Pricing Checklist, Step by Step for 2027

A 105-point checklist for setting, testing, raising and reviewing your prices, so the steps that quietly cost money when they are skipped get done, in a sensible order.

Who it's for

Owners, managers and anyone who sets, quotes or approves prices. Work through the whole list when you launch a new product or service and at your annual price review, or go straight to the section you need: Section 9 before a price increase, Section 6 before a promotion, Section 8 before you test a new price.

What you'll learn

• Build a cost picture you can trust: direct and forgotten costs, a simple overhead rule, contribution, break-even volume and a price floor
• Understand value by customer segment, using the jobs-to-be-done idea popularised by Clayton Christensen, reference prices and switching costs
• Read the competitive landscape, compare like with like and choose your price position deliberately, without ever agreeing prices with competitors
• Choose a pricing model (cost-, competitor- or value-based; one-off, subscription or usage-based) and design good–better–best tiers, bundles and add-ons
• Test prices before you commit with a Van Westendorp price-sensitivity survey (Peter van Westendorp) and Gabor–Granger questions (André Gabor and Clive Granger)
• Plan a price increase: contract clauses and notice, customers segmented by value and risk, a plain-words reason and a staff briefing
• Govern pricing with one owner, price realisation, margin by product and customer, monthly discount reviews and a pricing decision log

What's inside

• 28 pages, 10 sections · 105 checkpoints
• Each section opens with a short introduction; every point has a tick box, one to three sentences on why it matters and how to do it and, where it helps, a one-line example from one of four fictional UK businesses: a craft brewery, an IT support company, a group of dog-grooming salons and an online stationery shop
• Points that touch tax, consumer law or competition law say what to check and where: gov.uk, HMRC, the CMA, or your accountant or solicitor
• The checklist at a glance: all 105 points on two pages to print and tick
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Know Your Real Costs
2. Understand the Value to Customers
3. Read the Competitive Landscape
4. Choose the Pricing Model
5. Set the Price Points
6. Design Discounts and Promotions
7. Present and Communicate Prices
8. Test Before You Commit
9. Raise Prices Without Losing Customers
10. Monitor and Govern Pricing

Part of The Ultimate Business Bundle

This checklist is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).