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Rate card and pricing questions for the sales team
Answers account managers' questions about day rates, discounts and approval rules, works out the numbers and drafts the approval request when one is needed.
Talk to Ivy at Pellbridge Consulting
Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Account managers price deals under time pressure, and the rate card, floors and approval rules sit in a spreadsheet only finance fully understands. Deals go out with the wrong numbers, or wait days for someone to check.
How it works
- Answers from the current rate card, floor rates and discount rules
- Works out discounted rates and checks them against the floors
- Explains who can approve what, and when a deal needs the managing partner
- Drafts the approval request with the deal details and the options side by side
- Never approves a discount itself
What it connects to
- Priya (account manager)Ivy, Brightfield Retail wants 12% off our standard rates for the 12 week PMO team. Can I agree that?
- AgentNot on your own. The engagement partner can approve up to 10%. Between 10 and 15% needs Adrian Leung's sign-off, and we don't go above 15%.
- Priya (account manager)What would the principal rate be at 12%?
- AgentHK$21,120 a day, down from HK$24,000. That is below the principal floor of HK$21,500, so Adrian would need to approve that too. Shall I draft the approval request?
- Priya (account manager)Yes, send it.
- AgentSent to Adrian with the client, the 12 week term and the rates at 10% and 12% side by side. At 10%, the principal rate is HK$21,600, which stays above the floor, if you need a fallback.
Illustrative conversation. Names, numbers and details are made up.
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