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Andrew Yim 95d6fdf499 Add luxury/vertical signal to auto-tiering

pick_baseline now applies a premium floor: if prospect.vertical matches
rate_card.tiering.premium_verticals (luxury/premium/deluxe/5성/특1급…), the
auto-selected tier is floored to premium_min_tier (default basic) so a premium
single property won't drop to the smb entry tier.

Validated: L'Escape (hotel_luxury, 1 property) smb -> basic (₩10.5M);
non-luxury single -> smb (₩3.0M); SHR chain -> treatment (₩29.5M) unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

2026-05-28 01:15:55 +09:00

2.5 KiB

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Findings → estimate mapping (effort-based, SMB-aware)

estimate.py builds the 견적 from sow_templates.yaml priced via rate_card.yaml: cost = role_rate × billing_rate × standard_hours, grouped by module; 제안가 = 합계 floored to rounding_unit. Mirrors OurDigital/D.intelligence's real SOW-based quoting.

Tier selection (smb / basic / treatment)

treatment if properties_total > 5 OR subbrands_total > 3 (multi-brand / chain)
smb if properties_total <= 1 AND subbrands_total == 0 (single-property SMB)
basic otherwise (small multi-property / mid)
Premium floor: if prospect.vertical matches rate_card.tiering.premium_verticals (luxury/premium/deluxe/5성/특1급…), the auto-tier is floored to tiering.premium_min_tier (default basic) — a luxury single property won't auto-drop to smb.
override with --baseline.

Per-tier billing: smb uses billing_rate: 0.55 (set in sow_templates); basic/ treatment use rate_card.billing_rate (0.70). Override with --billing.

Module inclusion

Each tier carries its standard module set (P&M · Technical SEO · On-page SEO · SEO Growth). Findings annotate modules via the trigger field:

Module	trigger finding classes
Planning & Management	always
Technical SEO	crawlability, cwv, schema_entity
On-page SEO	onpage, schema_entity
SEO Growth	measurement, always

Hours scaling (portfolio)

Only On-page tasks (scale: true) scale, sub-linearly, by the rate_card.scaling.driver (= subbrands_total, i.e. distinct brands/templates), capped at ×2.0. Rationale: chains share page templates, so on-page work grows with template variety, not raw property count. Technical SEO is fixed site-wide work (scale: false); P&M and SEO Growth are fixed too. Single-brand → ×1.0.

Tools & terms

tools (e.g. SEMrush Guru) listed separately — client-subscribed, +15% procurement markup if billed through us. VAT 별도 · 유효기간 14d · 현금 · 절사 from rate_card.terms.

Validated (2026-05-28)

basic ×1.0 → 합계 10,612,000 → 제안가 10,500,000 (real Basic quote)
treatment ×1.0 → 합계 25,340,000 → 제안가 25,000,000 (real Treatment quote)
smb single property → ~3,000,000 (lean × 55% billing)
chain example (SHR, 5 sub-brands ×1.6, treatment) → ~29,500,000 (vs naive 71.5M)

Edit rate_card.yaml + sow_templates.yaml together when rates, hours, tiers, or scaling change.

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