A. Investment Payment Terms

Contents

• A-Investment-and-Payment-Terms
• A-Investment-Payment-Terms

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Similar by tag

• B-QiSuiteTM-Overview
• C-Scope-of-Services
• D-What-I-Do
• E-What-I-DON-T-Do
• G-KPIs-Goals
• H-Case Studies & Wins
• A-Investment-and-Payment-Terms

These terms pair with scope in C-Scope-of-Services and deliverables in D-What-I-Do. Contract language maps to A. Agreement Sections.

Here’s the simple menu we offer, so you can pick what fits your current goals and cash flow.

Pricing Models

• Monthly Retainer (most common): $230.77+/paidweekly($3,000.00 quarterly)
• Sprint-Based (2-week): $3,000-$8,500 / sprint (Hours Caps 40/50/60)
• Project (fixed bid): $____ total, milestone-based

Choosing a model

Retainer = best for ongoing operating cadence.
Sprints = time-boxed push.
Project = narrowly scoped outcomes.

1) Ongoing: Monthly Retainer

• $1,000/month\ast \ast (or\ast \ast$230 / week if paid weekly; $230.77 unrounded).
• What it’s for: standing access, weekly cadence, light advisory/tasks, and continuity between pushes.
• What’s included:
  • Priority support and a weekly check-in.
  • Up to ~6–7 advisor hours per month for light execution/reviews.*
  • Backlog grooming and short async updates.
• Overages or larger pushes are handled via Sprint or Fixed-Bid add-ons.

*Hours are a soft cap and meant for advisory + light execution, not full project work.

2) Push Work: Sprint (2 weeks)

Best when you want fast movement and clear outcomes.

• Solo Lite Sprint (≈40–45h): $3,000
• Solo Standard Sprint (≈50h): $7,000
• Solo Intensive Sprint (≈60h): $8,500

What you get

• Defined goals, a prioritized backlog, and daily progress.
• MVP or measurable deliverables by the end of the sprint.
• Optional handoff docs and loom walkthroughs.

When to choose: new system setup, migration, analytics buildout, SOP rollout, sales ops tune-up—any focused push with clear scope.

3) Fixed-Bid (Project)

When scope is stable and you want a single number.

• We estimate hours and risk, then quote a flat price.
• Typical structure: 50% at kickoff, 25% at MVP, 25% at delivery.
• Change requests are handled by written change orders (time-and-materials or a revised fixed price).

How we calculate fixed bids (transparent method)

Bid ≈ (Estimated Hours × $140/hr) × 1.20 (risk & buffer), then rounded.

Example: 30 hours × $140=$4,200 × 1.20 = $5,040\ast \ast \to quoted\ast \ast$5,000.

Invoicing & Cadence

• Retainer: invoiced monthly in advance on the 1st (or start date).
• Sprints: invoiced at sprint start.
• Projects: 50% start • 30% mid • 20% delivery (unless noted otherwise).

Payment Methods

• ACH (preferred): no fee.
• Wire: client covers bank fees.
• Card: +3.50% processing fee.
• Auto-pay: enabled by default for retainers.

Vendor setup

If your AP requires a vendor packet, share the form and we’ll return W-9, banking, and insurance COI if needed.

Late, Pauses, and Reinstatement

• Late: > 3 days past due → work paused until paid; interest 1% / month.
• Planned pause: up to 2 weeks with 30-day notice; spot on the calendar is not guaranteed without deposit.
• Reinstatement: when a pause exceeds 4 weeks, a restart fee of $1000.00 may apply to reset systems and backlog.

Expenses

• Pre-approved, at cost (software, data, filings, shipping).
• We’ll confirm any expense > $100.00+ in writing.

Credits & Discounts

• Prepay discount: 10% off for quarterly prepay.
• Multi-brand bundle: 5% off per additional entity.

Change Orders

Material changes to scope/timeline are documented in a short email or doc and approved before we proceed. See C-Scope-of-Services.

Refunds / Early Termination

• Retainers & sprint fees are non-refundable once a period starts.
• If you terminate per A. Agreement Sections, unused future periods are not billed.

Administration

• Billing contact: Name • Email
• AP portal: Link / process
• PO or Job # (if required): ______

Payment & Terms

• Payment due: Net 7 (weekly plans are collected each Friday).
• Payment methods: ACH preferred; card available.
• Late: 1.5%/mo after 10 days past due.
• Cancellation: Retainers are month-to-month; sprints/fixed-bids follow the milestone schedule.
• Scheduling: Sprints are reserved once paid (first-come, first-served).

Which option should I pick?

• Retainer if you want steady momentum and a standing lane for small asks.
• Sprint if you want a fast, high-impact push with clear deliverables.
• Fixed-Bid if your scope won’t move and you want a single number.

Not sure? We’ll recommend the best fit after a quick scoping call. Next: B-ROI-Payment-Projection-Example title: A. Investment & Payment Terms description: Seasonal retainer + performance-based revenue share with quarterly true-ups, plus a bonus on proven savings. tags: [investment, payments, terms] publish: true enableToc: true lastmod: 2025-08-10 Simple, aligned, and seasonal. We keep a low, predictable base retainer that flexes with your seasonality, add a small % of revenue tied to KPIs (capped), and pay a bonus only on tangible, proven savings.

