP configuration (revenue, employee count, state)
- Lead scoring & priority ranking
- CRM webhook integration
- 14-day lead replacement guarantee
Unlimited leads. All signal types. Dedicated metro focus.
- Unlimited leads
- All signal types (IRS 2553, license, SBA, scorp)
- Dedicated metro focus
- Everything in Growth
- Success-fee discount: $17.50/lead
- 10% referral fee on closed clients
$25 per lead — pay as you go
Not ready for a monthly plan? Buy individual leads one at a time. No commitment, no subscription. You pick the metro, we match the ICP.
CRM Webhook Integration
Push qualified leads directly into HubSpot or Salesforce the moment they're scored. Real-time, no manual export. Available for Starter and Growth plans.
Already converting leads? Move CRM webhook to Growth for just $49/mo and stop exporting manually.
How success fees work
Tracking is simple, self-reported, and requires no login.
Lead lands in your inbox
Qualified, scored, delivered to your digest email. You follow up, make the pitch.
30-day check-in email
We send a simple reply-based email: "Did this lead become a client?" One click, no login.
You self-report the value
If yes, reply with their annual revenue. We calculate the success fee and invoice you. No guesswork.
Flat success fee
Starter & Growth: 10% of first-year revenue, capped at $250. Pro: $17.50 per lead, 10% referral fee on closed clients.
Why this model? Home services contractors have thin margins. Financial advisors are price-sensitive. A success fee tied to actual revenue means we only win when you do — and it never costs you more than the monthly subscription to find out.
Common questions
What's a "qualified lead"?
A business (home services contractor, financial services client, etc.) that matches your ICP and has a recent financial signal — IRS Form 2553 filing, contractor license, SBA loan, scorp change — within the last 90 days.
What if I don't close the lead?
No success fee. We only invoice when you confirm the lead became a paying client. The monthly fee is still due regardless of outcome.
Can I cancel anytime?
Yes. Monthly plans cancel at end of billing period. No long-term lock-in, no cancellation fees.
What counts as "first-year revenue"?
The client's annual contract value at the time of conversion — typically estimated from their business profile or your self-report in the check-in email. We don't audit; we trust.
Do I need a CRM to use ClientBridge?
No. The digest email is the default delivery mechanism. CRM webhook is an optional add-on for firms already running HubSpot or Salesforce and want leads pushed automatically.
How do I know if a lead converts?
We send a simple email 30 days after delivery asking "Did they become a client?" You reply yes/no and optionally share the annual revenue. That's it.
Start with 10 real leads this month
Pick the plan that fits. No credit card required for trial.