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Turn a suitable opportunity into a clear, sustainable appointment.

Price & Win is where you qualify the work, define the scope, choose the fee structure and present the proposal without apologising for it.

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Start here

1. Qualify the opportunity before investing heavily in it.
2. Choose the fee structure that matches the certainty and risk.
3. Build the proposal around scope, assumptions and exclusions.
4. Record the proposal and next decision date in Pipeline.

Keep visible

• the scope the fee actually covers
• the assumptions that could change the work
• the minimum fee the practice can sustain
• the next client decision date

Decision rule: reduce or phase scope before discounting the same work.

Core Resources

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More Resources

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Previous stage

Find Work

Next stage

Operate