Pricing & Margin Forensics
Find the 6 points of gross margin no one was looking for.
Cohort, customer, and SKU-level margin teardowns, the kind of work that surfaces the 6-point gross margin no one was looking for.
A repeatable cadence, not a one-off project.
Every retainer follows this rhythm. The AI does the mechanical work; a senior advisor owns the judgment.
Data unification
Pull from ERP, CRM, billing. Allocate true COGS per unit.
Forensic teardown
Cohort, customer, SKU, channel, find where margin leaks.
Pricing strategy
Re-price tiers, kill unprofitable SKUs, restructure discounts.
Execution + measurement
Roll out changes. Track lift weekly. Iterate.
Machines for speed. Humans for judgment.
AI handles
- Allocates true COGS across thousands of SKUs
- Clusters customers by margin behavior
- Detects pricing leakage in real time
- Benchmarks against industry margins
Senior advisor owns
- Designs new pricing architecture
- Negotiates supplier terms
- Coaches sales on discount discipline
- Owns the change-management story
Deliverables, every cycle.
- Customer-level profitability matrix
- SKU/service margin teardown
- Pricing strategy document
- Discount and packaging recommendations
Answers, before you ask.
Will this disrupt our customers?
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Usually no, most uplift comes from new customers and unprofitable-SKU sunsetting, not raising existing prices.
Do you work with non-SaaS businesses?
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Yes. Our biggest wins have been in services and manufacturing.
How fast do we see results?
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First lift typically in 60–90 days. Full impact within 6 months.
Ready to put this to work?
Start with a $400 diagnostic. Two weeks. One senior advisor.