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Workflow Libraries

Explore Our Workflow Libraries

Browse workflows organized by library tier. Each higher tier includes all workflows from lower tiers plus additional premium workflows.

Core Library

(Explore Tier)

"Get your pricing fundamentals right"

50
workflows

For teams who need to:

  • Establish their first formal pricing strategy
  • Answer foundational questions they're facing today
  • Build consensus on basic pricing decisions (tiers, models, metrics)
  • Create their pricing playbook from scratch

What you get:

The essential building blocks every pricing strategy needs. You'll be able to answer critical questions like "Should we use subscription or pay-per-use?", "How do we structure our packages?", and "How should we calculate and present customer value?" Think of this as your pricing strategy starter kit - the 50 decisions that form the foundation of how you price, package, and position your offerings.

Best for:

Early-stage companies, teams new to strategic pricing, or organizations resetting their pricing approach.

Aligning Pricing with Business Goals

Simple

Articulating Value

Simple

Building Proof Points

Simple

Building ROI Calculators

Intermediate

Calculating Total Economic Value

Simple

Calculator Output Format

Simple

Choosing Your Pricing Foundation

Simple

Choosing Your Pricing Metric

Simple

Collecting Proof Points

Simple

Core vs Differentiation Value

Simple

Defining Value

Simple

Defining Your Value Philosophy

Simple

Discount Matrix Structure

Intermediate

Discounting Policy

Intermediate

Economic vs Perceived Value

Simple

Fair Price Perception

Simple

Feature to Outcome Translation

Simple

Feature vs Usage-Based Packaging

Simple

Flat Rate vs Tiered Pricing

Simple

Freemium Strategy

Simple

Good-Better-Best Design

Simple

Identifying Alternatives

Intermediate

Identifying Price Benchmarks

Simple

Identifying Psychological Benefits

Simple

Incremental Value Framework

Simple

Key Value Drivers by Segment

Intermediate

Market Segmentation Criteria

Intermediate

Measuring Differentiation

Simple

Monthly vs Annual Pricing

Intermediate

New Product Launch Pricing

Simple

Optimal Number of Tiers

Simple

Order Size Discounts

Intermediate

Outcome-Led Proposals

Simple

Payback Period Calculations

Simple

Price as Quality Signal

Simple

Price Framing Strategy

Simple

Quantifying Monetary Benefits

Simple

Selecting Value Units

Simple

Selecting Value-Based Models

Simple

Setting Reference Prices

Simple

Setting Your Market Position

Intermediate

Structuring Product Tiers

Intermediate

Subscription vs Pay-Per-Use

Simple

Total Value Methodology

Simple

Trial to Paid Strategy

Simple

Value Calculator Inputs

Simple

Value Discovery Framework

Simple

Value Proposition Template

Simple

Value Quantification Framework

Simple

Volume Discount Design

Intermediate

Extended Library

(Build Tier)

"Operationalize and scale your pricing strategy"

73
workflows
123 total workflows

For teams who need to:

  • Turn pricing strategy into executable processes
  • Manage pricing across the customer lifecycle (acquisition → retention → expansion)
  • Handle complexity (multiple segments, channels, competitive dynamics)
  • Build discipline and consistency in pricing execution

What you get:

Everything in Explore, plus 73 workflows that address the "how do we actually do this?" questions. You'll tackle operational challenges like managing grandfather clauses during price increases, structuring land-and-expand pricing, creating discount approval workflows, and tracking value realization post-sale. This tier helps you move from pricing strategy on paper to pricing strategy in practice.

Best for:

Growth-stage companies, teams scaling their go-to-market, or organizations struggling with pricing inconsistency and value leakage.

