Quarterly client rate reviewer
Give it your hours and invoices by client each quarter. Get each client's real rate, who to raise and what to propose.
Quarterly client rate reviewer is a free AI agent for the job "Set your prices". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Made by AI Blocks · Thinking: high
What it does
Most people who sell their time know their day rate and not what each client really pays them. Unbilled calls, revisions, late payments and scope that grew without the fee following all pull the real rate down, one client at a time. The busiest quarter can be the worst paid. This agent runs the review once a quarter. It works out the real rate per client, prices in slow payment, and refreshes your fee floor and the number of clients you can serve well. For each client under the floor it writes the price change and how to say it, checks what they can likely pay, and drafts a one-page agreement if terms change. It proposes a let-go date for a client with no room to fix, and never cuts anyone mid-project. Nothing goes to a client until you say so.
You give it
- Last quarter's hours, invoices and payments by client, with unbilled time included
- Your lowest acceptable rate, your income goal and the hours you want to work
- Your costs the fee must cover (advised)
- Rates you have seen for similar work, with sources (optional)
- Last quarter's review, once it exists
- Brand brain (optional)
- Competitors (optional)
- Customer words (optional)
You get
- Each client's real rate, days to pay and change since last quarter
- Your fee floor, billing terms and client cap for the quarter
- A price change and how to frame it for each client under the floor
- The range each raise candidate can likely meet
- A let-go date for clients with no room to fix
- A one-page agreement for each client whose terms change
Use it when
- You freelance or run a small studio and have never worked out what each client really pays per hour.
- You feel busy and underpaid and cannot say which client is the reason.
- A client's scope has grown for two quarters and the fee has not.
How to use it
- Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then ask it to review last quarter.
- Export hours and invoices by client from your time and invoicing tools. Put them in one folder, or attach them in the chat.
- Tell it your floor, income goal, hours and costs once. It saves them.
- Read the proposals. Send the ones you agree with in your own words, then tell the agent what each client said.
- Run it again next quarter. It compares each client with its own history.