Pricing Audit Deliverables

What ProductQuant actually delivers in a pricing audit.

Pricing Audit is not a generic consultant memo. It is a staged pricing decision system: plan-tier performance analysis, customer value research, packaging diagnosis, restructure scenarios, experiment design, and a final handoff your team can actually run.

Open Pricing AuditRequest the Growth Leak Scan
Current pricing realityDiagnose current plan-tier usage, upgrade timing, downgrade triggers, and trial conversion before touching pricing.
Customer value evidenceMap jobs-to-be-done, willingness-to-pay, and feature expectations by segment instead of debating value internally.
Packaging diagnosisIdentify where tiers, gates, and value metrics are helping expansion or quietly creating friction.
Decision-ready scenariosLeave with 2-3 restructure scenarios, experiment guardrails, and a readout your team can act on.
End benefits

What these deliverables change for the business.

The output is not only advice. The output is a staged operating artifact set your team can review, use, and carry forward after the engagement ends.

Pricing decisions stop being opinion-led.

What changes operationallyYour team gets a structured pricing baseline built from analytics, Stripe behavior, and customer research rather than founder instinct.

What that enablesProduct, growth, and revenue leaders can discuss pricing with the same evidence instead of separate anecdotes.

What that createsPricing becomes a decision process with named artifacts, tradeoffs, and testable next steps.

End result: you know whether pricing is really underperforming, where the gaps are, and what deserves a controlled test.

Upgrade and downgrade behavior becomes legible.

What changes operationallyUpgrade timing, downgrade triggers, trial conversion breaks, and tier overlap are documented explicitly by segment and plan.

What that enablesThe team can see whether packaging supports expansion or quietly pushes customers into the wrong tier or out of the product.

What that createsRevenue movement stops being abstract reporting and becomes an operating input for pricing strategy.

End result: you can separate pricing friction from product friction and focus the change where it matters.

Packaging gets tied back to value delivery.

What changes operationallyCustomer interviews, willingness-to-pay evidence, and feature classification work show which capabilities feel baseline, premium, or expandable.

What that enablesTier gates, usage thresholds, and plan structure can be redesigned around what customers actually pay for instead of what the team hopes is valuable.

What that createsPackaging logic becomes clearer for both self-serve buyers and internal stakeholders.

End result: the pricing structure reflects real buying behavior more closely and becomes easier to defend.

Pricing changes become safer to test.

What changes operationallyEach serious scenario ships with experiment framing, exposure rules, communication guardrails, and rollback logic.

What that enablesYour team can test direction before exposing the whole customer base to an irreversible pricing change.

What that createsThe sprint ends with a controlled next step instead of a theoretical recommendation deck.

End result: pricing risk goes down because the first move is a designed experiment, not a full rollout.

Days 1-3

Current Pricing Performance

5 deliverablesClear picture of where revenue concentrates and where it leaks.

We analyze your existing pricing data to establish baseline performance across plans, tiers, and customer segments. This stage identifies usage concentration, conversion timing, and early warning signals.

InputsRead access to analytics tool (Amplitude, Mixpanel, or Heap), Stripe subscription and invoice export (last 12 months), Current plan definition document or in-app pricing page
Main artifactUsage Concentration Map
Decision outputClear picture of where revenue concentrates and where it leaks.
HandoffValidated baseline metrics and identified leak points for deeper research.

Overview

Clear picture of where revenue concentrates and where it leaks.

Usage concentration

The distribution of revenue and feature consumption across your plan tiers.

Upgrade timing

The interval between signup and plan change, and events that precede it.

Downgrade trigger

Behavioral or temporal patterns that precede a customer moving to a lower tier.

Deliverables

Each item below describes what is actually inside the work product, what ProductQuant does to produce it, and why it matters once the engagement moves into client use.

DATADays 1-3

Upgrade Timing Table

Time-to-upgrade distribution with leading behavioral signals.

What you receive

Spreadsheet with cohort curves and signal correlation notes.

What ProductQuant does

We model upgrade intervals and correlate with product events, support tickets, and usage thresholds.

Why it matters

Reveals whether upgrades happen predictably or require intervention.

