AI workflows for pricing and packaging.

Designing how the product is sold: tiers, packages, the free tier or trial, and when to prompt a customer to upgrade.

Who does this work

  • Product manager
  • Pricing manager
  • Product marketing manager

1 workflow template ready to adapt, and 3 workflows identified.

Updated

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Examples of the workflows identified
  1. Compare product pricing and packaging options
  2. Review the free tier or trial modelIllustrative
  3. Set the rules for upgrade promptsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Compare product pricing and packaging optionsAn options brief with usage by customer group, willingness-to-pay evidence, what each option would bill, uncertainties and tests.Workflow template
Review the free tier or trial modelA funnel comparison with model assumptions and proposed tests, looking beyond the conversion percentage.Illustrative · not built yet
Set the rules for upgrade promptsA rule brief with eligibility, trigger conditions and a usable decline path for a feature gate or plan limit.Illustrative · not built yet

Workflow templates

Product pricing optionsA product owner weighing how to price or package a product gets one options brief: what each customer group uses, the willingness-to-pay evidence held with stated kept apart from observed, what each option would bill every account, the uncertainties and the tests. It recommends no price.Workflow template

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Where to go next

All of product managementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of product management