Choose your SGEN plan

How to choose the SGEN plan tier that fits the work you do

The right SGEN plan is not the most features you can get. It is the one that matches the scale of your actual operation — the sites you run today, the team size you have now, the content volume you genuinely publish, and the modules you use every week. Paying for a tier you do not need costs money. Staying on a tier that is too small costs productivity, because the features you need are gated until you upgrade.

This guide is a decision framework. It walks you through five assessment questions, maps your answers to a tier, shows you where to go in the admin to review your current plan and change it, and tells you what to do when you land between two tiers and are not sure which way to go.

SGEN's own content team ran through this guide before moving from Starter to Growth. Their situation: three people on the team, two published sites, a contact form and a wholesale enquiry form, monthly traffic growing month-on-month, and a team that wanted to start using the custom forms builder and blog scheduling tools. Growth was the answer. No Agency needed — no white-labelling, no sub-accounts, one brand.

What you end up with after this guide is a clear tier choice, a confirmed list of the features that come with it, and a path to change your plan through SG-Admin if your current plan does not match.

What is this for?

This guide is a plan-selection decision framework. It is for operators and account admins who need to answer one question with confidence: which SGEN tier fits the work my team does?

Five situations land you here.

First-time signup. You have created a SGEN account — or you are about to — and need to choose a plan before you go live. You want to pick correctly on day one rather than switch plans two weeks in after realising you guessed wrong.

Pre-promotion from Sandbox. You have been building and testing in the Sandbox environment. The site is ready. Before you promote it to production, you need to select the plan your live site will run on. The Sandbox tier is not a production plan — it is a proving ground. This guide helps you transition from "testing done" to "plan confirmed."

Plan upgrade decision. You are already live on a plan, but the work has grown. Your team is bigger, your traffic is higher, or you have started using features that are not available on your current tier. You need to confirm whether the next tier up is the right move or whether a higher tier would serve you better.

Multi-site needs assessment. You are managing more than one SGEN site — or planning to. Site limits vary by tier. This guide includes a clear question on site count so that multi-site setups land on a tier that supports them without surprise blocks.

After team growth changes your load. You added people to the team, and the seat count or collaboration features on your current tier are feeling cramped. This guide maps team size to tier clearly so you can confirm whether you need to move up before the friction compounds.

All five situations produce the same outcome: a confirmed plan tier and a path to act on it.

Good use cases

Plan selection matters in each of these situations.

• A founder pre-launch. A founder completed the onboarding wizard and

has a fully styled site ready to go live. They ran through this guide to confirm that the Starter tier covered their current needs — one site, solo operator, no team seats needed yet — before entering billing details. No need to pay for Growth until the team grows.

• A marketing manager inheriting an active account. A new marketing

manager took over an account that had been running on Starter for fourteen months. Traffic had grown significantly. She ran through the five assessment questions in this guide and confirmed that the team was bumping against the Starter seat limit and wanted blog scheduling tools available only from Growth onwards. She completed the upgrade the same afternoon.

• An agency setting up a client sub-account. A digital agency runs its

own SGEN Agency plan. When onboarding a client, they used this guide to document which tier the client account itself should sit on — separate from the agency's own plan — so that billing was clean and the client had the right feature set without over-provisioning.

• A business owner approaching a site limit. A business owner runs

a flagship site and a second site for their wholesale arm. Both live on the same SGEN account. He realised he was close to the site limit and ran through the site count question in this guide to confirm he needed to move to a tier that supports more sites before adding the third.

• A team lead planning ahead for a new hire. A team lead is about to

hire a content coordinator. Before posting the job description, she checked the seat count on the current plan to confirm the new hire could be added without hitting the user limit. She used this guide to confirm the Growth tier had enough headroom.

• A solo operator deciding between two tiers. A one-person operation

running a service-business site is not sure whether Starter is enough or whether Growth is worth it for the features in the upgrade. They ran through the assessment questions in this guide, landed clearly in the Starter column on every question, and saved themselves a month of unnecessary spend.

What NOT to use this for

• This guide does not cover detailed feature-by-feature price comparisons.

Dollar amounts and feature lists change with product releases. The authoritative comparison table lives at sgen.com/pricing. This guide is a decision framework that helps you interpret that table, not a replacement for it.

