Stress-test the fee floor and exception policy
Packaged know-how that tells an agent how to do a job well.
You might say…
“I keep making exceptions to my floor rate for 'strategic' reasons that never seem to pay off — I need a policy that forces me to be honest about when it's actually worth it.”
What it does
Stress-tests the proposed fee floor by modelling the scenarios under which exceptions would be granted (charity, strategic exposure, relationship) and produces a written exception policy.
Trigger: Use after setting the rate card to define a defensible floor and exception policy that prevents ad-hoc discounting from eroding the card over time.
I/O: Proposed floor rate + exception scenario types → stress-tested floor with written exception policy and decision criteria
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
Start a conversation