How We Help Clients Spend Their Budget on the Right Things
About the Author:
Peter Deltondo is a Product Designer turned Product Founder who spent the last decade leading teams, Co-Founding Heyo, a design and development agency, and Co-Founding products, including Eventrise and Keyvo. The list of clients he’s worked with includes Figma, Adobe, Discord, Facebook, Merck, and Toyota. In his free time, he can be found in a river fly fishing or spending time with his family in the great outdoors.
Most projects that go wrong went wrong in the first budget conversation, and usually because everyone in the room was too optimistic. The budget was too low to get things done right, but the client hoped it would stretch, and a well-meaning product designer or agency hoped they could figure out a way to make it work. In the end, they couldn’t.
I believe the budget conversation is the first piece of design work on any project. Get it right and the project is set up for success. Get it wrong and no amount of talent or optimism can fix things.
I tell clients our rates before I ask for their budget
If I ask a client for their budget and then float a number back, how do they know I didn’t just anchor to whatever they said? They don’t. And that suspicion, even when it is wrong, poisons the relationship before a single screen gets designed. Every future conversation about scope now has a little voice in it asking whether the agency is optimizing for the client and the project, or for the paycheck.
So after I learn about their project needs, I go first. Here is what we would charge to accomplish this project, here is the scope that covers, here is how many designers and/or developers it takes and how long is needed to get this work done. Most importantly, it’s a realistic number that we fully believe is achievable, not a pipe dream best case scenario. Cautiously realistic. The number we would actually bet on.
I’ve had many clients tell me that was the moment they decided to move forward. Not the portfolio, not the case studies. The moment they realized we were not playing games with them.
People talk about pricing as a sales problem. It’s a trust problem, and trust is what actually closes.
I’m not a fan of value-based pricing
I know that’s a hot take in agency circles, but here’s how we think about it. We value our work at a weekly rate. It’s a premium rate for premium quality work. The only question is how many weeks it takes to successfully complete the work at our desired level of excellence. We can explain our reasoning for our time and budget, and it has nothing to do with how big the client is or how important the project or outcome is to them. There’s a tried and true formula to it, not a made up “I think I can get the client to shell out this much.”
A client can check our math. It checks out.
What that trust is actually worth
I’ll never forget when a longtime client of ours came to us with a project that should have been started weeks prior. If it got started ASAP, it still had a chance. Their back was against the wall, and it was a good sized project with lots of work to do. We made clear where our concerns and risks were with the scope based on the time available, and we were realistic with what could get done. We quoted around $400k. We won the project.
What they said next was the most important part, and I think one of the reasons why we still work with this client today: “Everyone else knew how desperate we were and tried to take advantage of us. The next lowest bid we got was $2M. In no world is this a $2M project. Everyone here knows that.”
Then they told us why they keep coming back, and it wasn’t just the work we do. It was that we were honest with them, that they could count on us to be a true partner, and that we never tried to take advantage of them. That’s the reputation that has their teams asking to work with us again and again. I can assure you, we’ve done way more work over the years with this client than anything we would have gained by value pricing them on that one project.
Most of our clients here at Heyo are long term or repeat customers. That trust has to be earned from the first sales call, and the budget conversation is where it starts.
The budget is the brief
The beauty of quoting the work and placing the budget alongside it is that any change in the client’s budget changes the scope of the project. We can’t magically get twice as much done at the same budget, but we can focus on a smaller scope of work with less time and budget. Sometimes it’s our job to help the client figure out how to get the most out of less. The line we won’t cross is cutting so far that less no longer gets them anywhere. If a client sees a return on the work, big budget or small, they come back. That’s the easiest way we’ve found to earn repeat clients over the years.
Some of the questions we might ask to help gain focus and clarity on the right scope for them include:
- What has to be true on launch day for this to count as a win? Not the full vision, the launch day version.
- If we could solve only one problem for your customers, which one would actually move the business forward?
- Which of these features are here because a competitor has them, and which are here because a customer asked for them?
- What could ship in a second phase without anyone noticing it was missing on day one?
The answers reorder the scope almost every time. A company came to us a while back wanting a full product redesign: new UI, new flows, the whole thing. Before we touched a screen we spent time on the actual problem, and the problem was that most users were dropping off in their first session, long before they ever reached the flows we were being asked to rebuild. The interface wasn’t the issue. Onboarding was. People weren’t sticking around long enough to see the screens the client wanted redesigned.
