Yardstick Report pricing

Three depths. One-time payment.

Each tier is personalized to your industry and the readiness stage your audit lands you in. PDF + PPT delivered immediately after checkout, no subscription, no upsells, no follow-up sales calls.

Take the free audit first

The audit takes 4 minutes and is what tailors every Report to your industry, stack, and readiness stage. You can buy a tier directly below, but you'll get a generic version - the audit unlocks the personalization.

2-min walkthrough / Pick your depth

Three Reports. Three different depths.

At a glance

Pick the depth that matches your decision.

Tier 1 / Lightest

One-time

Quick-Start Playbook

The focused playbook for the stage you're in right now.

  • Top 3 plays for your stage
  • 7-dimension score breakdown
  • Three vendor recommendations

15-page PDF / 12-slide PPT

Tier 2 / Standard

One-time

Strategic Roadmap

Everything in Quick-Start, plus all four stages mapped to your stack and the full vendor scorecard.

  • Full Foundation to Optimization journey
  • Industry workforce-impact analysis
  • Full vendor scorecards + stack-fit matrix

30-page PDF / 22-slide PPT

Detail, sample excerpts, and what's included for each tier. Below.

How it works

Audit first, buy second.

  1. 01

    Take the free 4-minute audit.

    22 questions, calibrated to your industry. You'll see your readiness score, peer benchmarks, an annual savings estimate, and three vendor recommendations on the next page, free, no email required.

  2. 02

    Pick the depth that matches your decision.

    If you already know your stage and just need the focused playbook, Quick-Start is enough. If you're planning the full Foundation to Optimization journey, Strategic Roadmap. If you need the CFO-defensible business case, Full AI Deployment. Each tier is described in detail below, including what a real excerpt looks like. Pricing is shown at checkout.

  3. 03

    Download instantly. Re-download for 24 hours.

    Stripe checkout takes 30 seconds. Your PDF + PPT are generated server-side from your audit answers and downloaded as a signed link. The link is good for 24 hours. Refresh the page to regenerate.

Tier 1 / Quick-Start Playbook

Quick-Start Playbook

For buyers who already know their readiness stage and want the focused playbook, not the full journey.

If you already know your stage and don't need the full roadmap: the three plays that move your score most in the next 90 days, the breakdown that explains why those three, and the vendors that actually fit your CRM and scale. The smallest, most opinionated tier, no multi-stage roadmap, no ROI model. Just the play-by-play for the quarter ahead.

What's included

The focused playbook for the stage you're in right now.

  • The top three plays for where you sit. What to actually do next, given your stage. Each play tells you who runs it (RevOps, SDR Manager, AE), what data you need to start, what outcome to measure, and how long it takes to land.
  • Your dimension score breakdown. Where you scored well, where the gaps are, and how each dimension compares to the cohort average. In plain language, not a wall of numbers.
  • Three vendor recommendations, with the reasoning printed. Not just the names. The cohort score, the stack-fit reasoning, and what you'd have to rip out to switch.
  • The vendors we didn't pick, and why. Tools that can't connect at your scale or to your CRM show up on the card with the reason next to them. No hidden filtering.
  • The rubric reprinted at the back. Every claim labelled MEASURED, ESTIMATED, or CITED. The full scoring rubric is there too, so you can argue with the weights.
  • A 15-page PDF and a 12-slide PowerPoint. Same content, two formats. The PowerPoint is the version you send your manager. The PDF is the version that lives in the binder.

The implementation plan / 3 steps over your current quarter

Quick-Start Playbook / current quarter 3 steps / 90 days
  1. 01

    Data integration baseline

    1 to 2 weeks
    • CRM dedupe pass against your current contact export
    • ICP signal check against your existing customer list
    • Warm up one email domain. Do not rotate or run parallels yet
  2. 02

    Run the top 3 plays for your stage

    30 to 90 days
    • Play 1 owner runs the bounded A/B pilot against the control list
    • Play 2 owner runs the enrichment audit and documents gap-rate
    • Play 3 owner backtests the trigger to response playbook
  3. 03

    Re-measure and decide

    End of quarter
    • Re-take the audit. Compare your new score to baseline
    • Pick the next move based on which dimensions moved most

Quick-Start scopes one quarter. Buyers who need the full Foundation to Optimization plan move to Strategic Roadmap

The PDF / 15 pages

The PowerPoint / 12 slides

The top 3 plays for your stage / the core deliverable

B2B SaaS / Scale stage 3 plays / personalized to this audit
  1. Cold-email A/B pilot using your existing Outreach + Lavender

    OwnerSDR Manager
    Data needed200-account control list
    Time to value30 days
    Expected lift1.4x to 2.1x reply rate

    Hold out a control list of 200 accounts. Measure reply lift over a four-week window. If Lavender personalization is enforced on every send, the lift band lands inside the range above.

