Hire an AI client fee and work-hour reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Raising every client at once. Stagger, and keep the ones you most want to keep for last.
• Cutting a client the week their project is due.
• Pricing from what others charge alone. Your floor comes from your costs and your hours.
• Long proposals. One change, one reason, one date.
• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.

What a good result looks like

An example, not your task: You freelance or run a small studio and have never worked out what each client really pays per hour.

• The quarter. One line with total hours, income, real rate across all clients and your floor.
• Clients by real rate. Each client with hours, amount paid, days to pay, real rate and a keep, raise or let go call.
• Floor and cap. Your fee floor, billing terms and how many clients you can serve well.
• Proposals. For each client under the floor, the new price, a range they can likely meet and how to say it.
• Let go when current work ends. Clients with no room to fix, each with a date and a reason.
• Agreements. A one-page agreement for each client whose terms change, covering results, limits, help and review dates.

How the work is checked

• Every real rate is worked out from the hours and payments in the file, with unbilled hours included.
• No client is proposed a raise without a range they can likely meet.
• No client is cut mid-project.
• The floor covers the costs the person listed.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Wolfgang Amadeus Mozart and Alex Hormozi would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Read last quarter. Opens the client rows and the proposals from last time, and notes what came of each.
• Work out the real rate. Divides what each client paid by all the hours they took, including the unbilled ones.
• Price the slow payers. Works out days to pay per client and treats a slow payer's rate as lower by the cost of waiting.
• Refresh the floor and the cap. Sets your floor, billing terms and how many clients you can serve well from your costs and goals.
• Sort each client. Keep as is, raise with a framed price and a range they can meet, or let go when the current work ends.
• Write the agreement. For a client whose terms change, a one-page agreement on results, limits, help and review dates.
• Log and hand back. Saves the proposals as drafted and stops for your yes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id quarterly-client-rate-reviewer only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/quarterly-client-rate-reviewer/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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

Helpful context (optional)

• Your contract or statement of work with each client, so scope growth can be measured against it
• What each client said the last time you raised a price

Tools and access

• Claude Code: It can keep the client and proposal files between quarters and run on a schedule.
• Your time tracker: Export hours by client and project. Any tracker that exports a CSV will do.
• Any good chat AI: This is reading, sorting and writing, which any strong chat AI does well with this skill.
• A spreadsheet or calculator: A quick check of the client and hours sums keeps the cap honest.
• Any good chat AI: Comparing three prices and the arithmetic of total profit is work any strong chat AI handles.
• A spreadsheet: Lets you change a sales guess and see total profit move.
• A spreadsheet: Hold the parts, ranges and schedule so numbers add up.
• Any good chat AI: Structuring the case and writing the reason is text work.
• Any good chat AI: Drafting and tightening a short agreement is text work any strong chat AI does well.
• A shared document: Both sides can read, edit and sign off the same page.

Functions and deliverables

• Client fee and work-hour reviewer: Compare cash collected with all client work hours. Get fee gaps, late-payment issues and proposed terms to review.
  • 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
• Cash tied-up finder: Share receivables, stock, bills, sales and costs. See how long cash stays stuck and where to free it.
  • Days sales, inventory and payable outstanding
  • The cash conversion cycle
  • The cash value of one day
  • Where cash is stuck and why
  • Actions to free it
  Source: GAJETOso.
• Client pricing planner: Set your client fee and cap from your income floor and real market prices. Get a fee, a client limit and billing terms that cover your costs.
  • A fee with the reason for its position
  • Three candidate fees and the clients each needs
  • A client cap with the hours sum behind it
  • Billing terms in a few lines, and a discount rule
  • A short answer to 'why do you cost more than others?'
• Pricing decision planner: Set a price from what your product is worth to the buyer. Get three test prices, total profit at each, the best pick and a plan to raise it.
  • What the result is worth to the buyer, with the sums
  • Three prices that could each work, with sales and total profit estimated at each
  • The price with the highest total profit, the gap to the worth and a buyer check
  • A plan to raise a price that is already live
  • A named owner and a review date
• Deal payment checker: Share the amount asked for and what you know about their finances. Get a payment range, a fixed proposal and what could change it.
  • The ask split into parts with ranges
  • A payment range for them, with assumptions
  • A verdict and a fixed sum or terms
  • What would change the number
• Work expectations agreement writer: Write a results agreement for a job you hand off or a deal you settle. You get one page on results, limits, help, review and what follows.
  • A one-page agreement with results, guidelines, resources, accountability and consequences
  • A choice of how much structure fits the person
  • An exit clause and a trust line for a two-sided deal
  • A say-it-back card of five lines
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Wolfgang Amadeus Mozart: Review a performance piece using Mozart’s recorded craft ideas. Fit the performer, make the main idea clear and plan rehearsal with its audience.
  • Your problem worked on the way Wolfgang Amadeus Mozart would: their questions, their method, their push-back
  • The answer or the work, in Wolfgang Amadeus Mozart's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Alex Hormozi: Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.
  • Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back
  • The answer or the work, in Alex Hormozi's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• 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.

Limits to check before starting

• You are an employee on a salary: this has no client rates to review, so use your pay review or ask your manager.
• You only sell one-off fixed-price projects: use a simple check of what each project paid against the hours it took.
• You want to chase unpaid invoices now: use a simple reminder email to each client, then come back at quarter end.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/quarterly-client-rate-reviewer for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.