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Use this worksheet to avoid pricing purely from instinct.

Step 1 — Delivery economics

Calculate the minimum fee required to meet your margin floor.

Step 2 — Complexity multipliers

Score 1–5:
  • number of stakeholders;
  • number of processes/teams;
  • data preparation;
  • technical integration uncertainty;
  • security/procurement burden;
  • executive visibility;
  • turnaround urgency;
  • change-management complexity.
High scores do not create a mechanical formula. They show where a low fixed fee is dangerous.

Step 3 — Client value

Estimate the commercial consequence of the decision:
  • capacity at stake;
  • cost avoided;
  • revenue opportunity;
  • cycle-time impact;
  • risk reduction;
  • strategic importance.
Use this to test whether the fee is proportionate to the decision being enabled.

Step 4 — Scope options

Core: smallest scope that produces a useful decision. Expanded: additional process/stakeholder/data coverage. Ongoing: follow-on support, implementation or recurring advisory. Only present multiple options when they are genuinely different scopes.

Step 5 — Commercial terms

Specify:
  • fee;
  • deposit;
  • milestone payments;
  • payment period;
  • validity period;
  • assumptions;
  • exclusions;
  • change-control mechanism.

Final check

Before sending the price, ask:
  • Is the margin acceptable if delivery takes 20% longer?
  • Are data-cleaning and revision assumptions bounded?
  • Is the value large enough to justify the fee?
  • Can we explain the price without apologising for it?
This framework is for commercial planning, not a market-rate benchmark. Geography, experience, reputation and client complexity materially affect pricing.