You know the number before we start.
Three ways to work together. All of them are fixed in advance, sized from a written scope, and structured so that demand beyond the scope is flagged before it is spent, never discovered on an invoice.
Planhat estate audit
Two weeks inside your instance. You get a written map of what is there, a ranked list of what to fix, and a fixed-fee proposal for the fixes. Useful whether or not we do the fixing.
- Every active automation catalogued with trigger, action, properties and intent
- Property data dictionary with source of truth and propagation direction
- Integration and rollup review, including sync lag and reconciliation gaps
- Ranked fix list with effort and impact
- Thirty-minute walkthrough and a fixed-fee proposal for what follows
Fixed-fee build projects
Implementation, estate work, health scoring or revenue visibility, each as a statement of work with written scope, deliverables and acceptance criteria. Larger engagements are sequenced into two or three SOWs with a decision point between each.
- Fifty percent on signature, fifty percent on acceptance
- Weekly thirty-minute direction call, async in a shared Slack channel
- Written rollback plan on every production change
- Loom walkthroughs on completed work
- Documented handover in your tools, accepted against written criteria
Estate stewardship retainer
A monthly block of senior hours that keeps the estate healthy as the platform, the upstream data and the team change. Hours pool across each three-month commitment period so a quiet month funds a busy one.
- Stewardship of rollups, cascades, calculated metrics and hierarchy attribution
- Direction and QA on views your own team assembles
- New builds and automations drawn from the block
- Estate map kept current as a living reference
- Weekly direction call, urgent items same or next business day
Hours are a sizing mechanism, not minute billing. Usage is recapped at month end, sizing is revisited at each commitment point, and rates are reviewed annually. All engagements run corp-to-corp under a master services agreement, with a data processing agreement where required. Invoiced in USD from NRR Partners LLC.
What a sequenced engagement actually looks like.
The shape of our first engagement for a construction-tech SaaS client, delivered as three sequential statements of work under one fixed fee, followed by a stewardship retainer.
Automation rationalisation
SOW 1 · 3 weeksAudit of thirty-six active automations, a data dictionary for the three-level hierarchy, a worked consolidation in production with a rollback plan, and the automation catalogue handed over for ongoing maintenance.
Pod performance visibility
SOW 2 · 2 weeksTarget import into the platform, a pod cockpit template with gap to target and forecast versus actual sliced by lifecycle phase, piloted with one pod and rolled out to all.
Project prioritisation and action tracking
SOW 3 · 2 to 3 weeksProject-level targets on the north-star metric, a relationship strength property designed with the team, an action log owned by the AE, and a portfolio view splitting active focus from next-cycle candidates.
Stewardship retainer
Monthly · rolling quarterly commitmentEstate stewardship, direction and QA on views the client's team assembles, the health scoring build drawn from the block once the dataset was exposed, and a weekly direction call with the CEO and the incoming RevOps lead.
The fine print, in plain language.
Why not hourly?
Hourly billing rewards slow work and punishes the client for the consultant's learning curve. Fixed fee puts the sizing risk where it belongs, on us, and lets you budget with certainty. Hours still exist behind the scenes as a sizing tool, and we tell you when a scope is drifting, but you never receive a timesheet invoice.
How is a fixed fee sized?
From the written scope: deliverables, acceptance criteria, dependencies and the working pattern. We estimate the hours honestly, price the scope, and then the hours are our problem. If your side of a dependency slips, we tell you what it does to the calendar before it does anything to the fee.
What happens when scope changes mid-project?
Small changes are absorbed. Meaningful changes become a written change order or the next statement of work, agreed before the work starts. Nothing outside the agreed scope is billed as a surprise.
Can a retainer include project work?
Yes. That is the design. New builds and automations are drawn from the monthly block rather than scoped and priced separately, which is why the block pools across the quarter. Anything larger than the block can absorb is flagged and scoped as a project.
What are the payment terms?
Projects: fifty percent on signature, fifty percent on acceptance, net 30. Retainers: monthly in advance, net 15. Invoiced in USD from NRR Partners LLC, a New Jersey limited liability company.
Do you offer a discount for a case study or a reference?
We are open to it on a per-engagement basis. A named case study with real numbers is worth something to us and we price accordingly, agreed in writing before the work starts rather than negotiated afterwards.
Get a number you can take to your CFO.
Thirty minutes on the setup, then a written scope and a fixed fee within two business days if there is a fit.