Changes to the free plan
Starting from 24 April 2024, new Optimal customers will no longer have access to the free plan. Instead, they can take advantage of a 7-day free trial to try out and assess the Optimal Workshop products. Throughout the 7-day trial period, users can invite up to 9 team members to evaluate the tools. Once the trial period ends, all users will lose access to the account, including study results, until they upgrade to a paid subscription.
What happens when I cancel my subscription?
Starting from 17 July 2024, customers who do not renew their subscription will no longer be automatically moved to a Free plan. Access to studies and data will be locked. To regain access, users will need to upgrade to a paid subscription. Data will be stored for 90 days, and after this time it will be archived.
What's the difference between Optimal pricing plans?
On 22 July 2024 Optimal updated the pricing plans, introducing Individual and Individual+ and removing Starter, Pro, and Pay per Study from our offering.
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The Individual plan is designed for individual users who need to conduct regular card sorts or tree tests. The Individual+ plan is a great option for individuals with broad UX research needs. The team plan is designed for small teams to collaborate on their research and the enterprise plan is for large organizations that need to scale research across teams, with high levels of security and privacy requirements.
To view our most up-to-date pricing plans and compare features, please visit the Pricing page
Optimal Workshop legacy pricing plans as at 22 July 2024
From 22 July 2024 these Legacy plans are no longer available for new customers, and have be replaced with new pricing plans outlined here. Optimal will be contacting existing customers as their subscriptions come up for renewal to outline their new plan options. Please contact hello@optimalworkshop.com or your Customer Success Manager if you have any questions about your plan.
Free plan (customers that signed prior to 24 April 2024) | Pro plan | Team plan | Enterprise |
1 licence | 1 licence | 2+ licences | Custom |
Tree testing
-2 tasks per study
| Tree testing
-Unlimited tasks -Post task questions | Tree testing
-Unlimited tasks -Post task questions | Tree testing
-Unlimited tasks -Post task questions |
Card sorting -20 cards per study | Card sorting -Unlimited cards -Session replays | Card sorting -Unlimited cards -Session replays | Card sorting -Unlimited cards -Session replays |
First-click testing -2 tasks per study | First-click testing -Unlimited tasks -Figma integration -Post task questions | First-click testing -Unlimited tasks -Figma integration -Post task questions | First-click testing -Unlimited tasks -Figma integration -Post task questions |
Qualitative research -3 sessions per study -1 guest notetaker -30 observations per study | Qualitative research -Unlimited sessions -30 guest notetakers -Unlimited observations -Transcripts | Qualitative research -Unlimited sessions -30 guest notetakers -Unlimited observations -Transcripts | Qualitative research -Unlimited sessions -30 guest notetakers -Unlimited observations -Transcripts |
Surveys -Unlimited questions | Surveys -Unlimited questions | Surveys -Unlimited questions | Surveys -Unlimited questions |
1 live study | Unlimited studies | Unlimited studies | Unlimited studies |
10 participants per study | Unlimited participants | Unlimited participants | Unlimited participants |
| Pre & post-task questions | Pre & post-task questions | Separate workspaces and private folders |
| Pay monthly or annually | Pay monthly or annually | Onboarding support and training |
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| Admin and usage reporting |
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| Priority support |
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| Dedicated Customer Success Manager |
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| Single sign-on (SSO) |