Supporting artifacts
  • upgrade timing table
  • cohort upgrade curves
  • leading signal correlation
  • intervention point summary
  • predictive threshold notes
DATADays 1-3

Downgrade Trigger Notes

Documented patterns that precede customer tier reductions.

What you receive

Annotated spreadsheet with trigger categories and frequency.

What ProductQuant does

We flag downgrade events in Stripe, trace preceding analytics signals, and interview your success team.

Why it matters

Surfaces preventable churn and pricing-structure problems before they scale.

Supporting artifacts
  • downgrade trigger notes
  • pre-downgrade signal timeline
  • success team interview quotes
  • frequency distribution chart
  • preventability assessment
DATADays 1-3

Trial Conversion Patterns

Trial-to-paid funnel with drop-off points and segment variation.

What you receive

Funnel visualization and segment comparison tables.

What ProductQuant does

We reconstruct trial journeys, identify common exit points, and compare conversion by acquisition source and persona.

Why it matters

Exposes whether trial design supports your pricing structure or undermines it.

Supporting artifacts
  • trial conversion patterns
  • funnel stage export
  • drop-off point analysis
  • segment comparison table
  • source-to-conversion matrix
DOCDays 1-3

Stage 1 Summary Brief

Narrated findings with prioritized leak points for Stage 2 research.

What you receive

Short slide deck with your team review call scheduled.

What ProductQuant does

We synthesize quantitative findings into a brief your team validates before research begins.

Why it matters

Ensures Stage 2 interviews probe the right problems, not generic pricing questions.

Supporting artifacts
  • stage 1 summary brief
  • leak point priority list
  • research probe recommendations
  • team review slides
  • validated baseline memo

Inputs

  • Read access to analytics tool (Amplitude, Mixpanel, or Heap)Required source material or access for this stage.
  • Stripe subscription and invoice export (last 12 months)Required source material or access for this stage.
  • Current plan definition document or in-app pricing pageRequired source material or access for this stage.

Handoff

Validated baseline metrics and identified leak points for deeper research.

Days 4-8

Customer Jobs and Willingness-to-Pay

5 deliverablesSegmented understanding of why customers buy and what they would pay.

We conduct structured customer research to map jobs-to-be-done, value perception, and price sensitivity across your core segments.

InputsList of 15-20 customers for recruitment (mix of plans, tenures, and outcomes), 3-5 completed customer interviews (we schedule and conduct), Feature classification survey sent to active user base
Main artifactJTBD Interview Synthesis
Decision outputSegmented understanding of why customers buy and what they would pay.
HandoffValidated segment map with JTBD profiles and price sensitivity ranges.

Overview

Segmented understanding of why customers buy and what they would pay.

JTBD

Jobs-to-be-done: the functional, emotional, and social progress customers hire your product to achieve.

Willingness-to-pay

The price range a segment accepts before switching to alternatives or rejecting the purchase.

Value metric

The unit customers use to measure whether they got their money's worth.

Deliverables

Each item below describes what is actually inside the work product, what ProductQuant does to produce it, and why it matters once the engagement moves into client use.

CSDays 4-8

Willingness-to-Pay Findings

Price sensitivity analysis by segment with acceptable ranges and deal-breakers.

What you receive

Report with van Westendorp results and segment comparison.

What ProductQuant does

We analyze survey responses and interview price discussions to map sensitivity curves.

Why it matters

Quantifies the revenue risk and upside of any pricing change before you model it.

Supporting artifacts
  • willingness-to-pay findings
  • van Westendorp chart
  • segment sensitivity table
  • deal-breaker list
  • price acceptance matrix
DOCDays 4-8

Feature Value Matrix

Customer-rated importance and satisfaction for each feature or capability.

What you receive

Spreadsheet with gap scores and segment variation.

What ProductQuant does

We analyze feature classification survey results, cross-referenced with usage data and interview quotes.

Why it matters

Shows which features justify tier boundaries and which create confusion or resentment.

