pricing-packaging

Pricing & Packaging Skill

Strategic pricing and packaging decisions that maximize value capture.

Purpose

Develop pricing strategies and package structures that align with customer value while optimizing revenue.

---

Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# PRICING & PACKAGING DATA SOURCES
# Configure the sources relevant to your pricing decisions

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives

# Competitive Pricing
- source: competitive_intel
  connector: "{{KLUE | CRAYON | KOMPYTE}}"
  data:
    - competitor_pricing
    - pricing_changes
    - packaging_models

# CRM Deal Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - deal_pricing
    - discount_patterns
    - win_rates_by_price
    - deal_size_distribution

# Finance Data
- source: finance
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NETSUITE}}"
  paths:
    - "/Finance/Pricing Models/"
    - "/Finance/Cost Analysis/"
    - "/Revenue Operations/Pricing/"

# Customer Research
- source: customer_research
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
  paths:
    - "/Research/Pricing Research/"
    - "/Research/Willingness to Pay/"
    - "/Research/Value Studies/"

# Product Usage
- source: product_analytics
  connector: "{{MIXPANEL | AMPLITUDE | PENDO}}"
  data:
    - feature_usage
    - value_metrics
    - tier_utilization

Output Destinations

# Where to deliver pricing outputs
outputs:
  # Always available - display in Claude UI
  - type: display
    enabled: true

  # Save to pricing docs
  - type: documents
    connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
    destination: "/Revenue Operations/Pricing/"

  # Notify for review
  - type: slack
    connector: "{{SLACK}}"
    channel: "#pricing-committee"

---

Instructions for Claude

IMPORTANT: Before executing this skill, you MUST validate the configuration above.

Pre-Execution Checklist

1. Check for placeholder values: Scan the YAML configuration for any {{...}} placeholders. These indicate required configuration that the user must provide.

2. Validate data sources: For each data source listed:

   • If a connector field shows {{OPTIONS}} format, ask the user which option they use
   • If URLs, paths, or names contain {{PLACEHOLDER}}, ask the user to provide actual values
   • Verify any required MCP servers are connected and available

3. Validate output destinations: For any output type beyond display:

   • Confirm the connector is available as an MCP server
   • Ensure destination paths/channels are configured (not placeholders)

If Configuration is Incomplete

Do not proceed with the skill. Instead:

1. List the specific missing or placeholder values found
2. Explain what each value is needed for
3. Ask the user to provide the missing configuration
4. Offer to help them set up the required MCP integrations

Example response when config is incomplete:

Before I can run this skill, I need some configuration:

**Missing values:**
- [List specific {{PLACEHOLDER}} values found]

**MCP connections needed:**
- [List required connectors not yet available]

Please provide these values, or let me know which data sources you'd like to skip.

Minimum Requirements

At minimum, this skill requires:

• Product or service to price
• Target market context
• display output enabled (always available)
• Web search provides competitor pricing research without additional setup

Enhanced functionality requires:

• Competitive intelligence for pricing benchmarks
• CRM for deal size and discount patterns
• Customer research for willingness-to-pay data
• Financial data for cost and margin analysis

---

Scheduling & Automation with Taizen

Automate this skill: Schedule pricing monitoring tasks with Taizen. Create a free account to set up automated agents that run on your schedule.

How It Works

The Taizen MCP server accepts natural language requests to schedule agents. Simply describe what you want to automate:

At the start of each quarter, review our pricing effectiveness including
win rates by price point, discount patterns, and competitive positioning.
Share the analysis with #pricing-committee.

Taizen will:

1. Read this skill's definition to understand the capabilities
2. Create a recurring agent with your specified schedule
3. Execute the task and deliver results to your configured destinations

Example Natural Language Requests

Quarterly Pricing Review:

At the start of each quarter, review pricing effectiveness including win
rates, discount patterns, and competitive positioning. Save to our Pricing
Reviews folder and notify #pricing-committee.

Competitive Pricing Alert:

When a competitor changes their pricing, analyze the change and assess
the impact on our positioning. Alert #pricing-committee immediately.

Monthly Discount Analysis:

On the 1st of each month, analyze discount patterns by segment, rep, and
deal size to identify optimization opportunities. Share with #sales-leadership.

Setting Up Taizen Automation

1. Create Account: Sign up at usetaizen.com
2. Connect MCP: Add the Taizen MCP integration in your Claude settings and authenticate
3. Connect CRM: Link your Salesforce or HubSpot for deal data
4. Schedule Agent: Describe your automation in natural language
5. Taizen Reads Skill: The agent receives this skill's full definition to understand what it can do

Technical Details

When scheduling via Taizen MCP, Claude will:

1. Read this SKILL.md file to get the full skill definition
2. Call Taizen MCP with the skill content included

Parameter	Description	Example
task	Natural language description of what to do	"Review pricing effectiveness and discount patterns"
schedule	When to run (cron or trigger)	"quarterly" or "when competitor pricing changes"
skill_content	Object containing primary skill and referenced skills	See structure below
outputs	Where to send results	"Slack #pricing-committee, Google Drive"
competitors	Which competitors to monitor	"Salesforce, HubSpot"

skill_content structure:

skill_content:
  primary:
    name: "pricing-packaging"
    content: "<full content of this SKILL.md>"
  referenced:
    - name: "product-context"
      content: "<full content of product-context SKILL.md>"
    - name: "competitive-intelligence"
      content: "<full content of competitive-intelligence SKILL.md>"

Note to Claude: When a user asks to schedule this skill with Taizen, read this entire SKILL.md file and pass it as skill_content.primary. Also read any referenced background skills (like product-context and competitive-intelligence) and include them in skill_content.referenced.