• **This guide does not cover one-off discount conversations or custom

commercial arrangements.** If your organisation needs custom pricing, volume licensing, an education or non-profit rate, or any other non-standard commercial arrangement, contact the SGEN sales team directly. This guide handles self-serve tier selection only.

• This guide does not walk through a plan downgrade. Downgrading a plan

has different considerations — data retention, feature availability, and timing within a billing cycle. The downgrade flow has its own documentation. Come back to this guide if you later decide to move back up.

• This guide does not cover Sandbox-to-production promotion mechanics.

The Sandbox tier is a build and test environment, not a plan decision. Promoting your site from Sandbox to a live production plan is covered in the Sandbox vs. production documentation. This guide picks up after you have decided to go live and need to choose a plan tier.

• **This guide does not replace a conversation with the SGEN sales team when

you are evaluating Enterprise.** Enterprise is a scoped engagement with custom infrastructure, SLA, and onboarding. The assessment questions in this guide will tell you when you are in Enterprise territory, but the next step is a conversation, not a self-serve upgrade click.

How this connects to other features

Plan tier selection touches several other parts of SGEN that matter as soon as you pick a plan.

• Account setup — Your plan tier is selected either during the initial

signup flow or from the admin at any time after. If you have not yet set up your account, the account setup guide covers that sequence first. Plan selection happens after your account exists.

• Sandbox vs. production — The Sandbox environment sits outside the

standard plan tiers. It is a pre-production space. When you are ready to go live, you select a plan tier and promote the site. This guide covers the tier selection step in that transition.

• Multi-site setup — If your plan includes more than one site, the

multi-site setup guide covers how to create and configure additional sites under your account. Site limits are set by tier — confirm your site count allowance here before you start adding sites.

• Brand kit — Some SGEN plan tiers unlock advanced Brand Kit features:

extended colour palette control, custom font management, and white-label options for agency accounts. If Brand Kit configuration is part of your plan decision, the Brand Kit documentation covers which options are available at each tier.

• Team invite and seat limits — User seats (how many people can log in

to the dashboard) vary by plan. If your plan decision is partly driven by team size, the team invite documentation covers how seat limits work and what happens if you try to exceed them. Review seat limits before you invite anyone.

Before you start

Have these five data points in hand before you work through the assessment questions. Each one maps directly to an assessment question. If you are not sure about any of them, a rough estimate is fine — the assessment is designed to surface the right tier even when exact numbers are not known.

Monthly traffic volume. How many page views per month is your site receiving, or how many do you expect in the first six months? You do not need an exact number. Broad ranges — hundreds, low thousands, tens of thousands, or more — are enough to map to a tier.

Active team size. How many people need dashboard access? Count everyone who will log in regularly: content editors, marketers, coordinators, and any agency team members who work inside your account. Do not count people who only view the public site.

Content cadence. How often does new content go live? Weekly blog posts, daily updates, and quarterly campaign pages each place different loads on the platform. High cadence operations need scheduling tools and team workflow features that only appear at certain tiers.

Features you know you need. Are there specific SGEN module categories you are relying on? Custom forms, e-commerce, custom objects, SG-Builder page builds, multi-language, or advanced analytics? Make a short list before you start. You do not need to know tier assignments for each feature — the assessment questions will surface whether your list fits the current tier or pushes you higher.

Budget awareness. You do not need a precise budget figure, but it helps to know whether cost is a hard constraint or a flexible one. If you are between two tiers and features are similar enough, a budget ceiling makes the choice for you.

Where to go

To review your current plan: the admin → Settings → Plan & Billing.

To compare all tiers before committing: sgen.com/pricing.

If you are a prospective customer who has not yet created a SGEN account, start at sgen.com/pricing. The comparison table there is the full feature and tier map. This guide helps you interpret it — come back here after you have looked at the options and need a framework for deciding.

If you already have an account and are upgrading: log in to the admin, go to Settings → Plan & Billing, and use the Change Plan button. The steps in this guide tell you exactly what to confirm before you click that button.

Steps — Assess your situation and confirm your SGEN plan

Work through the five assessment questions in order. Each question maps your situation to a signal. After question five, add up your signals and read the tier recommendation. Then open Plan & Billing to confirm or change your plan.

