Pricing review

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Company

  For example: Brightwater Analytics

• Products or services reviewed

  For example: Starter, Team and Business plans

• Review led by

  For example: Omar Haddad, Head of Finance

• Review date

  For example: 15 January 2031

• Currency

  For example: EUR

• Current prices

  One row for each product.

  For example: Starter | 29 a month Team | 99 a month Business | 299 a month

• Costs and margins

  One row for each product.

  For example: Starter | cost to serve 8 | margin 72 percent Team | cost to serve 31 | margin 69 percent Business | cost to serve 140 | margin 53 percent

• What the numbers show

  Sales, discounts, churn and upgrades.

  For example: Team sells best. Business has the most discounts, 25 percent on average. Starter customers upgrade after 5 months.

• The market

  Date your checks.

  For example: Two main rivals raised prices by 8 to 10 percent last year. A new free tool exists for small teams. Prices checked on their own pages on 10 January 2031.

• What customers say (optional)optional

  Quotes and survey results.

  For example: In interviews, customers care more about support than price. Some find Business too costly for 20 users.

• Options

  One per line.

  For example: A. Keep prices B. Raise Team and Business by 7 percent C. Add a plan between Team and Business D. Cut discounts above 15 percent

• Expected effect of each option

  One row for each option.

  For example: B | revenue up about 5 percent, some customers may leave C | fills a gap, needs new work D | revenue up 3 percent

• Decision

  For example: Option B and D together, from 1 April 2031

• How and when customers are told (optional)optional

  For example: Email 60 days before. Existing customers keep their price for 12 months.

• Next review

  For example: January 2032

1. 11. Current prices
2. 22. Costs and margins
3. 33. What the numbers show
4. 44. The market
5. 55. What customers say
6. 66. Options
7. 77. Expected effect
8. 88. Decision
9. 99. Telling customers

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Company, Products or services reviewed, Review led by, Review date, Currency. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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