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Part II — Build the offer

Build the offer

Turn your archetype into something a client can buy: three tiers that sell and hold up under pressure, then priced above your floor.

Chapter 03

Designing your tiers

This chapter walks you through how to design tiers that sell, hold up under pressure, and don’t trap you in a service you’ll come to hate.

You picked your archetype in Chapter 2. Now you’ll turn it into something a client can actually buy. Most care plans are sold in tiers. A tier is a packaged version of your service — a specific price with a specific list of what’s included. Selling tiers is better than selling one-size-fits-all because it gives the client a choice, and choosing makes them feel in control.

The three-tier model

The best practice is: offer three tiers. Two tiers force a yes-or-no decision — the client is comparing your service to nothing, so they often pick nothing. Four or more tiers create decision paralysis: the client looks at the table, gets confused, says “let me think about it,” and never replies.

Three tiers let the client compare you to yourself. The middle option becomes the “normal” choice. The top option makes the middle look like a deal. The bottom option exists to make sure you don’t lose the client to nothing.

The names of the three tiers

Pick names that tell a story about who each tier is for, not how much it costs.

Entry tier

The smallest, cheapest plan. Designed to keep someone in your ecosystem.

Anchor tier

The middle plan. This is your real product. Most clients should land here. Build the anchor first, then design the others around it.

Premium tier

The biggest, most expensive plan. Most clients won’t buy this either, but it makes the anchor look reasonable.

Why the anchor wins

Behavioral research shows that when people are given three choices, they overwhelmingly pick the middle one. This is called the compromise effect. People don’t want to look cheap, and they don’t want to look like they’re showing off. Use this. Build your anchor as the plan you actually want most of your clients on. Price it where the math works for you.

What goes in every care plan

Some things go in every tier. These are the baseline. If you’re not doing them, you’re not running a real care plan.

  1. Updates of plugin, theme and WordPress core
  2. Regular backups
  3. Uptime monitoring
  4. Security
  5. Monthly report sent to the client
  6. A clear way to reach you when something is wrong

This is basically your promise of keeping the website online. If a competitor is selling “care plans” without all of these, they’re selling something less.

What separates the tiers

The entry tier has the baseline. Period. The anchor tier adds things that the client notices and values, but that don’t take you all day. Common anchor add-ons:

Naming traps to avoid

Names matter more than people think. Avoid Bronze, Silver, Gold — every tech-conscious buyer has seen these; they suggest a commodity service and let the buyer compare you to anyone else. Avoid Basic, Pro, Enterprise — same problem. “Basic” is the kiss of death; nobody wants the basic anything. Use names that hint at the outcome or the relationship.

Should hosting be included?

This is the most-debated question in WordPress agency communities. There’s no single right answer.

The case for including

More margin. You buy hosting at wholesale and bundle it into your tier price. The client sees one bill.

Fewer support headaches. You control the server. When something breaks, you can fix it without calling a third-party support line.

Stickier client. The client moving away means moving the site. That’s a real barrier to leaving.

The case for not

Less risk. If the host has an outage, you’re not the one being called at 2 a.m.

Simpler bookkeeping. You don’t have to invoice for resold hosting and worry about taxes on margin.

Hosting fights aren’t your fights. When the client wants a refund because of slow load times, the host’s refund policy is theirs to argue with, not yours.

A simple decision tree
1 Do you have a team or systems to manage hosting reliably? No ✕ Keep hosting out
Yes ↓
2 Will your tier price stay competitive after adding the hosting cost? No ✕ Keep hosting out
Yes ↓
3 Are most of your clients small-to-medium sites that fit on one host?
Yes ✓ Include hosting Varies Keep it separate

Most Concierge agencies include hosting. Most Insurance Providers don’t. Growth Partners go either way.

