Compare equivalent services
Record the current fee, subscribed services and those the customer wants to keep. An offer with fewer lines or without the platform they use is not an equivalent comparison.
Calculate over the same period
Add up the fees for each promotional period and any applicable costs. Compare equivalent months and explain the calculation assumptions. Multiplying a promotional fee by twelve can overstate savings if the discount ends earlier.
Separate estimated savings from unconfirmed conditions
Coverage, eligibility, an existing minimum contract term and cancellation costs can change the outcome. Present the calculation as an estimate while any of these details remain unconfirmed.
Provide a clear proposal
Include the services, comparison period, current cost, proposed cost, difference and conditions. The customer should be able to understand where the savings come from without interpreting an incomplete price list.