Freelancers
Example · Board of 3A client is asking for a 30% discount on retainer. Hold rate, accept, or graduate them?
Chief of staff
This one needs a board: The Strategist, The CFO and The Customer. The Strategist maps competitive dynamics and strategic options across multi-year horizons. Each researches alone first, then they react to one another — and on a decision, two of them take opposed sides.
The StrategistCompetitive Expert
The CFOFinancial Controller
The CustomerUser Voice

Asked first
Has a competitor already made this move?
Yes, one hasNot that I knowWe’d be first
The board’s call
Graduate the client to a fixed-scope retainer at full rate (not discounted) with quarterly scope review.
Every accepted discount sets the rate for future negotiations. Long-term clients should pay a stability premium, not a discount.

The Customer disagreed
“If this client is >40% of revenue, build pipeline before holding the line”
Board of 3 · up to 135 credits on the card · an example, not a recorded run








