PTENES
MODULE 5.2

💵 Engagement Pricing

Four pricing models, an offer ladder, and how to charge for the diagnosis without feeling awkward. Pricing anchored to impact shifts the conversation from cost to value.

6
Topics
~40
Minutes
Practical
Level
Business
Type

Pricing isn't just about the number — it's about the signal you send. An hourly rate says: “my time is worth X.” Value-based pricing says: “your result is worth X, and I help you get there.” The second positioning changes the negotiation completely.

Hourly income ceiling By Project predictability mutual Retainer recurring ongoing relationship By Value anchors on impact decouples from hours requires an assessment most common more sophisticated natural progression: starts right away, shifts to value as you build a track record

Illustrative diagram — pricing model spectrum.

1

⏱️ Hourly — when it makes sense and when it limits you

Hourly pricing has an apparent logic: you know how much each block of time costs. The problem is that it penalizes the experience: the better you get, the faster you solve problems, and the less you earn for the same result.

✓ When hourly billing works

  • ✓Ad hoc support with no definable scope
  • ✓An exploratory project where you don’t control the pace
  • ✓Client who insists on the model and has an open budget

✗ When time limits you

  • ✗Projects with definable scope—you’re leaving money on the table
  • ✗When you have templates that speed up the work
  • ✗When the value generated is much greater than your hourly cost

💡 The Efficiency Trap

If you used to do a diagnostic in 10h and now do it in 4h because you have better templates, hourly pricing pays you less for the same result. With project-based or value-based pricing, you keep the efficiency gains—that’s the right incentive.

2

📦 Per project/package — predictability for both sides

The project-based model solves the efficiency trap: when you improve, your profit rises without having to renegotiate. The client also knows exactly what they’re paying for. The requirement is to have a sufficiently defined scope to set a price without the risk of unpleasant surprises.

Typical AI consulting packages

📋

AI Readiness Assessment

2-3 weeks · priorities report + Value × Feasibility matrix

🗺️

Roadmap + Business Cases

2-3 weeks · phased plan + business case for each use case

⚙️

Pilot / proof of concept

4–8 weeks · one use case implemented and validated

📊 How to Price the Package

  1. Estimate the actual hours (or use the history of previous projects).
  2. Multiply by your desired hourly rate — that's the floor.
  3. Check the value generated for the client. If it's much higher, raise the price.
  4. Add a 15-20% risk buffer for unexpected issues within scope.
3

🔁 Retainer/subscription — recurring revenue

The retainer is the most sustainable model for a consulting practice: you have predictable revenue every month without having to constantly sell new projects. The client has ongoing access to your time and expertise.

What the client buys in a retainer

It’s not a number of hours — it’s availability, attention, and continuity. The consultant is “on call” for questions, decision reviews, follow-up on internal projects, and monthly strategy meetings.

Availability Monthly meeting Decision review Priority access

💡 How to Transition to a Retainer

At the end of a well-delivered project, the conversation comes naturally: "The next step that makes sense is for us to keep working together — I’ll keep an eye on developments, take part in strategic AI decisions, and help when new use cases come up. That way, you won’t have to start from scratch every time you need something." A retainer starts as an extension of a successfully completed project.

4

💎 Value-Based Pricing — Anchoring to Impact

The most advanced and most profitable model: the price is based on the value generated, not the effort. If the project will save R$400k per year, charging R$60k is reasonable — regardless of how many hours you took.

How to calculate value-based pricing

  1. Quantify the impact: savings, revenue generated, risk avoided.
  2. Verify that the number is credible and traceable — no metric, no value-based pricing.
  3. Propose a percentage of the impact (10–15% is reasonable for a diagnostic project).
  4. Use ROI as an anchor in the conversation: "the project pays for itself in X weeks".

📊 Real Example

A company with 30 analysts spending 3h/week on reports that could be automated. 30 × 3h × 52 weeks × R$50/h = R$234.000/year in avoidable labor costs. Automation project: R$35.000. ROI of 6.7x. The conversation isn’t about the project price—it’s about the 6.7x ROI.

Requirement

diagnosis that quantifies impact

Anchor

ROI or payback period

Relationship

aligned interests

Risk

requires a traceable number

5

🪜 Offer ladder: assessment → plan → execution

The offer ladder is the strategy that turns each contract into a gateway to the next. Each step solves a different problem and builds the trust the client needs to move up to the next one.

1

📋 Paid Assessment

input

Low price, low commitment. A concrete deliverable (report) in 2-3 weeks. Lets the client see you work without much risk.

2

🗺️ Plan / roadmap

expansion

Turn the assessment findings into an executable plan. The person who approved the assessment already trusts you—selling the plan is much easier.

3

⚙️ Execution in waves

scale

The biggest project, with more revenue. It only happens because the client has evidence of your method. It can evolve into a retainer at the end.

6

🧮 How to charge for the assessment/diagnosis

A free assessment is the fastest way to signal that diagnosis has no value — exactly the opposite of what you want. Charging for the assessment screens for serious clients and sets the right expectations about the kind of professional you are.

How to position the paid assessment

"The assessment has a separate cost because that's where I truly learn about your business and identify where AI can deliver real results—not just potential. By the end, you'll have a structured diagnosis that stands on its own, regardless of what you decide to do next."

Notice: it positions the assessment as a standalone value deliverable, not as free preparatory work.

⚠️ Attention

If the client doesn’t want to pay for the diagnostic, they’re probably not committed enough to the project. The paid assessment is a useful filter—those who pass will respect your work.

🎒 Module summary

✓
Hourly pricing has a ceiling and penalizes efficiency — use only when the scope is indefinable.
✓
Project pricing decouples income from hours — the efficiency improvement becomes your profit.
✓
A retainer is the long-term goal — predictable revenue and an ongoing relationship.
✓
Value-based pricing anchors on ROI — shifts the conversation from cost to investment.
✓
A paid assessment filters and positions — someone who pays for the assessment is a committed client.

Next module:

5.3 — Consultant deliverables kit: reusable templates that speed up every project