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Set Rates and Guard Scope

In 15 minutes, build a client-ready rate card and scope guard that prevents scope creep and communicates pricing with confidence. Tailored for NZ regions and typical economic consulting services.

  • 15 steps
  • Instant delivery
  • ChatGPT · Claude · Gemini

Try step 1 free.

Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 14 steps, examples and checklist unlock after purchase.

Setup & Context: Define target services and buyers

Provide: [SERVICE LIST], [TYPICAL PROJECT TYPES], [TARGET BUYERS], [REGIONS SERVED], [DIFFERENTIATORS], [NO-GO WORK], [NOTES].
Act as a senior pricing/operations consultant and distil a crisp picture of what you sell, to whom, and where, so later pricing is grounded and defensible.
Work through it like this:
1) Cluster [SERVICE LIST] into 3–6 service lines (e.g., Impact Assessments, Cost–Benefit, Forecasting, Policy Reviews, Dashboards), mapping each to [TYPICAL PROJECT TYPES].
2) Define 2–4 buyer personas from [TARGET BUYERS] (titles, roles in approval), capturing urgency triggers and success measures.
3) For [REGIONS SERVED], note regional nuances (sector mix, public vs private share, travel expectations, seasonal patterns) that affect scope and price.
4) Translate [DIFFERENTIATORS] into value levers (risk reduction, speed, depth, credibility) and where they matter by persona/region.
5) Record firm boundaries from [NO-GO WORK] and any scope red flags from [NOTES].
Give me the output as: a “Service & Buyer Profile” with four sections: A) Services Table (Service Line, Typical Projects, Indicative Deliverables, Roles Involved), B) Buyer Personas (Name, Role, Triggers, Decision Criteria, Risks, Preferred Procurement Path), C) Regions Summary (Region, Nuances, Implications for Delivery), D) Constraints & Red Flags (Exclusions, Quality Standards, No‑Go Conditions).
Quality bar: a junior could price from this without asking what the work is or who signs it off.
If something’s missing, mark it MISSING and list the 3 most critical follow‑ups as questions at the end.

What's inside.

A system prompt, then 15 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.

  1. 01Setup & Context: Define target services and buyers
  2. 02Setup & Context: Gather cost baseline and capacity
  3. 03Setup & Context: Collect NZ regional benchmarks
  4. 04Market & Value: Build value ladder and tiers
  5. 05Market & Value: Calculate floor, target, stretch rates
  6. 06Design & Guardrails: Define standard scope inclusions
  7. 07Design & Guardrails: Document exclusions and assumptions
  8. 08Design & Guardrails: Draft change triggers and approvals
  9. 09Design & Guardrails: Create pricing menu and bundles
  10. 10Packaging & Comms: Draft rate card one-pager
  11. 11Packaging & Comms: Write proposal scope clauses
  12. 12QA & Maintenance: Run scope-creep scenarios
  13. 13QA & Maintenance: Plain-English client proof
  14. 14QA & Maintenance: Export PDFs and email templates
  15. 15QA & Maintenance: Set update cadence and snippet library

The details.

WHO IT'S FOR

Independent economists and small economics consultancies in New Zealand who need a clear rate card and scope control for fixed-fee or time-based work.

WHAT YOU'LL MAKE

  • Service & Buyer Profile
  • Floor/Target/Stretch rate bands (NZD)
  • Scope inclusions, exclusions, and assumptions list
  • Change trigger and approval matrix
  • Rate card one-pager with pricing menu
  • Client-facing scope clauses and email templates

HOW IT WORKS

For a fast win, complete Steps 1–5 to produce rates, then jump to Steps 10, 13, and 14 to export your rate card and templates you can send today.

15 steps, each building on the last: Setup & Context: Define target services and buyers → Setup & Context: Gather cost baseline and capacity → Setup & Context: Collect NZ regional benchmarks → Market & Value: Build value ladder and tiers → Market & Value: Calculate floor, target, stretch rates → Design & Guardrails: Define standard scope inclusions → Design & Guardrails: Document exclusions and assumptions → Design & Guardrails: Draft change triggers and approvals → Design & Guardrails: Create pricing menu and bundles → Packaging & Comms: Draft rate card one-pager → Packaging & Comms: Write proposal scope clauses → QA & Maintenance: Run scope-creep scenarios → QA & Maintenance: Plain-English client proof → QA & Maintenance: Export PDFs and email templates → QA & Maintenance: Set update cadence and snippet library. Includes two worked examples, fix-it prompts and a quality checklist.

WHAT IT WON'T DO

This kit guides your pricing and scope control but won’t replace legal advice, complex tax considerations, or bespoke pricing models for large tenders—engage a professional for those.

DELIVERY

Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.

This is a prompt toolkit you run yourself, not software or professional advice.

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