HR SaaS
·
2024
·
Advisory Retainer
Ending the 40% discount at quarter end
A monthly retainer helped Halvard cap discounts at 15% and recover €1.2M of ARR that used to leak out at quarter end.
€1.2M
ARR recovered in a year
15%
Discount cap, down from 40%
3 weeks
To set up a deal desk

§1 SITUATION
Halvard closed a third of its new business in the last two weeks of each quarter, often at 40% off list.
Buyers had learned to wait, and finance could not forecast what a quarter would bring.
§2 APPROACH
We set a 15% discount cap with a short list of trades (longer terms, case studies, upfront payment) that earn it.
A small deal desk reviewed every exception, and I joined its weekly call for the first six months.
§3 OUTCOME
Within a year Halvard recovered €1.2M of ARR that would have gone to discounts.
The deal desk was running in three weeks, and quarter-end deals now close at list more often than not.
“The cap felt scary for one quarter. After that nobody wanted to go back.”
Signe Valdorf
·
CFO, Halvard People