Prep Work

To prepare for raising prices you need to draft the “reason for the change” as well as segment out your current clients into two (or more) outreach phases. These phases are based on the likelihood of no pushback and you begin outreach with those that are most likely to have no pushback on the change.

For Google Docs, make a copy to your Google folder so you can edit:

Raising Prices on Care Plan Clients
"Reason for the Change" Blog Post

For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects:

Outreach and Conversion - All Task Lists

For Airtable, click to DUPLICATE BASE to your own Airtable account. DO NOT edit the template. Click here for how you duplicate a base.

Airtable Base - Raising Prices