I operate a digital transformation services company. I recently landed a project with a small maintenance company doing 150 - 250K annually(conservative estimates). They are scaling and planning to franchise.

The engagement:
- CRM audit

- Deliverables:

1. Optimization roadmap with prioritized recommendations + implementation
2. AI Voice agent readiness and implementation to capture after-hours calls
3. SOP drafts for admin and field operations as their team expands.

How would you go about pricing this engagement?

I am considering a fixed project fee, a monthly retainer, and revenue share as options.

They have already signed on with a relatively flexible budget.

Is there anywhere else I should post this question? Thank you!