Pricing your business development services

The BD Pricing tab is where you can customise Service Prices and Sessions Per Annum for each Business Development service.

Attention

You must have administrator rights to access the portal areas referenced in this article.

To start, navigate to  Main menu >   >  Services & Pricing >  BD Pricing.

There are four columns in this tab: 

1. Service, which contains all Business Development services in the portal (these Services are not editable) 
   
2. Service Price, to input the price for each Service, if they haven't yet been set up in the Onboarding Services tab 
   
3. Sessions Per Annum, which contains a default number of sessions for each Service  
   
4. Price Per Session, which automatically calculates the price of each session based on the Service Price and Sessions Per Annum 
   

 

Updating your BD Pricing

The Service Price and Sessions Per Annum will automatically populate the proposals for that Service. E.g. the Service Price inputted for Business Planning will pull through to all proposals offering the Business Planning service; the Service Price and Sessions Per Annum inputted for Financial Awareness Coaching will pull through to all proposals offering the Financial Awareness Coaching service.

1. Find the Service, then click on the first input field and enter the price in the Service Price column. 
   
2. Review the default Sessions Per Annum and update if required. The Price Per Session will automatically calculate.
   
3. Click Save at the bottom right of the page to save your changes.
   

Attention

All prices should be exclusive of tax. The tax inclusive price is automatically calculated in the proposal.

Note

You can overwrite prices and session numbers set in the  BD Pricing tab  during proposal creation .

Setting your prices

The Gap  does not support or condone pricing discussions or collusion on price of any nature. All pricing decisions must be made independently of competitors and in accordance with the law. It is the responsibility of directors to ensure that their firm complies with local competition laws as prescribed by relevant governing bodies.

Warning

Any  examples of pricing in any  document or help article in the portal are intended to be for informational purposes only.

Important info

For further information to help you price your services, we recommend watching the training sprint Value Pricing and Your Business Development Services. You can find it in Main menu >  > Training >  Training Videos > Onboarding Efficiency or via the Search  feature to the left of the Main menu.

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