Strategic Market Engagement™ — Advisory Fee Structure

Priced by Complexity. Guaranteed by Results.

The Strategic Market Engagement™ advisory fee is structured to the scale of your vendor environment — and backed by a documented results guarantee. In most engagements, the fee is credited back entirely through vendor compensation. For the majority of clients, the net cost is zero.

Advisory fee — Strategic Market Engagement™
Foundational
$3,500advisory fee
Creditable against vendor compensation
Annual tech spendUp to $500K
Vendor contractsUp to 10
EmployeesUp to 150
Locations1 – 2
Most common
Standard
$7,500advisory fee
Creditable against vendor compensation
Annual tech spend$500K – $2M
Vendor contracts10 – 25
Employees150 – 500
Locations3 – 10
Complex
$15,000advisory fee
Creditable against vendor compensation
Annual tech spend$2M+
Vendor contracts25+
Employees500+
Locations10+
Find your tier
FoundationalStandardComplex
Annual spend≤$500K$500K–$2M$2M+
Contracts≤1010–2525+
Employees≤150150–500500+
Locations1–23–1010+

Step 1 — Select your spend tier

Step 2 — Check any that also apply

We're in banking, healthcare, or government
Our vendor contract count is in the next tier
Our employee count is in the next tier
Our location count is in the next tier
We've had an acquisition or merger in the past two years
Your recommended tier: Standard — $7,500
Start your Service Optimization Review™

THE ECONOMICS OF THE ENGAGEMENT

In most engagements, your advisory fee comes back in full.

When you move forward with our recommendations, Converge IP may earn compensation directly from the vendor you select — and credits your advisory fee against it. This is how the broker model works. The majority of clients complete a Strategic Market Engagement™ at zero net cost.

The fee structure exists to ensure our engagement is resourced appropriately for your environment.
The guarantee ensures it delivers.

The Decision Dividend™ Guarantee
Decision Dividend™
We put our fee on the line — every time.
When you engage Converge IP for a Strategic Market Engagement™, we do more than analyze your vendor environment — we stake our advisory fee on what we find. Your complimentary Service Optimization Review™ will identify annual savings and revenue opportunities worth at least twice our fee. If your results fall short, your fee gets reduced to half your annual savings. No asterisks, no negotiation needed.

Value is measured across cost reduction, revenue capture, and AI-enabled operational gains — all documented in your Review™ deliverable before any decisions are made.
In most engagements, your advisory fee comes back to you entirely — credited against the vendor compensation Converge IP earns when you move forward with our recommendations. For the majority of clients, the net cost of the Strategic Market Engagement™ is zero.
Decision Dividend™ calculator
$1.0M
$7,500
Guarantee threshold (2×)
$15,000
Conservative savings (15%)
$150K
Expected savings (25%)
$250K
Savings-to-fee ratio
33×
Where we find the value
AI-driven revenue capture
Cost reduction
OPEX repurposing
Risk & compliance
Abandoned call recoveryAI handles calls that used to go unanswered — turning lost contacts into recovered revenue through platforms like IntelePeer, Dialpad, and TalkDesk.
Last-minute appointment backfillingCancelled slots filled automatically through AI-driven outreach — common in healthcare, financial services, and high-volume service environments.
New patient & customer onboardingAI-powered outbound campaigns (Vonage, Zoom, Five9) accelerate intake, activation, and first-contact completion without adding headcount.
Aging debt & collections outreachCompliant AI-driven outbound through CCaaS/CPaaS platforms reduces days sales outstanding and recovers revenue passively.
Billing error recovery7–12% of technology invoices contain errors. Most go uncontested. We find them and recover what you're owed.
Zombie service eliminationUnused lines, idle seats, and forgotten subscriptions you're still paying for — typically 15–20% of total tech spend.
License right-sizingUCaaS, CCaaS, and SaaS seats priced for yesterday's headcount. We match what you pay to what you actually use.
Contract renegotiationBenchmarked market rates and renewal leverage. Clients typically realize 18–25% savings at contract renewal when entering with data.
OPEX-funded capability addsNew functionality — contact center AI, virtual agents, omnichannel — unlocked by reallocating budget you're already spending.
Vendor consolidationFewer vendors, better volume pricing, and less administrative overhead. Often reveals renegotiation leverage you didn't know you had.
Auto-renewal trap avoidanceUnfavorable escalators, evergreen clauses, and punishing cancellation terms caught before they lock in — often worth more than any single contract savings.
Compliance & audit risk reductionIn banking, healthcare, and government, the cost of getting it wrong is measured in fines and audits. We surface the exposure before regulators do.

Accelerate

Structured Market Engagement™ —
requirements discovery, stakeholder alignment, vendor landscape definition, proposal normalization, financial modeling, negotiation leadership, and executive recommendation. We manage the process; your team makes the decision.

WHAT THE ENGAGEMENT DELIVERS

Structure applied across every phase.

Simplify

Contract Optimization Review™ —
a line-by-line audit of your vendor environment covering contract exposure, renewal timelines, cost structure, risk concentration, and baseline performance. Delivered as a documented deliverable before any decisions are made.

Optimize

Outcome Stewardship™ —
implementation governance, SLA monitoring, vendor accountability reviews, billing audit, and renewal oversight. The engagement does not end at selection. Technology decisions should compound in value over time.

A regional financial institution engaged Converge IP across network, voice, and infrastructure — covering fiber redesign, disaster recovery colocation, and UCaaS modernization. Modernization was funded entirely through structural reallocation of existing operating expense. No incremental budget required.

EXAMPLE ENGAGEMENT

$27,559 in monthly OPEX reallocated.
$6,282 saved net each month.

COMMON QUESTIONS

What IT leaders typically ask before engaging.

Q1: What does the Service Optimization Review cost, and what does it include?

The Service Optimization Review™ is complimentary. It is a structured assessment of your vendor environment — covering contract exposure, renewal timelines, cost concentration, and areas where savings are likely to occur. You'll receive high-level estimates on benchmark pricing and structural opportunities, documented and yours to keep regardless of what you decide next. The SOR is how we determine together whether a Strategic Market Engagement™ is the right next step — for both of us.

Q2: What does the Strategic Market Engagement fee cover, and when does it apply?

The Strategic Market Engagement™ advisory fee applies once both parties agree to proceed. Fifty percent is due at engagement start; the remainder applies upon completion. If you choose not to implement any recommendation, the fee stands — we've committed our time, methodology, and market relationships on your behalf. That said, we reserve the right to be fair and practical. If you move forward with our recommended suppliers, the compensation Converge IP earns from those vendors offsets your fee — and refunds may apply. The Decision Dividend™ guarantee runs on top of all of this: if documented savings don't reach twice the advisory fee, the fee is reduced to half of what we found.

Q3: We already work with a broker or agent. Is there a conflict?

The Service Optimization Review™ is the right starting point regardless. It gives us both an honest picture of your environment — and if we don't believe a Strategic Market Engagement™ will deliver meaningful value, we won't offer it. If we do proceed, our fee and our Decision Dividend™ guarantee mean we're directly sharing in the risk alongside you. We have every incentive to get it right. Existing relationships that serve you well are protected. Those that don't will be visible in the data.