**Dynamic pricing matrix based on assessment.**

Perfect! I now have all the context I need from your business plans and
pricing structures. Let me create comprehensive instructions and a
blueprint for the dynamic pricing matrix assessment tool.

**Dynamic Pricing Matrix Blueprint & Instructions**

**Overview**

A comprehensive assessment-driven pricing calculator that evaluates
client needs across multiple dimensions and generates customized pricing
recommendations for AIITech\'s integrated PSA + Automation services.

**Part 1: Assessment Framework Design**

**Core Pricing Dimensions**

**1. Company Profile Factors**

-   **Company Size (Employee Count)**

    -   1-10: Base multiplier 0.5x

    -   11-50: Base multiplier 1.0x

    -   51-200: Base multiplier 1.8x

    -   201-500: Base multiplier 2.5x

    -   500+: Base multiplier 3.5x

-   **Industry Vertical**

    -   Healthcare: 1.5x (regulatory complexity, HIPAA compliance)

    -   Manufacturing: 1.3x (quality control integration)

    -   BFSI: 1.6x (AML/KYC compliance requirements)

    -   Professional Services: 1.2x (standard PSA workflows)

    -   Retail/E-commerce: 1.1x (lower complexity)

    -   Technology: 1.0x (baseline)

    -   Other: 1.0x

-   **Current Automation Maturity**

    -   None (manual processes): 1.4x (higher implementation effort)

    -   Basic (spreadsheets): 1.2x

    -   Intermediate (department tools): 1.0x

    -   Advanced (enterprise automation): 0.9x (easier integration)

**2. Project Scope Factors**

-   **Base Project Scope** (Starting Point)

    -   Single Process Automation: \$15,000

    -   Department-Wide Implementation: \$35,000

    -   Multi-Department Integration: \$75,000

    -   Enterprise-Wide Transformation: \$150,000

-   **Timeline Requirements**

    -   Urgent (1-2 months): 1.3x (expedited resources)

    -   Standard (3-6 months): 1.0x

    -   Extended (6-12 months): 0.9x (amortized effort)

    -   Phased Approach (12+ months): 1.1x (overhead)

-   **Integration Complexity**

    -   Standalone (no integrations): 1.0x

    -   Basic (1-3 systems): 1.2x

    -   Moderate (4-7 systems): 1.5x

    -   Complex (8+ systems, legacy): 2.0x

**3. Service Requirements**

-   **Support & Training Needs** (Additive)

    -   Self-Service (docs only): +\$2,000

    -   Standard (training + email): +\$5,000

    -   Premium (comprehensive + priority): +\$12,000

    -   Dedicated (managed services): +\$25,000

-   **Customization Level**

    -   Standard (out-of-box): 1.0x

    -   Moderate (custom workflows): 1.3x

    -   Extensive (highly customized): 1.7x

-   **Compliance & Security**

    -   Standard (basic protocols): 1.0x

    -   Enhanced (SOC 2): 1.2x

    -   Strict (HIPAA, GDPR): 1.5x

**Part 2: Pricing Calculation Logic**

**Calculation Formula**

Implementation Cost = Base Scope Price ×\
(Company Size × Industry × Maturity × Timeline × Integration ×
Customization × Compliance)\
\
Total Project Cost = Implementation Cost + Support Package\
\
Monthly Managed Services (Optional) =\
Total Project Cost × 0.05-0.15 (Bronze/Silver/Gold tiers)

**Example Calculation**

**Client Profile:**

-   51-200 employees (1.8x)

-   Healthcare (1.5x)

-   Basic automation maturity (1.2x)

-   Multi-department scope (\$75,000 base)

-   Standard timeline (1.0x)

-   Moderate integration (1.5x)

-   Premium support (+\$12,000)

-   Moderate customization (1.3x)

-   Strict compliance (1.5x)

**Calculation:**

Implementation = \$75,000 × (1.8 × 1.5 × 1.2 × 1.0 × 1.5 × 1.3 × 1.5)\
= \$75,000 × 9.477\
= \$710,775\
\
Support Package = +\$12,000\
\
Total Project Cost = \$722,775

**Part 3: Pricing Tier Recommendations**

**Three-Tier Output Structure**

**Essential Tier (75% of calculated price)**

-   Core implementation only

-   Standard documentation

-   Email support (48-hour response)

