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A phased path from diagnosis to lasting pricing discipline.

Traditional consultants deliver a deck and leave. We find the money, help you capture it, and leave your team with the tools and habits to keep it. Each phase has a fixed fee, and you decide whether to continue after each one. Because your leadership team has more than pricing on its plate, we work with the CFO and executive team to fit the work in alongside the initiatives already under way.

Phase 1 · Diagnose

Profit Diagnostic & Value Blueprint

2–4 weeks from data receipt
  • Data health assessment
  • Price-volume-mix decomposition
  • Size-of-prize opportunity assessment
  • Quick wins you can act on immediately
  • Prioritized roadmap, sequenced against your other initiatives

Sized opportunities and a CFO-aligned plan

Phase 2 · Stabilize

Margin Stabilization

6–10 weeks
  • Floor, target and stretch price guardrails
  • Discount waterfall analysis
  • Deal desk and price exception workflow
  • Governance model and monthly cadence
  • Adoption plan for sales, finance and leadership
  • Tracking dashboards

1–3 points of gross margin, controlled discounting

Phase 3 · Build

Pricing Capability

10–14 weeks
  • Price elasticity modeling
  • Value-based pricing frameworks
  • Customer and product segmentation
  • Cross-sell and churn analytics
  • Where AI fits in your pricing process, and where it does not
  • Pricing playbooks and team training

Sustained EBITDA growth your team owns

Ways to work with us

Engagements and ongoing support.

One phased engagement

Start with the diagnostic, then continue phase by phase.

The Profit Diagnostic and the two phases that follow are one offering. You commit to one phase at a time, and the first phase’s gains usually fund the next.

Profit Diagnostic

Phase 1 · Start here

  • Fixed-scope review of your transaction data
  • Sized opportunity register and roadmap
  • Readout with your leadership team
Duration 2–4 weeksFee fixed, by company size

Margin Stabilization

Phase 2 · Stop the leakage

  • Hands-on implementation of price guardrails and a deal desk
  • Governance model and a monthly pricing cadence
  • Tracking dashboards and an adoption plan for sales and finance
Duration 6–10 weeksFee fixed, scoped from the diagnostic

Pricing Capability Building

Phase 3 · Make it last

  • Elasticity, segmentation and value-based pricing models built on your data
  • Pricing playbooks, and clear guidance on where AI fits
  • Your team trained to run it on their own
Duration 10–14 weeksFee fixed, scoped from the diagnostic
Additional services

Other four ways to work with us.

Fractional Pricing Leadership

No pricing leader yet

  • Senior pricing leadership a few days a month
  • Runs your monthly pricing review and deal desk
  • Builds your pricing team and processes, then hands them over once they run on their own
Duration ongoing, monthlyFee monthly retainer

Executive Soundboard

For CFOs, COOs and Sales Leaders

  • Executive Team or One-to-One advisory services
  • Review of existing pricing strategies and policies
  • Pressure testing of pricing approach
Format monthly, quarterly or by individual session

Pricing Coaching

For pricing managers and teams

  • One-to-one coaching for your pricing lead
  • Reviews of price increases, programs and models
  • Advice from someone who has done it before
Format weekly, bi-weekly or monthly sessions

Speaking & Workshops

Leadership offsites, associations, sales kickoffs

  • Pricing power in an inflationary, tariff-driven market
  • Why pricing initiatives stall and how to restart them
  • Where AI fits in a mid-market pricing process
  • Workshops for sales teams on holding price
Format virtual or in person
Analytics toolkit

The analysis behind every engagement.

We build, run and explain these for you. Nothing to license or install.

KPI dashboardNet revenue, gross margin and profitability at a glance
Profit driversHow price, volume, mix and cost each moved your margin
Discount analysisWhich discounts earn volume and which only give away margin
Net price realizationWhether price keeps pace with cost and inflation
Customer diagnosticsRFM segments, churn risk and key account health
Product diagnosticsUnderperforming SKUs and margin by brand, category and region
Scenario modelingWhat-if tests on price changes, cost moves and competitor actions
Product affinityCross-sell and up-sell opportunities by customer segment
Price elasticityMachine-learning models of how volume responds to price
Getting started

All we need is an export.

Most engagements start with a standard order-line export, plus cost files and customer agreements where you have them. No integration, no IT project.

SAPNetSuiteMicrosoft DynamicsEpicorInforCustom ERP
Do we have to commit to all three phases?

No. Every client starts with the diagnostic. Phases 2 and 3 are optional, with no lock-in and no auto-renewal.

How are fees set?

Each phase has a fixed fee based on company size, agreed before we start. Pricing Lever runs with low overhead, so you get senior-led work of the quality the large consultancies deliver at a more affordable price.

Where does AI fit in?

AI is good at parts of pricing, such as elasticity estimates, segmentation and spotting anomalies in thousands of price points, and risky in others, such as setting prices without governance. We use AI and coding to get the best out of AI, while bringing trusted expertise to deliver tangible results.

Who do you work with inside the company?

The CEO, CFO and commercial leaders own the result, and we advise them on how to fit pricing in alongside the other initiatives they are running. Day to day we work with sales, finance and whoever runs pricing, and we have built and led pricing teams ourselves, so the change management is familiar ground.

How is our data handled?

Your data confidentiality is critical for us. Only the partner working with you and any collaborator you have approved can access your data.