This preview shows real buyer-kit structure before checkout: filled rows, before/after workflow improvements, calculator outputs, and dashboard-style proof points. The full editable files remain gated.
| scenario | vendor | workflow_fit_1_to_5 | cost_clarity_1_to_5 | implementation_risk_1_to_5 | contract_risk_1_to_5 | example_note | next_action |
|---|---|---|---|---|---|---|---|
| Current pain | Harvest | 4 | 4 | 3 | 3 | Time tracking and reporting for comparing estimated retainer hours against actual delivery time. | Collect baseline cost, owner, and workflow friction before demos. |
| Budget-safe option | Bonsai | 5 | 4 | 3 | 3 | Freelancer and small-agency workflow platform for proposals, contracts, invoices, and client management. | Prefer clear plan limits, lower setup work, and exportable data. |
| Best-fit option | PandaDoc | 5 | 4 | 4 | 3 | Proposal and document workflow platform for packaging retainer offers after pricing logic is finalized. | Prefer workflow depth, reporting quality, and role permissions. |
| Implementation-safe option | Productive | 5 | 4 | 3 | 3 | Agency operations platform for budgeting, resourcing, project management, and profitability visibility. | Prefer migration help, onboarding clarity, and low admin burden. |
| Renewal-risk check | HubSpot Sales Hub | 4 | 4 | 2 | 2 | CRM and sales pipeline workflow for tracking retainer opportunities and renewal stages. | Review cancellation, price increase, data export, and support terms. |
| Security check | Harvest | 4 | 4 | 4 | 3 | Time tracking and reporting for comparing estimated retainer hours against actual delivery time. | Confirm SSO, audit logs, permissions, backups, and user offboarding. |
| Reporting check | Bonsai | 4 | 4 | 3 | 3 | Freelancer and small-agency workflow platform for proposals, contracts, invoices, and client management. | Ask for dashboard exports that prove value after 30, 60, and 90 days. |
| Integration check | PandaDoc | 4 | 4 | 3 | 3 | Proposal and document workflow platform for packaging retainer offers after pricing logic is finalized. | Verify native integrations, paid add-ons, and middleware dependency. |
| Stakeholder review | Productive | 4 | 4 | 4 | 3 | Agency operations platform for budgeting, resourcing, project management, and profitability visibility. | Record who approved cost, risk, data migration, and final vendor fit. |
| Final decision | HubSpot Sales Hub | 4 | 4 | 3 | 3 | CRM and sales pipeline workflow for tracking retainer opportunities and renewal stages. | Document why the selected route won and which tradeoff was accepted. |
| Post-purchase checkpoint | Harvest | 3 | 4 | 3 | 3 | Time tracking and reporting for comparing estimated retainer hours against actual delivery time. | Schedule adoption, usage, support, and renewal review dates. |
| Fallback route | Bonsai | 3 | 4 | 4 | 3 | Freelancer and small-agency workflow platform for proposals, contracts, invoices, and client management. | Keep a lower-cost alternative if implementation risk becomes too high. |
| Client-ready note | PandaDoc | 3 | 4 | 3 | 3 | Proposal and document workflow platform for packaging retainer offers after pricing logic is finalized. | Summarize decision evidence for a client, partner, or finance reviewer. |
| Risk exception | Productive | 3 | 4 | 2 | 3 | Agency operations platform for budgeting, resourcing, project management, and profitability visibility. | Name any unverified claim and require written vendor confirmation. |
| Operating record | HubSpot Sales Hub | 3 | 4 | 4 | 3 | CRM and sales pipeline workflow for tracking retainer opportunities and renewal stages. | Store the completed kit beside the contract or renewal file. |
| area | before_state | after_state | proof_in_kit | buyer_action |
|---|---|---|---|---|
| Vendor shortlist | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for What The Kit Solves: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Pricing evidence | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Calculator Workflow: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Implementation plan | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Buyer Use Case: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Contract review | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Marketplace Comparison: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| ROI case | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Implementation Steps: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Demo process | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Files Included: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Security review | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Risk Controls: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Data export plan | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Delivery And Gating: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Renewal checkpoint | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for What The Kit Solves: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| Final approval | Buyer has scattered notes about agency retainer calculator workflow kit and no comparable evidence. | Buyer has a structured record for Calculator Workflow: owner, source, score, risk, and next step. | scorecard + checklist + pricing matrix + filled example | Complete the worksheet before demos or renewal approval. |
| scenario | monthly_subscription_usd | one_time_setup_usd | monthly_hours_saved | hourly_value_usd | estimated_monthly_net_value_usd | estimated_annual_net_value_usd |
|---|---|---|---|---|---|---|
| Conservative | 99 | 500 | 8 | 50 | 259.33 | 3112.0 |
| Low budget | 49 | 250 | 5 | 45 | 155.17 | 1862.0 |
| Agency operator | 299 | 900 | 16 | 85 | 986.0 | 11832.0 |
| SMB operations | 199 | 600 | 12 | 65 | 531.0 | 6372.0 |
| Expansion case | 399 | 1200 | 24 | 90 | 1661.0 | 19932.0 |