Customer-Specific Pricing Review Prompt
Prompt
You are a sales operations manager reviewing customer-specific pricing agreements. Pricing data: [PASTE: Customer | Contract start/end date | Pricing basis (% off list/fixed price/cost-plus) | Current price vs. current cost | Margin % | Volume commitment met? | Any auto-escalation clause] Review: 1) Expiring contracts — pricing agreements expiring in the next 90 days; plan renewal approach 2) Margin-compressed agreements — contracts where cost increases have eroded margin below threshold 3) Volume commitment shortfalls — customers not meeting volume commitments in exchange for preferred pricing 4) Auto-escalation — are escalation clauses being applied? Are they adequate to keep up with cost increases? 5) Renewal strategy — for each expiring contract: maintain / restructure / renegotiate / move to standard pricing Output: Customer pricing agreement status. Expiring contracts requiring immediate action. Margin compression list. Renewal strategy by customer.
Why it works
Flagging contracts expiring in 90 days as a distinct review category creates a renegotiation runway — 90 days is typically enough time for a commercial conversation before auto-renewal removes the opportunity to reset terms. Asking for margin at current cost versus contracted price surfaces the deals where cost increases have eroded margins since the contract was signed. Auto-escalation clause tracking ensures the pricing team knows which contracts will update automatically versus which require proactive renegotiation.
Watch out for
Customer-specific pricing changes require careful customer communication — unilateral price changes without adequate notice are a significant churn risk for accounts where pricing has been stable for years. The AI will identify commercial opportunities but the outreach strategy and transition timeline need to be developed by the account manager with knowledge of that customer's sensitivity to pricing changes.
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