  2. Enrichment audit and dedupe pass against Apollo free tier

    OwnerRevOps
    Data neededContact export from HubSpot
    Time to value1 week
    Expected outcomeDocumented gap-rate per ICP

    Run your current contact export through Apollo's free tier. The documented gap-rate per ICP segment is the baseline you measure future enrichment vendors against.

  3. ICP signal layer: pick 2 of 3 triggers (tech-stack / hiring / funding)

    OwnerRevOps + AE Lead
    Data neededExisting customer list
    Time to value2 weeks
    Expected outcomeTrigger to response playbook

    Backtest two of the three trigger types against your existing customer list. The output is a documented trigger to response playbook that sales can actually run.

Free audit gives you a score. The Quick-Start Playbook gives you the move

The vendors we did not pick / unique to Quick-Start and up

Stack-fit filtered out 2 excluded / 5 candidates / reasons printed
  • Salesloft Requires parallel CRM for full functionality. Stack-fit failure against your HubSpot-only setup.
  • Outreach Enterprise Designed for 50+ rep teams. Scale-fit failure for a 12-person sales team.

Every exclusion is documented in the report so you do not waste a demo

The methodology appendix / the rubric reprinted

Methodology in plain sight Claim labels + rubric weights / public
MEASURED

Observed first-hand on the free tier or trial seat, or graded by us against a sample prospect.

ESTIMATED

Derived by us from the vendor's own pricing page and feature limits.

CITED

Sourced from a vendor-published benchmark or a third-party review, with the source linked.

  • 25%Personalization quality
  • 25%Data integration and accuracy
  • 20%Email reputation
  • 15%Cost-per-seat efficiency
  • 10%UI heuristics
  • 5%Setup time

Weights sum to 100%. Affiliate links disclosed on every page they appear

The videos / 2 industry walkthroughs

Methodology
3:12

How Yardstick scores AI Sales for B2B SaaS

Frontier
4:48

AI Sales frontier companies / B2B SaaS

$25One-time payment
Take the free audit (recommended)

The audit takes 4 minutes and is what tailors the Report to your industry, stack, and readiness stage. Without it, you'll receive an industry-default version.

Take the audit to see if Quick-Start is your tier, and what your specific plays would be. Start the audit to

Tier 2 / Strategic Roadmap

Strategic Roadmap

For buyers planning the full Foundation to Optimization journey. The standard tier. What most buyers actually need.

The Quick-Start Playbook covers the next 90 days. Strategic Roadmap covers the next two years: all four readiness stages (Foundation, Pilot, Scale, Optimization) mapped to your industry and stack, plus the industry-specific workforce-impact analysis CFOs actually read. If you don't already know your stage cold or you're planning a multi-quarter rollout, this is the tier most buyers buy.

What's included

Everything in Quick-Start, plus the full multi-quarter plan.

  • The four-stage plan mapped to your stack. Foundation, Pilot, Scale, Optimization. Each stage gets its own play-by-play, the exit criteria that say you're ready to move on, and the anti-patterns we've seen kill rollouts at that stage.
  • What this does to your team. A short workforce-impact analysis for your industry: which roles compress, which expand, on what timeline. So your SDR headcount math doesn't surprise you a quarter in.
  • The full cohort scorecard, not just your top three. Every vendor we evaluated, scored on all six dimensions, with every claim labelled MEASURED, ESTIMATED, or CITED.
  • The stack-fit matrix on one page. Every vendor's integration depth, scale-fit headroom, and industry-lock status. The vendors that get hard-excluded show up too, with the reason printed next to them.
  • An annual savings estimate, with the math right there. Your sales-team OpEx times your stage's savings rate (Foundation 7%, Pilot 13%, Scale 22%, Optimization 32%) times your industry's lift band. Every input is on the page, so you can argue with any of them.
  • A 30-page PDF and a 22-slide PowerPoint. Same content, two formats.

The implementation plan / 5 stages over 24 months

Strategic Roadmap / 24-month plan 5 stages / Foundation to Optimization
  1. 01

    Data integration and engineering baseline

    Foundation 0 to 6 months
    • Clean and dedupe your CRM so every record lives in one place
    • Standardize how accounts and contacts are stored across the team
    • Write down your ideal-customer profile and check it against past wins
    • Warm up the email domain you send from, get the percentage of emails that fail to deliver under 2%
    • Confirm any AI tool you plan to buy can connect cleanly to your CRM and other tools

    Gate: data quality > 85%, email reputation healthy, ICP documented

  2. 02

    Bounded pilot with a control

    Pilot 6 to 9 months
    • Pick one workflow. Not two. Not a portfolio
    • 200-account control list, held out from the pilot
    • Instrument measurement before launch, not after

    Gate: measurable reply lift vs the control. Inside the documented industry band

  3. 03

    Standardize the stack

    Scale 9 to 18 months
    • Rollout to full SDR + AE team
    • Two-way CRM sync that handles your team's custom fields (deals, territories, anything beyond stock objects)
    • Unified reporting layer that the team trusts
    • Reject any vendor requiring a parallel CRM