1. Assess your situation — five questions that map to a tier

Answer each question honestly based on where you are today, not where you hope to be in a year. Aspirational answers lead to over-provisioning. A plan you can grow into is fine — a plan you have outgrown before you start is not.

Question 1 — How many sites do you need on this account?

Count the live or soon-to-be-live sites you need under a single SGEN account. A single brand with one public-facing site is one site. A brand with a main site and a separate events or campaign sub-site is two. An agency managing client sites uses sub-accounts differently — see the Agency tier notes below.

• One site → signal: Starter or Growth
• Two to three sites → signal: Growth or Pro
• Four to five sites → signal: Pro
• More than five, or client accounts → signal: Agency or Enterprise

Question 2 — How many people need dashboard access?

Count everyone who will log in to the admin regularly. Do not count stakeholders who only review the public site. Count content editors, marketing team members, coordinators, assistants, and any agency collaborators who work inside the account.

• One to three people → signal: Starter
• Four to ten people → signal: Growth
• Eleven to twenty-five people → signal: Pro
• More than twenty-five, or unlimited client users → signal: Agency or Enterprise

Question 3 — What is your content cadence?

Content cadence determines whether you need scheduling, draft workflows, editorial queues, and team review tools. These become important when more than one person is producing content and timelines are tight.

• Occasional updates, one person publishing → signal: Starter
• Regular blog posts or page updates, two or more contributors → signal: Growth
• High-frequency publishing, editorial workflow, scheduled campaigns → signal: Pro or above

Question 4 — Which SGEN module categories do you actively use?

Think about the features you reach for every week, not the ones you tried once. Make a list before answering.

• Core pages, blog, media, basic forms → signal: Starter
• Custom forms builder, blog scheduling, SEO tools, basic e-commerce → signal: Growth
• Advanced e-commerce, custom objects, multi-language, SG-Builder advanced

components, audit logging → signal: Pro

• White-label, sub-accounts, client management tools, dedicated support → signal: Agency
• Custom infrastructure, custom SLAs, sovereign hosting options,

dedicated implementation → signal: Enterprise

Question 5 — Are budget constraints a deciding factor between two tiers?

If your signals point clearly to one tier, skip this question. If you land between two tiers — growth signals in some questions, starter signals in others — and the feature overlap between the two tiers is close enough that either would work, budget is the tiebreaker.

• Tight budget, features from both tiers would work → go lower tier, upgrade when you hit a real limit
• Flexible budget, one tier up would remove future friction → go to the higher tier now

2. Map your signals to a plan tier

Add up the signals from all five questions. Most signals pointing to the same tier makes the answer clear. A spread of signals across two adjacent tiers means you are on the boundary — read the boundary guidance below before deciding.

Mostly Starter signals. You are a solo operator or a very small team running one site with core content, media, and basic form needs. The Starter tier is built for this. Stay there until the friction of a real missing feature — not a theoretical one — pushes you to Growth.

Mostly Growth signals. You have a real team, more than one site on the way, and you are using or need content scheduling, custom forms, and basic e-commerce. Growth is where these features unlock. Moving from Starter to Growth is the most common upgrade path and the one with the clearest before-and-after.

Mostly Pro signals. Your team is mid-size, your module usage is deep — custom objects, advanced e-commerce, multi-language, or audit logging — and you have five or fewer sites with more users than Growth supports. Pro is built for this operating envelope.

Mostly Agency signals. You manage client accounts, need white-label capability, unlimited sub-accounts, or need to separate client billing from your own agency billing. The Agency tier is specifically designed for this. A large internal team with one brand does not need Agency — those signals usually resolve at Pro.

Enterprise signals in any question. If any of your answers touched custom infrastructure, sovereign hosting, dedicated SLAs, or implementation support, the next step is a conversation with the SGEN sales team, not a self-serve upgrade click. Contact sales at sgen.com/contact.

Boundary between two tiers. If your signals split evenly between two adjacent tiers, the tiebreaker is: which of the higher-tier features would you use in the next ninety days? If the answer is none, stay on the lower tier and upgrade when usage pushes you there. If the answer is at least one, move to the higher tier now and avoid the mid-project upgrade friction.

