Pricing strategy review
Examines what you charge, why, and what it signals. Seductive because it is fast and the numbers move immediately — which is also why it gets reached for when the real problem is elsewhere.
The printable canvas and the handoff into Claude Code are part of a paid plan. See what a plan includes. It needs the Claude desktop app on this machine, and your team and the prompt library already installed in that project — we cannot see your disk, so open it there.
What it is
A structured review of how a business sets, communicates and realises price. It covers the level, the basis, the architecture and the discipline — of which the level is usually the least important and the only one anyone examines.
- Realised price
- What actually arrives per unit after discount, rebate and credit. The distribution matters more than the average.
- Basis of pricing
- What you charge per — unit, seat, hour, outcome, tier. A basis misaligned with how value accrues caps revenue regardless of the level.
- Architecture
- The structure of the offer: tiers, bundles, add-ons, entry points. Determines how customers self-select and how they grow.
- Discount discipline
- Who can discount, by how much, and against what. Uncontrolled discretion is a value-articulation failure appearing as a pricing number.
- Willingness to pay
- What the customer would pay, tested independently of your cost. Cost-plus pricing gifts away every pound of value above cost.
- Competitive reference
- Where you sit against alternatives, including the customer's option of doing nothing.
How you run it
- Measure realised price, not list priceStart from what actually lands in the bank per unit. The distribution across customers is usually wider than anyone believes and is the first finding.
- Find where the discounting comes fromWhich customers, which reps, which situations. Discretionary discounting is generally a symptom of a value articulation problem, not a pricing problem.
- Check the basis of pricingAre you charging per unit when value scales with something else? Misaligned basis caps revenue far more than the level does.
- Test willingness to pay separately from costCost-plus pricing gives away everything above cost. What would customers pay if you asked differently?
- Model the change before making itPrice moves flow straight to margin in both directions. Model volume response and be explicit about the assumption, because it is a guess.
The prompt
Run this tool in your own Claude
The short prompt starts your partner against the library on your disk. The long one carries everything with it and needs nothing installed.
Your playbook
It lands in the earliest stage this tool suits. Move it on the Playbook page.
You’ll need
- Actual realised prices, not the rate card
- Discounting patterns by customer and by rep
- Some read on competitor pricing and customer value
You’ll end up with
- The gap between list and realised price, explained
- A pricing basis that matches how value is delivered
- Specific changes with a revenue impact estimate