rate raise

 · 22 scenarios · P-004

The Rate Raise Playbook

Time the raise, frame the number, and deliver the news to existing clients without losing them. Every raise conversation — and every pushback that follows.

clarify

align

assert

defend

exit

one-time purchase · lifetime updates · works in any browser

The Rate Raise Playbook
tool browse guide
step 02 — strategy
mode: assert
The annual raise you've postponed twice

Your costs went up. Your skills went up. Your rate didn't. The email announcing the new number has been "almost ready" for a year.

how it works

Four steps. One send-ready email.

step 01

Diagnose

Answer four quick questions about what the client said and where the project stands. The playbook routes you to your exact scenario.

step 02

Get the strategy

See the real risk under the surface, the strategy mode the situation calls for, and how firm your tone can safely go.

step 03

Build your draft

Pick an approach, drop in the client’s name and project details, and the playbook assembles the email around them.

step 04

Copy and send

Take the finished email, a reusable template, or an AI prompt tuned to the scenario — whichever fits how you work.

what's inside

22 scenarios across the whole client relationship

From the standard annual raise to the client who says it’s not in the budget — the framing, the timing, and the scripts for round two.

A — The Standard Raise

Annual increases, experience-based raises, market-rate and cost-of-living adjustments — framed to land.

5 scenarios
B — Raise by Client Type

Long-term clients, corporate accounts, agencies — the same raise needs a different delivery for each.

5 scenarios
C — When They Push Back

"That's not in our budget," the counter-offer, the guilt play — holding the number in round two.

5 scenarios
D — Complex Situations

Mid-project raises, grandfathered rates, and the client paying half of what new ones do.

4 scenarios
E — Rate System

A rate structure that raises itself — anchors, reviews, and terms that do the negotiating for you.

3 scenarios

every scenario includes

Not advice.
A complete response kit.

The real risk read — what’s actually at stake beneath the surface ask
Strategy mode and tone ceiling — how firm you can safely go
Two to four approaches with the trade-offs of each spelled out
A send-ready email built around your client and project details
A reusable template and a tuned AI prompt for your own tools
scenario C1 — the budget pushback mode: defend
the real risk

Discounting the moment they flinch teaches them the number was never real. Round two isn't about the rate anymore — it's about whether your rates mean anything.

Hold the number, extend the timeline
Keeps the rate real, gives them room
Trim scope, not the rate
Fits their budget without a discount
outputs
email template ai prompt

also included

More than scenarios

the guide

19-chapter boundary guide

The thinking behind the scripts — how boundaries work, why clients test them, and how to hold them long-term. Read it cover to cover or jump from any scenario.

browse mode

Every scenario, one index

Skip the diagnosis when you already know your situation — browse all 25 scenarios by category and jump straight to the script.

the format

One file, works anywhere

A single HTML file that runs in any browser — laptop, tablet, phone. No account, no installs, works offline. Yours forever.

the complete bundle

The rate raise is one of five conversations.

Boundaries, scope creep, late payments, and onboarding each have their own playbook. Get all five — 122 scenarios — plus 50% off any ClearBound AI subscription.

faq

Before you decide.

A single interactive HTML file plus a quick-start README. Open the file in any browser — Chrome, Safari, Firefox — on any device. No account, no installs, and it works offline.

Give at least 30 days, and ideally set the new rate to start at a natural break—a new month, quarter, or project phase. That gives clients time to adjust budgets and signals that the change is planned, not reactive. For ongoing retainers, more lead time is better; for new projects, simply quote the new rate up front. The Rate Raise Playbook covers timing, framing, and the exact wording for each of these situations.

Give notice, anchor the new number, and frame it as routine. Tell existing clients your rate is changing, state the new figure plainly, and set an effective date a few weeks out so ongoing work isn’t disrupted. Don’t apologize or over-justify—a confident, matter-of-fact tone signals the raise is normal. The Rate Raise Playbook gives you 22 scenarios and ready-to-send emails for announcing the increase and handling every pushback that follows.

Neither. It’s an interactive tool: you answer a few questions about your situation, it routes you to the right scenario, and it builds the email around your details. There’s nothing to read cover-to-cover unless you want to — the 19-chapter guide is there when you do.

Every scenario is built on the five strategy modes, so the scripts adapt to variations of each situation. And every scenario includes a tuned AI prompt — run it with your specifics to generate a version for your exact case.

Yes — lifetime updates are included. When new scenarios or improvements ship, you get the new file at no extra cost.

Yes — 14 days, no questions asked. If the playbook doesn’t help you handle your next hard conversation, reply to your receipt and you’ll get a full refund.

You’ve known the number for a year. Send it.

22 scenarios. Every framing, every pushback. Ready before the email.

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