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A rate card prices the work before it starts.

Agreed once. Applied to every engagement.

A rate card is the pricing schedule an agency and client fix before the first contractor is ever placed against it, one baseline for what every role, level and location costs, instead of a fresh negotiation each time a requirement lands.

recruiter-lexikon / rate-card
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Rate card
Rate card
Defined
Definition

A pre-agreed schedule of bill rates by role, seniority level and location that an agency and client fix in advance, so every contract or temp engagement is priced against it instead of being renegotiated from scratch.

At a glance
Term Rate card
Used for Pricing contract and temp engagements
In boilr Stored per account, surfaced with every signal
b
boilr turns this term into a task
Defined here · operationalised by your AI employee

Rate card, explained for the desk.

What it is, why it matters, and how your AI employee runs it.

What it is

A rate card is a pre-agreed schedule of bill rates, organised by job family, seniority level and location, that an agency and client fix in advance. Instead of negotiating a price every time a new contract requirement opens, both sides already know what a mid-level developer in London costs versus a senior one in Manchester, or what a data engineer costs versus a project manager. The card is the reference point for every engagement that follows.

Rate cards are most common in contract, temp and interim staffing, particularly where an enterprise client runs hiring through an MSP or VMS programme and needs one consistent price list across every supplier on its panel. They also appear in simpler bilateral agreements between a single agency and a single client. Either way, a rate card is a pricing document, not a profit figure. The margin, the spread between what the client pays and what the contractor is paid, sits inside the rate card rather than being the rate card itself.

A rate card fixes the price. It says nothing about who wins the work, that still comes down to who responds first with the right person.

Why it matters

A rate card removes one of the slowest steps in getting a contractor started: agreeing commercial terms. When the price per role and level is already settled, a requirement can move straight from signal to submission instead of stalling in a pricing back-and-forth. That speed matters most in contract and temp desks, where being first to present a candidate at the right rate often decides who wins the assignment.

It also protects both sides from working off stale numbers. A rate card that has not been reviewed in a rising wage market leaves an agency quoting rates it cannot actually recruit against, or a consultant unknowingly eroding margin because the card was never updated. And where UK contractors are involved, a role's IR35 status changes what the correct rate structure should look like, so a rate card that ignores it is quietly wrong on every engagement it covers.

How boilr handles it

boilr does not set your rate cards, that stays a commercial negotiation between your agency and the client. What it does is make sure the agreed terms are never lost in an old email thread. Once a rate card exists for an account, it lives in the Company Brain alongside the rest of that account's commercial context, terms of business, margin bands and preferred supplier status, so any consultant working the account sees the same numbers.

When a hiring signal fires on that account, your AI sales employee already knows the agreed rate structure for the role, seniority and location in question, and drafts the outreach task with that context attached instead of leaving you to dig it out before you can quote. On VMS-managed accounts it can also flag when a rate card looks due for review, so a renegotiation conversation happens on your terms and not after margin has already been quietly squeezed.

Questions, answered.

Everything a working consultant asks about rate card, and how boilr puts it to work.

What is the difference between a rate card and terms of business?

Terms of business is the broader signed agreement covering fee structure, guarantee periods, rebates and payment terms. A rate card is narrower: the specific schedule of bill rates by role, seniority and location, usually referenced inside or alongside the terms of business rather than replacing it.

How is a rate card different from margin?

A rate card is the pricing document itself, the agreed bill rate for a given role, level and location. Margin is the profit spread inside that rate, the gap between what the client is billed and what the contractor is paid. You can hold a rate card in your hand; margin is the number you calculate from it.

Who sets a rate card, the agency or the client?

It is negotiated, not dictated by either side. On enterprise VMS-managed programmes, procurement often proposes a card and suppliers negotiate around it. In simpler bilateral relationships, the agency and client agree it together, usually as part of setting up terms of business before the first requirement is worked.

Does a rate card apply to permanent placements?

Rarely. Rate cards govern contract, temp and interim engagements, where a role is billed on an hourly or daily rate over time. Permanent placements are priced instead through a fee model such as contingency or retained search, usually a percentage of first-year salary agreed in the terms of business.

How does boilr use rate cards in practice?

boilr stores each account's agreed rate card in the Company Brain alongside its other commercial terms, so the context survives even if the consultant who negotiated it moves on. When a signal fires on that account, your AI sales employee attaches the correct rate context to the task it drafts, so you are quoting against the real number from the first message, not chasing it down afterwards.

Helen Wright
Boilr gave us the BD structure and follow-up support to sign our first client and secure a job brief in under a month.
Helen Wright
Managing Director, 923 Jobs

Keep every rate card where your desk can actually use it.

boilr stores your agreed rate cards and commercial terms in the Company Brain and surfaces them automatically the moment a signal fires. One AI sales employee per consultant, quoting from the right number every time.