Discount Schedule Template

Our 20 person sales team was massively discounting prices to sell our B2B SaaS product. We were leaving money on the table unnecessarily.

That's why I created this price Discount Schedule template.

Beforehand, they were making up the discount amount on the spot. In fact, it wasn't uncommon to hear a rep say, "what price are you willing to move forward at?"

Then do the deal at that price. NO matter how low the price was.

There were no guardrails and because of that we were giving some customers massively discounted rates.

When I trained the team on this Discount Schedule, it gave every rep a sheet to quickly reference how much they could discount based on contract term and license count.

As soon as we implemented this training tool, within the first month the average deal size grew 28% from before.

Here's what's inside the template:

• Discount Schedule Template: This gives you the framework to input the parameters of your discount schedule. Our discounts were based on volume of user based license counts, maybe yours are usage based or something else. Enter those parameters here. Then calculate the discount amounts and cost ranges, so that reps can quickly deliver the message while on the phone with prospects.
• Example Template: This is an example of how we do it. If you have per user pricing model, you could nearly copy this exact model. At minimum, it will serve as inspiration for you.
• Discount Analysis (AI-Powered): This is a breakdown of discount analyses you can conduct using AI to inform your discount policy. I share how to conduct the analysis for each method and the data required to achieve the best results.

• Bonus Go-to-Market Checklist: This lists a sequence of best practices steps to take when bringing products to market.

Here is how you can quickly download the template, customize it and train your team on how to use it:

1. Conduct a deal and customer analysis to determine what discount scheme optimizes close rates and revenue.
2. Make a copy of the template or the example, and customize it based on the product your team is selling.
3. Get final input from key stakeholders internally at your company. I also get feedback from the reps on how they are discounting today.
4. Schedule a team training to explain how the discount schedule works.
5. Reinforce training through role playing and repetition.

This is how we instantly grew our average deal size. It's one of the tactics you can instantly deploy as a sales leader to effect revenue growth without changing any top of the funnel inputs.

You can immediately download the Discount Schedule Template.

Click "Add to Cart"  and checkout. I'll send you a link to the Google Sheet that you can copy.