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Pricing Tool

Early Pricing & Offer Estimator

Estimate your baseline pricing, design service packages, and validate your revenue targets. Built for builders, advisors, agencies, and SMBs to ship their offers with confidence.

✓See how hours, rate, and capacity interact
✓Get segment-specific pricing recommendations
✓Design hourly, project, and retainer models
✓Export and share your pricing plan
Monthly Capacity

$0

at current rate & hours

Your Goal

$0

monthly target

Utilization

0%

of 160 hours/month

Gap to Goal

$0

surplus

Your Pricing Inputs

Adjust these to see how pricing and capacity options change.

$

Your going rate per hour

hrs

160 = full month, 80 = half-time

$

What you want to make monthly

Tip: Use "Save as PDF" after clicking download to save or share your pricing plan.

Pricing Insights

  • •At 0% utilization, you have headroom. Either lower rates, increase scope, or focus on higher-margin work.

Recommended Pricing Models

Mix and match based on client needs and your delivery capacity.

hourly

Hourly Engagement

$0

per hour

Per-hour rate for ad-hoc work

Delivery Hours0 hrs
Margin Built In0%

Good for starting, but creates ceiling on income

project

Project-Based (Fixed Fee)

Recommended

$0

per engagement

Flat rate for defined scope with margin for risk

Delivery Hours0 hrs
Margin Built In+40%

Most advisors prefer this. Align on outcomes, not hours.

retainer

Monthly Retainer

$0

per engagement

Predictable monthly revenue for ongoing support

Delivery Hours0 hrs
Margin Built In-5%

Retainers are cash flow gold. Discount slightly to lock in the client.

Pricing Strategy Tips for Advisors

  • •Start with hourly to establish your market rate, then transition to projects or retainers as you build confidence in scoping.
  • •Raise rates regularly - every 6-12 months. Track your actual delivery time and adjust for efficiency gains.
  • •Lean into retainers for cash flow stability. Even a 10-20% discount from hourly is worth the predictability.
  • •Don't fill all hours - leave 20-30% capacity for admin, sales, learning, and burnout prevention.

Get pricing checklists + offer templates

Sponsored by Human Team. Scoping templates, pricing frameworks, and week-one playbooks to ship your offer. No spam. Tailored to advisors.

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Early Pricing & Offer Estimator - fractionals Report

Generated: 1/7/2026

Hourly Rate: $0 • Hours/Month: 0 • Revenue Goal: $0

Monthly Capacity: $0 • Utilization: 0%

How to use this tool

1. Choose Your Segment

Select whether you're an advisor, agency, SMB, or builder. Each segment has different defaults and strategies baked in.

2. Adjust Your Inputs

Set your hourly rate, the hours you can realistically deliver per month, and your monthly revenue goal. Watch the summaries update in real-time.

3. Review Recommended Packages

The tool suggests three pricing models for your segment: hourly, project-based, and retainers. Each includes recommended pricing, delivery hours, and margin guidance.

4. Check Your Insights

The tool flags if you're over-utilized, under-pricing relative to your goal, or have other capacity gaps. Use these to refine your pricing model.

5. Download & Share

Click "Download Report (PDF)" to save or share your pricing plan with cofounders, advisors, or team members.

What counts as "hours available"?

Think billable delivery time only. If you work 160 hours/month at a full-time job, but only 60 are billable, enter 60. Don't include admin, sales, or learning time here. Those are factored into the utilization %.

Why the markup on projects?

Projects carry discovery, scoping, and risk. Advisors add 40%, agencies 100%. You're not charging for overhead. You're charging for the risk and certainty you bring to a fixed scope.

Why discount retainers?

Monthly recurring revenue is gold. A predictable $5K/month is worth more than two $3K projects (bookkeeping, predictability, relationship depth). A small discount locks in clients.

What if my goal is unrealistic?

The tool will flag it. You have three levers: (1) Raise your hourly rate, (2) Increase hours available (work more), or (3) Shift to higher-margin work (projects, retainers).

Our Pricing Philosophy

This tool is built on the belief that pricing should reflect value, not just hours. It helps you design offers that are fair to you and your clients. Predictable, defensible, and profitable.

  • •Hourly is a floor, not a ceiling. It establishes your baseline. But projects and retainers are where you build wealth.
  • •Don't leave utilization on the table. Leave 20-30% capacity for admin, sales, learning, and rest. Not everything.
  • •Retainers are relationships. They let you build depth with clients, not just depth of invoice.
  • •Raise rates every 6-12 months. Pricing inertia is the biggest income leak for solopreneurs.

Your Next Moves

  1. 1

    Download your pricing plan

    Save or screenshot your final numbers.

  2. 2

    Pressure-test with a trusted client or peer

    Share your pricing model and ask if they'd hire at those rates.

  3. 3

    Create your first service package

    Design a 1-pager with your offer, deliverables, and price.

  4. 4

    Share with your target segment

    Post in communities, email your network, or cold outreach. Iterate based on feedback.

Use this, then read that

After you pressure-test pricing, lock in your offer and delivery.