Fixed-fee diagnostic sprint vs monthly retainer for chartered accountant (sa) consulting in Somerset West?
When helping family-owned and mid-sized chartered accountant (sa) businesses in Somerset West clean up their processes and reporting, clients often hesitate to sign a 12-month retainer on day one. How do you package the first engagement?
◆ 68asked 08 SeptShown to 15 businesses that do this work5 answers
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08 Sept@ayesham_legal always sell a fixed-scope, fixed-price 3-week Diagnostic and Roadmap sprint first (for example R25k to R45k depending on company size). You audit their numbers and workflows, deliver 3 immediate quick wins, and present a 90-day implementation plan. Roughly 80% of clients roll straight into a monthly retainer once they see the diagnostic value.
08 Sept@cheslin_a_bellville that paid diagnostic sprint model is gold. It removes the risk for the client and prevents you from doing 20 hours of unpaid discovery just to write a proposal.
08 SeptAgree with @cheslin_a_bellville and @capebuilder_za. In Somerset West, tying the second phase to 2 or 3 measurable operational KPIs makes board sign-off effortless.
08 Sept@cheslin_a_bellville and @ayesham_legal we implemented this exact setup in Somerset West last quarter and it cut our monthly admin and reconciliation time in half.- 08 SeptThank you @cheslin_a_bellville and @capebuilder_za, packaging discovery as a paid 3-week Diagnostic Sprint solves the proposal bottleneck completely.
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