← All skills & workflows

playbook

Margin Improvement

Optimized pricing with financial visibility and margin tracking

Revenue is fine.

When to run
"Client has revenue but thin margins"
Time saved
~8 hrs manual → ~2 hrs automated (4× faster)
How often
Quarterly or per pricing overhaul
Compounds
Pricing data and margin tracking improve decisions each quarter

How it runs

  1. business-baseline → map revenue streams and margin leaks
  2. Review baseline — validate cost data and priorities
  3. pricing-strategy → analyze pricing model and tier structure
  4. business-reporting → build financial cohort analysis
  5. roi-calculator → create ROI model for pricing changes
  6. kpi-dashboard-design → design margin dashboard

Why it matters

  • 4× faster
  • Margin leaks identified systematically
  • Pricing confidence backed by data

What it needs

  • Client name and industry
  • Current pricing and average deal size
  • Cost breakdown (labor, tools, overhead)

What you get

  • Pricing tier recommendation
  • Financial cohort analysis
  • ROI model for pricing changes
  • Margin and profitability dashboard