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Frequently Asked Questions

Find the answers or ask us directly.

What training and support are included in the Performance Package?

Self-paced training, customer support (chat feature or emails), and up to 2 hours of custom live training sessions. 

What training and support are included in the Enterprise Package?

All items included in the Performance Package plus a negotiated number of training & consulting hours. These plans are based on the needs of the client.

How long does it take to set up Strategypoint?

That depends on the amount of data available, but generally we estimated 30 min – 60 min to build a strong foundation.

  • 15 minutes to get setup with primary users, plans, and goals. 
  • 15 minutes (per department) to set up Work (projects and routines).
  • 15 minutes to input all users and build the org chart.
  • 15 minutes to configure user preferences (notifications, card arrangements, etc.).

How long does it take to complete training?

Users should budget 20 minutes to complete the self-paced introduction course and 60 minutes to explore and populate the app.

Do I need a background in strategic management to use Strategypoint?

No, we welcome users that are new to developing strategic initiatives and goals. 

  • The app contains a library of best practices templates for plans so you do not have to design your own.
  • Our subject matter experts are happy to coach up users on best practices, processes, and change management before you roll-out Strategypoint. 
  • We are continuously adding to our resources library. Click HERE to check it out.

Can I use Strategypoint on my mobile phone or tablet?

Yes. You can access Strategypoint on your mobile phone or a tablet by logging in at We recommend working on a laptop or desktop screen.

Does adding team members affect my plan or how I am billed?

Yes. Our Performance Plan is $20 per user, per month. Your monthly billing will charge for the number of users associated with your account. If you have a large team, contact us about our Enterprise Pricing.

Will I be charged once I start a trial?

No. You do not need to enter any credit card information up front. After your free 14-day trial, you have the option to upgrade your subscription (full functionality) or go to a view only mode.

Can I change my plan later?

Yes! You can edit your subscription plan at any time.

What if I have other questions?

Email us at with any specific needs or questions.

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