The Pricing Playbook: Use AI to Build Tiered Packages That Boost Margins (Without Losing Deals)

Pricing is the single lever most technology advisors ignore — and it’s quietly costing them thousands every month. In this episode Bob interviews Mark Rivera to walk through a practical, repeatable pricing playbook: an AI-assisted process that analyzes your costs, competitor positioning, and customer value signals to generate tiered service packages, anchor pricing, and buyer-focused messaging you can deploy in a two-week pilot. You’ll get a step-by-step workflow (data inputs, prompts, and CRM mappings), negotiation scripts generated by AI, a real client example converted from low-margin to recurring-value tiers, and a rollout checklist that fits a solo advisor or small MSP. This episode teaches a tangible method, solves a revenue leakage problem, and gives listeners an immediate three-step pilot they can run this week.