Resources

Simple Ideas on How to Increase Rates Without Losing Clients

Written by Craig Baldwin | Feb 20, 2025 4:09:02 PM

Timing Your Price Increases

The beginning of the year is a natural time to contemplate price increases—whether through annual rate card adjustments, negotiated increases for recurring relationships, or new statements of work (SOW) replacing expiring ones. Each of these serves as a transition point to communicate your value, highlight changes in your business, and set expectations for higher pricing without catching clients off guard.

However, no price increase is risk-free. When asking an existing client to pay more, it’s critical to consider the potential pushback and plan accordingly.

 

Make Deposits Before Making Withdrawals

A concept I love in business and life is making deposits before taking withdrawals. This applies to health, relationships, and, most importantly, client relationships. Before requesting a price increase, you need to have built up relationship capital.

Proof of strong client relationships can be:

  • Documented: A 10/10 client satisfaction survey score or consistently meeting/exceeding KPIs.
  • Anecdotal: Covering budget overruns in the past or going above and beyond in service delivery.

The key is recognizing where you’ve added value and effectively communicating it in a way that resonates with your client.

 

How Much Can You Raise Prices?

If you’ve established trust and delivered on your promises, most clients will accept moderate price increases of 1-4% without major objections. A cost-of-living adjustment (COLA) can often justify this. The US Bureau of Labor Statistics CPI data provides a commonly accepted basis for COLAs, and many long-term contracts automatically include CPI + additional percentage to account for inflation and rising costs.

 

Give Clients a Heads-Up

Regardless of the price increase, unless it’s pre-negotiated, always provide a heads-up—typically 60-90 days in advance.

Clients, even in good times, dislike surprises. Giving them time to acknowledge, understand, and internalize the increase makes acceptance more likely—especially when the client isn't the final decision-maker and must get approval from their boss or procurement.

 

Build Price Increases Into Contracts

Baking price increases into agreements for agencies with recurring or retainer contracts can help. At Upsourced, for example, we operate on a month-to-month model without requiring annual commitments. However, our contracts include a 3% price increase on the first anniversary and annually thereafter.

This approach:
✔ Keeps client teams focused on delivering value
✔ Reduces the need for hundreds of upgrade conversations each year
✔ Filters out potential problem clients who might resist fair adjustments

While it may create some friction initially, it saves significant effort in the long run.

 

How to Handle Immediate Price Increases

If you need to raise prices immediately and don’t have contractual mechanisms in place, own it.

  • Speak with conviction. Clearly state your case and why it benefits both parties.
  • Provide supporting evidence. Show how your team delivers value and why the increase is necessary.
  • Justify the increase. If it appears to be pure profit-seeking, expect resistance.

Uncertainty in your tone invites questioning. Confidence, backed by data and rationale, strengthens your case.

 

Navigating Procurement and Internal Approvals

Most clients understand that good work costs more, but they don’t always have the final say. If procurement or other decision-makers are involved, know the players, the decision-making process, and the timing.

Here is a quick example:

  • I once requested a 10% increase on a minor annual maintenance contract.
  • The client said procurement needed justification.
  • Instead of playing “telephone,” I asked for a direct meeting with procurement.
  • I said, “Let me guess: You need to show that you’ve negotiated the rate down, but you’re okay with the increase?”
  • Procurement replied, “That’s exactly right.”
  • We settled on 7% and moved forward.

Understanding these dynamics makes a big difference.

 

Make Rate Reviews a Habit

The longer you delay price increases, the harder it becomes to catch up. Avoid big, sudden jumps by reviewing your pricing portfolio twice a year for opportunities.

✔ Be diligent.
✔ Keep a record of added value.
✔ Focus on the client’s perspective.

With enough deposits in your relationship bank, your clients won’t mind the occasional withdrawal.