9. Pricing hypothesis

9.1 Principles

  1. Price to the firm's economics, not the client's headcount. A firm prices a diagnostic by scope and outcome. If OrgDiagnostic charges only per end-client employee, it reads as HR software and competes with the firm's own fee.
  2. Platform cost should be 2–5% of a typical diagnostic fee. Enough to be taken seriously; small enough that a partner never debates it on a proposal.
  3. Meter what costs us money. Video minutes and very large populations have real marginal cost. Seats and engagements carry the value.
  4. Let the firm make margin on OrgDiagnostic. Retainer pulses are resold by the firm under its brand.

9.2 Structure

Four levers.

Lever Unit Why
Firm platform fee Annual, by tier Methodology Studio, library, brand, HQ, security. The firm's IP lives here.
Engagement credits Per live diagnostic wave Maps to how firms sell. A credit covers one wave for one client workspace.
Completes and video Included allowance, then metered Protects against 60,000-person clients and heavy video use.
Retainer Pulse Per client per year, wholesale Firm resells. Recurring revenue for both.

9.3 Tiers (list prices, USD, annual)

Boutique Practice Firm
Typical firm size 8–25 consultants 25–100 100–250
Platform fee $30,000 $84,000 from $180,000
Firm seats (Partner / EM / Analyst) 8 30 100, then $1,200/seat
Contractor seats $150 / month, engagement-scoped same same
Engagement credits included 4 12 30
Completes included / yr 10,000 40,000 120,000
Video minutes included / yr 300 1,500 5,000
Methodology packs All shipped packs; 3 custom Unlimited custom Unlimited + pack migration service
Book-of-business norms — ✓ ✓
HRIS connectors, SAML, SCIM — ✓ ✓
Residency US or EU US, EU, UK US, EU, UK, AU
Support Standard Named CSM Named CSM + methodology onboarding

9.4 Overage and add-ons

Item Price
Additional engagement credit, population ≤ 1,000 $2,500
population 1,001–5,000 $6,000
population 5,001–20,000 $12,000
population > 20,000 Quoted
Pulse wave (≤ 20 items, locked from a host pack) 0.25 credit
Completes beyond allowance $0.60 each
Video minutes beyond allowance $1.50 / min (capture, transcript, redaction, storage to retention date)
Live IDI rooms (v2) $4 / interview-hour
Licensed external norm sets (v2) Pass-through + 15%

9.5 Retainer Pulse (resold by the firm)

Client size Wholesale to firm / yr Typical firm resale (guidance)
≤ 2,000 employees $9,000 $30,000–$45,000 with quarterly readouts
2,001–10,000 $18,000 $50,000–$90,000
> 10,000 Quoted Quoted

Includes 4 pulse waves, portal, action tracker, wave compare. The firm's analysis and quarterly readout are the value the client pays for.

9.6 Worked economics

Full Census for a 4,200-person manufacturer, firm fee $420,000, Practice tier.

Cost line Amount
Engagement credit (1,001–5,000) $6,000 (or 1 of 12 included)
Completes: 2,562 Within allowance
Video: 180 min Within allowance
Effective platform cost at list ~$7,000 if the credit is one of the 12 included ($84,000 ÷ 12) ≈ 1.7% of fee; ~$13,000 if it is an overage credit ≈ 3.1%

Firm-side saving (hypothesis to validate with design partners):

Activity Current stack With OrgDiagnostic
Setup to launch 8 consultant-days 2
Fieldwork management 6 3
Scoring, cuts, QA 8 1
Open-text and video coding 10 3
Deck production 8 2
Total 40 days 11 days

At a blended internal cost of $1,200/day, ≈ $35,000 saved per engagement, or capacity for more engagements per team. The retainer pulse that follows at ~$60,000/yr resale is where the firm's margin compounds.

9.7 What to test

  • Credit vs. unlimited: do Practice-tier firms prefer predictable unlimited engagements at a higher platform fee?
  • Whether firms want OrgDiagnostic to bill the client directly for pulse seats (white-label billing) or always bill through the firm. Default hypothesis: always through the firm.
  • Price sensitivity at Boutique: is $30k the ceiling for a 12-person firm doing 4–6 diagnostics a year?
  • Whether book-of-business norms justify the Practice upgrade on their own.

9.8 What we will not do

  • Per-employee pricing as the only lever.
  • Charge the firm for client viewers or respondents' accounts.
  • Hold the firm's methodology or data hostage: full export of packs (JSON + XLSX) and k-safe results at any time, including on termination.