Supporting artifacts
  • feature value matrix
  • importance-satisfaction scatter
  • gap score ranking
  • segment variation table
  • tier-boundary recommendation
DATADays 4-8

Value Metric Alignment Notes

Assessment of whether your current metric matches how customers measure success.

What you receive

Short analysis with customer quote evidence.

What ProductQuant does

We compare your pricing metric to customer-described success measures from interviews and surveys.

Why it matters

Identifies structural misalignment that no cosmetic price change can fix.

Supporting artifacts
  • value metric alignment notes
  • customer success measure quotes
  • metric comparison table
  • misalignment risk assessment
  • alternative metric candidates
DOCDays 4-8

Stage 2 Segment Brief

Consolidated profiles with JTBD, willingness-to-pay, and value priorities for each segment.

What you receive

Slide deck with your validation call before diagnosis stage.

What ProductQuant does

We integrate research streams into segment narratives your team reviews and refines.

Why it matters

Ensures Stage 3 diagnosis addresses real customer logic, not internal category assumptions.

Supporting artifacts
  • stage 2 segment brief
  • segment profile cards
  • research integration notes
  • team validation slides
  • diagnosis probe recommendations

Inputs

  • List of 15-20 customers for recruitment (mix of plans, tenures, and outcomes)Required source material or access for this stage.
  • 3-5 completed customer interviews (we schedule and conduct)Required source material or access for this stage.
  • Feature classification survey sent to active user baseRequired source material or access for this stage.

Handoff

Validated segment map with JTBD profiles and price sensitivity ranges.

Days 9-10

Packaging and Value-Metric Diagnosis

5 deliverablesClear diagnosis of packaging gaps and value-metric misalignment with customer evidence.

We synthesize behavioral data and research findings to diagnose how your current packaging structure serves or frustrates each segment.

InputsStage 1 quantitative findings and Stage 2 research briefs, Current plan-feature matrix and any grandfathering rules, Competitor pricing and packaging references (your team provides)
Main artifactFeature Gating Notes
Decision outputClear diagnosis of packaging gaps and value-metric misalignment with customer evidence.
HandoffDiagnosed packaging structure with prioritized problems and constraints for scenario modeling.

Overview

Clear diagnosis of packaging gaps and value-metric misalignment with customer evidence.

Packaging

The bundling of features into plans and the rules governing access.

Value metric

The scalable unit that aligns price to customer success and your revenue growth.

Feature gating

The practice of restricting features to specific tiers and its impact on perceived fairness.

Deliverables

Each item below describes what is actually inside the work product, what ProductQuant does to produce it, and why it matters once the engagement moves into client use.

DATADays 9-10

Value-Metric Fit Score

Rating of current metric against customer success measures and business scalability.

What you receive

Scorecard with gap analysis and alternative metric evaluation.

What ProductQuant does

We score your metric on customer alignment, predictability, scalability, and competitive defensibility.

Why it matters

Determines whether restructure should change the metric or only the levels.

Supporting artifacts
  • value-metric fit score
  • gap analysis table
  • alternative metric evaluation
  • scalability projection
  • competitive metric comparison
DECIDEDays 9-10

Segment-Plan Misalignment Map

Visualization of where each segment's needs mismatch current tier structure.

What you receive

Matrix with overlap, gap, and conflict indicators.

What ProductQuant does

We map segment JTBD and value priorities against plan boundaries and contents.

Why it matters

Shows whether your tiers reflect customer reality or internal history.

Supporting artifacts
  • segment-plan misalignment map
  • overlap analysis
  • gap indicator table
  • conflict resolution options
  • tier-reshaping hypothesis
DOCDays 9-10

Packaging Constraint Inventory

Documented technical, contractual, and political limits on packaging changes.

What you receive

Working document with your team's additions.

What ProductQuant does

We interview your team and review contracts to identify hard and soft constraints.

Why it matters

Ensures scenarios in Stage 4 are feasible, not theoretically optimal but practically impossible.

Supporting artifacts
  • packaging constraint inventory
  • technical limitation list
  • contractual obligation summary
  • political sensitivity notes
  • constraint severity matrix
DOCDays 9-10

Stage 3 Diagnosis Brief

Narrated diagnosis with prioritized problems and scenario modeling direction.

