[Checklist] Mission 01 ➡️ Bundle

Everything you need to launch your first bundle, in order, across 5 weeks minimum. Tick it off as you go, and remember: done beats perfect.

You can access an easy printable from google doc here

Week 1: Build your bundle

Make your decisions (minutes, not days)

• Make a copy of the decisions doc

• Pick your bundle theme and who it's for

• Name your bundle (you can tweak it later)

• Choose your dates: open date, close date and closing time

• Decide how many experts you want (then multiply by 5 for invites)

• Decide your own gift

Create your funnel

• Look at the 3 example pages: opt-in, gift page, "oh no, you missed it"

• VIP Hub member? Email [email protected] to get the template added to your account

• Build (or import) your opt-in page

• Write down everything your pages need from each expert

Create your Expert Form

• Copy and customize the Expert Agreement

• Copy the form questions doc and update the questions

• Build your form (VIP Hub video or Google Forms video)

• Copy and fill in the "everything experts need to know" doc

• Test the form yourself, start to finish

Set up your expert automation

• Copy the Expert "You're IN" email and fill in the brackets

• Set it to send automatically when someone submits your form

• Test it with your own email

Weeks 2–3: Invite your experts and build

Invite your experts (want 20? invite 100)

• Use the invite calculator to set your number

• List everyone you could invite in the contributor tracker

• Send your invites, about 10 every weekday

• Follow up once with anyone who hasn't replied

• Close invites when you hit your number (or the end of week 3)

Build as they say yes

• Add each expert's gift, bio and headshot to your opt-in page

• Build your gift page

• Build your "oh no, you missed it" page

• Write your 4 subscriber emails from the template: You're IN, Grab your gifts, 24 hours left, 5 hours left

• Set up the delivery automation: sign-up → You're IN email

• Create your bundle mockup and graphics

• Write the swipe copy and captions your experts will share

Week 4: Send promo materials and test everything

Send the promo kit

• Write your expert promo email (links, dates, swipe copy, graphics)

• Send it to every expert on your promo kit date

• Share the promo calendar so everyone knows when to post

• Answer expert questions within a day

Test everything (with a fresh email address)

• Sign up on your opt-in page

• Get the You're IN email, with the right link inside

• Click every gift link on the gift page

• Check every page on your phone

• Schedule emails 2, 3 and 4 against your close date and time

• Set the gift page to redirect to "oh no, you missed it" when the bundle closes

Week 5: Bundle week

• Open day: send the doors-open reminder to your experts

• Share the bundle with your own list and on social

• Day 2: "Grab your gifts" goes out

• Check sign-ups daily and cheer on experts who share

• Reply to subscriber questions and tech hiccups the same day

• 24 hours before close: "24 hours left" goes out

• 5 hours before close: "5 hours left" goes out

• Close: confirm the gift page now redirects to "oh no, you missed it"

After the bundle

• Send every expert a thank-you with the final sign-up count

• Welcome your new subscribers into your regular emails

• Record your results: reach, clicks, sign-ups, and who shared

• Compare them to your prediction from the sign-up predictor

• Save everything you made into your Bundle SOP

• Write down one thing to add next time (now you're ready for it)

• Celebrate. You launched a bundle!