FREE: Package & Pricing Bot
If you’re thinking about joining us at next week’s Pricing Increase Workshop (where I’ll cover increasing prices of current clients), I want you to come prepared with what your ideal prices are for new clients.
If you don’t have this yet and feel confused and overwhelmed about pricing and packages, have no fear…
I’m opening up a “lite” version of the Aligned: Package & Pricing Bot** to newsletter subscribers here, until we kick off the workshop on Friday.
And if you’re not planning on joining us. No judgment! Here’s a freebie for you anyways :o)
Link to the Package & Pricing Bot
How to use it:
Click the link above to open the bot in ChatGPT. (You don't need a paid ChatGPT plan to use it.)
The bot will ask you 8 structured questions.
Don’t worry about having perfect answers. Treat it like a guided brainstorm.
If you'd prefer to verbally brain dump, instead of typing, click the little microphone "dictate" button to the right of the chat box and start talking.
Use the bot as many times as you’d like. Each run-through can help you refine your packages and pricing.
Additional Notes:
This tool is a starting point, not a final answer. You’ll still want to apply your own judgment and experience. Pricing is both an art and an experiment.
Because this is AI, responses may not always be perfect—sometimes it may “hallucinate” or miss the mark.
OpenAI is constantly updating ChatGPT, which may change how the bot performs from time to time. If you run into issues, or the bot isn’t working as expected, please contact Erica directly.
There are also platform limitations we can’t control.
If you have any questions on the bot or the workshop, feel free to hit reply or post your questions in Aligned.
Happy Packaging,
Erica
**If you’re already in Aligned, you can get the beefier version of the Bot in Templates > Bot Helpers.
PS - I’ll be presenting at WorkflowCon again this year!! If you’ve never been, it’s 100% virtual, 100% free, and 100% jam-packed with awesome speakers and attendees (seriously - I’m not just saying that). My session is called “Workflows That Work: Standardization + KPIs for Firm Success” Check it out and register here.
What’s Happening in Aligned
Annual Pricing Increases (Determining Your Price Increases)
Office Hours w/ Erica:
Annual Pricing Increases (Drafting Client Communication)
Annual Pricing Increases (Updating Your Systems)
Question of the Week > Do you plan to raise prices on any clients in the next three months? (a) Yes, definitely (b) Maybe, I’m considering it (c) No, not at this time (d) Already did recently
Current Discussions On > business owner vs employee, we had a baby!!!! (or at least one member did), JE on sale of an asset, finding CFO clients, anyone going to Connect?, intake forms on websites, accounting for real estate holding LLCs, and more!
Join the discussion with 150+ like-minded, non-scaling accountants / really cool humans in the link below.
Money back guarantee, if you get in there and don’t see the value. No questions asked.
More details in the link above.