Add-Ons vs Included Features

Simple

Addressing Unused Features

Simple

Annual Pricing Review Process

Simple

Balancing Speed and Margins

Simple

Balancing Value and Retention

Simple

Building Segment Profiles

Intermediate

Calculating Net Differentiation

Simple

Calculating Pocket Price

Intermediate

Calculator Customization

Simple

Choosing Tier Drivers

Simple

Churn Risk in Renewal Pricing

Simple

Classifying Competitor Actions

Intermediate

Communicating Switching Costs

Simple

Competitive Positioning

Simple

Concession Sequencing

Intermediate

Creating Investment Theses

Simple

Customer Price Increases

Intermediate

Customer Success Processes

Simple

Customer-Aligned Pricing Metrics

Simple

Deal Approval Process

Intermediate

Defining Customer Segments

Intermediate

Discount Framing

Intermediate

Discovery for Renewals

Simple

Evolving Value Propositions

Simple

Executive Review Triggers

Simple

Expansion Revenue Strategy

Simple

Expansion Signals

Simple

Features per Tier

Simple

Finding New Use Cases

Simple

Growth Phase Pricing

Simple

Handling Downgrades

Simple

Handling Price Objections

Simple

Investment Thesis Format

Simple

Land and Expand Pricing

Intermediate

Leading Price Increases

Intermediate

Lifecycle Pricing Strategy

Simple

Low-Margin Deal Escalation

Simple

Managing Grandfather Clauses

Intermediate

Mature Product Pricing Strategy

Simple

Monitoring Alternatives

Simple

Overage Pricing

Simple

Persona-Based Propositions

Simple

Post-Sale Value Tracking

Simple

Price Gaps Between Tiers

Simple

Price vs Value Competition

Simple

Pricing A/B Testing

Simple

Pricing Data Governance

Simple

Pricing Performance Dashboards

Simple

Pricing Roles and Responsibilities

Simple

Promotional Pricing Policy

Intermediate

Quantifying Intangible Benefits

Intermediate

Quantifying Problem Costs

Simple

Quantitative vs Qualitative Balance

Simple

Razor and Blades Pricing

Simple

Responding to Price Cuts

Simple

Segment Performance Metrics

Intermediate

Segment-Specific Bundles

Intermediate

Selecting Anchor Features

Simple

Success Story Metrics

Simple

Tier Price Optimization

Simple

Tracking Competitor Prices

Simple

Tracking Value Delivery

Simple

Upsell Readiness Indicators

Simple

Value Calculation Templates

Simple

Value Calculator Design

Simple

Value Calculator Scenarios

Simple

Value Delivery Dashboard

Simple

Value Delivery Documentation

Simple

Value Discovery Tools

Simple

Value Presentation Visuals

Simple

Value Review Frequency

Simple

When to Compete on Price

Simple

Win-Loss Pricing Analysis

Simple

Complete Library

(Transform & Enterprise Tiers)

"Master sophisticated pricing as a strategic capability"

143
workflows
266 total workflows

For teams who need to:

  • Build pricing as a sustainable competitive advantage
  • Navigate complex commercial models (outcome-based, gain-sharing, dynamic pricing)
  • Optimize pricing across multiple dimensions simultaneously
  • Establish world-class pricing governance and analytics

What you get:

Everything in Build, plus 143 workflows that address the frontier of pricing excellence. You'll tackle sophisticated challenges like outcome-based pricing arrangements, AI-driven price optimization, micro-segmentation strategies, multi-sided platform pricing, and building a formal pricing function. This is pricing as a strategic capability, not just a tactical decision.

Best for:

Enterprise organizations, market leaders, companies with complex business models, or teams ready to make pricing a core competitive differentiator.

