Worked scenario
Still on the package they joined with three years ago
Tiered pricing only works if someone checks that clients are still in the right tier, and nobody owns that check.
3 min read
Packages are defined by volume — transactions, employees, entities. Clients are assigned at onboarding based on their size then.
Growth is silent
A client doubling their transaction volume does not announce it. The firm notices when the work becomes noticeably heavier, which is long after the tier stopped fitting.
Thresholds must be measured, not sensed
The metric that defines the tier is usually already in the data. Comparing it to the threshold is a report nobody has built, and it is the entire mechanism the pricing model depends on.
What changes
- Volume metrics tracked per client against tier thresholds
- Clients exceeding their tier surfaced automatically
- Reviews scheduled rather than prompted by strain
- Effort per client compared with the tier it sits in
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