Free Claude skills/Finance

    Pricing Review

    Win rates by tier from your won and lost deals, where price is losing sales, and one adjustment to test. A free Claude skill for finance.

    A look inside

    This is how the skill opens, exactly as Claude reads it. The download has the full instructions, and it is a plain text file you can edit to fit how your team works.

    Find out from real deal data where price is helping and where it is losing sales, and recommend one adjustment the business can test.

    What you need

    1. A list of recent deals with, for each one: the tier, package or price, whether it was won or lost, and the reason lost if known.
    2. Optional: the date each deal closed, days to close, and the customer's own words about price.
    3. Optional: what each tier includes, so a recommendation can describe scope as well as price.

    If the user wants to try the skill without their own data, use `examples/deal-log.csv` (an invented UX studio called PixelForge) and say that it is sample data.

    Step 1: check the data

    • Count the deals and state the date range.
    • List any deal with a missing outcome, price or tier. Leave it out of the calculations and say so.
    • Normalise reason codes that mean the same thing ("too expensive", "price", "budget") into one group, and show the mapping.

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