Offer financial services

I have the client accounts workbook with service fees, balances, and recent transactions. Send the attached renewal proposal to Priya in procurement and the finance director for e-signature, signers in that order, with a Friday deadline -- check it's complete first.

Before I send the fee schedule and proposal to the client's procurement team, make it easy to approve—surface the annual savings or cost-to-client figure up top, make pricing findable by service and term, and flag anything in the agreement that would make a reviewer hesitate, like automatic renewal language.

I updated a bulk discount in the fees sheet and Marisol in client services emailed that the invoice total doubled unexpectedly for Account 412. I can’t tell if I used the wrong discount cell, the billing period shifted, or a negative line was dropped. What is the most likely diagnosis and the step-by-step check to confirm which it is and how to fix the invoice before Monday billing runs?

At renewals I keep recalculating discounts and payment schedules manually for each client and the numbers drift between proposals, costing time and credibility. Which habit or small structural change should I adopt so fee calculations are single-source and repeatable across all client work?