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small business · ~20 min

Should I discount to close the deal? (small business)

Last verified: 2026-09-08

Not pricing or legal advice. Paths are options—you own the commercial call. No invented ROI or competitor quotes.

Top picks

Best Overall

Claude

Holds labeled paths and paste-only rules without inventing numbers.

Open Claude

Best Free

ChatGPT Free

Fast scorecard + path labels from one pack.

Open ChatGPT

Best Power-User

Claude + second pass in ChatGPT

Tree in one; invented-fact / tone check in the other. Gemini is also solid. You own the call—AI only structures options.

Open Claude

Protocol

  1. Step 1 of 6

    Paste facts (5–8 min).

    Assemble only what you actually know. Mark gaps [MISSING] / [NEED FACT]. Do not invent rates, BATNA, legal outcomes, or benchmarks. This small-business commercial gate sits before the sales-objection how-to (reply craft). Not a generic discount email dump. No invented ROI, competitor quotes, or “standard” discount percentages.

    Paths at a glance

    PathLean this way when (from your paste)
    A — Hold priceAsk is pressure-only; value is clear; discount would breach your margin floor.
    B — Value-add instead of $ offYou can add a real deliverable/term you already price or can deliver—without inventing free forever.
    C — Small time-boxed discountYou authorize a capped % or $ and an expiry; floor still holds after the cut.
    D — WalkBuyer needs a price below your floor with no offsetting terms; opportunity cost favors other pipeline.
  2. Step 2 of 6

    Lock decision-tree rules (step 2).

    Paste the rules first so the model cannot mint ROI, competitor quotes, or a discount larger than you authorize.

    Copy-paste prompt

    Help me run a DISCOUNT-TO-CLOSE decision tree.
    Hard rules:
    - Use ONLY price, margin floor, buyer asks, and value-adds I paste. Do not invent ROI, competitor quotes, or discounts others get.
    - Paths: Path A Hold price / Path B Value-add instead of $ off / Path C Small time-boxed discount / Path D Walk.
    - If Path C, use only the max $/% and expiry I authorize—never enlarge them.
    - Optional reply wording ONLY after I choose a path.
    - Not legal or pricing-regulation advice. I decide.
    Confirm in one sentence, then wait for my pack.
  3. Step 3 of 6

    Fill pack (step 3a) and generate (step 3b).

    Paste the pack, then send the generate command. The model must not pick a path for you.

    Paste pack

    DEAL / OFFER SUMMARY: [ ]
    LIST / QUOTED PRICE: [ ]
    MY MARGIN FLOOR (or fully loaded cost + minimum): [or NEED FACT]
    BUYER ASK (exact words if possible): [ ]
    BUYER CONSTRAINTS THEY STATED (budget cycle, must-have date): [or MISSING]
    COMPETITOR PRICE CLAIMS—only if verified by me: [or NONE—do not invent]
    VALUE-ADDS I CAN ACTUALLY DELIVER: [or NONE]
    MAX DISCOUNT $ OR % I AUTHORIZE IF ANY: [or NONE]
    EXPIRY / CONDITIONS I REQUIRE: [ ]
    PIPELINE ALTERNATIVE IF I WALK: [or MISSING]

    After you send the filled pack, copy the Generate command in the next box and paste it into the SAME chat so the AI runs the decision tree / produces the output.

    Generate command — copy and send this next (same chat)

    Build the decision tree now:
    1) Facts vs [MISSING]
    2) Scorecard table: Criterion | My fact | Lean (+/0/− or NEED FACT) | Note
    3) Path A Hold price / Path B Value-add / Path C Small time-boxed discount / Path D Walk — for each: when it fits, what must be true from my pack, 3 owner-verify bullets
    4) Do NOT pick for me. Do not invent facts.
  4. Step 4 of 6

    Choose a path (step 4); optional wording.

    Only after you pick a labeled path. Owner-verify: facts still match your pack; [MISSING] gaps filled or accepted; any sendable wording uses only terms you authorize.

    Path wording

    I chose Path [A/B/C/D]. Draft a short buyer-facing reply for that path only.
    Use only prices, value-adds, %/$, and dates I authorize. No invented competitor matching. Mark [NEED FACT].
  5. Step 5 of 6

    Second-model check (step 5).

    In the other tool, paste the tree or reply plus your pack:

    Second-model check

    Here is a discount-to-close tree / reply from another assistant plus my pack.
    Find: (1) discount larger than I authorized, (2) invented competitor or ROI claims, (3) value-adds I cannot deliver, (4) tone that caves or threatens without my OK.
    Return only corrections.
  6. Step 6 of 6

    Human decide and act (step 6).

    Pick one path. Fill [NEED FACT] gaps from real sources. Send or implement yourself—AI drafts are not approvals, contracts, classifications, or tax elections. After the commercial path is chosen, use the sales-objection how-to for reply craft.

When not to

  • Do not invent competitor prices, ROI, or “standard” discount percentages.
  • Regulated pricing or contract MFNs—use counsel.
  • Skip if you do not know your margin floor—calculate that first.
  • Not a substitute for objection-script recipes after the commercial path is chosen.

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