Business Pricing Scenario Notes

Planning & Organization Tools

Optional client-owned prompts; use, adapt, reorder, or skip based on context.

Using This Optional Tool

This page offers optional prompts to record pricing, cost, revenue, and margin scenarios without providing financial, tax, accounting, investment, or legal advice or predicting results. The fields are prompts, not findings, requirements, or a complete model of the situation.

Use the client's own words and distinguish observations from interpretations and unknowns. Any field may be renamed, reordered, left blank, revisited, or discarded.

How to Use Business Pricing Scenario Notes

  1. Choose one relevant situation, example, or question, or skip the page.
  2. Record observed information separately from interpretations and unknowns.
  3. Use any number of fields in any order; no answer, blank, rating, difficulty, or repetition proves a cause, trait, priority, risk, or outcome.
  4. Review or share only what the client chooses and keep any next step optional.

Choice and Support Boundary

Optional coaching reflection - not therapy, diagnosis, medical care, financial, tax, accounting, investment, legal, or employment advice, and not a validated assessment. Skip, adapt, or stop. Do not infer causes, conditions, traits, motives, truth, risk, priority, or required responses. Preserve privacy, consent, access, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.

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Page 1 — Pricing and Value Notes

Mark where your key products or services sit on the graph. Price on the vertical axis, customer volume on the horizontal. Plot each offering by name or initials.

Client
Date
Low Customer Volume High
High Price Low
Where are the gaps in your pricing model?
Page 2 — Optional Pricing Comparisons

Identify which quadrant represents your current pricing position for each key product or service. Mark it with the product name.

High Price Low Price
High Quality HIGHER-PRICE / HIGHER-QUALITY CLAIM LOWER-PRICE / HIGHER-QUALITY CLAIM
Low Quality HIGHER-PRICE / LOWER-QUALITY CLAIM LOWER-PRICE / LOWER-QUALITY CLAIM
Where are the gaps in your pricing matrix?
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Page 3 — Offer and Pricing Scenarios

Define up to four pricing tiers. For each: give it a title, set the price, and list the benefits included at that level.

Example benefits to consider: product or service access, monthly bonus, exclusive discounts, referral scheme, free resource, pay-in-full incentive.

# Title Pricing Benefits Included
1
2
3
4
3
Page 4 — Cost Inputs and Assumptions

Use any relevant columns. Define units, time, costs, prices, and buffers for the selected scenario; verify financial and accounting assumptions independently.

Product / Service Units Product Cost Cost per Unit Price per Unit Profit Margin
4
Page 5 — Scenario Summary

Summarize your key products or services. Round figures to the nearest dollar. For group or bundled offerings, use average pricing.

Summary Price Profit Comments
Page 6 — Optional Business Scenarios

Use any row or blank for an optional period or scenario. Figures are assumptions unless independently verified.

Optional Period or Scenario
Financial goals
Initial financial investment required
Scenario revenue
Scenario profit
Comments

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