# Bundle Strategy Checklist

Use this checklist before launching any product bundle. Review every item; check off those that are confirmed. Items marked with (!) are critical -- do not launch if any critical item fails.

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## 1. Affinity and Product Selection (6 items)

- [ ] (!) Co-purchase lift score is above 2.0 for the primary SKU pair
- [ ] Co-purchase data is based on at least 90 days and 100+ co-occurring orders
- [ ] All component SKUs have individual monthly sales volume above 50 units
- [ ] Products share a clear use occasion or category story a customer would recognize
- [ ] Bundle does not combine products with conflicting brand positioning (e.g., premium + budget)
- [ ] Purchase sequence direction has been identified (which SKU is the anchor vs. add-on)

## 2. Margin and Pricing (8 items)

- [ ] (!) Blended bundle gross margin exceeds channel-specific floor (55% DTC, 35% marketplace, 25% wholesale)
- [ ] (!) Incremental margin dollars per bundle order exceed current average margin per solo order
- [ ] True landed cost includes COGS, freight, warehousing, pick/pack, kitting labor, and bundle packaging
- [ ] Bundle has been modeled at three discount tiers (15%, 20%, 25%)
- [ ] Bundle price uses appropriate psychological pricing (round number for premium, charm pricing for value)
- [ ] Break-even volume has been calculated against fixed launch costs
- [ ] Margin model has been stress-tested against component cost increases of 10%
- [ ] Platform or marketplace fees have been included in net margin calculation

## 3. Perceived Value and Offer Design (7 items)

- [ ] (!) Bundle has a descriptive, appealing name (not just "Product A + Product B Bundle")
- [ ] Anchor price (sum of component retail prices) is displayed prominently with strikethrough
- [ ] Savings are shown in both absolute dollars and percentage
- [ ] A low-cost, high-perceived-value bonus item is included (cost < $3, perceived value > $8)
- [ ] Urgency or scarcity mechanism is in place (time limit, quantity limit, or seasonal framing)
- [ ] Bundle price is a clean number (not an awkward non-round, non-charm price like $63.47)
- [ ] If using tiered bundles (Good/Better/Best), a decoy option makes the target tier the obvious choice

## 4. Cannibalization Risk (5 items)

- [ ] (!) Cannibalization scenario table has been completed with Conservative, Expected, and Worst Case rows
- [ ] (!) Worst-case scenario (maximum switching, zero net-new) still produces total margin within 5% of baseline
- [ ] Break-even switching rate has been calculated and is above 40%
- [ ] Customer overlap analysis has been planned (tracking how many bundle buyers previously bought anchor solo)
- [ ] Kill criteria are documented with specific thresholds (e.g., "Discontinue if solo anchor sales drop > 15%")

## 5. Inventory and Fulfillment (6 items)

- [ ] (!) All component SKUs have 8+ weeks of stock at projected bundle velocity
- [ ] Inventory velocity mismatch between components has been addressed (e.g., adjusted ratios or supply plan)
- [ ] Kitting process has been documented and tested (pre-kitted vs. assembled at pick)
- [ ] Bundle packaging (sleeve, box, insert) has been ordered with sufficient lead time
- [ ] Fulfillment surcharge for bundle kitting has been factored into margin model
- [ ] Reorder triggers have been set for each component at bundle-adjusted velocity

## 6. Merchandising and On-Site Experience (7 items)

- [ ] (!) Dedicated bundle PDP exists with its own URL, hero image, and product description
- [ ] Bundle hero image shows all components together in a lifestyle context
- [ ] Cross-sell widgets on each component PDP link to the bundle ("Complete the Set" or "Frequently Bought Together")
- [ ] Cart upsell logic is configured: adding anchor SKU triggers bundle upgrade prompt
- [ ] Bundle appears in relevant category and search results on site
- [ ] Mobile experience has been tested (bundle PDP, cart upsell, checkout flow)
- [ ] Bundle has its own SEO metadata (title tag, meta description, structured data if applicable)

## 7. Marketing and Launch (6 items)

- [ ] Email campaign is scheduled for launch date, targeting the relevant customer segment
- [ ] Paid media creative has been briefed with bundle name, key visual, savings callout, and CTA
- [ ] Influencer or affiliate partners have been briefed (if applicable)
- [ ] Launch ad budget has been allocated and factored into break-even calculation
- [ ] Social media launch posts are scheduled
- [ ] Landing page or homepage placement has been confirmed for launch window

## 8. Measurement and Iteration (6 items)

- [ ] (!) Measurement window is defined (minimum 14 days or 200 orders)
- [ ] Tracking is in place for: bundle conversion rate, AOV impact, cannibalization rate, bundle margin, and return rate
- [ ] Baseline metrics (pre-bundle AOV, solo anchor sales, category margin) have been recorded for comparison
- [ ] Post-launch review meeting is scheduled at end of measurement window
- [ ] Iteration plan is documented (what to test next: price point, bonus item, imagery, discount tier)
- [ ] Performance data archival process is defined for training future bundle affinity models

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## Summary Scorecard

| Category | Items | Passed | Critical Items Passed? |
|---|---|---|---|
| 1. Affinity and Product Selection | 6 | ___ / 6 | Yes / No |
| 2. Margin and Pricing | 8 | ___ / 8 | Yes / No |
| 3. Perceived Value and Offer Design | 7 | ___ / 7 | Yes / No |
| 4. Cannibalization Risk | 5 | ___ / 5 | Yes / No |
| 5. Inventory and Fulfillment | 6 | ___ / 6 | Yes / No |
| 6. Merchandising and On-Site Experience | 7 | ___ / 7 | Yes / No |
| 7. Marketing and Launch | 6 | ___ / 6 | Yes / No |
| 8. Measurement and Iteration | 6 | ___ / 6 | Yes / No |
| **Total** | **51** | **___ / 51** | **All critical passed?** |

**Launch decision**: Proceed only if all critical (!) items pass and total score is 40/51 or above. Items below threshold should have documented justification and a remediation plan.