Setting up services and pricing
The
Services & Pricing
tab within the Admin area contains four tabs:
- Onboarding Services, where the services are described, organised and priced.
- Service Plans, where plans are created once the Onboarding Services are ready.
- BD Pricing, where streamlined pricing is entered for Business Development services.
- Payment Options, where the Payment Terms and Payment Settings are configured.
When set up, the information in these tabs will pull through to your proposals.
Attention
You must have Administrator rights to access the portal areas referenced in this article.
Your Implementation Plan
It's crucial to have the required leadership and strategy conversation before setting up your
Services & Pricing. We recommend printing (or reviewing on screen) the default list of
Onboarding Services, and how they're currently categorised and described.
To ensure best practice
Services & Pricing implementation, follow the below steps:
- Decide who will be part of your Services & Pricing Implementation Team, including:
- Decision makers
- Senior accountant representation
- Administration team representation
- As a team, determine your service offering:
- Decide your Service Categories (and their order)
- Decide your Services within each category (and their order)
- Define your Service Descriptions and decide if these should appear on proposals
- Define additional Services outside the default list
- Set your base pricing for each Service and decide if line pricing should appear on proposals:
- Agreed price
- Estimated price
- Price range
- Define your Service Plans:
- Name of each Service Plan
- Service offering within each Service Plan
- Review BD Pricing:
- Determine number of sessions for coaching services
- Determine your preferred Payment Options:
- Payment Terms
- 100% Upfront Payment Discount
- Monthly Payment Loading %
- Split Payment (e.g. 50% upfront, 50% upon completion)
Administrative steps
- Upload your Terms of Engagement (a template is available in the Selling folder of the Proactive Onboarding bridge).
- Amend, add and reorder your Service Categories as determined.
- Amend, add and reorder your Services as determined.
- Update pricing and toggle line pricing on or off.
- Update Service Descriptions and toggle on or off.
- Build your Service Plans.
- Review and update BD Pricing tab.
- Add Tax Description and Tax % and update Payment Terms and Payment Settings in the Payment Options tab.
Continue advanced setup: Configuring your onboarding services
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