Case Study: Pricing for Different Industries for Healthtech B2C Platform

The Company

A health tech B2B platform transforming the clinical trials process through better participant recruitment, engagement, and trial management tools.

Client's Testimonial

"HelloAdvisr’s pricing tools and platform consolidate what we'd normally pay for multiple days of strategy advice—delivered in a way I can use on my own schedule, backed by expert insight."

Jasmine R., COO and Co-founder

The Challenge

As the company expanded into new customer segments, it needed a pricing strategy that accounted for market variation and segment-specific value delivery.

  • Pricing across industries – Different customers (e.g., academic institutions, commercial sponsors) had different value perceptions and budget realities.

  • Perceived value concerns – The student-led nature of the company raised questions about credibility in some customer segments.

Platform utilization mismatch – Some potential customers only needed retention/management—not full recruitment—posing a challenge in offer design and pricing alignment.

How HelloAdvisr Helped

HelloAdvisr supported the company in defining a flexible pricing strategy grounded in market research, customer segmentation, and strategic execution.

✅ Segment-Specific Strategy Design
 Identified customer segments requiring tailored pricing and those that could be served with a unified strategy.

✅ Commercial Strategy Alignment
 Worked with leadership to define time-bound commercial objectives and pricing success metrics.

✅ Tiered Pricing Exploration
 Explored and tested tiered pricing models that could adapt to segment-specific needs and value delivery levels.

✅ Pilot Testing & Feedback Loops
 Developed pilot pricing programs across key industries to validate assumptions and gather real-world feedback.

The Impact

The company gained:

📊 More strategic pricing decisions – Pricing frameworks now reflect both business priorities and segment-specific value.
 💡 Faster execution with clearer goals – Leadership now operates with defined objectives and a roadmap to test and scale pricing approaches.
 🚀 Greater pricing adaptability – A flexible pricing model built to grow across diverse customer segments.

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

BOOK YOUR FREE CONSULTATION

Discover your growth potential using HelloAdvisr's customized strategies and solutions for your pricing, go-to-market, and monetization, crafting a powerful strategy that get results. Talk to one of our experts to learn about your opportunity. 

BOOK TODAYRead Our Success Stories

Case Study: Competitive Pricing Strategy for B2B SaaS Platform

The Company

A Series D B2B SaaS platform providing comprehensive management tools for barbershops. The platform helps businesses streamline operations, enhance client experiences, and drive revenue growth, making it an essential solution 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

As the company expanded, it faced increasing competitive pressures in a rapidly evolving market, requiring a stronger pricing strategy to support growth, differentiation, and customer acquisition.

  • Aligning pricing with market dynamics – The company needed to assess its pricing approach across existing and new offerings to ensure competitiveness and long-term profitability.
  • Enhancing competitive positioning – With multiple players in the market, the company needed to evaluate differentiation opportunities and refine its value proposition.
  • Accelerating new customer acquisition – Identifying gaps in pricing strategy, positioning, and value communication was essential to drive sustained growth.

To strengthen its competitive edge, the company needed to refine its pricing strategy—ensuring its pricing supported both customer acquisition and long-term revenue growth.

How HelloAdvisr Helped

HelloAdvisr worked with the company’s leadership to develop a structured, competitive pricing strategy that would strengthen market positioning, pricing capabilities, and long-term scalability.

✅ Comprehensive Pricing & Market Assessment
Analyzed existing pricing structures, competitive landscape, and customer value perceptions to uncover strategic pricing opportunities.

✅ Competitive Benchmarking & Value Proposition Analysis
Evaluated key competitors and product positioning, identifying differentiation levers that could enhance pricing strategy and market advantage.

✅ Strategic Pricing Roadmap & Implementation Plan
Developed a structured competitive pricing framework that enabled the leadership team to manage pricing across customer segments and markets, while outlining how the strategy should evolve over time to drive growth and reinforce the company’s competitive edge.

The Impact

With a clear, competitive pricing strategy, the company achieved:

📊 Stronger pricing capabilities – Leadership is now equipped to manage and refine pricing across its product portfolio, customer segments, and markets.
💡 A structured competitive pricing strategy – A roadmap for evolving pricing mechanics and architecture over time to sustain growth.
🚀 Clearer market positioning – The company strengthened its pricing differentiation, reinforcing its value proposition in a competitive industry.

By strengthening its competitive pricing strategy, the company is now better positioned to accelerate growth, expand market leadership, and maximize long-term revenue potential.

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

The Company

A leading enterprise B2B wellness company providing a proactive mental health platform and Employee Assistance Program (EAP). The company’s services drive daily employee engagement, helping businesses enhance productivity, improve focus, and reduce workplace stress.

