Count the whole commitment.

Separate the advertised monthly equivalent from the billing commitment and the rest of your costs.

A fee break-even calculation is useful only when both plans can deliver the same required offer.

Budget the platform, delivery dependencies and retained work together; do not mistake revenue for margin.

Divide the fixed-cost difference by the applicable fee-rate difference; the result is a scenario, not expected sales.

A lower monthly equivalent can still mean a larger and less flexible cash commitment.

Use the current subscriber allowance and the list you actually need to contact, not an invented growth forecast.

Capacity is several separate limits; a large customer allowance does not mean unlimited content or assistants.

Confirm assistant entitlement and role scope before designing a workflow around a collaborator.

Use scenarios to expose risk; software capabilities and testimonials do not predict your new offer’s revenue.

The platform bill and your customer’s purchase are different relationships with different rules.

Keep the service that supports your real follow-up workflow; consolidation alone is not the goal.