1) Seasonal Retainer (Base)

• Monthly base: $1,000
• Seasonality: scales with revenue so slow months aren’t overburdened and busy months are covered.

Formula:

Seasonal Retainer = $1,000 × clamp( Monthly Revenue ÷ Annual Avg Revenue , 0.75, 1.25 )

yaml Copy Edit

• Minimum $750\ast \ast ,maximum\ast \ast$1,250.
• Weekly option: $230 (rounded) if you prefer weekly invoicing instead of monthly.

2) Performance Revenue Share (capped)

• Up to 5% of recognized monthly revenue based on KPI attainment.
• Default projection: 3% (example below), with a KPI ladder:

Core KPIs (example):

1. Weekly dashboard delivered on time
2. Lead-to-appointment conversion lift vs baseline
3. Cycle-time reduction in quote→invoice or close→reconcile
4. SOP adoption / no critical compliance misses

We can swap KPIs to match what you track—same ladder structure.

3) Verified Savings Bonus (10–20%)

• Bonus only on tangible savings (labor hours reduced, vendor/tool spend reduced, chargebacks avoided, etc.).
• Rate: 15% (midpoint) of proven savings each month, settled quarterly in a true-up.
• Savings are computed from time-tracking + invoices vs the pre-engagement baseline.

4) Tooling Budget

• $150/mo for tools (automation, analytics, phone, enrichment, etc.).
• Pass-through at cost; we’ll document each item in the weekly dashboard.

5) Invoicing & Terms

• Invoicing: Monthly (or weekly if you prefer), Net 7 days.
• Autopay preferred (ACH or card).
• True-up: Quarterly audit of revenue attribution & savings to reconcile any deltas (+/–) against the cap/tiers.

6) Caps, Floors, and Safeguards

• Revenue share hard cap: 5% per month.
• Seasonality clamp: 0.75× to 1.25× ensures predictability.
• Pause/Exit: 14-day out; we’ll hand over artifacts and access cleanly.

7) Scope Linkage

• This pricing covers the deliverables in Scope (dashboards, cadence, automation sprints, SOPs, hi title: “A. Investment & Payment Terms” date: 2025-08-11 summary: How your weekly payments are calculated, seasonality adjustments, and quarterly true-ups. tags: [investment, payments, terms, pricing, roi] publish: true enableToc: true aliases: [“Investment and Payment Terms”]

TL;DR

You pay weekly based on a monthly plan that includes: Retainer (seasonality-adjusted), Tools, Revenue Share, and a budgeted Bonus. Every quarter we true-up against actuals and rebalance the remaining weeks so cash flow stays smooth—no surprises.

What’s included in your plan

1. Retainer (base $1,000/mo)
   Adjusted for seasonality using your revenue pattern (busy months a bit higher, slower months lower).
   Clamped between 0.75×–1.25× of the base so it never swings too hard.

2. Tools ($150/mo)
   Software and automation that supports delivery. This may change as stack evolves (we’ll note changes in the monthly plan).

3. Performance share (baseline 3%)
   A share of monthly revenue (baseline 3%; some scenarios model a 5% stretch for planning). We use actual revenue at true-up time.

4. Bonus for measurable savings/KPIs (budgeted at 15%)
   We budget 15% of estimated annual savings as a yearly bonus pool and spread it evenly across months by seasonality. At quarterly true-ups, we reconcile to actual savings/KPI wins.

Weekly smoothing

• We convert each monthly total into a weekly amount (defaults to 4.333 weeks/month) so payments are even.
• If a true-up says we collected too much, future weeks go down; if we under-collected, future weeks go up.

Quarterly true-up (every 3 months)

1. Compare Plan vs. Actuals for Retainer (no change), Tools (actual), Revenue Share (actual % × actual revenue), Bonus (based on realized savings/KPIs).
2. Compute the Quarter Delta (positive = you owe more; negative = credit).
3. Spread that delta across future months by seasonality and add to weekly amounts (keeps cash-flow friendly).

18-month rolling window

• We plan on an 18-month horizon. Each quarter, we rebalance the remaining weeks so the plan stays aligned with reality.

Example numbers & spreadsheet

• See B-ROI-Payment-Projection-Example for a worked example.
• We maintain a live spreadsheet (schedule + true-up). Ask us to share or embed it in your client hub.

FAQs

Do payments spike in busy months?
No—busy months influence the plan, but we smooth to weekly. True-ups use seasonality to distribute deltas gently.

What if revenue drops?
Quarterly, the plan re-balances automatically. You’ll see smaller weekly amounts if actuals trail plan, and vice-versa.

Can we cap the revenue share?
Yes, we can set a cap (e.g., 5%)—noted in your plan and applied in true-ups.

Can we change the tool budget?
Yes, we’ll document stack changes and reflect them in the next cycle.