Purpose
Team Plans allow multiple users to share a single RocketReach subscription with centralized billing, shared management, and flexible seat assignment.
Key Takeaways
✔️ Team Plans are purchased from the RocketReach pricing page
✔️ Teams larger than 25 seats require a Custom Plan
✔️ Team Plans receive a 5% discount on plan pricing
✔️ Billing cycle (monthly or annual) is selected on the pricing page
✔️ Available plans include Essentials, Pro, and Ultimate
✔️ Unassigned Seats/Removed Seats are reusable but not refundable
✔️ Cancellations take effect at the end of the current paid period
How to Create a Team Plan
Step 1: Visit the Pricing Page
Team Plans are purchased directly from RocketReach’s Pricing Page.
From your account, navigate to the RocketReach Pricing Page: https://rocketreach.co/pricing
All Team Plan configuration—including seat count, billing cycle, and plan selection—is completed on this page before checkout.
Step 2: Add Team Seats
At the top of the pricing page, above the plan cards, locate the Seats selector.
Use the + / – buttons to select the number of seats
Adding 2 or more seats converts the subscription into a Team Plan
Team Plans receive a 5% discount on plan pricing
Seat rules:
1 seat → Individual Plan
2–25 seats → Self-serve Team Plan
More than 25 seats → Custom Plan required
For teams larger than 25 users, please review our Custom Plans
Step 3: Select Billing Cycle
On the right-hand side of the pricing page, select your billing preference:
Monthly
Annual
The selected billing cycle applies to all seats on the Team Plan.
Step 4: Select a Plan
Choose the plan that best fits your team’s needs:
Essentials
Pro
Ultimate
Click Select Plan to continue.
Step 5: Checkout - Purchase your Team Plan
During checkout, you will:
Confirm the number of seats (this can still be adjusted on the checkout page)
Review pricing (including the 5% team discount)
Enter payment details
Complete purchase
After payment is successful:
The Team Plan becomes active immediately
The purchaser is assigned the Team Owner role by default
Step 6: Invite Team Members
After purchase, you can invite users from your Team Management Page by entering their email addresses.
Seats do not need to be assigned immediately
Seats can be unassigned and reassigned at any time
The subscription/billing cycle begins for all seats once purchased
Upgrading From an Individual Plan
If you are upgrading from an individual subscription:
A new Team Plan subscription is created
-
Any unused portion of your most recent individual subscription renewal is automatically refunded
Refund applies only to the most recent billing period
For monthly individual plans, earlier billing periods are not refundable
Team Size Limits
Self-serve Team Plans support up to 25 seats
Adding more than 25 seats is not supported via self-serve checkout
Teams larger than 25 users require a Custom Plan
Custom Plans are available here: https://rocketreach.co/resources/lp/customplans/
Billing & Subscription Rules
Team Plans support monthly or annual billing
Subscriptions renew automatically based on the selected billing cycle until canceled
Cancellations take effect at the end of the current paid period
Unused seats are non-refundable
Removing a user does not cancel or refund a seat
Seats may be reassigned at any time
Seats removed mid-billing cycle are not eligible for a refund