So we told them to pump the brakes on the redesign. Fix onboarding first. Observe, learn, adapt. Later on we continued in a second phase to revamp the product based on what we learned.
That is an uncomfortable thing to say to someone who walked in ready to pay for something bigger. But it cost them less, it mattered more, and it is the reason they came back to work with us again.
Quick and right are not opposites. Quick and cheap are.
There is real value in getting to market fast, and I don’t want to pretend otherwise. Every month a product isn’t live is a month of customer feedback you don’t have and revenue you didn’t collect. Speed matters, and any agency that treats “we need this soon” as a red flag has forgotten what it is like to run a business.
The problem is that “quick” almost always arrives bundled with “cheap,” and those are different asks. A small scope built properly can be quick. A full scope built halfway can’t, because the half you skipped is the half that breaks the first time real users show up. It is the auth flow nobody tested, the edge case nobody designed, the database that was fine at a hundred users and falls over at ten thousand.
The honest version of speed is a smaller, finished thing. Not a bigger, unfinished one. When a client tells us they need to be live in eight weeks, our first question isn’t whether we can do it. It is what the eight-week version of this product looks like, and whether that version is worth launching. Usually it is, and usually it is smaller than what they came in with.
Sometimes the answer is no
This is the part agencies don’t like to talk about.
If a budget can’t produce a result that changes anything for the client, taking the project anyway isn’t generosity. The client spends the money, gets something that doesn’t move the needle, and the main thing they learn is that hiring an agency was a bad bet. You didn’t help them. You just found a polite way to take their money.
So we say no to work we can’t move the needle on. That includes budgets that are too low for the outcome the client actually needs, and it includes projects where the client wants a thing built that we think is the wrong thing to build. Both are hard conversations. Both are cheaper than the alternative.
There are two exceptions we take seriously.
The first is a smaller first project. When the full thing is out of reach today, we will often propose a narrower engagement that proves the fit and solves one real problem. If it works, it earns the second project. If it doesn’t, everyone found out for a fraction of the cost.
The second is portfolio work. Sometimes a project is in a space we want to be in, or with a team we want to work with, and the budget is below where we would normally go. We will take that work. But we take it as a business decision, priced deliberately, with everyone on our side knowing why we said yes. What we won’t do is take it at a discount and quietly resent it, or take it and cut corners to make the number work. The client should know which kind of yes they are getting.
Redoing it is the most expensive version of the project
This is the pitfall from the top of the article, the too-low budget everyone hoped would work out. Here’s the math on it.
When a project has to be rebuilt, you pay for the work twice. That part is obvious. What is less obvious is everything else not on the invoice. You pay for the months between the first version and the second, when the product was live and not working. You pay in the users who tried the first version and are not coming back for the second, because people don’t give products many chances. You pay in your own team’s morale, because nobody wants to rebuild something they suspected was going to break the first time.
This is the whole reason we describe Heyo as the crew that builds your brand, product, and website right the first time. It isn’t a slogan about perfectionism. It is a statement about which version of the project is actually cheaper and leads clients to the best chance of success for their brand or product. The answer is almost never the one that skipped steps to hit a number.
The cheapest project is the one you only have to build once.
Realistic is a two-way street
Being realistic about budget isn’t only the agency’s job.
Our side of it is telling clients plainly what their number buys, even when the honest answer is smaller than what they walked in hoping to pay for. It is saying no when no is the right answer. It is putting the second phase in the conversation on day one so nobody tries to cram it into the first.
The client’s side is bringing an honest number, an honest deadline, and a willingness to hear what those two things can produce together. The clients we do our best work for aren’t the ones with the biggest budgets. They are the ones who told us the real number early and let us design around it.
Both halves of that are rarer than they should be. When they show up together, the project usually works.
The number does not change the work
Here is what I keep coming back to after all these years.
The budget was never the problem. Small and large budgets have produced work we are proud of and helped our clients succeed and grow. What decides it is whether both sides knew, before anything started, exactly what the number would buy and what it would not.
Say the number first. Treat it like a brief. Build the smaller thing properly instead of the bigger thing halfway. Say no when you can’t help. And put the second project on the table while you are still scoping the first.
That isn’t a pricing strategy. There is no “slick” sales or gift of gab. Just be real and honest. It is how you end up being the agency a client calls back.
Have a project you want to chat about? Let’s chat.




















































