<!-- Pricing and packaging proposal · from Chapter 15 of The Product 360 Handbook -->

# Pricing and packaging proposal · [Product] · v[n] · [Date]

**Owner:** [PM]   **Finance partner:** [Name]   **Sales or deal desk partner:** [Name]   **Decision maker:** [Name]   **Decision needed by:** [Date]

## 1. Objective
What this pricing optimizes for: acquisition / revenue / margin; new logos / expansion. One paragraph on why now.

## 2. Diagnosis of current pricing
- Current model and value metric:
- Pocket price band by segment (from the discount report):
- Share of deals lost on price (last two quarters):
- Gross margin per unit of current value metric, and the trend:
- Monetizing Innovation failure we're closest to: feature shock / minivation / hidden gem / undead. Evidence:

## 3. Segments
| Segment | Needs | Willingness to pay (evidence) | Budget line that pays | Preferred way to pay |
|---|---|---|---|---|
| | | | | |

## 4. Value metric
Chosen metric: [unit]. Runner-up: [unit]. See the value metric assessment.

## 5. Model
Seat / usage / credits / outcome / hybrid. Structure: [platform fee, included allowance, metered layer, commit, minimum].

## 6. Packages
| | [Tier 1] | [Tier 2] | [Tier 3] |
|---|---|---|---|
| Designed for (segment) | | | |
| Leaders (why they buy this tier) | | | |
| Fillers | | | |
| Included allowance | | | |
| List price | | | |

Add-ons (narrow, intense demand): [name, price, who buys it]
Removed or moved (killers): [feature, reason]
Included in every tier on principle (for example, safety or compliance controls): [list]

## 7. Price points and evidence
| Price point | Research method | Sample | Result | Confidence |
|---|---|---|---|---|
| | | | | |

## 8. Unit economics
Cost per unit of value metric: [amount, date]. Gross margin at list: [%]. At typical discount: [%]. Margin floor: [%].

## 9. Outcome definition (if any)
Link to the outcome definition artifact.

## 10. Metering and spend controls
What's logged, what customers see, alerts, caps, overage policy, rollover.

## 11. Migration of existing customers
Accounts modeled: [n]. Bills up more than [x]%: [n]. Bills down more than [x]%: [n]. Grandfathering, notice and migration offers:

## 12. Discount policy and impact plan
Links to both. Kill or revise criteria in one line.

## 13. Decision
Approved / revise / rejected, by [name] on [date].