KOLTAKOFF
Field notes from inside the pricebook
07Finding

The new plan went live and every existing member stayed on the old one

New tiers reach forward only. The people already signed sat where they were until somebody went and found them.

The shop did the hard part. Rebuilt the membership properly, three visit frequencies under one plan, priced so it covered the cost of turning up. Launched it, trained the techs, put it in front of every customer from that Monday on.

Months later somebody asked why revenue per member had barely moved. The answer was sitting in the agreement records. The people who were already members were still members of the thing that existed before, because new pricing applies to new agreements and leaves the signed ones exactly as they were.

A launch changes what you sell tomorrow. The book of everybody who bought yesterday stays where it is.

Nobody had written migration down as a step, and I understand why. The plan was finished. It launched. What remained was finding every legacy agreement, working out which new tier each one maps to, and having that conversation with each of those customers as they came up for renewal.

That last part is why it gets skipped. A few hundred conversations is a different kind of work from a rebuild, and a shop that has just come off one has no appetite left for it.

Do this week

Count your active agreements on the old plan versus the new one. If the old number is the larger, the launch finished and the migration never started.

The notebook is where this turned up. If you want it fixed rather than described, that is a look at how yours is built, over at Titan Tech Tools.

One question a week.

Two minutes, one problem, something to do about it. No pitch.

Twelve years running a plumbing company, now building pricebooks for other people. Everything here turned up in somebody's real book, with the names taken off.