Pricing Strategy Engagement

Who this is for

Independent consulting firms with two to fifteen practitioners who have been using the same rate card for more than two years. You may be winning work but suspect you are leaving margin on the table, or you may be losing proposals and unsure whether price or positioning is the issue.

What you receive

• A full audit of your current rate structure, including day rates, project fees, and any retainer arrangements
• Confidential benchmarking against comparable firms in your sector and geography
• A revised rate card with clear rationale for each tier
• Updated proposal pricing templates aligned to your new structure
• A 90-minute session with your leadership team to walk through the changes and rehearse fee conversations

What is not included

This engagement does not cover marketing positioning, sales training, or contract drafting. We focus exclusively on how you price and present fees. Legal review of engagement letters should be handled by your counsel.

How it works

Week 1: Discovery interviews with firm principals and review of recent proposals, contracts, and financial summaries you provide.

Week 2: Benchmarking analysis and draft rate recommendations.

Week 3: Collaborative refinement session. You test the new rates against three upcoming opportunities.

Week 4: Final deliverables, leadership walkthrough, and a written implementation guide for your team.

Preparation

Gather your last twelve months of signed proposals, your current rate card (even if informal), and revenue breakdown by client type. A non-disclosure agreement is signed before any materials are shared.

Next step

Schedule an initial conversation to discuss your firm’s current pricing and whether this engagement fits your timeline.