pricing-strategy

Pricing Strategy

Scope

Covers

• Pricing strategy and price setting (new product or repricing)
• Packaging and plan design (freemium, trials, feature gating, add-ons)
• Willingness-to-pay (WTP) research plan and evidence collection
• Self-serve vs sales-led handoffs (incl. thresholds and operational constraints)
• Conversion mechanics (sampling premium features, trial/discount design)
• Rollout, migration, and measurement (guardrails + review cadence)

When to use

• “Create a pricing strategy / monetization strategy.”
• “Propose packaging and plans for freemium → paid.”
• “We need new price points and a rationale tied to value.”
• “Design a free trial / reverse trial / capped trial.”
• “Figure out when self-serve tops out and when we need sales-led.”

When NOT to use

• You need to define the customer, core use case, or value proposition first (do that before pricing)
• You only want a quick competitor price scrape (no synthesis or decision support) -> use competitive-analysis
• You need legal/tax/accounting advice (coordinate with qualified experts)
• You’re making irreversible billing changes without a rollback/migration plan
• You need to craft brand positioning or messaging strategy -> use positioning-messaging
• You need to assess whether you have product-market fit before setting prices -> use measuring-product-market-fit
• You need to structure partnership or channel deals -> use partnership-bd

Inputs

Minimum required

• Product: what it does, for whom, and the primary job-to-be-done
• Target segment(s) and buying context (B2B/B2C, who pays vs who uses)
• Current pricing (if any): plans, price points, value metric, discounts, trial
• Objective + constraints: what decision this pricing work should change, and by when
• Sales motion: self-serve only, sales-led, or hybrid; typical deal sizes (if known)
• Any evidence: conversion/funnel metrics, retention, revenue mix, win/loss notes, customer quotes, competitor references

Missing-info strategy

• Ask up to 5 questions from references/INTAKE.md.
• If answers aren’t available, proceed with explicit assumptions and label unknowns. Include a “Validation plan” section in the output.