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Bundle & Upsell Builder
Raise average order value on Etsy, Shopify, Gumroad and more — bundles, tiers, order bumps and upsells with margin math, copy, a test plan, and LAUNCH / TEST FIRST / DROP verdicts.
$19
Bundle & Upsell Builder
Example session with this skill installed
I sell planners and stickers on Etsy and Shopify — 8 products, half digital, half physical. Here are my prices, unit costs, units sold last quarter, and which items people buy together. I'm thinking "40% off any 2 accessories" and an "Everything Bundle" for $59. Which bundles and upsells should I add?
[Also provided: order counts and AOV per channel, all-in fee rate ~10%, 50% margin floor, ~8% of Etsy orders ship to the EU, planner sales peak Nov–Jan.]
(Fictional test case.)
- Read your context and instructions
- Compiled the bundle & upsell
Bundle & Upsell Plan: Fernleaf Paper Co. (fictional)
Prepared 2026-10-13 · Channels: Etsy (main), Shopify (own site) · Data: seller's order exports, Jul–Sep 2026
(Excerpt: summary, pricing math and verdicts. The full plan also includes the catalog and margin table, offer map, copy pack, platform notes, test plan and pricing-honesty checklist.)
1. Summary
- Fernleaf has real bundle potential: buyers already combine the digital planner with digital stickers (61 orders) and the paper planner with vinyl sticker sheets (29 orders) without being asked.
Strongest offer: the Digital Planner Starter Kit at $26 (21.2% off $33). It keeps a 90.0% margin and pays as long as at least 46.7% of kit buyers are true upgrades from the planner alone.
Drop both of your own ideas. "40% off any 2 accessories" earns less per order than selling one accessory at full price, for every pair. The $59 Everything Bundle gives away $45.00 of margin to every buyer who would have bought it all anyway.
- Start here: list the Starter Kit by 2026-10-20 and read it after 4 weeks, before the Black Friday rush.
5. Pricing math
Margin = price − 10% fees − unit costs · gain = bundle margin − anchor margin · loss = full-price margin − bundle margin ·
break-even upgrade share = loss ÷ (gain + loss)
| ID | Offer | List total | Price | Disc % | Margin $ | Margin % | Break-even upgrade share |
|---|---|---|---|---|---|---|---|
| A | Digital Planner Starter Kit | $33.00 | $26.00 | 21.2% | $23.40 | 90.0% | 46.7% |
| B1 | Planner + Sticker Set | $46.00 | $41.00 | 10.9% | $23.00 | 56.1% | 53.6% |
| B2 | Complete Desk Set | $64.00 | $54.00 | 15.6% | $29.70 | 55.0% | 45.9% |
| C | Sticker order bump | $9.00 | $6.00 | 33.3% | $5.40 | 90.0% | 33.3% |
| E | Desk Accessory Set | $30.00 | $24.00 | 20.0% | $14.20 | 59.2% | 48.2% |
| F | Everything Bundle (yours) | $109.00 | $59.00 | 45.9% | $34.20 | 58.0% | 74.9% ⚑ |
| G | 40% off any 2 (yours, washi + clip) | $18.00 | $10.80 | 40.0% | $4.72 | 43.7% | never pays ⚑ |
Worked example (A): $26.00 − $2.60 fees = $23.40. At full price the three items earn $29.70, so each buyer who'd have bought all three anyway costs $6.30. Each buyer who'd have bought only the planner ($16.20 margin) adds $7.20. Break-even = 6.30 ÷ (7.20 + 6.30) = 46.7%.
⚑ G kills margin for every pair: Sticker Sheets + Washi at 40% off earns $6.38, less than Sticker Sheets alone ($8.40). Washi + Clip earns $4.72, less than Washi alone ($5.90), and drops below your 50% floor.
10. Verdicts
| ID | Offer | Verdict | Reasons |
|---|---|---|---|
| A | Digital Planner Starter Kit, $26 | LAUNCH | Strongest co-purchase data; 90.0% margin; pays at 46.7% |
| E | Desk Accessory Set, $24 | LAUNCH | 59.2% margin; pays at 48.2%; doubles order value vs sticker sheets alone |
| H | "Pairs with" cross-sells | LAUNCH | No discount, so no margin risk |
| B1 / B2 | Planner tiers | TEST FIRST | B1 needs 53.6%, thin room; changes the bestseller's page; wait until after peak |
| C / D | Shopify order bump / upsell | TEST FIRST | Pays at 33.3%, but likely needs an app; low Shopify volume, so read results as directional |
| F | Everything Bundle, $59 | DROP | Needs 74.9% true upgrades; gives away $45.00 per buyer who'd buy it all anyway |
| G | 40% off any 2 accessories | DROP | Every pair earns less than one accessory at full price |
Copy fix: your requested headline "Get your life together in 30 days — guaranteed!" promises a personal outcome you can't substantiate, so it was rewritten to describe what the kit contains. Bundle copy uses "bought separately" comparisons rather than "was/now". EU buyers: any announced price reduction must reference the lowest price in the prior 30 days. Check your jurisdiction.
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About this skill
Most small shops discount bundles on gut feel and quietly lose money. This skill finds the bundles and add-ons that actually raise what each customer spends, and does the math before you list anything.
What it does
- Finds the offers: complementary bundles, good/better/best tiers, starter kits, order bumps, post-purchase upsells, cross-sells and "complete the set", built from what your customers already buy together.
- Runs the margin math per offer: list total vs bundle price, discount %, margin after fees and unit costs, and a break-even upgrade share: what share of bundle buyers must be real upgrades (not people who'd have bought everything anyway) for the discount to pay. Offers that kill margin or fall below your floor are flagged.
- Writes the copy: bundle names, descriptions, order-bump one-liners, and upsell page and email text.
- Platform notes: general implementation guidance for Etsy, Shopify, Gumroad, Payhip, Stan and WooCommerce, with app-fee break-even math. It tells you to check your platform's current features rather than guessing.
- Test plan: what to test first, for how long, which metric (AOV, attach rate, margin per order), and how not to fool yourself with small samples or seasonality.
- Pricing honesty: savings shown only against real current prices, no fake "today only" timers or scarcity, and the EU 30-day lowest-price rule.
- Verdicts per offer: LAUNCH / TEST FIRST / DROP, including on the ideas you came in with.
No invented conversion or attach rates: your data, or a test plan to get it. Not legal or tax advice.
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