An offer hypothesis with a customer rationale and reviewed economics.
Find a useful relationship
Look at which products customers buy first, together and later. Combine that pattern with customer research. A frequently purchased pair may solve a shared problem, but it can also reflect an existing promotion or product placement.
Choose a clear use case for a bundle, cross-sell or replenishment offer. Explain why the combination is useful in customer language.
Check the complete offer
Review product availability, fulfillment, pricing, discount behavior and the cost of the included items. Check whether the offer can be delivered consistently on the intended storefront.
- Who is the offer for, and when should they see it?
- What useful outcome does the combination provide?
- What happens if an included item is unavailable?
- Which purchase and margin measures will be reviewed?
Evaluate more than order value
Review conversion, order value, contribution and later customer behavior together. A larger basket does not automatically mean a better outcome if the offer adds excessive cost or displaces a purchase that would otherwise happen.
Keep the test conditions with the result. Use the findings to refine the offer or the audience before expanding distribution.
Your next steps
Use this checklist as you work through the guide.