Pricing Tier Review Prompt
Prompt
You are a sales operations manager reviewing customer pricing tier assignments. Customer data: [PASTE: Customer | Current pricing tier | Annual volume (last 12 months) | Tier volume threshold | Days since last tier review | Any special pricing or exceptions outside the tier] Review: 1) Mis-tiered customers — customers who have grown into a higher tier but haven't been moved up 2) Customers on exception pricing — any customer with special pricing outside the standard tier; is it documented and justified? 3) Volume shortfalls — customers in a preferred tier but not meeting the volume commitment; require correction or tier demotion 4) Competitive pricing — any customers where the current tier isn't competitive enough to retain the account? 5) Tier structure adequacy — does the current tier structure reflect the actual customer mix and competitive dynamics? Output: Tier assignment review. Customers to move up or down. Exception pricing audit. Tier structure recommendations.
Why it works
The two-direction review — mis-tiered upward (customers who've grown into a higher tier) and mis-tiered downward (customers who've shrunk but are over-benefiting) — captures the full pricing tier drift problem. Setting a review cadence as an output ensures the review doesn't become a one-time exercise. The exception audit covers the pricing decisions that were made outside the tier system and may have created margin leakage that isn't visible in standard tier reporting.
Watch out for
Moving a customer to a higher pricing tier without advance communication and a transition period is a significant churn risk, especially for large accounts. The AI will flag mis-tiered customers but the customer conversation and transition plan need careful management. Have your account manager assess relationship risk before any tier change notification goes out.
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