Reset Pricing Without Losing the Market

Made for Founders

Reset Pricing Without Losing the Market

Also useful for: people in Founders

150 min Advanced Customers Make a Financial Decision Comparing Financial Options

Choose a defensible new price, test demand, protect priority customers, and roll out the change with clear rules and messaging.

Create a free account to save your progress and use this Playbook.

Use this when

Your current price no longer supports healthy margins, customers are pushing back, competitors have moved, or a price increase feels necessary but risky.

You'll need

  • Business and offer context
  • Current pricing and packaging
  • Financial baseline
  • Customer evidence
  • Customer segments
  • Competitive evidence
  • Pricing objective
  • Change scope
  • Risk tolerance
  • Constraints and deadlines

You'll get

  • A pricing diagnosis supported by available evidence
  • A customer segment map with distinct pricing implications
  • A baseline model with assumptions and data gaps labeled
  • Three pricing options compared under consistent scenarios
  • A willingness-to-pay test with pass, pause, and stop thresholds
  • A final recommendation with transition and exception rules

By the end of this playbook

You will have:

  • A pricing diagnosis supported by available evidence
  • A customer segment map with distinct pricing implications
  • A baseline model with assumptions and data gaps labeled
  • Three pricing options compared under consistent scenarios
  • A willingness-to-pay test with pass, pause, and stop thresholds
  • A final recommendation with transition and exception rules

Sample

This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.

Sample input

We sell B2B workflow software to independent clinics. Core costs $249 per month and Pro costs $499. We have 420 accounts, $128,000 in monthly recurring revenue, 71% gross margin, and 2.2% monthly logo churn. Discounts average 12%. Larger clinics report strong labor savings, while solo practices compare us with cheaper scheduling tools. We need better unit economics before fundraising in six months. New and existing customers are in scope, and our risk tolerance is moderate.

Sample assembled prompt

Diagnosis: The strongest evidence points to...
Multi-location clinics receive materially more value,...
Broad discount authority also weakens realized...
Recommended move: Replace the current two-plan...
Raise realized pricing first by tightening...
Test: Quote the new structure to...
Pass if multi-location win rate stays...
Pause if qualified loss reasons citing...
Transition: Apply new prices immediately to...
Move monthly multi-location accounts after 60...
Migrate annual accounts at renewal.
Keep solo accounts on current terms...
Require written approval for exceptions lasting...
Rollout control: Review quote acceptance weekly,...
Pause migration if churn exceeds the...

Part of a collection

Build the Company Before It Builds You

10 playbooks

Build an end-to-end operating system for deciding what matters, protecting runway, gaining customers, hiring leaders, setting prices, and keeping critical work moving.

Next: Remove Yourself as the Company Bottleneck

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