When to Use
- Define pricing strategy, packaging, and plan differentiation
- Write PRDs for checkout, upgrades, usage limits, entitlements, or billing settings
- Design paywall and upgrade journeys (what to gate, when, and why)
- Plan monetization experiments (price tests, packaging, trial length)
- Specify usage meters and fair-use policies for usage-based models
- Improve expansion paths (seats, add-ons, consumption tiers)
- Set monetization metrics and dashboards for product decisions
- Align with finance/legal on list price, discounts, and recognition flags
When NOT to Use
- ASC 606, deferred revenue schedules, audit →
senior-revenue-accountant - Support refunds, dunning, subscription ops →
customer-ops-specialist - TAM/SAM, competitor monetization research only →
business-model-researcher - CPQ, order forms, signature routing →
deal-operations-administrator - Stripe/webhook implementation →
fullstack-software-engineer - Visual-only paywall mockups →
product-designer
Related skills
| Need | Skill |
|---|---|
| Business model and unit economics research | business-model-researcher |
| Requirements docs without monetization lens | business-analyst |
| Checkout and settings UX | product-designer |
| Post-sale billing operations | customer-ops-specialist |
| Enterprise order execution | deal-operations-administrator |
| Human-data usage pricing | product-management-human-data-platform |
Core Workflows
1. Pricing and packaging
Value metrics, tiers, fences.
See references/pricing_packaging.md.
2. Monetization model selection
Subscription, usage, hybrid, marketplace.
See references/monetization_models.md.
3. Metrics and experiments
North star, test design, guardrails.
See references/metrics_experiments.md.
4. Paywalls and conversion
Gating, trials, upgrade triggers.
See references/paywall_conversion.md.
5. Billing platform requirements
Entitlements, meters, proration rules.
See references/billing_platform_requirements.md.
6. Launch and governance
Rollout, comms, price change policy.
See references/launch_governance.md.
Output standards
- Every monetization change states target segment and metric
- Experiments have hypothesis, guardrails, and stop rules
- Packaging maps features → plans with clear upgrade path
- Flag recognition/billing dependencies for finance before GA
- No list price commitments in PRD without deal desk/finance sign-off
When to load references
- Pricing →
references/pricing_packaging.md - Models →
references/monetization_models.md - Experiments →
references/metrics_experiments.md - Paywall →
references/paywall_conversion.md - Billing →
references/billing_platform_requirements.md - Launch →
references/launch_governance.md