CRO · Playbook · Intermediate · Saves 40+ hours
Pricing Negotiation Playbook
A playbook for handling pricing negotiations.
What's included
- Negotiation preparation
- Value defense strategies
- Concession planning
- Trade-off options
- Walk-away criteria
- Documentation requirements
Best used when
- Preparing for negotiations
- Handling discount requests
- Protecting deal value
- Training sales team
The template
The Template
NEGOTIATION PREPARATION
Pre-Negotiation Checklist
NEGOTIATION PREP
KNOW YOUR NUMBERS:
Walk-away price: $_____
Target price: $_____
Opening price: $_____
Concessions available: _______________
KNOW THEIR POSITION:
Budget: $_____
Alternatives: _______________
Timeline pressure: High/Med/Low
Decision maker: _______________
VALUE JUSTIFICATION:
ROI proof: _______________
Reference customers: _______________
Competitive differentiation: _______________
NEGOTIATION RULES:
☐ Never discount first call
☐ Always get something back
☐ Quantify value before price
☐ Know when to walk away
Concession Strategy
| If They Ask For | We Can Offer | In Exchange For |
|---|---|---|
| Lower price | 5-10% discount | Multi-year + prepay |
| Better terms | Net 60 | Longer commitment |
| Free services | Implementation | Case study rights |
| More users | Volume discount | Annual prepay |
VALUE DEFENSE
When They Ask for Discount
DISCOUNT DEFENSE SCRIPT
STEP 1 - UNDERSTAND:
"Help me understand - what's driving
the need for a discount?"
(Listen for real concern)
STEP 2 - REFRAME:
"I want to make sure we're looking at
total value, not just price. Based on
our ROI analysis, you're getting $X
for every $1 you invest."
STEP 3 - TRADE:
"I may be able to work with you on
price if we can [multi-year, prepay,
case study, reference]. Would that
work for you?"
STEP 4 - HOLD OR CONCEDE:
If strategic: Make the trade
If not: "This is our best offer.
The value justifies the investment."
NEVER SAY:
"I'll take that back to my manager"
(too easily exploited)
Frequently asked questions
What is the Pricing Negotiation Playbook?
A playbook for handling pricing negotiations.
Who is the Pricing Negotiation Playbook for?
It is built for CROs and their teams working on Pricing & Packaging. The AI coach adapts it to your company, stage, and goals.
How long does the Pricing Negotiation Playbook take to use?
It saves roughly 40+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Pricing Negotiation Playbook free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Pricing Negotiation Playbook?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.