The gap between having a pricing policy and actually enforcing it every time

Shehzlinks

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Something I ran into this week that's worth sharing: I have a fixed markup rule for every vendor price that comes in - it's been my standard since day one. But on a recent batch of sites, I caught myself sending raw vendor cost straight to a client message without applying it. Not because the rule changed, just because I was moving fast and skipped the step.

What made it worse: I'd actually written the rule down for myself, so there was no excuse - it wasn't a knowledge gap, it was a process gap.

Fix I'm implementing now: before any price goes out the door (sheet, email, chat, doesn't matter), it runs through the same markup step every single time, no exceptions, even for "quick" one-off requests. Quick requests are exactly where shortcuts sneak in.

Curious if others have a similar checkpoint, or if you've caught yourself doing the same thing when moving fast on a bulk batch.
 
if possible, make the draft message auto-fill from the marked-up value (so there’s no manual copy/paste where you can grab the wrong column)
 
Something I ran into this week that's worth sharing: I have a fixed markup rule for every vendor price that comes in - it's been my standard since day one. But on a recent batch of sites, I caught myself sending raw vendor cost straight to a client message without applying it. Not because the rule changed, just because I was moving fast and skipped the step.

What made it worse: I'd actually written the rule down for myself, so there was no excuse - it wasn't a knowledge gap, it was a process gap.

Fix I'm implementing now: before any price goes out the door (sheet, email, chat, doesn't matter), it runs through the same markup step every single time, no exceptions, even for "quick" one-off requests. Quick requests are exactly where shortcuts sneak in.

Curious if others have a similar checkpoint, or if you've caught yourself doing the same thing when moving fast on a bulk batch.
the most dangerous way is to use memorizing for doing repeitive work. when there is some cost involved, then it will be incorporated in the proces in the same way as other maual step.
 
Haha, I have been there. It's usually not that I don't know what to do, I just move too fast and miss a step. A quick final check before sending anything has saved me from a few embarrassing mistakes.
 
Something I ran into this week that's worth sharing: I have a fixed markup rule for every vendor price that comes in - it's been my standard since day one. But on a recent batch of sites, I caught myself sending raw vendor cost straight to a client message without applying it. Not because the rule changed, just because I was moving fast and skipped the step.

What made it worse: I'd actually written the rule down for myself, so there was no excuse - it wasn't a knowledge gap, it was a process gap.

Fix I'm implementing now: before any price goes out the door (sheet, email, chat, doesn't matter), it runs through the same markup step every single time, no exceptions, even for "quick" one-off requests. Quick requests are exactly where shortcuts sneak in.

Curious if others have a similar checkpoint, or if you've caught yourself doing the same thing when moving fast on a bulk batch.
this usually happens when pricing logic live in your head instead of the workflow. Once it is not systemized, speed alway beats accuracy and small leaks become constant margin loss over time. A simple automated step or checklist before sending fixes it long term.
 
This is something many businesses struggle with. Having a pricing policy is one thing, but applying it consistently is much harder. How do you handle existing clients who expect exceptions after receiving discounted rates in the past
 
Yeah, happens when you're working fast. I just try to recheck prices before sending now so nothing gets missed.
 
this is a good reminder that most mistakes come from skipping a routine, not from not knowing what to do. One thing that's helped me is having a final review step before anything gets sent, even if it's just a quick request. Spending an extra minute checking can save a lot more time fixing errors later.
 
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