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Playbook · Idea / prototype to Searching (pre-PMF)

Idea and Searching × Pay

Learn what people would pay before engineering how they pay: willingness-to-pay conversations, one simple plan, and a token fee instead of free for expert services. Where the purchase itself is the value event, honest checkout levers are in season from the first customers (stores have their own Pay cell).

M0-M1 ×Pay1 lead move2 variants
M0 Idea / prototype
Is there a real itch, felt often enough?
M1 Searching (pre-PMF)
Who, if anyone, is it a must-have for?
Pay
Is paying the natural next step for an invested user?

M0-M1 × Pay

The playbook

Goal. Know what the loving segment would pay for, without pressuring a loop that doesn't exist yet.

Moves. Willingness-to-pay conversations with the users who'd be most disappointed; one simple plan; for expert services, a small token fee instead of free; write the business model next to every habit metric HK-MON12 (Hooked Ch.8).

Rule. For products that earn from ongoing use, heavy pressure to pay waits until users reach the devoted cadence; plan structure and clear pricing are always in season. Cash mode (runway under six months or revenue as the top metric) brings depth pricing and trials forward and states the retention risk.

Lead with these moves

  • TechniqueEvidence grade D. Practitioner framework or anecdote: plausible, untested.

    For expertise and high-stakes services, a modest fee or paid pilot can work better than free, because people judge quality by price when they cannot judge it directly. Chou's experience: a free audit made a client hesitate, where a few hundred dollars would have signaled value.

Not now

  • Hard paywall before the habitA paywall before the habit converts some and loses the rest.
  • Annual-plan discountsLocking people in before the habit forms just delays the churn.
  • Limited-time discounts to convertDiscounts pull in buyers who leave when the discount ends.
  • Premium-first pricing pagePricing tactics come after people value the product.
  • Honest-deadline conversion momentAn honest deadline helps only after people have had their win.
  • Lowball or drip pricingLate fees and lowballs convert now and come back as refunds and chargebacks.

Variant · B2B sales-led

Idea and Searching × Pay · Sales-led B2B

Before fit, revenue work is design partners and a paid pilot with clear success criteria. The pilot price tests willingness to pay; the success criteria test value.

Moves. Recruit design partners from the segment that feels the pain most; sell a paid pilot with written success criteria and a decision date; record why deals stall. Pricing-page tactics wait for a product people already value.

Variant · E-commerce / DTC

Idea and Searching × Pay · E-commerce

When the purchase is the value event, honest checkout work is in season from the first customers: proof from similar buyers at the moment of doubt, all-in pricing with honest defaults, and anxiety reducers.

Why it's in season early. For stores, the purchase is the value event, so honest checkout levers don't wait for a habit.

Moves. Proof from similar buyers at the moment of doubt INF-T-SP-12 (Influence Ch.4, p.98) INF-T-SP-17 (Influence Ch.4, p.107); all-in prices and honest defaults F04; guarantees, delivery dates and free returns as anxiety reducers F07 HK-ACT07 (Hooked Ch.3); live, true stock and deadlines only INF-T-SC-01 (Influence Ch.7, p.180); one add-on after the main choice, unchecked, with a running total.

Guardrails. Refunds, discount dependence and the first-seen vs final price gap.

Lead with these moves

Not now

  • Lowball or drip pricingLate fees and lowballs convert now and come back as refunds and chargebacks.
  • Loyalty tiers without devaluationTiers work once a large repeat base exists.
  • Subscribe-and-saveA subscription offer needs repeat buyers first; prove the second order.
  • Countdown timers that resetFake urgency converts once and returns as refunds and distrust.

Limits

What we don’t claim

Sources

  • Hooked · Nir Eyal

    Ch.1 · Ch.8 · Ch.3

  • Influence · Robert Cialdini

    Ch.4, p.98 · Ch.4, p.107 · Ch.3, p.43 · Ch.7, p.180

  • Shopify store conversion benchmarks (about 2,800 stores) · Littledata, 2023

    Benchmark confidence C. A secondary source.

Source IDs: HK-MON12HK-MON01F07INF-T-SP-12INF-T-SP-17F04INF-T-CC-34INF-T-SC-01HK-ACT07

Book content is paraphrased, never quoted at length. Last verified October 24, 2026.

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