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Finance · Version 1.5.0 · Reviewed 2026-08-02

Pricing Migration Planner

Explain and improve cohort impact and grandfathering policy with evidence, explicit trade-offs, and a verification plan.

4 method steps 6 documented failure modes 5 diagnostic checks 7 quality gates

Plans migration of existing customers to a new pricing model with grandfathering and churn control.

₹149 one-time

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What this skill helps you do

  • Cohort impact
  • Grandfathering policy
  • Communication sequencing

How Pricing Migration Planner works

You provide

Current state, consumer inventory, and target state

It inspects

Coexistence and rollback viability for cohort impact

It decides

A grandfathering policy sequence in reversible increments

You verify

Shadow comparison reports divergence rather than assuming zero

What it checks first

Pricing Migration Planner plans migration of existing customers to a new pricing model with grandfathering and churn control. Use it when the work involves Cohort impact, Grandfathering policy, Communication sequencing.

  1. Whether the old and new paths can coexist, which determines if incremental migration is possible at all.
  2. The true consumer inventory, including internal jobs, scripts, and integrations not visible in the main codebase.
  3. Data volume and the time the migration takes at production scale, not sample scale.
  4. Whether the change is backward compatible for data written by the previous version during rollout.
  5. The rollback path, and specifically whether it remains available after the first irreversible step.

Failure modes it recognizes

  • A migration validated on a sample that takes hours on production volume and holds a lock throughout.
  • Dual-write divergence where one write succeeds and the other fails, with no reconciliation.
  • A backfill that races with live writes and overwrites newer values with older ones.
  • Removing the old path before all consumers migrated, discovered by a quarterly batch job weeks later.
  • A schema change that is forward compatible but not backward compatible, blocking rollback.
  • Enum or type widening that older readers cannot parse, breaking during a partial rollout.

Answers it will reject

  • A big-bang cutover with a maintenance window, which concentrates all risk into one unrehearsed moment.
  • Migrating and refactoring simultaneously, which makes failures impossible to attribute.
  • Treating the migration as done at cutover rather than after the old path is removed and verified unused.
  • Skipping the shadow-read comparison because the new implementation "obviously" matches.

Decision rules it applies

  • Use expand-migrate-contract: add the new shape, write both, migrate readers, then remove the old shape.
  • Every increment must be independently verifiable and independently revertible.
  • Keep the old path observable until traffic proves equivalence; remove it only on evidence of zero use.
  • Prefer additive schema changes; a removal is a separate, later, deliberately scheduled change.

Evidence it asks for

  • Run shadow reads comparing old and new outputs, and report the divergence rate rather than assuming zero.
  • Instrument usage of the deprecated path with a caller identifier so removal can be proven safe.
  • Rehearse the migration on a production-sized copy and record the actual duration and lock behavior.

The method inside

  1. Reconcile scope, units, period, and denominator before analysis
  2. Decompose variance into explicit business drivers
  3. Separate recurring economics from timing and one-time items
  4. State confidence and the control needed to verify each conclusion

Deliverables

  • Cohort impact driver analysis
  • Grandfathering policy assumption register
  • Communication sequencing management-ready bridge

Evidence requirements

  • Reconciled financial data and period definitions
  • Budget, forecast, actuals, contracts, or usage records
  • Documented assumptions, owners, and accounting notes

Quality gates

  • Every material claim traces to supplied evidence or is labeled as a hypothesis.
  • The response follows the declared deliverable contract.
  • No execution, access, measurement, or verification is invented.
  • Secrets and personal data are redacted rather than repeated.
  • The user receives a concrete independent verification step.
  • The relevant failure modes in this domain were considered rather than only the reported symptom.
  • No listed anti-pattern was recommended as a solution.

Example task

Input

We are changing our pricing model and have 800 existing customers on legacy plans.

Expected output

Model what each cohort pays under the new plan before deciding anything, because the accounts that pay more are your churn risk and the ones that pay less are your revenue risk. Grandfather deliberately with an end date rather than indefinitely...

Boundaries and compatibility

Ideal for

  • Cohort impact: produce a decision or artifact grounded in supplied evidence.
  • Grandfathering policy: produce a decision or artifact grounded in supplied evidence.
  • Communication sequencing: produce a decision or artifact grounded in supplied evidence.

Out of scope

  • Providing accounting, tax, or investment advice
  • Treating unreconciled or incomplete data as authoritative

Agent compatibility

  • GitHub Copilot custom agents
  • Claude Agent Skills / SKILL.md
  • Any instruction-following chat model

Tool policy: Advisory by default. No tools are assumed. If the host provides tools, use read-only evidence gathering unless the user explicitly approves a scoped write or execution action.