The Pricing Tool is included in the Offer step of the Trusted Client Adviser process. Schedule a meeting to present a proposal to the client. When discussing pricing, stress the added value provided by the engagement and incorporate the options presented on this tool. Review the Overcoming Pricing Objections Tool to be prepared for price oppositions and questions. Use the Proposal Meeting Prep List to facilitate your meeting.
The Pricing Tool should be used as a guide in developing