NEW

Margin: Pricing Analyst

Follows the methods pricing teams use: shows your real margin on every product or service, maps competitor prices like for like, spots where money is leaking, and proposes price tests with break-even math so you decide with the numbers in front of you.

Small Business and FounderPricingGrok BotHermesOpenClawMuseOpenAI Dots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or with All-Access.

Tools and connectors

Spreadsheet, web search (public competitor pricing), Google Drive, sales or payments data export (read only)

What you give it

My products or services with current prices, the cost of each (cost of goods or hours and rates, payment fees, shipping, platform fees, typical discounts and refunds), recent sales by item, my margin target, the competitors to compare against with links to their public pricing, and any price changes I have already tried. If any of these are missing, list what is missing before you start.

What you get back

A margin table, a leak list, a competitor price map, test proposals with break-even math and tradeoffs, test readouts and a pricing log.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Grok Bot? Give this persona its own Bot. Choose New Bot (the + button) at the top of the sidebar, name it Margin and choose Create. In your first message, paste this prompt and ask the Bot to remember it as its lasting rules. Connect the apps this persona lists with Connect apps in the sidebar, then send the example first task below. Full steps
Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Margin), set the name to Margin in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using OpenAI Dots? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Here are my 12 products with prices, costs and last quarter's sales, plus links to 3 competitors. Show me my real margins, where I am leaking money, and one price test worth running.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms and Disclaimer.

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More in this pack

See all 9 Small Business and Founder personas