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The TL;DR

Cheat Sheet

One page. Everything that matters about who Workzone is for, why we win, and how to talk about it. Print this. Pin it. Quote it back.

The one-line ICP

Low-tech industries where the marketing, PMO, or ops team is the most tech-forward group in the building — and everyone else is still on email and spreadsheets.

Priority verticals

Priority

Higher Education

40%+ of pipeline. Marketing teams + print shops drowning in email. MS Project sunset is a tailwind.

Priority

Credit Unions

Greenfield PMOs. Compliance favors structured workflows. Conservative buying culture.

Priority

Manufacturing

Almost no incumbent — spreadsheets and broken MS Project. High-stakes deadlines, fast ROI.

Priority

Healthcare

Multi-campus systems with one central marketing team. HIPAA = Enterprise. Big land-and-expand.

The thread that runs through all four

Marketing is where we win. University marketing. Credit union marketing. Manufacturing marketing. Hospital marketing. Build for the marketing buyer first.

Walk away when…

✕High-tech orgs that want a sandbox → Monday/Jira/Notion
✕1,000+ users in a single workspace → Wrike/Workfront
✕Zero budget with a free alternative already in place (SharePoint)
✕Anchored to $12/user task-tool pricing for full PM features
✕Consultants with no buying authority
✕Competing tool already has C-suite sponsorship

Buying triggers

→MS Project sunset (end of 2026)
→New PMO stand-up or marketing leadership change
→Failed adoption of a prior tool (2nd or 3rd evaluation)
→Request volume > 200/year with no intake system
→Compliance audit, accreditation, or regulatory review
→Multi-campus / multi-location centralization

Six moves to make every time

Marketing wins us deals

Across all 4 priority verticals, the marketing team is the buyer that shows up. Lead with intake, approvals, and proving what the team shipped.

Lead with adoption, not features

“Average customer 7+ years.” Human-led onboarding is the answer to PM-tool fatigue.

Collaborator reframe before price

Enterprise: 5 free collaborators per core user + unlimited free guests/reviewers. You pay for people doing the work.

Surface compliance early

HIPAA / SOC 2 / SSO are Enterprise-tier. Say it on call one, not at procurement.

Mention implementation fee early

$750–$4,800 depending on user count. Frame as Year 1 onboarding, not a surprise.

Never leave the champion alone

Offer to join a 20-min ROI call with the VP/CFO. Internal advocacy alone stalls deals.

Pricing at a glance

Starter

$8/user/mo

1–25 users · up to 100 active projects · chat + KB support · no impl fee

Team

$20/user/mo

5+ users · unlimited projects · intake, proofing, approvals · dedicated CSM

Enterprise

$40/user/mo

5 free collaborators per core user · unlimited guests · SSO/MFA · HIPAA/SOC 2 · API

Implementation fee (one-time, Year 1)

Full users

Setup fee

Up to 50 users

$750

Up to 100 users

$1,500

Up to 200 users

$2,500

Up to 300 users

$4,800

One-time setup fee, paid in the first year only. Does not apply to Starter.

Say it on the first call

“Year one includes a one-time setup fee that covers hands-on onboarding and training. That's how we make sure the tool actually gets used.” Surfacing it late is how deals die.

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Competitive Quick Ref