Close Prospect with Proposed Fee
w/Fee SummaryThe Challenge: When making a proposal to a potential client, it would be good to share some third-party data that supports you were offering a fair deal for the services to be delivered.
Our Solution: Using FDI Fee Summary you share third party benchmarking data in support of your proposal.
Key Benefits:
- Provides objective data to contextualize adjusted or current fees.
- Creates a structured framework for discussing the broader context of fees, services, and value rather than focusing solely on cost.
- Shows prospects exactly how your fees compare to a relevant benchmark group of similar-sized plans, building trust through objective third-party validation rather than subjective fee discussions.
Key Features:
- Delivers concise fee analysis in a streamlined, single-page format that's easy for prospects to understand and digest quickly.
- Includes option for a personalized cover pages where you can add your own value proposition messaging, images, and branding to reinforce their unique story.
General Guidelines
Include with new service proposals or revised proposals
Share commitment to benchmark on an ongoing basis as part of proposal
Upon These Key Events:
When asked for an RFI or RFP responses for services
Watch this step-by-step demonstration video text.
Presentation Resources
Q: Would I ever send more than one Fee Summary to a prospect?
A: If proposing more than one level of service – 2 fee summaries, one reflecting each service level, could make sense to differentiate the two proposals.