    Gate: stack live across the team, reporting unified, no parallel systems

  4. 04

    Workforce shifts and governance

    Scale 9 to 18 months
    • Compliance-ops hire (one per 15 reps before Scale)
    • SDR role compression managed, not surprise
    • RevOps owns the workflow stack, not individual reps

    Gate: org-chart shifts documented and on track

  5. 05

    Attribution and continuous optimization

    Optimization 18+ months
    • Attribution model on every AI-touched workflow
    • Quarterly workflow-retirement cadence
    • Annual vendor renegotiation against measured lift

    Gate: every workflow has a control and a measurable lift number

Buyers planning a CFO conversation also need the ROI math. That lives in Full AI Deployment

The PDF / 30 pages

The PowerPoint / 22 slides

The videos / 2 industry walkthroughs

Methodology
3:12

How Yardstick scores AI Sales for FinTech

Frontier
5:24

AI Sales frontier companies / FinTech deep dive

The four-stage roadmap / unique to Strategic Roadmap and up

F

Foundation

0-6 mo

  • Dedupe Salesforce
  • ICP signals documented
  • Warm up one email domain
  • Do not buy AI tools yet
P

Pilot

6-9 mo

  • One bounded experiment
  • 200-account control list
  • Measure reply lift
  • Anti: enterprise rollout
S

Scale

9-18 mo

  • Standardize on a vendor
  • Bidirectional CRM sync
  • Unified reporting layer
  • Anti: parallel CRM trap
O

Optimization

18+ mo

  • Attribution on every workflow
  • Quarterly retire cadence
  • Annual vendor renegotiation
  • Anti: license expansion

Strategic Roadmap maps all four stages to your specific stack. Quick-Start covers only your current stage

The workforce-impact analysis / unique to Strategic Roadmap and up

FinTech / 25-person sales team About 600 words + role-displacement table
Role Direction Timeline What changes
SDR -20 to -30% 9-18 mo / Pilot to Scale AI sequencing takes over the first-touch workflow
Compliance-ops +1 per 15 reps Before Scale Every AI-generated message needs an auditable approval trail
AE Time to quota 18+ mo / Optimization Qualification data is richer at hand-off, time to quota improves
RevOps +1 to +2 heads 9-12 mo / Scale Workflow stack ownership consolidates here

Industry-specific. Healthcare, retail, manufacturing each get a different displacement table

The stack-fit matrix / every vendor on one page

AI Sales cohort / 14 vendors evaluated Excerpt / 5 of 14 shown
Vendor CRM integration Scale-fit FinTech-fit
Outreach Native Yes GDPR-clean
Lavender Via Outreach Yes Yes
Cognism Native Yes EU + UK data
Apollo Native Yes Partial
Reply.io Via Zapier Yes No EU data

Continues for 9 more vendors. Vendors that fail any column show up with the reason printed

$100One-time payment
Take the free audit (recommended)

The audit takes 4 minutes and is what tailors the Report to your industry, stack, and readiness stage. Without it, you'll receive an industry-default version.

Take the audit to see if Strategic Roadmap is your tier, and your specific stage path. Start the audit to

Pricing FAQ

Common questions about pricing and the tiers

Why one-time pricing instead of a subscription?
You don't buy a Yardstick Report on subscription. You buy it when you're at a buying decision. Each report is keyed to your specific audit answers (industry, stage, score, CRM, team size, stack), so a report you bought a year ago is a snapshot of your business a year ago. When you're at the next decision point, take the four-minute audit again and buy a current report tied to your new answers. No auto-renew, no upsells, no follow-up sales calls.
Can I upgrade tiers later?
Buy the upgrade and you'll get the higher tier's PDF + PPT regenerated against your same audit. We don't pro-rate (the price difference is small enough that the math isn't worth the friction), but the same audit answers carry forward.
What if the audit lands me in a stage where I shouldn't buy yet?
If the audit puts you in early Foundation, the recommendation will likely be: don't buy AI tooling yet. Fix data hygiene first. The audit will tell you that, free, before you reach checkout. We'd rather lose the sale than sell you a guide for a stage you shouldn't be in.
Is the PDF generic or actually personalized?
Personalized. The PDF is generated server-side from your audit answers: your industry, stage, score, CRM, deal size, team size, and stack all flow into the content. Two buyers with different audit answers receive structurally different PDFs, not the same template with their name swapped in.
What happens to my audit data?
Your audit answers are stored alongside your purchase so we can regenerate your PDF for 24 hours after checkout. We don't sell audit data, and we don't share it with the vendors we evaluate. Affiliate clicks are tracked separately and don't include your audit answers.
Can I get a refund if the guide isn't useful?
Yes, within 14 days. Email hello@yardstickresearch.app with what didn't work and we'll refund you. We'd rather give you the money back than have a bad guide circulating with our name on it.

Ready to see your tier?

The audit is free. Your tier picks itself based on what you score.

Take the free audit