[SOP] Mission 01 🦖 Let's Make Some Decisions

Bundle Planning: Let's Make Some Decisions

Access the google doc here

⏰ Two things to keep in mind the whole way through:

• Give yourself at least 4 weeks to invite and lock in your experts. Good contributors have full calendars, rushing it means a smaller, weaker bundle. Four weeks is the minimum; more is better.

• The more specific, the better. A bundle with a clear theme, a clear audience, and a clear outcome almost always converts better than a vague "little bit of everything." Specific wins.

1. Bundle Title

Specific beats clever. Say what it is and who it's for, you can pretty it up later.

2. Description

One or two sentences: what the bundle is, who it's for, and the big outcome they walk away with.

3. Dates

Work backwards from your launch date. Remember the 4-week minimum to lock in experts.

• Expert outreach begins: [ __________ ] (at least 4 weeks before launch)

• Expert lock-in deadline: [ __________ ]

• Promo materials ready for experts: [ __________ ]

• Bundle opens: [ __________ ]

• Bundle closes: [ __________ ]

4. Theme(s)

Niche it down. The tighter the theme, the better it converts — and the easier it is to recruit the right experts.

Vague (harder to sell): "business tips." Specific (converts better): "list-building for wellness coaches."

Your themes:

5. Your Selling Goal

A bundle grows your list, but what are you guiding people toward once they're in your world? This is the offer your welcome sequence points to. Decide it now, before anyone opts in.

What are you selling / inviting them into next? (e.g., a membership, a paid offer, a discovery call, a challenge, a low-ticket tripwire)

6. Expert Requirements

Decide the bar for your contributors. A higher minimum means fewer experts but more reach from each; "all welcome" is easier to fill and builds more community, with a mix of list sizes. Pick what matches your goal.

Choose one (mark with an X):

• All welcome

• 1K list minimum

• 3K list minimum

• 5K+ list minimum

• Other / by application: [ __________ ]

Optional, how many experts are you capping the bundle at? [ __________ ]

Once these are locked, you're ready to: make some decisions about the funnel design.

Here are a few examples:

Example 1 → The "All Welcome" Community Bundle
Type: big, inclusive, beginner-friendly, list-building

• Title: The Freebie Vault: 30+ Free Tools to Kickstart Your Online Business

• Description: A free collection of templates, mini-trainings, and tools to help brand-new online entrepreneurs set up and grow, all in one place, minus the overwhelm.

• Dates: Outreach begins Mar 1 · Experts locked Mar 28 · Promo kit ready Apr 7 · Opens Apr 15 · Closes Apr 22

• Selling goal: The Collaboration Club ($7/mo), the natural next step for beginners who want ongoing help

• Expert requirement: ✅ All welcome (the goal is a big, generous collection + community; list size doesn't matter)

• Cap: 40 experts

Example 2 → The Niche Authority Bundle
Type: tight audience, mid-tier list bar, course upsell

• Title: The Wellness Coach's Client Attraction Bundle

• Description: For established wellness coaches ready to fill their calendars, funnels, nurture sequences, and offers proven to attract dream clients.

• Dates: Outreach Jun 1 · Locked Jun 30 · Promo kit Jul 8 · Opens Jul 15 · Closes Jul 22

• Theme: Client attraction specifically for wellness & health coaches (narrow = higher conversion)

• Selling goal: Your signature course, "Booked & Balanced" ($497)

• Expert requirement: ✅ 1K list minimum (contributors who bring real reach inside the niche)

• Cap: 25 experts

Example 3 → The Seasonal Event Bundle
Type: time-based, premium contributors, high-ticket upsell

• Title: The Q4 Cash Injection: Your Black Friday Launch Bundle

• Description: A limited-time stack of high-value launch assets, promo templates, and sales strategies to help course creators have their biggest Q4 ever.

• Dates: Outreach Sep 15 · Locked Oct 13 · Promo kit Oct 27 · Opens Nov 3 · Closes Nov 10 (timed just before Black Friday)

• Theme: Q4 / Black Friday launch strategy for course creators (seasonal and specific)

• Selling goal: Your high-ticket "Launch Lab" mastermind ($3,000) → warm leads primed for a big offer

• Expert requirement: ✅ 3K+ list minimum (premium, high-reach contributors for a big seasonal push)

• Cap: 20 experts