Bertie
search
auto_awesomeActioninventory_2Consultant review
Action 3 · Task 178 · Group 9

Audit Customer Data and Unit Economics

The founder compiles primary data from historical sales calls, customer retention logs, competitor pricing structures, and gross margin targets. They synthesise these inputs to establish clear baseline boundaries for price elasticity and margin requirements.

Objective

Gathering empirical inputs anchors pricing decisions in operational realities rather than internal intuition. This foundation ensures that subsequent price adjustments protect margins while remaining competitive in the market.

What's expected from the founder

A consolidated pricing audit file containing customer usage data, competitor positioning maps, baseline unit economics, and past deal discounting history. All data points must be categorised by reliability and source relevance.

psychologyBertie consultant stress-test

Five questions an expert would ask when reviewing your output

Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.

  1. 1

    What proportion of your historical sales conversations included price resistance, and how was it documented?

  2. 2

    How accurately do your underlying unit economics account for variable delivery and support costs per tier?

  3. 3

    Where are the critical gaps in your competitive pricing intelligence, and how are you mitigating them?

  4. 4

    How do your existing customer expansion rates substantiate your assumptions on packaging tiers?

  5. 5

    What discount patterns across historical sales cycles expose weaknesses in your current pricing structure?