The Danger of Under-Scoping
If you run a boutique marketing agency, you know the drill: a prospective client comes to you with a lucrative project, but it falls slightly outside your team's core competency. Perhaps it's a FinTech firm needing a highly secure, SOC2-compliant headless CMS, or a local medical clinic needing a HIPAA-compliant intake portal intertwined with localized SEO.
You want the retainer, but scoping technical compliance and specialized development is notoriously difficult. Under-scope the project, and your agency eats the cost of scope creep and endless development cycles. Over-price the project to protect your margins, and you lose the pitch entirely.
Why Scoping Fails
Most agencies price based on "hours x hourly rate." In regulated environments, this formula is broken. You aren't just paying for hours built; you are paying to mitigate legal risk, navigate accessibility (ADA/WCAG) lawsuits, and utilize data architectures that prevent systemic breaches. Without an understanding of those base costs, your quotes are essentially blind.
How The Tool Works
We built the Expert Quote Builder to solve our own internal bottlenecks when pricing complex builds for banking, healthcare, and enterprise clients. It utilizes a dynamic logic engine that accurately measures the friction of specific compliance requests.
By filling out a simple 15-question diagnostic regarding your client's industry, traffic volume, required integrations, and risk posture, the tool outputs a perfectly structured, white-labeled statement of work (SOW). It includes realistic timelines, exact developer hour allocations, and a wholesale price point.
White-Label Partnership
We don't just provide the quote; we provide the execution. Custody & Agency operates as a shadow development and compliance team for dozens of creative agencies nationwide. You use our tool to generate the quote, you mark it up for your client, and our team executes the technical heavy-lifting seamlessly under your brand umbrella.