Create An Annual Plan

Introduce an annual option that trades a fair discount for twelve months of commitment and steadier cash collection.

Pro involved Offer Improvement Recipes

What it adds

Fixes the monthly-only subscription where cash arrives in slivers and churn compounds before customers reach their result. The AI builder reviews existing plan pricing, churn timing, and cost data in the source files to size a discount that improves lifetime value rather than eroding it. The outcome is a clearly presented annual plan with the saving stated in both currency and percentage.

What your builder is told to do

7

The actual instructions, in order.

  1. 1

    Inspect the source files and identify the average retained months per monthly customer and the point in the lifecycle where churn concentrates. The gap between that average and twelve months is the value the annual plan captures.

  2. 2

    Size the discount so the annual price exceeds the revenue an average monthly customer would have produced, then round to a clean number. State the saving in both an absolute amount and a percentage.

  3. 3

    Separate structural changes from copy changes: structural work is the annual billing option, proration for existing monthly customers, renewal handling, and the refund window; copy work is the plan toggle labelling, the saving callout, and the renewal terms.

  4. 4

    Set the annual plan as the pre-selected default on the pricing display while keeping the monthly option one click away and equally legible.

  5. 5

    Write the renewal terms explicitly — when it renews, at what price, how much notice the customer receives, and how to switch back to monthly — and place them where the buyer sees them before paying, not in a footer.

  6. 6

    Specify responsive behavior: on mobile, the monthly and annual toggle sits directly above the price with the saving amount visible without scrolling; on tablet, both plans render side by side with the annual plan visually emphasized; on desktop, the full plan comparison shows with the saving stated inline on the annual column.

  7. 7

    Define tracking: record the share of new subscribers choosing annual, blended revenue per customer, refund rate within the annual window, and annual renewal rate at month twelve. Rollback rule — reduce or withdraw the discount if blended revenue per customer falls below the monthly-only baseline, or if early annual refunds exceed the monthly churn rate over the same span.

Edge cases it handles

5

The things an agent skips when you only say "build a create an annual plan".

  • Preserve the monthly option; removing it converts a choice into an ultimatum and will be read that way.
  • Do not discount past the point where an annual customer produces less than the observed monthly lifetime value, even if the headline percentage looks weaker.
  • Existing monthly customers switching mid-cycle must be prorated on terms stated in writing before they switch.
  • Never present the annual price as a limited-time rate unless a source file already documents a scheduled change.
  • If churn data is absent from the source files, report that gap and mark the discount size as an unresolved assumption rather than guessing.

Definition of done

7

Your builder is required to check every one of these before reporting the work finished.

  • Average retained months is derived from the source files and used to size the discount.
  • The annual saving appears in both absolute and percentage form beside the price.
  • Renewal date, renewal price, notice, and downgrade path are stated before payment.
  • Before and after plan structures are documented, including proration rules for existing customers.
  • Mobile, tablet, and desktop presentations of the plan toggle and comparison are each specified.
  • Blended revenue per customer and refund-rate tracking are defined with a numeric rollback trigger.
  • The builder reports which source files it used and flags missing churn or cost data as unresolved.

Related offer files

Offer Improvement Recipes

Create An Order Bump

Insert a single low-friction add-on at checkout that completes the purchase without pulling attention off the main decision.

Build This Offer: Create An Order Bump

Offer Improvement Recipes

Split Into Tiers

Break a single take-it-or-leave-it offer into tiers that capture buyers at different budgets without gutting the core promise.

Build This Offer: Split Into Tiers

Offer Improvement Recipes

Repackage As A Bundle

Merge scattered standalone products into one coherent bundle solving a complete problem, priced below the sum of its parts.

Build This Offer: Repackage As A Bundle

How it works

  1. 1

    Copy the link

    Grab the Markdown blueprint URL for this offer type.

  2. 2

    Give it to your builder

    Paste it into Claude Code, Cursor, Codex, or whatever AI builder is already working in your app.

  3. 3

    It maps, then builds

    Your agent reads the blueprint first, then builds the offer into your app around the product, audience, and stack.

Works with your stack

These blueprints are written to adapt. They tell the agent to detect your framework, match your existing design system, and use your source files instead of guessing the offer.

Need it tighter than that? Customize the offer file and tell it exactly which source docs and stack to use.