We understand your fee structure is based on a day rate, but what other hidden operational costs or software subscriptions should we budget for during our engagement?

Question

Tyler Smith · Accepted Answer

While my professional fee covers my preparation, facilitation, and post session documentation, you should budget for a few additional operational expenses to ensure a successful implementation.

First, you will need a dedicated software tool to host your V/TO®, scorecard, and Accountability Chart. While we use Circle.so as our primary communication hub and session repository, your leadership team will benefit from using an official EOS® software platform to run your weekly Level 10 Meeting™ sessions and track your Rocks. This typically carries a modest monthly software subscription fee based on the number of users.

Second, you must factor in the physical costs of our session days. This includes reserving a neutral, offsite meeting space, such as a hotel conference room or collaborative workspace, along with catering, snacks, and beverages for your team. Operating offsite is non negotiable because it removes the temptation to jump back into daily tasks during breaks.

Finally, budget for the physical materials and books, such as Traction and Get A Grip, for your entire leadership team and eventually your middle managers. My recommendation is to set aside a small, dedicated budget of a few thousand dollars annually to cover these administrative and offsite logistics. Investing in a professional environment ensures your team stays focused and energized.