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.
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.
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.