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Pricing Discussion

Tomorrow at 2:00 PM • 60 minutes • Zoom Meeting

Drew Peterson

CEO at Clarity Partners

Boston, MA

drew.peterson@claritypartners.com

LinkedIn Profile

Personality Traits

Visionary Persuasive Decisive

Professional Interests

Strategic Leadership

Product Strategy

Fundraising

Market Expansion

Personal Interests

Sailing

Wine Collecting

Marathon Running

Education

MBA, Harvard Business School

Make an Impression

A visionary CEO who thrives on strategic challenges, Drew balances long-term company vision with data-driven decision making. He's focused on growth and market positioning, with a knack for seeing the big picture while maintaining profitability. Expect direct communication and a preference for concise, solution-oriented discussions.

Key Talking Points

Long-term revenue projections for each pricing tier
Impact on customer acquisition cost and lifetime value
Competitive analysis and market positioning

How to Communicate

Focus on strategic impact and long-term vision
Present data visually with clear metrics and KPIs
Be concise and solution-oriented in recommendations

Quotes & Ideas

"Our pricing needs to reflect not just where we are today, but where we're going in the next 18-24 months. We need to build in flexibility for the new features on our roadmap."

"I'm concerned about how our enterprise customers will react to the tier changes. We need to ensure we have a solid grandfathering strategy for our most valuable accounts."

Sarah Johnson

Product Manager at Clarity Partners

Boston, MA

sarah.johnson@claritypartners.com

LinkedIn Profile

Personality Traits

Analytical Collaborative Detail-oriented

Professional Interests

Product Management

User Research

Data Analysis

UX Design

Personal Interests

Photography

Hiking

Book Club

Education

MS in Product Management, MIT

Make an Impression

An analytical and detail-oriented Product Manager who blends customer insights with business strategy. Sarah excels at translating user needs into product features and backs her recommendations with thorough research. She's collaborative by nature, valuing diverse perspectives while remaining focused on creating intuitive user experiences that drive business value.

Key Talking Points

Customer feedback on feature value and willingness to pay
Usage patterns across different customer segments
Feature bundling recommendations for each tier

How to Communicate

Reference specific customer feedback and data points
Acknowledge both business goals and user needs
Use visual aids to illustrate customer segments and usage

Quotes & Ideas

"Our research shows that customers value the collaboration features most highly, but we're not monetizing them effectively in our current model."

"I think we need to consider a usage-based component for enterprise customers who exceed certain thresholds. The flat-rate model is leaving money on the table."

Michael Chen

Engineering Lead at InnovateCo

Seattle, WA

michael.chen@innovateco.com

LinkedIn Profile

Personality Traits

Analytical Pragmatic Detail-oriented

Professional Interests

Software Architecture

API Design

Cloud Infrastructure

Distributed Systems

Personal Interests

Rock Climbing

Science Fiction

Home Brewing

Education

MS in Computer Science, University of Washington

Make an Impression

A pragmatic Engineering Lead with deep technical expertise in software architecture and API design. Michael approaches problems methodically, with a focus on system stability and scalability. He values clear requirements and realistic timelines, balancing innovation with practical implementation. Expect data-backed opinions and a commitment to building robust, maintainable solutions.

Key Talking Points

Technical feasibility of usage-based pricing components
API rate limiting and service tier implementation
Development timeline and resource requirements

How to Communicate

Focus on technical feasibility and implementation details
Use specific examples and scenarios
Present data and metrics to support technical decisions

Quotes & Ideas

"We need to consider the implications for our database and API infrastructure. Some of these pricing models would require significant changes to how we track and limit usage."

"I'm concerned about the timeline. If we want to implement usage-based pricing, we need to build robust monitoring and metering systems first, which could take at least 2-3 sprints."

Priya Patel

Sales Director at GlobalTech

New York City, NY

priya.patel@globaltech.com

LinkedIn Profile

Personality Traits

Relationship-focused Strategic Persuasive

Professional Interests

Enterprise Sales

Strategic Planning

Market Analysis

Team Leadership

Personal Interests

International Travel

Culinary Arts

Classical Music

Education

MBA, Columbia Business School

Make an Impression

A relationship-focused Sales Director with a strategic mindset and persuasive communication style. Priya excels at understanding client needs and translating them into effective business partnerships. She brings a market-oriented perspective, with keen insights on competitive positioning and customer buying behaviors. Her goal is to drive revenue while ensuring long-term client satisfaction and loyalty.

Key Talking Points

Market positioning against key competitors
Customer feedback on current pricing model
Sales team adoption and training needs

How to Communicate

Focus on real-world customer scenarios and impact
Address competitive positioning concerns directly
Emphasize value proposition and ROI metrics

Quotes & Ideas

"From an enterprise sales perspective, we need to ensure our pricing tiers align with how our customers perceive value. The current model creates friction during negotiations."

"I'd like to see us develop clear ROI calculators and value proposition materials that the sales team can use to justify the new pricing structure to prospects and existing customers."

What to Expect

A strategic discussion bringing together diverse perspectives from leadership, product, engineering, and sales. This collaborative session will blend big-picture vision with practical implementation details to create an effective strategy that balances business needs with customer value.

Expect a dynamic exchange of ideas where data-driven insights meet market realities. The team's complementary strengths create opportunities for innovative solutions that address both short-term goals and long-term company vision.

Interpersonal Dynamics

Potential Synergies

Drew and Priya align well on customer-centric approaches and strategic vision.
Sarah and Michael both value data-driven decision making and can collaborate on feature-value mapping.
Sarah and Priya can provide complementary insights on customer needs from product and sales perspectives.

Points to Navigate

Michael and Drew may have different perspectives on implementation timelines vs. market urgency.
Priya and Michael will need to balance technical constraints with sales flexibility requirements.
Drew and Sarah may have different priorities regarding feature bundling vs. revenue optimization.

Company Profiles

Clarity Partners

A leading personality intelligence platform that helps professionals communicate more effectively by understanding different communication styles. The company provides AI-powered insights that improve sales, recruiting, and team collaboration.

Founded

2015

Size

75 employees

Headquarters

Boston, MA

Funding

$15M Series B

GlobalTech

An enterprise software company specializing in business intelligence and data analytics solutions. GlobalTech serves Fortune 500 clients across finance, healthcare, and manufacturing sectors, with a focus on delivering actionable insights from complex data.

Founded

2008

Size

450+ employees

Headquarters

New York, NY

Annual Revenue

$120M

Meeting Goals

Align on a new pricing structure that balances revenue growth with market competitiveness
Define an implementation roadmap with clear milestones
Establish consensus on competitive positioning strategy
Identify potential challenges and develop mitigation strategies

Pricing Discussion

Tomorrow at 2:00 PM • Zoom Meeting

Drew Peterson

CEO at Clarity Partners

Personality

Visionary Decisive

Key Talking Points

Long-term revenue projections
Market positioning

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