Your Fee Builder gives you the number for a client. This sets the strategy and the rules that sit above every quote, and maps your move from where you are now to where you are heading. Build it, then download your Pricing Strategy and Policy document.
How to use this builder
What this is, how to use it, and how to act on it. Worth a read before you start.
This builds your pricing strategy and your pricing policies into one document you can drop into your business plan. It captures where you are today, what you want this change to achieve, the date you are working towards, and the strategy and rules you are moving to. Settle these once and you stop reinventing your approach on every client.
The fields start blank. Write your own from scratch, or click Try with example data to load our recommended wording and a sample transition, then edit it to fit. Clear all empties everything so you can start again. When you are done, open the Your document tab and download it in Word to keep editing, or PDF for a clean final copy.
Where you are now, what is not working, what you want this change to achieve, and when you are aiming to have moved across.
The destination. How you price once you have made the move.
The rules you operate by. Settle these once and they answer the awkward questions before they come up. Adjust any figures (review cadence, billing frequency, pause period) to match how you run.
Your document is ready
Download your Pricing Strategy and Policy, then drop it into your business plan. Word keeps it editable. PDF gives you a clean final copy.