-   3 months post-launch support

-   Basic features

**Professional Tier (100% of calculated price) --- RECOMMENDED**

-   Full implementation

-   Comprehensive training

-   Priority support (24-hour response)

-   6 months post-launch support

-   All standard features

-   Monthly review meetings

**Enterprise Tier (135% of calculated price)**

-   White-glove implementation

-   Custom training program

-   Dedicated account manager

-   12 months managed services

-   All features + custom development

-   Weekly strategy sessions

-   SLA guarantees

**Part 4: Assessment Questions Structure**

**Section A: Business Profile (3 questions)**

1.  Company size (dropdown: employee ranges)

2.  Industry vertical (dropdown: 7 options)

3.  Current automation maturity (radio: 4 levels)

**Section B: Project Requirements (4 questions)**

1.  Project complexity & scope (dropdown: 4 levels)

2.  Desired timeline (dropdown: 4 options)

3.  System integration requirements (dropdown: 4 levels)

4.  Support & training needs (radio: 4 tiers)

**Section C: Additional Considerations (2 questions)**

1.  Customization requirements (radio: 3 levels)

2.  Compliance & security requirements (radio: 3 levels)

**Total: 9 questions, \~2-3 minutes to complete**

**Part 5: Results Presentation**

**A. Pricing Tiers Display**

-   Side-by-side comparison cards

-   \"Recommended\" badge on Professional tier

-   Clear feature differentiation

-   Price transparency with one-time + recurring options

**B. Breakdown Section**

Display transparent calculation:

-   Base implementation cost

-   Complexity multiplier (combined factor)

-   Support & training add-on

-   **Total project value**

**C. Factors Visualization**

Grid showing all selected factors:

-   Company size: \"51-200 employees\"

-   Industry: \"Healthcare\"

-   Maturity: \"Basic - Some automation\"

-   Scope: \"Multi-Department Integration\"

-   Timeline: \"Standard (3-6 months)\"

-   Integration: \"Moderate (4-7 systems)\"

-   Support: \"Premium\"

-   Customization: \"Moderate\"

-   Compliance: \"Strict (HIPAA)\"

**D. Next Steps CTAs**

-   **Primary:** \"Schedule Strategy Call\" → Calendly link

-   **Secondary:** \"Download Custom Proposal\" → PDF generation

-   **Tertiary:** \"Print Results\" → Print-friendly view

**Part 6: Technical Implementation Notes**

**Data Validation**

-   All fields required before calculation

-   Client-side validation (no submission without completion)

-   Clear error messaging for missing fields

**Calculation Accuracy**

-   Store all multipliers in JavaScript object

-   Round final prices to nearest \$1,000

-   Display breakdown with 2 decimal places for multipliers

**User Experience**

-   Progress indicator (Section 1 of 3, etc.)

-   Smooth scroll to results

-   Mobile-responsive design

-   Print-optimized results page

**Analytics Tracking (Future Phase)**

-   Track completion rate

-   Identify most common profiles

-   Monitor conversion from assessment → call booking

-   A/B test different pricing presentations

**Part 7: Conversion Optimization Features**

**A. Trust Signals**

-   \"280% Average ROI in 18 months\"

-   \"18-month average payback period\"

-   \"70%+ automation rate guaranteed\"

**B. Risk Reduction**

-   \"No obligation assessment\"

-   \"Free 30-minute strategy call included\"

-   \"Fixed-price guarantee available\"

**C. Social Proof Opportunities**

-   \"Companies like yours typically see\...\"

-   Case study snippets based on industry match

-   \"Healthcare clients save an average of \$625K/year\"

**D. Urgency Elements (Optional)**

-   \"Limited pilot slots available Q1 2026\"

-   \"Early adopter discount: 10% off if scheduled by\...\"

**Part 8: Follow-Up Automation Blueprint**

**Immediate Actions (Automated)**

1.  **Email Receipt**

    -   Thank you message

    -   PDF summary of results

    -   Calendar link for strategy call

    -   Relevant case study attachment

2.  **CRM Update**

    -   Log all assessment responses

    -   Calculate lead score

    -   Assign to appropriate vertical specialist

3.  **Nurture Sequence** (7-day drip)

    -   Day 1: Results + booking link

    -   Day 3: Industry-specific case study

    -   Day 5: \"What happens on strategy call\" guide

    -   Day 7: \"Still considering? Here\'s what others did\...\"

