Hupspot Guide to Pricing Objectives
Modern sales teams using Hubspot-inspired processes need clear pricing objectives to keep deals consistent, profitable, and scalable. This guide shows you how to define, document, and apply pricing goals so every quote supports your overall revenue strategy.
Based on the framework outlined in the original article on pricing objectives, you will learn how to move from vague price decisions to a repeatable, data-driven system that supports long-term growth.
What Are Pricing Objectives in a Hubspot Context?
Pricing objectives are specific, measurable goals that explain why you charge what you charge. When you align them with a Hubspot-style sales pipeline, they guide how reps discount, bundle, and negotiate.
Typical objectives include:
- Maximizing profit
- Growing market share
- Driving revenue growth
- Surviving in competitive markets
- Maintaining or enhancing brand image
- Achieving price stability
Instead of guessing on price for each deal, you use these goals as rules of the road for your entire go-to-market strategy.
Key Types of Pricing Objectives You Can Apply Like Hubspot
1. Profit-Oriented Pricing Objectives
Profit objectives focus on the bottom line. In a CRM workflow similar to Hubspot, this means building quote templates and approval rules that protect margins.
Common profit goals include:
- Target return on investment (ROI): Price so every deal meets a specific profit percentage.
- Maximize short-term profit: Emphasize high-margin offers when cash flow is urgent.
- Long-term profitability: Accept lower margins to gain strategic customers or enter new segments.
Use these objectives when your company must prove financial performance, such as during investor reporting or scaling phases.
2. Sales and Revenue-Oriented Pricing Objectives
Sales-oriented objectives focus on top-line numbers. The original Hubspot article highlights that many teams price mainly to hit revenue or volume targets.
Examples include:
- Maximize sales revenue: Offer pricing that encourages upsells, cross-sells, and larger deal sizes.
- Maximize sales volume: Use competitive or penetration pricing to close more deals, even at thinner margins.
- Hit specific revenue milestones: Price with quarterly targets in mind to keep the pipeline aligned with goals.
These objectives are useful during aggressive growth phases or product launches.
3. Market-Oriented Pricing Objectives
Market-oriented objectives support how you position your product relative to competitors, especially when managing campaigns through tools similar to Hubspot.
Typical goals:
- Increase market share: Price below competitors or use bundle deals to win more accounts.
- Match competitor pricing: Stay near the market average to avoid price-based objections.
- Lead the market: Use premium pricing to signal quality, innovation, or exclusivity.
These objectives make sense in crowded, price-sensitive industries or when launching disruptive offerings.
4. Survival and Cash Flow Pricing Objectives
Survival objectives appear during downturns, new market entries, or intense price wars. The Hubspot article stresses that these are short-term tactics, not long-term strategies.
Examples include:
- Pricing just above cost to stay in business.
- Discounting heavily to maintain customer relationships.
- Offering temporary promotions to bring in critical cash.
Use these only when stability is at risk, and always plan an exit strategy as conditions improve.
5. Image and Brand-Oriented Pricing Objectives
Price is a signal of value. In a brand-conscious system inspired by Hubspot, pricing supports your positioning and messaging across all touchpoints.
Common objectives:
- Premium brand image: Charge more to reinforce high-end perception.
- Value brand image: Maintain accessible prices with clear savings versus alternatives.
- Consistency with brand promise: Align pricing with the quality, service, and outcomes you advertise.
These objectives matter when differentiation relies on perception, trust, and long-term loyalty.
How to Set Pricing Objectives Step by Step
Use this practical process to define pricing objectives your team can manage in a CRM or revenue platform similar to Hubspot.
Step 1: Analyze Your Business Situation
Start with a clear picture of your current environment:
- Revenue trends and profitability
- Customer acquisition cost and lifetime value
- Competitive pricing and positioning
- Economic conditions and buyer budgets
Decide whether your immediate need is profit, growth, survival, or brand positioning.
Step 2: Choose Primary and Secondary Objectives
Select one primary pricing objective and one or two secondary ones. For example:
- Primary: Increase market share
- Secondary: Maintain minimum 30% gross margin
Document these choices so they can be reflected in deal approvals and quoting rules in your revenue stack.
Step 3: Translate Objectives into Measurable Targets
Turn each objective into specific numbers:
- Required margin percentages by product or segment
- Target market share in a niche or region
- Revenue or volume targets per quarter
- Maximum allowable discount ranges
These metrics become the backbone of your pricing playbook.
Step 4: Build Pricing Policies and Guardrails
Convert your targets into practical rules sellers can follow:
- Standard list prices and tiers
- Pre-approved discount brackets
- Escalation rules for exceptions
- Bundling and packaging guidelines
Clear guardrails reduce random discounting and keep deals aligned with overall objectives.
Step 5: Align Sales, Marketing, and Finance
Successful teams using frameworks like Hubspot align pricing across departments:
- Sales: Uses pricing guidance in proposals and negotiations.
- Marketing: Crafts offers, promotions, and positioning that match price levels.
- Finance: Monitors margins, volume, and cash flow to validate the strategy.
Regular cross-functional reviews help adjust objectives as conditions change.
Step 6: Monitor, Test, and Optimize
Pricing is never set-and-forget. Track:
- Win rates by price point
- Average discount levels
- Deal size and sales cycle length
- Churn and renewal rates for recurring revenue
Use this feedback to refine list prices, discounts, and bundles, just as you would optimize pipelines and workflows in Hubspot-style systems.
Best Practices for Applying Pricing Objectives
To make your objectives stick, follow these best practices:
- Keep documentation simple: Use plain-language guidelines reps can reference quickly.
- Train continuously: Run regular enablement sessions on pricing strategy, not just product features.
- Avoid blanket discounting: Tie discounts to clear triggers such as contract length or volume.
- Segment customers: Adjust prices by industry, company size, or region where appropriate.
- Review at least quarterly: Revisit objectives as markets, costs, and goals shift.
Using Hubspot-Style Thinking to Support Smart Pricing
While pricing strategy is broader than any single platform, adopting structured, data-driven thinking similar to Hubspot helps unify sales, marketing, and finance around shared pricing objectives.
When you combine clear goals, measurable targets, and disciplined execution, pricing stops being a guess and becomes a powerful growth lever.
If you need help building a pricing strategy and sales system that supports your objectives end to end, you can explore consulting services from Consultevo to complement the ideas from the Hubspot article.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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