The Estimate That Protects Margin

Build estimates that hold margin

build estimates that hold marginsmb / agenciestool-agnosticagencypricingestimatingmarginproposalsintermediate
Entry PT-0256 · full text · stolen 0 timesReceived

Our project estimates keep losing money: [TWO RECENT PROJECTS - ESTIMATED VERSUS ACTUAL HOURS, WHERE THE OVERAGE CAME FROM, OUR HOURLY COST, WHAT WE FORGET TO PRICE - MEETINGS, REVISIONS, PM TIME]. Fix the estimating: the line items everyone forgets (kickoff, status calls, two revision rounds, file delivery), the contingency percentage justified by our own history, the change-order trigger written into the estimate itself, and the walk-away number for each deal type so discounting is a decision, not a reflex.

Inputs needed

  • Estimated-vs-actual history, cost rate, blind spots

What good output looks like

Forgotten line items priced; history-based contingency; change-order trigger embedded; walk-away floor

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Reading the room…

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