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🗓️ Run an Annual Price Review

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
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Run an Annual Price Review

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I have not properly reviewed my prices in three years. Build me an annual price review app. Bring every line in my price book into one review with its current rate, its cost history over the last two years, its margin trend, how often it is actually quoted, and its win rate. Let me set a proposed rate on each line and see the modeled impact on revenue and on my top customers before I commit to anything. Support a staged rollout where my largest accounts are flagged for a personal conversation and everyone else moves on a set date. Record decisions on lines I choose not to change, with the reason. Add an AI agent that recommends a rate for each line from its cost trend, margin and win rate, explains the reasoning in plain language, and highlights the lines where a rise is most likely to lose work. Automate the annual scheduled reminder to start the review, and a notice schedule to customers once decisions are made. Two logins: an owner who decides, and a finance administrator who prepares the evidence.

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01 / Spark - intelligence awakens

Run an Annual Price Review

Run one deliberate yearly price review with cost history, margin trend, customer impact modeling, and a staged rollout.

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// the spark catches · intelligence awakens · the answer unfolds

Prices that are never reviewed are reviewed by inflation instead. This makes it one deliberate exercise with the cost data, the margin history, and the customer impact all visible.

What's Included

  • Every rate reviewed once a year against its cost history and margin trend.
  • Customer impact modeled before anything is decided.
  • A staged rollout so the largest accounts are handled personally.
  • An assistant that recommends a rate per line and explains why.

How To Use

  1. Do it once a year deliberately rather than reacting all year round.
  2. Model the impact on your largest customers before you commit.
  3. Tell the big accounts personally and everyone else on the schedule.
  4. Record what you decided not to change and why. Next year that matters.

Apply the outcome through the price book manager, and communicate it with seasonal price updates.

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