Worked example
Collecting an increase the contract already granted
Meridian Facilities Group — commercial cleaning, 22 service contracts
Meridian's standard agreement allows a 4% annual increase with 30 days' written notice. Last year, zero of 22 contracts got the letter. Here is the flow that fixes that.
This walkthrough follows a sample business. Where the engine is deterministic (statutory checklists, the filing calendar, the report arithmetic), the artifacts below are its actual output for the sample inputs — your dates and dollars come from your own setup.
1 · Every escalation right is on the register
Built once from the agreements — the clause quoted verbatim, the eligibility date, the notice requirement, and the contract's annual value.
Escalation register (excerpt)
| Contract | Right | Eligible | Notice | Value/yr |
|---|---|---|---|---|
| Lakeview Office Park | 4% fixed | Sep 1 | 30 days | $96,000 |
| Harbor Medical Plaza | CPI-U, trailing 12mo | Oct 1 | 60 days | $144,000 |
2 · The alarm fires on the SEND-BY date
Eligibility minus notice. For Lakeview that is August 2 — while exercising the right is still possible.
Daily health scan — 14 days before send-by
⚠ WARN · Price-escalation rights: Meridian/Lakeview Office Park — send by Aug 2 (~$3,840/yr on the table)
3 · The letter drafts itself — from the contract's own words
Only the facts on file. Anything missing renders as an [OWNER: fill in] placeholder — a wrong number in a price-increase letter is worse than a blank. Nothing sends without the owner.
Draft for owner review (representative)
Dear Lakeview Property Management,
Per Section 6.2 of our Services Agreement ("Contractor may adjust the monthly service fee by up to four percent (4%) annually upon thirty (30) days' written notice"), this letter serves as notice that effective September 1, 2026, the monthly service fee will adjust from $8,000 to $8,320.
All service terms otherwise remain unchanged. We appreciate the continued partnership.
[OWNER: signature block]4 · Exercised, logged, rolled forward
The diary rolls to next year automatically, and the report shows the right was used, not wasted. On the sample month: one exercised increase, $3,840 annualized.
The takeaway
This is usually the fastest ROI in the whole engagement — it's money the customer already agreed to pay.
$1,997/mo + $1,997 one-time setup, first automation included · no long-term contract · All examples →