Pricing and commercial terms

We get paid when verified savings are implemented.

The free spend assessment is a short, human-led conversation. Full engagements have no upfront consulting fee. Our fee is a flat 25% of verified first-year savings you approve and implement.

First conversation

Initial spend assessment

Free

A short fit call and high-level view of where a deeper review may be worthwhile.

  • Spend and stack profile
  • Obvious renewal, duplication, or usage flags
  • Likely opportunity range only where supportable
  • No detailed Savings Map or negotiation playbook
Full engagement

Full optimization engagement

No upfront fee

No upfront consulting fee. Our fee is a flat 25% of verified first-year savings the client approves and implements. For replacements, the fee basis is verified first-year net savings after material implementation, migration, replacement operating, maintenance, AI/API, and other switching costs.

  • Map spend, contracts, usage, ownership, and capability
  • Keep / Cut / Renegotiate / Replace decisions
  • Execution support for approved actions
  • Replace savings measured on net first-year economics

How savings are defined

Savings move through four measurement steps.

The numbered steps below are how a saving becomes billable. They are separate from the two commercial stages above.

01

Identified

A plausible opportunity discovered during analysis. It is not yet a billable result.

02

Approved

The client agrees that the recommendation is worth pursuing and defines the action.

03

Implemented

The contract, license, price, or replacement action is actually executed.

04

Verified

Objective evidence shows the lower first-year cost. This is the basis for the flat 25% success fee.

Worked examples

The basis changes when the capability changes.

Cut / Renegotiate

Annual baseline $120K. Approved reduction or contract improvement $30K. Verified first-year savings: $30K.

Fee: 25% of verified first-year savings after the action is executed.

Replace

Current $100K. Replacement operating cost $15K. One-time switching cost $20K. Verified Year-1 net savings: $65K.

Fee: 25% of verified first-year net savings. The basis subtracts material implementation, migration, replacement operating, maintenance, AI/API, and other switching costs.

Payment handling

Invoice terms are agreed up front.

Full engagements are invoiced under the signed agreement, with ACH or wire expected for most B2B work. Payment timing and instructions are provided with the invoice.

Important boundaries

Terms keep incentives and expectations clear.

  • The flat 25% success fee and measurement window are stated in writing before deep work starts.
  • Cost avoidance is tracked separately unless the contract explicitly defines and approves it.
  • You approve every action and remain responsible for final commercial decisions.
  • Implementation ownership for any replacement is agreed before the recommendation is executed.
  • There is no promise that every line produces savings. Keep is a valid outcome.

Start with a free spend assessment.

Bring a high-level spend profile and your next important renewal. The first conversation is with Josh.

Talk to Josh →