Sales & Conversion· 3 min read· By The SpideyChat Team

Pricing Assistant Builds for Clients

Most agencies underprice these because they price the build. A cost breakdown with a worked example.


An agency quotes twelve hundred for a client assistant because the setup takes an afternoon. The client agrees immediately, which should have been the first warning.

The content takes five weeks of chasing. Two topics are added. An integration is requested. Testing takes two rounds. After launch the client emails every fortnight with changes.

Six months later the agency has spent perhaps forty hours on a twelve hundred pound project and quietly stopped offering the service. The price was wrong because the scope was never priced.

What the work actually consists of

Six components. Discovery and scoping, content gathering and writing, configuration, integration, testing and launch, and a tuning period. The configuration is the smallest of them by a wide margin.

Component 1: discovery and scoping

Understanding the business, agreeing the topic list, deciding escalation rules and defining success. Typically several hours and it determines whether everything afterwards goes well.

Component 2: content gathering and writing

The dominant cost. Extracting answers from a client who is busy, writing them properly and getting them approved. Budget considerably more than feels reasonable, which is the ground in scoping a client assistant project properly.

Component 3: configuration

The part clients imagine is the whole job. Real, necessary and usually the smallest line on the estimate.

Component 4: integration

Booking systems, inventory, forms or a records system. Quoted separately every time, because access delays are outside the agency's control.

Component 5: testing and launch

Against real past enquiries, with client review, plus the launch itself. Always needed and frequently omitted from estimates.

Component 6: the tuning period

Thirty days of reviewing transcripts and adjusting. Bounded, included and stated, or it becomes indefinite.

A worked example

Discovery four hours, content sixteen hours, configuration six, testing six, launch and training four. Thirty six hours at a hundred pounds is three thousand six hundred, before any integration. The twelve hundred pound quote was not a discount, it was a mistake.

What the retainer covers

Content updates, new topics, seasonal changes, transcript review and reporting. Two to four hours a month at a stated rate, which is what keeps the assistant accurate and the relationship alive.

Why the retainer matters more than the build

An assistant with answers from eighteen months ago is a liability. Without a maintenance arrangement it decays, the client blames the tool, and the agency loses the account and the reference.

Price the content gathering as a variable

Where a client supplies answers promptly, it is cheaper. Where they do not, it costs more. Saying so in the proposal changes client behaviour immediately.

Offer a lower tier honestly

A smaller topic set at a lower price is a legitimate product. An underpriced full build is not, and it is what agencies usually offer instead.

Charge for the change requests

Named, priced and in the proposal, which is what turns scope creep into revenue rather than into resentment, as covered in agency retainer clients asking the same update questions.

Price on outcome where you can

A client who understands what an answered enquiry is worth will accept a higher number. That conversation is easier with the chatbot ROI calculator in front of them.

Decide the model before the first proposal

Project plus retainer, or an ongoing monthly service, which is the same choice described in retainer versus project questions from new pr clients and the delivery model in how marketing agencies use chatbots for their clients. See pricing, and the sector view sits under agencies.

Frequently asked questions

What should an agency charge for a client assistant build?
Enough to cover content gathering, writing, configuration, integration, testing, launch and a tuning period, which together are considerably more effort than the configuration itself suggests.
Should it be a project or a retainer?
Usually both, since the build is a project and keeping the answers current is ongoing work that the client will otherwise expect for nothing.
Why do agencies lose money on these?
Because they quote for the build, absorb the content gathering, and then handle change requests and ongoing updates without a mechanism to charge for them.

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