Pricing Tier Review

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.

Copied to clipboard.

Why this 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.

Risks & review

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.