What you receive

Slide deck with team review before scenario work begins.

What ProductQuant does

We synthesize findings into a clear problem statement and modeling brief.

Why it matters

Aligns your team on what is broken before we design fixes.

Supporting artifacts
  • stage 3 diagnosis brief
  • prioritized problem list
  • modeling direction memo
  • team review slides
  • scenario design parameters

Inputs

  • Stage 1 quantitative findings and Stage 2 research briefsRequired source material or access for this stage.
  • Current plan-feature matrix and any grandfathering rulesRequired source material or access for this stage.
  • Competitor pricing and packaging references (your team provides)Required source material or access for this stage.

Handoff

Diagnosed packaging structure with prioritized problems and constraints for scenario modeling.

Days 11-13

Restructure Scenarios

5 deliverables2-3 evaluated scenarios with directional impact and implementation complexity.

We model alternative pricing structures based on diagnosis findings, estimating revenue impact and implementation burden for each.

InputsStage 3 diagnosis brief and constraint inventory, Revenue model with current plan mix and growth assumptions, Team input on acceptable disruption level and timeline
Main artifactScenario Comparison Matrix
Decision output2-3 evaluated scenarios with directional impact and implementation complexity.
HandoffScenario comparison with recommended path and rationale for experiment design.

Overview

2-3 evaluated scenarios with directional impact and implementation complexity.

Restructure scenario

A complete alternative pricing architecture with plan definitions, metrics, and levels.

Directional impact

Estimated revenue effect based on segment response assumptions, not guaranteed outcomes.

Implementation complexity

The engineering, operational, and change-management effort required to deploy.

Deliverables

Each item below describes what is actually inside the work product, what ProductQuant does to produce it, and why it matters once the engagement moves into client use.

DECIDEDays 11-13

Scenario A: Conservative Adjustment

Minimal structural change with targeted level and gate modifications.

What you receive

Detailed plan with revenue projection and implementation checklist.

What ProductQuant does

We design the lowest-disruption option that addresses diagnosed problems.

Why it matters

Provides a safe path if your team has low risk tolerance or near-term milestones.

Supporting artifacts
  • conservative adjustment plan
  • revenue projection model
  • implementation checklist
  • risk mitigation notes
  • rollback provisions
DECIDEDays 11-13

Scenario B: Metric Realignment

Value-metric change with revised tier structure and feature bundling.

What you receive

Detailed plan with revenue projection and implementation checklist.

What ProductQuant does

We redesign around a better-aligned metric with new plan boundaries.

Why it matters

Addresses fundamental misalignment when level changes are insufficient.

Supporting artifacts
  • metric realignment plan
  • new metric definition
  • tier boundary redesign
  • revenue projection model
  • implementation checklist
DECIDEDays 11-13

Scenario C: Packaging Redesign

Comprehensive restructure with new plans, metrics, and gating strategy.

What you receive

Detailed plan with revenue projection and implementation checklist.

What ProductQuant does

We design the most complete solution, with full acknowledgment of implementation burden.

Why it matters

Sets the upper bound on what is possible, even if deferred.

Supporting artifacts
  • packaging redesign plan
  • complete plan architecture
  • metric and gating strategy
  • revenue projection model
  • implementation roadmap
DECIDEDays 11-13

Scenario Recommendation Brief

Clear recommendation with rationale, risks, and preferred experiment path.

What you receive

Slide deck with team decision call.

What ProductQuant does

We present comparison, state our recommendation, and document your team's direction.

Why it matters

Converts analysis into a decision your team owns and can defend.

Supporting artifacts
  • scenario recommendation brief
  • decision rationale memo
  • risk acknowledgment
  • preferred experiment path
  • team direction record

Inputs

  • Stage 3 diagnosis brief and constraint inventoryRequired source material or access for this stage.
  • Revenue model with current plan mix and growth assumptionsRequired source material or access for this stage.
  • Team input on acceptable disruption level and timelineRequired source material or access for this stage.

Handoff

Scenario comparison with recommended path and rationale for experiment design.

