FinWellU Maintenance Contract — Hybrid Flat + Per-Page Model

Overview

During the FinWellU pre-launch review, the Asymmetric and NLPWM teams agreed on a hybrid maintenance contract structure to handle the uneven, fluctuating demand expected over the first year of the FinWellU platform. The model combines a predictable flat monthly base with a variable per-page rate for new company portal builds, ensuring fair pricing for both sides regardless of how busy any given month turns out to be.

This structure was proposed in response to a recognized pattern: demand will be heavy in the first two months post-launch (existing clients migrating in), then lighter for several months, then heavy again when the platform rolls out more broadly through the GBA system.

Contract Structure

The flat fee functions as a draw — it covers what normal monthly activity is expected to look like. When volume spikes (e.g., 50 new company portals in a month), the per-page rate kicks in for the overage. When volume is low, the client only pays the base.

"You could almost set up like a draw where this is your kind of flat number based upon what we think normal edits are going to be. And then if we add numbers, it's this per page type of thing."
— Peter Tourville, NLPWM

Rationale

Standard flat-rate retainers don't work well when demand is highly variable and hard to forecast. A pure per-page model, on the other hand, creates uncertainty for the client and makes budgeting difficult. The hybrid model addresses both concerns:

• Predictability: The flat base gives NLPWM a known monthly floor cost.
• Fairness: Asymmetric is compensated proportionally when portal build volume spikes.
• Flexibility: Neither party is locked into assumptions about how many portals will be built in any given period.

This is particularly relevant for FinWellU because the number of company portals to be built is directly tied to employer client acquisition, which is expected to be uneven and hard to predict in year one.

Context: Why Demand Will Fluctuate

The FinWellU platform is being built out in phases:

• Phase 1 (Launch): Existing seminar registrations migrate in; top 10 employer company pages already created. Routine edits and fixes dominate.
• Phase 2 (Growth): New employer clients onboard, each requiring a dedicated company portal page. Salesforce integration (led by Spinelli) adds further scope.

See ^[1] for the full launch and migration strategy.

Ownership & Next Steps

• Mark (Asymmetric) is responsible for drafting the contract.
• Peter Tourville (NLPWM) is available for a call to talk through the details before the contract is finalized.
• Contract should be sent to Peter for review once drafted.

Open Items

• [ ] Mark to draft hybrid maintenance contract
• [ ] Peter to review and provide feedback / consult call if needed
• [ ] Confirm per-page rate (specific dollar amounts not finalized in this meeting)
• [ ] Flat monthly fee amount to be determined based on estimated baseline activity

Related

• ^[2]
• ^[1]
• ^[3]
• ^[4]