Andrew Yim
60734dbde7
Real-world feedback: list-rate calc overshot SMB-acceptable levels. - scaling: driver properties_total -> subbrands_total (chains share templates), cap x6.5 -> x2.0, applied to On-page only (Technical now fixed site-wide) - add 'smb' entry tier (lean hours @ 0.55 billing); 3-tier auto-select (smb/basic/treatment) by portfolio size; per-tier billing; --baseline smb enabled - docs (findings_to_service.md, SKILL.md) synced to 3-tier model Effect: SHR 25-property chain 71.5M -> 29.5M; SMB single hotel ~3.0M; basic/treatment still reproduce real 10.5M/25.0M at 1 property. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
47 lines
2.3 KiB
Markdown
47 lines
2.3 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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- override with `--baseline`. **Note:** tiering is by portfolio size only — quote a
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single *premium* property as `basic`/`treatment` manually.
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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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Edit `rate_card.yaml` + `sow_templates.yaml` together when rates, hours, tiers, or
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scaling change.
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