Days 14-16

Experiment Design and Communication Guardrails

5 deliverablesTestable experiment plan and customer communication framework for the chosen scenario.

We design a controlled experiment to validate the recommended scenario, with customer-facing materials that reduce implementation risk.

InputsChosen scenario from Stage 4 with team direction and constraints, Customer communication templates and brand voice guidelines, Engineering estimate for experiment implementation complexity
Main artifactExperiment Worksheet
Decision outputTestable experiment plan and customer communication framework for the chosen scenario.
HandoffExperiment-ready materials and communication framework for team execution.

Overview

Testable experiment plan and customer communication framework for the chosen scenario.

Experiment worksheet

A documented test design with hypothesis, success metrics, sample, duration, and decision rules.

Communication guardrails

Approved messaging boundaries for customer-facing price change communications.

Safest scenario

The experiment variant with lowest downside if assumptions prove wrong.

Deliverables

Each item below describes what is actually inside the work product, what ProductQuant does to produce it, and why it matters once the engagement moves into client use.

CSDays 14-16

Customer Communication Guardrails

Approved messaging framework for price change announcements and objections.

What you receive

Messaging guide with scenario-specific templates and escalation paths.

What ProductQuant does

We draft communications, test with your success team, and refine for tone and clarity.

Why it matters

Reduces customer surprise, support burden, and churn risk during any change.

Supporting artifacts
  • customer communication guardrails
  • announcement template set
  • objection response guide
  • escalation path diagram
  • tone and wording checklist
DOCDays 14-16

Implementation Brief for Engineering

Technical requirements for experiment setup, tracking, and rollback.

What you receive

Ticket-ready specification with your engineering review call.

What ProductQuant does

We translate experiment design into technical requirements your team can estimate and build.

Why it matters

Closes the gap between experiment intent and implementation reality.

Supporting artifacts
  • implementation brief for engineering
  • tracking specification
  • rollback procedure
  • QA checklist
  • deployment sequence
DOCDays 14-16

Internal Team Playbook

Roles, timelines, and decision protocols for experiment execution.

What you receive

Document with owner assignments and review cadence.

What ProductQuant does

We define who does what, when, and how escalations are handled during the test.

Why it matters

Prevents experiment failure from coordination gaps, not design flaws.

Supporting artifacts
  • internal team playbook
  • RACI matrix
  • timeline and milestone chart
  • escalation protocol
  • review cadence schedule
DOCDays 14-16

Stage 5 Handoff Package

Consolidated experiment materials with team walkthrough and Q&A.

What you receive

Complete package with live walkthrough session.

What ProductQuant does

We assemble all materials, conduct a handoff session, and document open questions.

Why it matters

Ensures your team can execute without ProductQuant involvement in implementation.

Supporting artifacts
  • stage 5 handoff package
  • walkthrough recording
  • open question tracker
  • material index
  • contact protocol for clarifications

Inputs

  • Chosen scenario from Stage 4 with team direction and constraintsRequired source material or access for this stage.
  • Customer communication templates and brand voice guidelinesRequired source material or access for this stage.
  • Engineering estimate for experiment implementation complexityRequired source material or access for this stage.

Handoff

Experiment-ready materials and communication framework for team execution.

Days 17-21

Final Readout and Team Handoff

5 deliverablesClear recommendation, complete dossier, and confident team ownership of next steps.

We deliver a live readout of the full audit, consolidate all materials, and confirm your team's readiness to implement and measure.

InputsAll stage outputs with team feedback and revisions, Confirmed experiment owner and timeline from your team, Open questions from Stage 5 handoff session
Main artifactFinal Audit Dossier
Decision outputClear recommendation, complete dossier, and confident team ownership of next steps.
HandoffComplete audit dossier, live readout delivered, and team confirmed ready to implement.

Overview

Clear recommendation, complete dossier, and confident team ownership of next steps.

Final audit dossier

The complete compiled output of all six stages in navigable form.

Live readout

A presentation and discussion session with your decision-makers and execution team.

Team handoff

Explicit transfer of ownership from ProductQuant to your team for implementation.

