Case Study: Determining Product Price for Healthtech B2B and D2C Company

About the Company

Health Tech, subscription-based, early-stage B2B and D2C company that provides personalized fertility solutions through at-home testing kits and data-driven insights to support individuals and couples on their fertility journey.

Client's Quote

“[nDexio]” is just consolidating what normally we would pay for multiple days worth of strategy advice and just get it in a…tool that I can do on my own schedule and trust that it’s backed by experts that would tell me the same thing.”

Lily E., Founder

The Challenge

  • Determine the correct price for the stage their startup was at (early-stage): They were facing a high CAC, difficulty in fundraising, educating their target audience about proactive fertility testing, and a dilemma in pricing strategy balancing volume and trust in the product.

What We Did

  • Evaluated differentiation of features and benefits compared to competitors.
  • Ensured clarity on the unique aspects of their product offering in the messaging.
  • Verified whether the target audience is being effectively educated about the importance of proactive fertility testing. 
  • Worked on identifying a must-win audience that needs to be educated or made aware of the product and consider tactics on how to win here. 
  • Positioned them as a “premium” offering.
  • Analyzed Customer Acquisition Cost (CAC) further.
  • Demonstrated scalability 
  • Defined the target segmentation.
  • Worked on branding and communicating the value proposition.
  • Planned out how to build brand and customer loyalty.

Outcome

Through the engagement, our client experienced positive outcomes including: 

  • Our client enjoyed the nDexio process and felt that it helped outline their journey to solutions very clearly and intentionally. 
  • Having prompts, frameworks, and the layout of the process helped to organize their inputs and information. 

Does our work align with the challenges or needs you currently face? Get in touch with the HelloAdvisr team. 

Case Study: Competitive Pricing Strategy for B2B SaaS Platform

About the Company

Series D, B2B, SaaS platform offering comprehensive management tools for barbershops. The platform streamlines operations, enhances client experiences, and drives revenue growth for barbershops of all sizes.

Client's Quote

“HelloAdvisr lives up to its name as an advisor. We didn't want someone to tell us what to do; we wanted an expert advisor to stress-test our plans and help us identify the gaps in our thinking. The team provided those insights and more.”

James G., Executive

The Challenge

  • The company operates in a highly competitive and rapidly evolving market, so it needed to assess its approach and strategy for pricing both existing and new offerings.
  • Accelerating the acquisition of new customers was a key objective, so the company needed to evaluate potential value proposition gaps, competitive positioning, and opportunities for differentiation.

What We Did

  • Assessed the company’s existing pricing inputs and conducted interviews with key stakeholders.
  • Conducted market research of select competitors and products, evaluating the company’s positioning and unique selling proposition.
  • Identified opportunities to enhance the company’s pricing architecture and mechanics, and outlined actionable next steps for its overall competitive pricing strategy.

Outcome

Through the engagement, our client experienced positive outcomes including: 

  • Increased pricing capabilities of the leadership team to manage portfolio of product prices across customer segments and markets.
  • Created a clear pricing strategy as well as the ideal evolution of the strategy over time to support the company’s continued growth.

Does our work align with the challenges or needs you currently face? Get in touch with the HelloAdvisr team. 

Case Study: New Product Pricing for Enterprise B2B Mental Health Platform

About the Company

Enterprise B2B wellness company that offers a proactive mental health platform and an Employee Assistance Program (EAP). Services engage employees daily, enhancing productivity, focus, and reducing workplace stress.

The Challenge

  • Company needed to reassess its pricing strategy for expanding range of products and services while operating in a highly competitive and rapidly evolving market.
  • Accelerating customer acquisition was a key objective, and the company needed to identify potential gaps in its value proposition, competitive differentiation, and customers’ willingness-to-pay.

What We Did

  • Assessment: Evaluated the company’s existing pricing inputs and conducted interviews with key stakeholders.
  • Market Research: Analyzed select customer and product cohorts, assessing competitors, value drivers, and willingness-to-pay.
  • Recommendations: Identified areas for improvement in the company’s pricing strategy and provided actionable next steps.

Outcome

Through the engagement, our client experienced positive outcomes including: 

  • Uncovered gaps in the value proposition and competitive positioning within the pricing strategy.
  • Increased LTV: Enhancements led to a significant increase in lifetime value (LTV) of customers.
  • New tools for the company to further strengthen their competitiveness, value proposition, and overall pricing strategy.

Does our work align with the challenges or needs you currently face? Get in touch with the HelloAdvisr team. 

Case Study: Pricing Infrastructure for Leading Education Company

About the Company

National B2B education company offering a suite of technology and services specializing in educational improvement. The company provides a range of capabilities including research, evaluation, policy analysis, professional development, and technical assistance for schools and educational organizations nationwide. Aims to enhance teaching practices, educational programs, and policy effectiveness to achieve better outcomes for students of all ages.  

The Challenge

  • Company needed further development and implementation to ensure alignment of pricing strategy with market demands and internal objectives.
  • Company wanted to enhance offerings by better leveraging their unique value drivers and propositions.
  • Decentralized and largely unmanaged pricing decisions were potentially hindering cohesive strategic initiatives. 
  • Company was not actively utilizing resources to inform their pricing and broader go-to-market strategies and decisions.

What We Did

  • Conducted a pricing diagnostic of the company’s service lines by reviewing relevant pricing inputs and conducting interviews with leads and stakeholders.
  • Leveraged learnings from the price diagnostic to design a custom pricing strategy workshop for the team, focusing on strategic discussions of price levels, offer design, and pricing approach.
  • Developed a Pricing Strategy Framework (PSF) and actionable next steps based on workshop results and leadership team commitments to enhance service lines’ financial value through pricing and upscale their top-level decisions.

Outcome

Through the engagement, our client experienced positive outcomes including: 

  • Enhanced their pricing approach.
  • Enabled better decision-making across participating service lines.
  • Positioned the company to better leverage pricing more effectively for future growth.

Does our work align with the challenges or needs you currently face? Get in touch with the HelloAdvisr team. 

Case Study: Go-To-Market Strategy for HR Management SaaS Platform

About the Company

Enterprise software company that develop operations management software solutions for health and governmental organizations. Serves large organizations throughout the U.S. including leading hospital networks, and governmental agencies. 

Client's Quote

Recommendations not only focus on a strategic level but also lay out actionable items to help you succeed.

Mark P., CEO

The Challenge

  • Company developed a team management software platform for HR leaders and needed support developing the go-to-market strategy for the product.
  • Unlike existing customers – large enterprise organizations – the company needed to assess the viability and opportunity of a SaaS monetization strategy.  

What We Did

  • Created a pricing strategy workshop designed purposefully to collected and assess the senior leadership team’s objectives, the product’s value and potential go-to-market models. 
  • Assessed different pricing and go-to-market models including freemium and pay-go. 
  • Identified pricing “quick wins”, and pricing model design opportunities. 

Outcome

Our client experienced positive outcomes including: 

  • Created the initial foundation for the software platform’s pricing strategy. 
  • Identified potential opertional gaps in executing the pricing model options within the pricing strategy. 
  • Refined the target customer using the HelloAdvisr’s customer ring method, revising the early acquisition plan. 

Does our work align with the challenges or needs you currently face? Get in touch with the HelloAdvisr team.