3. Open the plan page and review what is included

Before confirming your selection, open the full feature list for the tier you have chosen. Do this in two places.

First, open sgen.com/pricing in a browser tab. Find the column for your chosen tier and read every feature row. Pay attention to features marked as included, limited, or add-on. Anything marked as limited has a cap — know what that cap is before you commit.

Second, if you already have an account, go to the admin → Settings → Plan & Billing → Change Plan. SGEN shows you a comparison view of your current plan and all available tiers. Use this view to verify that every feature you flagged in Question 4 is listed as included in your chosen tier.

If a feature you depend on is listed as "add-on" rather than "included," check the add-on pricing before confirming the plan. Some add-ons are worth the cost; others signal that the tier above is the more efficient choice.

4. Confirm the features included in your plan

After selecting your tier, SGEN shows a confirmation screen listing the included features and seat count. Read it before dismissing it.

Three things to confirm on this screen.

Site count. The number of sites your plan allows. If you have or plan to have multiple sites, confirm this matches your count from Question 1. If it does not, you are on the wrong tier — go back and select the one that supports your site count.

Team seats. The number of users who can have active dashboard access. Compare this against the active team count from Question 2, plus any additional seats you might need in the next three months. It is easier to start with the right seat count than to hit the wall mid-quarter.

Module access. The confirmation screen does not always list every included module by name, but it confirms your tier. Cross-reference your tier against the feature table at sgen.com/pricing to confirm that the modules you listed in Question 4 are included.

If everything checks out, proceed. If anything does not match, use the Back button to return to the tier selection screen.

5. Pick your plan and confirm billing

Select your billing cycle and confirm the plan on the billing confirmation screen.

Monthly billing gives you flexibility. You can change your plan at any time without commitment. The cost-per-month is higher than the equivalent annual rate. For teams that are still figuring out their actual load, monthly is the right starting point.

Annual billing locks in a twelve-month commitment in exchange for a lower effective monthly rate. Check sgen.com/pricing for the current annual discount. If your situation is stable — team size, site count, and module needs are predictable — annual billing makes financial sense. If anything is in flux, do not lock in annual until the dust settles.

Enter your payment details if this is a first-time plan selection. If you are upgrading an existing plan, your existing payment method carries over. SGEN shows you the prorated adjustment for the current billing period before you confirm.

Click Confirm plan when everything looks right.

6. Confirm your plan is active and matches expectations

After the confirmation screen, run a quick three-point check.

Go to the admin → Settings → Plan & Billing. Confirm that the plan name shown matches the tier you selected. Confirm the site count and seat count shown match what the tier promises.

Open any feature that was previously unavailable on your old tier. If you upgraded from Starter to Growth to access blog scheduling, for example, go to the Blog section and confirm the scheduling option is visible. Features should be active immediately after plan confirmation — no refresh or cache clear required.

Check your registered billing email address. A confirmation email arrives from SGEN within a few minutes of the plan change. It confirms the tier, the billing cycle, and the next charge date. Save this email — it is the record of your plan change.

If any of these checks fails, go to the troubleshooting section below before contacting support.

What success looks like

When your plan selection is complete and active, these things are true.

• the admin → Settings → Plan & Billing shows the tier you selected, not

your previous plan.

• The site count and seat count shown in Plan & Billing match what the

chosen tier provides.

• Every module category you flagged in Question 4 is accessible in the

dashboard — no "upgrade required" prompts on features that should be included.

• You received a billing confirmation email at the email address on your

account.

• If you added team members as part of the upgrade (because the new tier

has more seats), those invitations are sent and the team is in.

• You know the next billing date and the amount that will be charged.
• You have bookmarked sgen.com/pricing so you can refer back to the

feature table when questions come up.

The next step depends on where you are in your SGEN journey. If you selected a plan for the first time, go to account setup to complete your profile and get oriented in the dashboard. If you upgraded an existing plan, the priority is to invite any new team members and start using the features that were unavailable on your previous tier.