Template — Tier scope sheet to fill in
MY ARCHETYPE: _____________________________

ENTRY TIER NAME: ______________________________
Price: $________ /month   Target buyer: ______________________
Always-included baseline: updates · backups · uptime · security scan · monthly report · support
Other: _____________________________________________________

ANCHOR TIER NAME: _____________________________
Price: $________ /month   Target buyer: ______________________
Add-ons over entry tier:  ____________  ____________  ____________

PREMIUM TIER NAME: _____________________________
Price: $________ /month   Target buyer: ______________________
Add-ons over anchor tier:  ____________  ____________  ____________

RESPONSE TIME by tier:      ____ / ____ / ____ hours
CHANGES INCLUDED by tier:   ____ / ____ / ____ minutes per month
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Chapter 04

Pricing

The most common mistake we see WordPress professionals make is charging $39 a month for work that takes 90 minutes a month at a $150-an-hour skill rate. That’s $225 worth of work sold for $39. This chapter is about fixing that.

The four pricing models

01

Tiered pricing

The three-tier model from Chapter 3. Most agencies use this.

Best when: you have a few distinct kinds of clients and can package three repeatable bundles. Worst when: every client is wildly different.

02

Flat pricing

One price for everyone. “$199 a month for our care plan.”

Best when: you’re brand new and need to keep things simple. Worst when: you have any client variety — a 5-page brochure site shouldn’t cost the same as a 200-page store.

03

Hours-based pricing

You sell hours of work. “5 hours per month at $150/hr is $750.” With AI, this becomes less popular as clients care more about outcomes than hours.

Best when: clients’ needs are unpredictable and they want flexibility. Worst when: the client wants peace of mind, not a stopwatch.

04

Value-based pricing

You charge based on what the work is worth to the client, not what it costs you.

Best when: you can clearly tie your work to revenue — e-commerce, lead-gen, SaaS. Worst when: you can’t measure the value. That’s just hope-based pricing.

The cost-plus calculator

Before you set a price, you need to know what each plan costs you to deliver. Figure out what one plan costs you each month, add a margin — that’s your floor. Charge above it.

Pricing for the client you want

Here’s a counterintuitive truth: cheap clients are the most expensive clients. Clients on $49/mo plans are often more work — they’re frequently running their own first websites with no technical experience, who panic at every little thing. Clients on $499/mo plans tend to run real businesses, value their time, and don’t email you at 11 p.m.

Price for the client you want, not the one you have. Your prices teach the market who you serve. Cheap prices attract cheap clients. Mid-market prices attract mid-market clients. It’s that simple.

Annual vs. monthly contracts

The case for annual

Cash up front. $300/mo × 12 with a 10% discount is $3,240 in your bank today.

Lower churn. Annual clients don’t quit as often — they’ve already committed.

Predictability. You know who’ll be around for the next 12 months.

The case against

Discount math. A 10% discount on a $300/mo plan is $360 a year you didn’t earn.

It’s a hard ask. Some clients can’t write a $3,000 check easily, even when the math works.

A reasonable middle ground: offer both. Default to monthly. Offer 10% off annual, paid up front, no refunds after 30 days. The ones who take it are your most committed clients.

Talking about price on a sales call

  1. Don’t apologize. “Our care plans start at $199.” Not “I know it sounds like a lot, but…” If you flinch, the client flinches.
  2. Anchor high first. “Our top tier is $899 a month. Most clients choose our middle plan at $449. We also have an entry-level plan at $199.” By the time you say $449, they’ve already heard $899.
  3. Defend your floor. If a client negotiates down: “I can’t drop the price, but I can drop scope. Which features are you most willing to live without?”

Raising prices on existing clients

Most agencies are underpriced because they were underpriced when they started and never raised it. The longer you wait, the harder the conversation gets — and often it’s not even as bad as you think.

Template — Email for raising prices
Hi [First Name],

I'm writing with some news, and I wanted to give you plenty of notice.

On [DATE — at least 60–90 days out], the price of your care plan is going up from $[current] to $[new]. This is the first price change since you joined us in [YEAR].

Here's why. Over the last [X] years, the cost of the resources we use to keep your site taken care of has gone up. We held off as long as we could, and now it's time.

If you'd like to lock in your current rate for another 12 months, you can switch to an annual plan paid up front by [DATE]. That's $[current × 12 × 0.9] for the year — a 10% discount on top of the current rate. Just reply and I'll send the invoice.

If you have questions, you can reply to this email or grab a time on my calendar: [LINK].

Thank you for trusting us with your site. Working with you over these years has been a pleasure, and I'm not taking that for granted.

Best,
[Your name]
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