Andrew Yim
c9bdbb57f7
New skill 96-ourdigital-estimate-engine: method-aware quoting engine (effort / coaching / procurement) with universal rate_card + per-service catalog. Real catalogs: seo (effort), education (coaching); stubs: digital_ads, digital_branding. Validated to reproduce real quotes — SEO basic ₩10.5M / treatment ₩25.0M, SHR chain ₩29.5M, L'Escape basic ₩10.5M, GA4/GTM coaching ₩1,570,000, procurement +15%. Refactor 95-ourdigital-presales-seo: remove rate_card.yaml, sow_templates.yaml, estimate.py (migrated to engine); add findings_to_scope.py; Stage 5 now maps findings→scope.json and calls the engine CLI. build_deck/kg_query unchanged; end-to-end validated on SHR (29.5M) + deck renders engine estimate.json. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
52 lines
2.8 KiB
Markdown
52 lines
2.8 KiB
Markdown
# Findings → estimate mapping (effort-based, SMB-aware)
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`estimate.py` builds the 견적 from `sow_templates.yaml` priced via `rate_card.yaml`:
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**cost = role_rate × billing_rate × standard_hours**, grouped by module; 제안가 = 합계
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floored to `rounding_unit`. Mirrors OurDigital/D.intelligence's real SOW-based quoting.
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## Tier selection (smb / basic / treatment)
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- `treatment` if `properties_total > 5` OR `subbrands_total > 3` (multi-brand / chain)
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- `smb` if `properties_total <= 1` AND `subbrands_total == 0` (single-property SMB)
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- `basic` otherwise (small multi-property / mid)
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- **Premium floor:** if `prospect.vertical` matches `rate_card.tiering.premium_verticals`
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(luxury/premium/deluxe/5성/특1급…), the auto-tier is floored to `tiering.premium_min_tier`
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(default `basic`) — a luxury single property won't auto-drop to `smb`.
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- override with `--baseline`.
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Per-tier billing: `smb` uses `billing_rate: 0.55` (set in sow_templates); `basic`/
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`treatment` use `rate_card.billing_rate` (0.70). Override with `--billing`.
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## Module inclusion
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Each tier carries its standard module set (P&M · Technical SEO · On-page SEO ·
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SEO Growth). Findings annotate modules via the `trigger` field:
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| Module | trigger finding classes |
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|---|---|
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| Planning & Management | always |
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| Technical SEO | crawlability, cwv, schema_entity |
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| On-page SEO | onpage, schema_entity |
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| SEO Growth | measurement, always |
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## Hours scaling (portfolio)
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Only **On-page** tasks (`scale: true`) scale, sub-linearly, by the
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`rate_card.scaling.driver` (= `subbrands_total`, i.e. distinct brands/templates),
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capped at **×2.0**. Rationale: chains share page templates, so on-page work grows
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with template variety, not raw property count. **Technical SEO is fixed** site-wide
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work (`scale: false`); P&M and SEO Growth are fixed too. Single-brand → ×1.0.
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## Tools & terms
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`tools` (e.g. SEMrush Guru) listed separately — client-subscribed, +15% procurement
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markup if billed through us. VAT 별도 · 유효기간 14d · 현금 · 절사 from `rate_card.terms`.
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## Validated (2026-05-28)
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- `basic` ×1.0 → 합계 10,612,000 → 제안가 **10,500,000** (real Basic quote)
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- `treatment` ×1.0 → 합계 25,340,000 → 제안가 **25,000,000** (real Treatment quote)
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- `smb` single property → ~**3,000,000** (lean × 55% billing)
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- chain example (SHR, 5 sub-brands ×1.6, treatment) → ~**29,500,000** (vs naive 71.5M)
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**Pricing now lives in the `ourdigital-estimate-engine` skill** (`../96-ourdigital-estimate-engine`):
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role rates/billing/tiering/scaling in `references/rate_card.yaml`, SEO tiers/hours in
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`catalog/seo.yaml`. This skill maps findings → `scope.json` (`scripts/findings_to_scope.py`)
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and calls the engine. Edit rates/hours/tiers **in the engine**, not here. This file documents
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only the SEO findings→tier/scope mapping.
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