Still have questions?
Let’s talk.
Book a 15-minute call with our sales team, and we’ll walk you through exactly how Habits works and whether it’s the right fit for your practice.
A straightforward conversation about your practice.
This isn’t a sales pitch with a countdown timer. It’s a focused 15 minutes to make sure Habits is actually a good fit for where you are right now - and to answer any questions that the website didn’t.
What we cover in 15 minutes
- Your practice and goals - Where you are today, who your ideal clients are, and what growth looks like for you over the next 12 months.
- How the platform works for your specific situation - We'll walk through the Engagement Engine and Prospect Pipeline relative to your criteria, not a generic demo.
- What onboarding looks like - Timeline from payment to first matched prospect, and what the setup process actually involves.
- Your questions, answered - Pricing, background check, cancellation, the backfill guarantee - whatever's on your mind.
Ready to jump in without a call? You don’t need to talk to anyone first. Get started directly and you’ll be set up to receive matched prospects within days. Or learn more about how it works first.
Book your demo
We’ll follow up within one business day to confirm a time that works for you.
No spam. No sales sequences. We’ll reach out once to schedule your call. Privacy policy.
Here’s what comes next.
From this call to going live is usually under a week. The Engagement Engine is yours the moment you sign up.
Demo call (15 min)
A focused conversation about your practice, your criteria, and how the platform works for your situation. No slide decks. No filler.
Decide at your own pace
No pressure on the call to commit. If Habits is a good fit, you'll know. You can sign up directly after or whenever you're ready.
Live within days
You'll have full access to the Engagement Engine immediately on payment. If you opted for Prospect Pro, a background check runs within 48 hours, then profile setup, criteria configuration, and you're live - matched prospects start coming through your calendar.
Don’t need a call?
Just get started.
The website has everything you need to make a decision. Most advisors don’t need a demo - they just sign up.