What to do if it does not work

The plan name in the admin still shows my old tier after confirming the upgrade. Wait two minutes and hard-refresh the page (Ctrl+Shift+R on Windows, Command+Shift+R on Mac). Plan changes apply immediately but the dashboard display occasionally needs a refresh to pick up the new state. If the old tier still shows after a refresh and five minutes have passed, check your billing confirmation email — if the email shows the new plan, the change applied correctly and the display will catch up. If the email also shows the old plan, contact SGEN support with your account email and the timestamp of the plan change attempt.

A feature I expected to be included is not showing as available after the upgrade. First, confirm the feature is included at your tier by checking the feature table at sgen.com/pricing. Not all features unlock automatically — some require activation from within a specific section of SG-Admin. If the feature is listed as included but the section shows an upgrade prompt, log out of SG-Admin and log back in. A fresh session clears the access cache. If the prompt persists after re-login, contact SGEN support with the feature name and your current plan tier.

I upgraded but my usage shows I am near the new tier's limit already. This happens when growth is faster than expected or when the assessment questions underestimated load. Run through the assessment questions again with updated numbers. If the next tier up matches your real situation, upgrade again. There is no penalty for making two tier moves in a short period — SGEN prorates billing adjustments.

I am unsure whether Starter or Growth is right and the assessment split evenly. Check one question: in the next ninety days, will you publish content on more than one site, invite more than three people to the dashboard, or use custom forms and scheduling tools? If yes to any of these, Growth. If no to all of them, Starter — and you can upgrade when you hit the real limit rather than paying for headroom you are not using.

I received a billing charge I did not expect after changing plans. SGEN prorates upgrades. If you upgraded mid-cycle, the charge covers the pro-rated difference for the remainder of the current billing period plus the first full period on the new plan. Check your billing confirmation email for the line-item breakdown. If the charge amount does not match the calculation in the email, contact SGEN billing support with your account email and the invoice number from the email.

I am not sure whether I need Agency or Pro. The single clearest signal for Agency is external client management: sub-accounts, white-label, and the ability to separate client billing from your own. If you do not manage external client accounts, you almost certainly do not need Agency — Pro handles the largest internal team operations with five sites and twenty-five seats. If you run an operation that manages other businesses' SGEN accounts on their behalf, Agency is the right tier.

The assessment points to Enterprise but I want to start somewhere. Enterprise at SGEN is a scoped engagement, not a self-serve tier. If any of your assessment answers pointed toward custom infrastructure, dedicated SLA, or sovereign hosting, the first step is a conversation with the SGEN sales team. You can start a conversation at sgen.com/contact. There is no obligation to commit on the first call — the sales team will scope your actual requirements and confirm whether Enterprise is the right fit or whether a Pro or Agency plan covers your needs.

Tier reference — what each plan is designed for

This section is a quick reference, not a substitute for the full feature table at sgen.com/pricing. Use it as a sanity check after the assessment, not as the primary source of truth for feature inclusion.

Starter is built for a single site run by one to three people with a predictable, low-cadence content operation. Core pages, blog, media, and basic contact forms are fully supported. If your entire team is one or two people, one site is all you need, and your content does not require scheduling or editorial workflows, Starter is the right starting point. The upgrade path to Growth is clean and immediate when you outgrow it.

Growth is where most teams land after initial traction. Multiple sites, a real team with differentiated roles, blog scheduling, custom forms with conditional logic, and basic e-commerce capability are all in scope at Growth. A marketing team of three, two sites, and a weekly content calendar fit exactly within the Growth envelope.

Pro is for mid-size operations with depth. Advanced e-commerce, custom objects, multi-language publishing, and deep SG-Builder work are Pro-tier features. Teams of up to twenty-five people across up to five sites are the typical Pro profile. If you have outgrown Growth's seat or site limits or need the advanced module set, Pro is the answer.

Agency is for operators who manage other businesses' SGEN accounts. White- label dashboard, unlimited sub-accounts, client-facing billing separation, and the tooling to manage multiple client environments efficiently are the distinguishing features. Internal teams with large seat counts and many sites are usually better served by Pro — Agency's value comes from the client management layer, not raw capacity.

Enterprise is a custom engagement. Sovereign infrastructure, dedicated support, custom SLA, implementation services, and bespoke integrations are the scope of Enterprise. Pricing, configuration, and timelines are confirmed through the sales process. If the assessment points here, the next step is sgen.com/contact, not a self-serve upgrade.