Deliverables

Each item below describes what is actually inside the work product, what ProductQuant does to produce it, and why it matters once the engagement moves into client use.

DECIDEDays 17-21

Executive Summary and Recommendation

One-page recommendation on whether to change pricing, what to change, and what it is worth testing.

What you receive

Standalone document for board or investor sharing.

What ProductQuant does

We distill six stages into a clear decision document with evidence summary and risk acknowledgment.

Why it matters

Gives leadership confidence in the recommendation without requiring deep-dive review.

Supporting artifacts
  • executive summary and recommendation
  • evidence summary
  • risk acknowledgment
  • financial directional impact
  • next step clarity
DOCDays 17-21

Implementation Timeline and Milestones

Realistic schedule from experiment launch to rollout decision with review gates.

What you receive

Working timeline with your team's input and commitment.

What ProductQuant does

We propose timeline based on your constraints, then refine with your experiment owner.

Why it matters

Converts recommendation into committed action with visible accountability.

Supporting artifacts
  • implementation timeline and milestones
  • proposed schedule
  • team commitment record
  • review gate definitions
  • decision deadline
DOCDays 17-21

Measurement Framework

Metrics and reporting structure for experiment evaluation and ongoing pricing health.

What you receive

Dashboard specification and reporting cadence definition.

What ProductQuant does

We define what to measure, how to report, and when to decide based on experiment results.

Why it matters

Prevents post-experiment ambiguity and establishes ongoing pricing discipline.

Supporting artifacts
  • measurement framework
  • metric definition sheet
  • dashboard specification
  • reporting cadence
  • decision trigger definitions
DOCDays 17-21

Live Readout Session

Final presentation with discussion, Q&A, and explicit handoff confirmation.

What you receive

Scheduled session with recording and attendee notes.

What ProductQuant does

We present findings, facilitate discussion, confirm understanding, and document handoff.

Why it matters

Ensures no team leaves unclear on what was decided, why, and who owns next steps.

Supporting artifacts
  • live readout session
  • session recording
  • attendee notes
  • handoff confirmation
  • follow-up protocol

Inputs

  • All stage outputs with team feedback and revisionsRequired source material or access for this stage.
  • Confirmed experiment owner and timeline from your teamRequired source material or access for this stage.
  • Open questions from Stage 5 handoff sessionRequired source material or access for this stage.

Handoff

Complete audit dossier, live readout delivered, and team confirmed ready to implement.

Review loops

Review, Readout & Handoff Support

Pricing Audit includes review checkpoints so the quantitative findings, customer evidence, scenarios, and experiment logic stay aligned before the final recommendation is made.

  • Stage 1 baseline review notes
  • Interview probe refinements
  • Willingness-to-pay signal summary
  • Packaging gap discussion log
  • Scenario comparison notes
  • Experiment guardrail checklist
  • Final readout agenda
  • Implementation handoff notes
Where to start

Where to start

Pricing Audit is the right page when you already have pricing in market and the core question is whether it matches value, behavior, and expansion logic. If the bottleneck sits earlier or later, start with the offer that matches that reality.

The FoundationStart here if your KPI definitions, instrumentation, or measurement architecture are still too weak to trust the pricing read.Growth OSUse this when pricing is only one part of a broader growth operating problem spanning activation, retention, experimentation, and revenue review.Fractional PMUse this if the pricing test is already clear but delivery is stalling between product, billing, and engineering.

Implementation of the price change in Stripe or your billing stack is not part of the audit. The audit delivers the decision system, scenario logic, and test design.

Start here

Pricing Audit gives the team a pricing decision system, not just a pricing opinion.

Use the main offer page for fit and scope. Use the Growth Leak Scan if the real question is whether pricing is the bottleneck or whether the leak sits in measurement, activation, or retention instead.

Open Pricing AuditRequest the Growth Leak Scan
Pricing AuditMain offer page, fit, scope, and pricing.The FoundationMeasurement definitions, diagnosis, and architecture work before pricing analysis.Growth OSOperating system for ongoing growth, retention, experiments, and decision review.Growth Leak ScanUse this when you need to work out whether pricing is actually the highest-leverage problem.