The Challenge

With a rapidly expanding product and service portfolio, the company faced pricing challenges that affected both growth potential and competitive positioning:

  • Optimizing the pricing strategy for new services – Adjusting pricing to account for new offerings while ensuring alignment with the existing pricing structure.
  • Competing in a crowded and evolving market – The company faced pressure not just from new entrants but also from well-established legacy players.
  • Accelerating customer acquisition – Identifying gaps in competitive positioning, value communication, and willingness-to-pay was critical to refining pricing for sustained growth.

To strengthen its market position and unlock new revenue opportunities, the company needed to optimize its pricing strategy—aligning new product offerings through market research and strategic pricing.

How HelloAdvisr Helped

HelloAdvisr partnered with the company to assess pricing performance, sharpen competitive positioning, and develop the framework for a new pricing strategy.

✅ Strategic Pricing Assessment
Conducted a deep pricing audit by reviewing internal pricing data and interviewing key stakeholders to uncover misalignment between pricing, value, and customer expectations.

✅ Market & Competitive Analysis
Analyzed customer and product cohorts, competitor strategies, and willingness-to-pay data to identify pricing gaps and differentiation opportunities.

✅ Pricing Strategy Optimization
Developed a structured roadmap with pricing and value positioning strategies to ensure new product pricing aligned with the company’s existing structure, while supporting customer acquisition, revenue growth, and long-term retention.

The Impact

By aligning new product pricing with market dynamics and customer willingness-to-pay, the company achieved:

📊 Stronger Competitive Positioning – Clearer differentiation within a crowded wellness market through optimized pricing and value communication.
💡 Higher Customer Lifetime Value (LTV) – Improved pricing led to a significant increase in revenue per customer and retention rates.
🚀 Greater Market Agility – With an enhanced value proposition and a more competitive pricing approach, the company strengthened its position for future expansion and strategic growth opportunities.

By optimizing its pricing strategy to align new product pricing with market dynamics, the company has strengthened its competitive positioning, enhanced customer value, and created a sustainable foundation for long-term growth.

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

Case Study: Pricing Strategy for B2C Femtech Brand

About the Company

Venture-backed modern wellness brand for menopause essentials. The brand is a leader in the $3.3 billion menopause treatment market, creating scientifically formulated products for menopause essentials as well as a trusted go-to for information and a supportive community.  

Client's Quote

I'd highly recommend an engagement with [HelloAdvisr] to ensure you're thinking about pricing in a strategic way to support your business objectives.

Afshan D., Head of Growth

The Challenge

  • Brand operates in a fast growing, but highly competitive market, and needed to assess its approach and strategy to pricing its growing range of products. 
  • Product pricing had grown increasingly complex as the brand offered a several ways to purchasing – a la carte, bundles, and subscriptions. 
  • Additional strategic complexity as the brand expands into new channels including retail. 

What We Did

  • Designed a custom pricing strategy workshop with the brand’s senior leadership team.
  • Assessed existing pricing portfolio – the prices and price combinations (including promotions and discounts) created and presented to customers.
  • Conducted data analysis of brand sales and select customer and product cohorts.
  • Reviewed the brand’s customer segmentation and value proposition.

Outcome

Through the engagement, our client experienced positive outcomes including: 

  • Built a pricing strategy framework the brand could use for new and existing products. 
  • Implemented pricing portfolio recommendations including discounts and bundles, increasing conversion rates. 
  • The company has continued to expand revenue growth, and preparing for the next round of fundraising.

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 B2C Wellness Platform

About the Company

Seed-stage consumer mental health company focused on  empowering and supporting the users with live and on-demand meditation sessions and tools delivered by top coaches. 

Client's Quote

It's great to have a professional to guide you through pricing, which seems simple but can be complex.

Stephen S.

The Challenge

  • Company operates in a highly competitive market, and needed a pricing strategy that captured the unique way the platform delivered meditation content and instruction. 
  • Pricing strategy aligned to financial growth forecasts and marketing acquisition straetgy. 

What We Did

  • Worked alongside the leadership team to define core pricing objectives and positioning strategy.
  • Designed and launched in-field pricing research with prospective users.
  • Created strategic recommendations for pricing model based on feature set preferences and willingness-to-pay.
  • Developed promotions, discounting and trial set-up structure.

Outcome

Through the engagement, our client experienced positive outcomes including: 

  • Designed pricing strategy and model aligned to the company’s value proposition and differentiation in the market. 
  • Increased LTV opportunity by more than 15%. 
  • Expanded tools for future price tests and optimizations. 
  • Company has since used the traction to secure new rounds of venture capital investment.

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