Plan the rate-change rollout sequence
Plans how to roll out a fee increase — which inquiries to grandfather at old rates, how to communicate the change to bureaus and repeat clients, and the timing sequence to avoid relationship damage.
In / outNew fee levels + existing relationships + live inquiries + bureau arrangements → rollout plan with communication templates and sequencing schedule
You might say…
“I've decided to raise my rates but I have three live inquiries and two long-standing bureau relationships and I have no idea how to handle the transition.”
What it does
Once a decision to move rates is made, design the sequencing and communication plan — new-clients-first versus across-the-board, which existing relationships to grandfather and for how long, and how to message the change to the bureau and inbound prospects. Used after the readiness review concludes rates should change.
Trigger: Use once a repricing decision is made to plan the communication and sequencing of the rate change across different relationship types.
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