Pricing and packaging research template
Analyze competitors and pricing models to choose the right strategy
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About the pricing and packaging research template
Pricing decisions are complex. You need to balance customer expectations, competitive pressures, and business goals — while clearly articulating product value. Use this pricing and packaging research template to organize information and guide your decision-making. Assess what you are selling, analyze competitors, explore pricing models, and compare plan options in one place. The goal is to uncover what drives value for customers and recommend a strategy that supports long-term growth.
Included in the pricing and research template
This pricing and packaging research template includes built-in capabilities like:
A structured layout to evaluate value-drivers and explore pricing scenarios
Tables to compare competitor pricing, pros and cons of pricing models, and plan recommendations
Quick access to best practices and a pre-filled example for guidance
Inline comments to gather feedback, questions, and ideas from teammates
A voting tool to gather confidence votes from collaborators
How to use the pricing and packaging research template
This template supports thoughtful pricing and packaging decisions — especially during product launches, pricing refreshes, or competitive research cycles. It is particularly helpful for SaaS teams managing recurring revenue models or planning multitier offerings.
Start by summarizing your product's key attributes and cost to produce. Then, evaluate external factors like market demand and competitor pricing. Work through the comparison table to explore common pricing models and weigh the pros and cons of each. Add sticky notes to highlight key considerations — such as margin impact or perceived customer value. Map specific features to your proposed pricing plans, using color-coding to visualize packaging tiers.
Draft summaries or recommendations with the AI assistant. Then, invite teammates to comment and vote on options. Once your plan is ready, export the whiteboard or link your recommendations to a positioning record in Aha! Roadmaps to guide go-to-market plans and communication with leadership.
Best practices
Focus your pricing work on uncovering what truly drives value — for your customers and the business.
Define value first: Start by clarifying what value your product delivers and how different customers perceive it. Use that lens to evaluate every model.
Use comparison tables to surface trade-offs: Pricing models have strengths and limitations; make those visible so your team can make informed decisions. Refer to our guide on pricing models for more context.
Think through edge cases: Will the plan scale across different buyer personas? Are there clear upgrade paths or thresholds that feel fair?
Balance simplicity and flexibility: It is easy to chase competitors or default to what feels safe. Use competitive research to inform (rather than dictate) your pricing strategy.