**Part 9: Pricing Philosophy Documentation**

**Transparent Principles**

1.  **Fixed-price for standard processes** → Faster sales cycle

2.  **Shared savings for high-impact** → 25-30% of documented savings

3.  **Outcome guarantees available** → 75% automation rate SLA

4.  **Package discounts** → Multi-year commitments

5.  **No hidden fees** → All costs disclosed upfront

**Pricing Ranges by Vertical (From Business Plan)**

**Healthcare:**

-   Discovery: \$20K-\$50K

-   Pilot (3-5 bots): \$30K-\$80K

-   Full Rollout (5-15 bots): \$100K-\$300K

-   CoE Establishment (10+ bots): \$150K-\$500K

**Manufacturing/BFSI:**

-   Similar structure, adjusted for industry multipliers

**Managed Services (Monthly Recurring):**

-   Bronze (Monitoring): \$2K-\$5K/month

-   Silver (Active Management): \$8K-\$15K/month

-   Gold (Full Lifecycle): \$20K-\$50K/month

**Part 10: Success Metrics & Iteration**

**Track Performance**

1.  **Completion Rate** → Target: 65%+ of starters finish

2.  **Time to Complete** → Target: \<3 minutes average

3.  **Conversion to Call** → Target: 30%+ book strategy call

4.  **Lead Quality Score** → Based on company size + budget signals

**A/B Testing Roadmap**

-   **Week 1-2:** Baseline data collection

-   **Week 3-4:** Test pricing display (ranges vs. exact)

-   **Week 5-6:** Test tier naming (Starter/Pro/Enterprise vs.
    > Essential/Professional/Premier)

-   **Week 7-8:** Test CTA copy variations

**Refinement Triggers**

-   If completion rate \<50% → Simplify questions

-   If conversion to call \<20% → Add more trust signals

-   If pricing seems too high/low → Adjust multipliers based on win rate
    > data

**Part 11: Integration with Existing Marketing**

**Website Placement**

-   **Primary CTA** on homepage hero

-   Embedded in Solutions pages (Healthcare, Manufacturing, BFSI)

-   Linked from Pricing page (\"Get Custom Quote\")

-   Standalone landing page for paid ads

**Campaign Support**

-   LinkedIn ads → Direct to assessment

-   Webinar follow-up → \"Calculate your ROI\"

-   Email nurture → \"See what this would cost for you\"

-   Sales enablement → Pre-qualify leads before first call

**Implementation Priority**

**Phase 1 (Week 1-2): Core Assessment**

-   Build 9-question form

-   Implement calculation engine

-   Create results display (3 tiers + breakdown)

**Phase 2 (Week 3-4): Polish & Integration**

-   Add email automation

-   Integrate with CRM (HubSpot/Salesforce)

-   Mobile optimization

-   Print functionality

**Phase 3 (Week 5+): Optimization**

-   A/B testing framework

-   Analytics dashboard

-   Lead scoring refinement

-   Conversion rate optimization

This blueprint creates a comprehensive, data-driven pricing assessment
that:\
✅ **Educates** prospects on pricing factors\
✅ **Qualifies** leads based on budget fit\
✅ **Accelerates** sales cycle with transparent pricing\
✅ **Differentiates** AIITech through professionalism\
✅ **Converts** with clear next steps and risk reduction

The assessment you already built is an excellent start---this blueprint
provides the strategic framework to enhance it with industry-specific
intelligence from your business plans.

Would you like me to create any specific component in more detail, such
as the email nurture sequence templates or the CRM lead scoring logic?

⁂

1.  AIITech Business Plan-RRussell.docx

2.  [[lets-draft-a-new-business-plan-dLDXNsMlRNyfoAVGcrHupQ.md]{.underline}](http://lets-draft-a-new-business-plan-dldxnsmlrnyfoavgcrhupq.md)

3.  lets-explore-developing-a-robo-lvagYbMLT92Anv1Q\_Q5Omw.md

4.  Business Plan for AIITech.pdf

5.  Plan Projection & Mapping Guidelines -2026.docx

6.  Development of Microservices.docx

7.  Development Road Map.docx

8.  AI-ITECH-Business-Plan.docx

9.  in-plain-chat-lets-create-a-co-.nwkHO6DQjKK6eB8PX7dxA.md

10. INTEGRATED-AI-AUTOMATION-PSA-PLATFORM.pdf

11. Client Side Dashboard Blueprint.pdf

12. Admin Backend Blueprint.pdf
