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BUSINESS TEMPLATE · T20

Pricing Worksheet

Organizes scoped pricing evidence.

01

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Name the specific product/service being analyzed.

ExampleAnnual HVAC maintenance plan.

Enter the actual current selling price.

Example$249/year

Enter the price being considered, if any.

Example$279/year

Enter known direct cost and define what is included.

ExampleEstimated $92/plan for technician labor and materials.

Enter the relevant units/customers and period.

Example620 active plans as of August 2026.

Add known evidence about price sensitivity or value.

ExampleRenewal comments; competitor quotes if verified.

List possible downsides without claiming they will happen.

ExamplePotential renewal resistance; sales explanation may need updating.

List information required for a stronger decision.

ExampleChurn by tenure; support cost per plan.
02

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.