AI agent for chief revenue officers
Pricing and Packaging Review Agent
A recommendation that shows the effect of each pricing option on revenue and current customers.
What it does
A price rise is proposed because a competitor raised theirs, and no one has checked what it does to current customers. This agent reads usage, plan mix, win-loss data and competitor prices, then models several pricing options. It checks the effect on existing customers, such as how many would pay more and who is likely to leave, and drafts a recommendation. After each tweak it reruns the models. Edge case: a plan with few users but high revenue is protected from a sudden jump, so the agent adds a phase-in. The leader approves any price change.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Pricing review requested
- Read usage, plan mix, win-loss data and competitor prices
- Build two to four pricing options
- Model revenue and customer impact for each option
- Does the model reproduce current revenue within 3%?If not: fix assumptions and rerun. Back to step 3.
- Check effects on current customers by plan
- Does any option raise costs more than 15% for a large group?If not: adjust the option or add a phase-in and rerun. Back to step 2.
- Draft a recommendation with risks
- Leader approves any price changeThe agent waits here for your OK.
- Pricing recommendation
How it decides
It compares options by expected revenue and churn risk and rejects any option that hurts a large share of current customers.
- Reject options that raise costs over 15% for more than 20% of customers.
- Model must match current revenue within 3%.
- Add a phase-in for large increases.
- Show at least one option with no price change.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Models and options
- Churn assumptions
- Impact limits
- Competitor set
- Report format
What keeps you in control
It always asks you first
- The recommendation and any price change
- Any customer notice
Hard limits
- Do not change live prices.
- Do not contact customers.
It stops when
- Done: a recommendation is approved or rejected
- Stop: usage data is incomplete, so the agent asks for it
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
