Review rate positioning and recommend adjustment
Reviews current rates against market signals, recent wins/losses, and practice positioning, and recommends whether to hold, raise, or experiment — flagging any clients served at a legacy rate that no longer fits.
In / outCurrent rates + win/loss history + market signals + positioning → rate adjustment recommendation and legacy-rate flag
You might say…
“I'd noticed I was winning everything I quoted, which sounded good until I realised it probably meant I was too cheap.”
What it does
Steps back over current day/retainer rates against market signals, recent wins and losses, and the practice's positioning, and recommends whether to hold, raise, or experiment with rates for new engagements, flagging any client served at a legacy rate that no longer fits. Used as the periodic portfolio-level pricing health check. Single human-in-loop judgement; no deterministic primitive warranted as the inputs are qualitative.
Trigger: Use as the periodic portfolio-level pricing health check — not mid-deal, but at a reflective moment when you're willing to actually decide on the number.
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