Advanced Customer Segmentation

Intermediate

AI Pricing Governance

Simple

AI-Powered Price Research

Simple

Analyzing Pricing Variances

Intermediate

At-Risk Fee Percentage

Simple

Automated vs Manual Pricing

Simple

Avoiding Predatory Pricing

Intermediate

Avoiding Price-Fixing Issues

Simple

Balancing Setup vs Ongoing Value

Simple

Baseline Measurement Period

Simple

Building Your Pricing Function

Intermediate

Bundled vs Unbundled Strategy

Intermediate

Calculator Update Process

Simple

Change Order Pricing

Simple

Channel Partner Margins

Intermediate

Channel-Based Pricing

Intermediate

Collaborative Value-Share

Simple

CRM Value Tracking

Simple

Customer Evaluation Research

Simple

Customer Guarantee Requirements

Simple

Deal Quality Scoring

Intermediate

Declining Gains Handling

Simple

Defending Against Discrimination Claims

Simple

Defensive Pricing Tiers

Simple

Defining Measurable Outcomes

Simple

Defining Success Metrics

Simple

Determining Gain-Share Split

Simple

Discovery Conversation Training

Simple

Dynamic Value Pricing

Simple

Enterprise Negotiation Strategy

Intermediate

Ethical Pricing Framework

Simple

External Factor Management

Simple

Fair Dynamic Pricing

Simple

Fair Value Capture

Simple

Fair Value Escalation

Simple

Fee Mix Strategy

Complex

Finding Hidden Value

Simple

Finding Niche Segments

Intermediate

Gain-Sharing Duration

Simple

Gain-Sharing Triggers

Simple

Guarantee Standards

Simple

Handling Multiple Alternatives

Intermediate

Healthcare Pricing Models

Simple

High-Stakes Engagement Pricing

Simple

Hourly Rate Benchmarking

Simple

Identity-Based Pricing

Simple

Integrating Promotions

Intermediate

International Pricing Strategy

Simple

Isolating Firm Contribution

Simple

Managing Channel Conflict

Intermediate

Managing Currency Fluctuations

Simple

Managing Reseller Pricing

Simple

Managing Scope Creep

Simple

Market Communication Strategy

Simple

Measuring Outcomes

Simple

Measuring Price Elasticity

Simple

Mid-Contract Price Increases

Intermediate

Minimum Segment Size

Intermediate

Monitoring Competitive Threats

Simple

Multi-Front Competitive Pricing

Simple

Multi-Phase Success Fees

Simple

Multi-Year Outcome Contracts

Simple

Natural Pricing Experiments

Simple

Negotiation Training

Intermediate

Optimizing Quote-to-Cash

Simple

Organizing Value Evidence

Simple

Outcome Data Verification

Simple

Outcome Payment Formula

Simple

Outcome Progress Tracking

Simple

Partial Outcome Payments

Simple

Partner Marketing Funds

Intermediate

Partner Price Protection

Intermediate

Partner Tier Structure

Simple

Partnership Revenue Sharing

Intermediate

Payment Timing Strategy

Simple

Performance-Based Pricing

Simple

PLG vs SLG Versioning

Simple

Preventing Price Discrimination

Simple

Price Communication Policy

Simple

Pricing Against Internal Solutions

Simple

Pricing Churn Indicators

Simple

Pricing Compliance Audits

Simple

Pricing During Economic Downturns

Simple

Pricing in Regulated Industries

Simple

Pricing Risk

Simple

Pricing Strategic Benefits

Intermediate

Pricing Technology Stack

Simple

Pricing Your Brand Value

Simple

Prioritizing Value Drivers

Intermediate

Project-Based Pricing

Simple

Protecting Against Abuse

Simple

Protecting IP in Pricing

Simple

Protecting Price Differences

Simple

Proxy Value Metrics

Simple

Quantifying Intangibles

Simple

Referral Fee Structure

Simple

Reporting Frequency

Simple

Risk Hedging Instruments

Simple

Risk Reduction Premium

Simple

Risk Tolerance by Segment

Intermediate

Risk-Sharing Mechanisms

Simple

Risk-Sharing Models

Simple

Sales Team Incentive Design

Simple

Seasonal Pricing Strategy

Simple

Segment-Specific Value Definition

Intermediate

Selecting Measurable Outcomes

Simple

Setting Performance Baselines

Simple

Signal vs Noise Analysis

Simple

Standardizing Value Metrics

Simple

Structuring Guarantees

Simple

Structuring Pricing Data

Intermediate

Success Fee Criteria

Simple

Success Fee Modeling

Simple

Success Fee Triggers

Simple

Surge Pricing Strategy

Simple

Testing Bundle Cannibalization

Intermediate

Third-Party Validation

Simple

Time Value Calculations

Intermediate

Time-Based Pricing

Intermediate

Tracking Customer Movement

Intermediate

Tracking Pricing Exceptions

Simple

Transfer Pricing

Simple

Transitioning to Alternative Fees

Simple

Two-Part Pricing

Simple

Updating Value Drivers

Simple

Upgrade Readiness Signals

Simple

Using Feature Analytics

Simple

Validating Pricing Metrics

Simple

Value Attribution Clauses

Simple

Value Attribution Protection

Simple

Value Model Sensitivity

Simple

Value Selling Training

Simple

Value Sensitivity Analysis

Simple

Value-Based vs Hourly Criteria

Simple

Value-Share Adaptability

Simple

Value-Sharing Pricing Model

Simple

Value-to-Fee Analysis

Intermediate

Valuing Emotional Benefits

Simple

Valuing Relationships

Simple

Variable Value-Share Pricing

Intermediate

When to Vary Prices

Intermediate

White-Label Pricing

Intermediate

Yield Management System

Simple

Ready to get started?

Choose the right plan for your needs and unlock access to our powerful workflow libraries.