---

Pricing Frameworks

1. Value-Based Pricing

Value Metric Selection: The ideal value metric should be:

• Aligned with customer value (they pay more as they get more value)
• Predictable for customers (they can estimate costs)
• Scalable (grows with customer success)
• Easy to measure and track

Common Value Metrics:

Model	Value Metric	Best For
Per User	Active users	Collaboration tools
Per Unit	Data volume, transactions	Infrastructure
Tiered	Feature access	Enterprise software
Usage	Consumption	API, metered services
Outcome	Results delivered	Performance-based

2. Packaging Strategy

Good-Better-Best Framework:

Tier	Purpose	Typical Features
Good (Entry)	Land new customers	Core features, limited usage
Better (Growth)	Capture mid-market	More features, higher limits
Best (Enterprise)	Maximize value	All features, custom terms

Packaging Principles:

• Each tier should have clear, compelling value
• Upgrade triggers should be natural (growth-based)
• Don't create "dead end" tiers
• Leave room for negotiation in enterprise

3. Pricing Page Best Practices

Information Architecture:

1. Clear tier names that convey value
2. Prominent pricing (don't hide it)
3. Feature comparison that highlights differences
4. Social proof (customer logos, testimonials)
5. Clear CTAs for each tier
6. FAQ section for common questions

Psychological Pricing:

• Anchor high, negotiate down
• Use charm pricing ($99 vs $100) for SMB
• Use round numbers for enterprise
• Show annual savings prominently
• Include a "most popular" indicator

4. Competitive Pricing Analysis

Competitor	Model	Entry Price	Enterprise	Notes
[Comp 1]	[Model]	[Price]	[Price]	[Notes]

Positioning Options:

• Premium: Price above market, justify with value
• Competitive: Price at market, compete on value
• Penetration: Price below market, gain share
• Value: Lower price, different segment

---

How to Use This Skill

Invoke with natural language describing what you need:

Pricing Strategy

• "Develop a pricing strategy for our new product"
• "Recommend pricing model for our enterprise tier"

Packaging

• "Design tier structure for our SaaS product"
• "How should we package our add-on features?"

Competitive Analysis

• "Analyze competitor pricing in our market"
• "How does our pricing compare to alternatives?"

Pricing Page

• "Review our pricing page for best practices"
• "Suggest improvements to our pricing presentation"

---

Output Format

Pricing Strategy

# Pricing Strategy: [Product Name]

**Created**: [Date]
**Data Sources Used**: [Competitive intel, CRM data, etc.]

---

## Strategic Context

### Market Position
- **Current Position**: [Where we are]
- **Target Position**: [Where we want to be]
- **Competitive Landscape**: [How others price]

### Value Delivered
- **Quantified Value**: [$ impact for customer]
- **Value Drivers**: [What creates value]
- **Value Metric**: [Best metric to align price with value]

## Recommended Pricing Model

### Value Metric: [Chosen Metric]
**Rationale**: [Why this metric aligns with value]

### Pricing Structure

| Element | Details |
|---------|---------|
| Model | [Subscription/Usage/Hybrid] |
| Billing | [Monthly/Annual/Multi-year] |
| Minimum | [Floor price or commitment] |

## Package Structure

### Tier Overview

| Tier | Target Segment | Starting Price | Value Metric |
|------|----------------|----------------|--------------|
| Starter | [Segment] | $[Price]/mo | [Metric] |
| Professional | [Segment] | $[Price]/mo | [Metric] |
| Enterprise | [Segment] | Custom | [Metric] |

### Tier Details

#### Starter
- **Target**: [Who this is for]
- **Price**: $[X]/month per [metric]
- **Includes**:
  - [Feature 1]
  - [Feature 2]
  - [Limit 1]
- **Upgrade Trigger**: [When they should upgrade]

#### Professional
- **Target**: [Who this is for]
- **Price**: $[X]/month per [metric]
- **Includes**:
  - Everything in Starter, plus:
  - [Feature 3]
  - [Feature 4]
- **Upgrade Trigger**: [When they should upgrade]

#### Enterprise
- **Target**: [Who this is for]
- **Price**: Custom / Contact Sales
- **Includes**:
  - Everything in Professional, plus:
  - [Enterprise features]

## Pricing Levers

### Discounts
| Type | Amount | Criteria |
|------|--------|----------|
| Annual prepay | [%] off | Pay annually |
| Multi-year | [%] off | 2-3 year commit |
| Volume | [%] off | [Threshold] |

## Competitive Positioning

| vs. [Competitor] | Their Price | Our Price | Our Position |
|------------------|-------------|-----------|--------------|
| Entry | $[X] | $[X] | [Rationale] |

---

Automation Options

When configured with integrations, this skill can:

1. Competitive monitoring - Alert on competitor pricing changes
2. Win rate analysis - Correlate pricing with deal outcomes
3. Discount optimization - Identify discount patterns to improve
4. Tier utilization - Track which tiers customers choose and why