| name | packaging |
| description | Design product packages or tiers by grouping customer outcomes, capabilities, limits, service levels, and expansion paths into understandable offers that support segmentation without arbitrary feature hostage-taking. |
Packaging
Use when deciding which capabilities, limits, support levels, or usage allowances belong together in plans or editions.
Procedure
- Define target segments, their core jobs, willingness to pay, usage patterns, maturity, and reasons they may need different offers.
- Inventory capabilities, usage limits, service levels, compliance or administrative features, and cost drivers that could form meaningful packaging dimensions.
- Group around complete customer outcomes rather than randomly distributing essential workflow pieces to manufacture tiers.
- Choose fences that correlate with segment value or cost, such as scale, governance, collaboration, advanced workflow, or service level.
- Ensure each package has a clear audience, coherent promise, upgrade reason, and usable baseline without needing sales explanation for every distinction.
- Model common customer journeys through trial, initial purchase, expansion, downgrade, and plan migration.
- Check operational complexity across billing, entitlement, support, documentation, sales, analytics, and engineering before adding variants.
- Validate comprehension and conversion with customer research or experiments and simplify tiers that create confusion without segmentation value.
Decision rules
- Packaging is customer segmentation expressed as offers, not a feature-storage exercise.
- Do not break a core workflow merely to create an upgrade gate.
- More plans increase operational and cognitive cost.
- Good upgrade paths follow growing customer value or needs.
Quality gate
Packaging is ready when each offer serves a recognizable segment and complete use case, fences are defensible, upgrade and downgrade paths make sense, entitlement complexity is manageable, and customers can understand the differences without a matrix of arbitrary exceptions.