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Testing Your Pricing & Packaging

Workshop
Pressure-test offers to grow revenue, protect margin, and reduce discounting

Pricing and packaging directly determine your bottom-line: what you can charge, how reliably you can expand accounts, and how much margin you give up in negotiations. This workshop helps you validate pricing and packaging choices using structured market tests—so you can identify which offers increase conversion and profitability, where discounting pressure comes from, and what to adjust before you scale.

Maximize bottom-line impact by proving which offers customers will buy—at prices you can defend.

The Challenge

Most teams finalize pricing and packaging without enough evidence to protect margin as they scale.

  • Bold value, weak margin protection: When pricing isn’t validated, discounting becomes the default and profitability erodes deal by deal.
  • Confusing packaging slows decisions: If buyers can’t quickly see what they get and why it’s worth it, cycles drag and concessions rise.
  • Signals aren’t tied to economics: Teams track interest and conversion, but don’t connect results to margin, expansion potential, and cost-to-serve.

The consequence: revenue grows slower than it should—and margin gets negotiated away in the process.

Our Solution

We guide a decision-focused process to test pricing and packaging through a profit-first lens.

  • Profit-First Test Design: Define hypotheses that explicitly balance conversion, price realization, expansion potential, and margin.
  • Packaging Clarity and Upsell Logic: Validate whether tiers and add-ons create a natural path to higher-value purchases (without confusion).
  • Discount Pressure Diagnosis: Identify what triggers discount requests and which changes reduce negotiation and protect price integrity.
  • Economic Signal Review by Offer: Compare plans using a small set of signals that matter—conversion, retention risk, expansion readiness, and margin impact.
  • Decision-Ready Recommendations: Translate results into clear keep/change/retire decisions with rollout actions owners can execute.
Area of Focus
  • Running Experiments Across Pricing Plans
  • Capturing Feedback from Prospects and Sales
  • Measuring Conversion and Retention by Plan
  • Refining Messaging with Value Propositions
  • Validating Pricing Through Market Tests
Participants Will
  • Create a pricing and packaging test plan that explicitly defines success in margin, price realization, and expansion—not just interest
  • Produce a structured summary of buyer and Sales feedback that isolates the true drivers of discounting and deal friction
  • Define the few offer-level measures needed to compare plans and make decisions (including economic impact)
  • Deliver updated plan-by-plan messaging that improves clarity and supports premium pricing where justified
  • Leave with a decision-ready set of pricing/packaging changes and a rollout plan to reduce discounting and improve profitability

Who Should Attend:

Product ManagersProduct LeadersCustomer Success LeadersMarketing LeadersSales LeadersFinance & FP&A PartnersPricing & Packaging LeadersRevenue Operations LeadersMarketing Executives

Solution Essentials

Format

Facilitated, decision-oriented working session

Duration

4 hours

Skill Level

Intermediate

Tools

Standard collaboration tools (shared docs/whiteboard and slides)

Turn GenAI Economics into GenAI Advantage