USD · Comparison date: __________ · Coverage and task scope: ____________________
Keep the quote, bill date and source for each estimate. Use 0 for items that do not apply.
| Current service bill ($ / month) | _________________ |
|---|---|
| Other current cash costs ($ / month) | _________________ |
| Staff time in scope (hours / month) | _________________ |
| Loaded staff cost ($ / hour) | _________________ |
| Proposed service bill ($ / month) | _________________ |
|---|---|
| Other proposed cash costs ($ / month) | _________________ |
| Staff time still required (hours / month) | _________________ |
| One-time transition cost ($) | _________________ |
| Evaluation period (months) | _________________ |
|---|---|
| Staff-cost difference that changes actual spending (%) | _________________ |
| Currently lost new-client inquiries (per month) | _________________ |
|---|---|
| Share additionally captured by the proposal (%) | _________________ |
| Recovered inquiries that qualify (%) | _________________ |
| Qualified recovered inquiries that sign (%) | _________________ |
| Expected collected contribution per added client ($) | _________________ |
Current full cost = current bill + other costs + staff hours × hourly cost.
Proposed full cost = proposed bill + other costs + staff hours × hourly cost + setup ÷ months.
Cash-cost difference = current bills/other costs − proposed bills/other costs + (old hours − new hours) × hourly cost × cash-spending share − setup ÷ months.
Additional expected clients = lost inquiries × recovery share × qualification share × signing share. Convert percentages to decimals.
One-month break-even client count = round up (extra monthly cash cost ÷ contribution per additional client). Use 0 if there is no extra cost. Undefined when contribution is 0 and extra cost is positive.
Client contribution may arrive over many months. Released staff capacity is not automatically a cash saving. This worksheet is not a vendor quote or outcome forecast.