Choosing a tier for your team size

How to read this

FastYoke ships six commercial tiers: Solo, Starter, Team, Pro, Enterprise, Fleet. The pricing page gives you the feature matrix and the resource caps. This guide gives you the fit — which tier is right for the team you have, and the signals that say it's time to upgrade.

If you'd rather skip ahead and talk to someone about your specific situation, request early access and we'll route you to a Strategic Partner SE.

The two questions that pick the tier

Almost all of tier selection collapses to two questions:

1. Who's running the workflow? One person? A small team? A regulated organization? A reseller portfolio?
2. What does failure look like? A missed lead? A broken handoff? A compliance breach? A multi-tenant billing dispute?

The answer to those two questions tells you which tier fits — usually within one row of the matrix.

Solo — one person, side projects, hobbyist scale

Fit: you're a side-hustler, hobbyist, freelancer, or just kicking the tires. Forms are free forever, with no asterisk. You don't need a team, you don't need an audit trail anyone besides you will read, and you don't need custom branding.

Failure mode: the public form goes down for ten minutes. You shrug.

Signals to upgrade:

• You added a second person to the tenant.
• You started getting submissions you'd be unhappy to lose.
• You started invoicing customers based on form submissions.

Starter — the smallest businesses that pay attention to numbers

Fit: one-person business, a few hundred submissions a month, basic recordkeeping, a simple form-to-workflow flow. You care that the platform doesn't lose your data, but you don't yet need fine-grained access control.

Failure mode: you missed an order because the email notification didn't fire. You're annoyed; the customer got a refund.

Signals to upgrade:

• You hired someone and now have a second operator.
• You're up against the transaction or storage cap.
• You started integrating with a payment processor or accounting system.

Team — small operations team, real workflows, real consequences

Fit: 3–10 operators sharing the work. You have FSM workflows that matter — jobs that move through states, forms feeding intake, an audit trail that someone might actually need to read someday. You want RBAC, you want real branding, and you want to know who did what.

Failure mode: a transition fired twice and a partner got double-charged. The customer-success person spent the morning on the phone.

Signals to upgrade:

• You added a second department (sales + ops, ops + fulfillment).
• You started needing per-user permissions, not just per-tenant.
• You need to plug into the marketplace apps that gate on Pro+ tier.

Pro — multiple departments, marketplace apps, real volume

Fit: 10–50 operators across departments. You've installed marketplace apps (CRM Suite, Yoke Ledger, WMS, Field Service, Patient Flow). You have real customer data with PII tagging on. You're starting to think about the audit story for SOC 2 or another framework.

Failure mode: a PII column accidentally rendered in a server log. Your CTO needs to write an apology.

Signals to upgrade:

• You signed an enterprise customer that wants a BAA or region pinning.
• Your compliance team starts asking about Type II.
• A regulated workload (healthcare, financial services, government) entered scope.

Enterprise — regulated, audited, BAA-eligible

Fit: mid-market or enterprise organization. PHI, SPI, or otherwise-sensitive data in scope. Region pinning, BAA execution, the PII encryption add-on, optional HIPAA add-on. Your procurement process is real.

Failure mode: a compliance review surfaces a gap in your data-residency posture. You're back at the negotiation table with the prospect, and time has slipped.

Signals to upgrade:

• You're standing up a portfolio of tenants for a customer base (white-label, reseller, multi-brand).
• You need the metered-only commercial shape (zero base, all usage).
• You're shipping a vertical SaaS product on top of FastYoke and your customers are the end-tenants.

Fleet — portfolio operators, ISVs, channel partners

Fit: you run dozens or hundreds of tenants on FastYoke. You're a Channel Partner, an ISV, or a multi-brand operator. You need the fleet-of-files operational story: tenant provisioning automation, billing rev-share, branded operator surfaces, a tenant-fleet management console.

Failure mode: rolling out a platform change to 200 tenants needs to be safe. You can't manually QA each one.

Signals to "upgrade": this is the top of the ladder. The signals here are sideways — into Strategic Partner status, deeper consulting engagement, or a custom commercial structure beyond the published tiers.

The two upgrade triggers nobody talks about

Most of the tier decision is driven by the matrix on the pricing page. Two triggers aren't on that matrix and bite teams that miss them:

Trigger 1: your first regulated customer

If a customer signs that needs BAA, SOC 2 evidence, or region pinning, you've graduated from Team / Pro to Enterprise before you've felt the volume reason for it. Don't try to retrofit. The compliance posture is either part of the contract from day one or it's a re-papering exercise later.

Trigger 2: your second tenant is for a different customer

If you started on Team or Pro and you're now spinning up a tenant for someone else's brand, you've graduated into Fleet semantics. Same architectural primitives, different commercial shape. Doing it on Pro tier means you'll be re-platforming the operator surface within a year.

Honest tradeoffs

The tier ladder is real. So is the friction of moving between rungs:

• Upgrading mid-deal is expensive. Negotiating a Pro→Enterprise jump while the customer's MSA is being redlined is the worst time to figure out which tier you need. Better to start at the higher rung if the customer profile points there.
• Downgrading is hard. Resource caps tighten when you drop a tier. If you've grown into the higher tier and can't fit back into the lower, you'll be re-architecting, not just changing a number.
• The marketplace gating is real. Some apps (WMS, HIPAA add-on, EHR connector) are gated to Pro+ or Enterprise. Picking a tier below the gate means you can't install the app, full stop.

If you're between two rungs, err one tier high during early access. The pricing during pre-GA is operator-direct, so the math is friendly. Locking in the right shape now is worth more than the spread.

How to start

1. Answer the two questions at the top of this guide.
2. Map the answer to the tier section.
3. If you landed on Enterprise or Fleet, request early access and reference your tier in the form. We'll route to the right Strategic Partner SE.
4. If you landed on Team or Pro, the pricing page has the matrix. The Strategic Partner can walk you through the onboarding.
5. If you landed on Solo or Starter, go install free forms and see how far you can get on your own. The upgrade ramp is one click.

The framework is the framework. The tier you actually need is the tier the work demands. Pick it, then commit to the shape.

Want a second opinion on which tier fits? Request early access — we'll route you to a Strategic Partner SE who's onboarded teams at every rung.