Hire an AI bundle and add-on offer test planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A read of where your orders cluster, with a free-shipping or gift line set just above each cluster
• A multipack ladder for your hero product with shipping and profit per order at each tier
• A bundle table with the default tier, the price per unit and the margin after discount, shipping and gift
• Two to four after-sale offers, each with its ask and extra profit per order
• A profit-per-session comparison, with a trust score out of 100
• A verdict on your test results, as ship, do not ship, re-test or inconclusive, with a score out of 100

How it does the job well

• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

Mistakes it avoids

• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.
• Calling a test winner before there is enough data.

What a good result looks like

An example, not your task: Your average order has stayed flat for months and ad costs leave little room to grow.

• Step 1: Thresholds. Where your orders cluster, a free-shipping or gift line above each peak, and a multipack ladder with profit per order.
• Step 2: Bundles. A tier table with price, price per unit, shipping and margin, plus a default tier.
• Step 3: After-sale offers. What buyers need next, offers with the ask and extra profit per order, and a follow-up message.
• Step 4: Profit per session. A variant table, flags for offers that lower profit per visitor, a winner and a score out of 100.
• Step 5: Test verdict. A call to keep, change or stop, a trust score, the result range and a log entry.
• Hand-back summary. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Alex Hormozi and Joseph Sugarman would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Set the threshold. Order threshold planner puts your orders in value buckets and sets one line just above each peak. It builds a multipack ladder for your hero product and shows the profit change per order at each tier.
• Build the bundles. Bundle and quantity-break builder makes a tier table for one product, such as 1, 3 and 6. It picks a middle tier as the default and counts shipping savings against the discount. It checks each tier clears your margin floor.
• Plan the after-sale offer. After-sale offer planner lists what buyers need once they have bought. It picks add-ons that fit and cost little, writes each as an easy yes and works out extra profit per order.
• Check profit per session. Offer profit-per-session checker builds a cost table for each variant. It flags offers that raise order value but lower profit per visitor, picks a winner and scores how far you can trust the read.
• Read the test. Store test verdict maker checks the traffic split, run length and tracking, then reads the result as a range in money. It gives a call and a log entry.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id raise-order-value-with-bundles-and-add-ons-you-can-check only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/raise-order-value-with-bundles-and-add-ons-you-can-check/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• An export of your orders with order values and dates
• Your product list with prices, costs and shipping costs
• Your current offers, codes and free-shipping rule (optional)
• Session and conversion numbers for the same dates (optional)
• An export of orders and profit after the test, which it asks for halfway through

Tools and access

• Shopify: Its order export gives order totals and units per order, and its settings let you set free-shipping rates by order value.
• Google Sheets: Use a histogram chart to see the peaks before and after the skill reads them.
• Any good chat AI: It does the tier maths and writes the lines from the numbers you paste.
• Shopify: Shopify has bundle features, and apps add quantity breaks and pack builders. Bundle and pack-builder apps may need a paid plan or a monthly fee, so check cost against your store's plan. Check what your theme supports.
• Any good chat AI: Listing needs and writing short offers is text work any strong chat AI handles.
• Your checkout or order tool: It shows add-on take rates and lets you split orders for a test.
• Any good chat AI: It builds the cost tables and sums from the numbers you paste.
• Google Sheets: A sheet keeps the cost lines in one place so each new test only needs sessions and orders.
• Shopify admin reports: Sessions, orders and conversion rate by landing page for each variant.
• Any good chat AI: It does the checks and the money sums from your pasted numbers.
• Your testing tool's export: Users per version, conversions and dates come straight from its results page or a CSV.

Functions and deliverables

• Bundle and add-on offer test planner: Share orders, product costs and offer limits. Get shipping thresholds, bundles, after-sale offers and a profit-focused test plan.
  • A read of where your orders cluster, with a free-shipping or gift line set just above each cluster
  • A multipack ladder for your hero product with shipping and profit per order at each tier
  • A bundle table with the default tier, the price per unit and the margin after discount, shipping and gift
  • Two to four after-sale offers, each with its ask and extra profit per order
  • A profit-per-session comparison, with a trust score out of 100
  • A verdict on your test results, as ship, do not ship, re-test or inconclusive, with a score out of 100
• Order threshold planner: Set a free shipping threshold from your real order sizes, not the average. Get offers just above each peak, plus a multipack ladder.
  • A read of your order spread: one peak or two, and where each sits
  • A threshold for each peak, set as a small stretch and not a jump
  • A multipack ladder with the default option marked
  • A choice of dollar off or percent off for each price range, and the profit change per order for each tier
• Product pack and quantity discount planner: Share one product, prices and costs. Get pack sizes, a suggested default, gifts, price lines and cost checks for each tier.
  • A tier table (for example 1, 3, 6) with price, per-unit price and savings
  • The pre-selected tier and why, plus a gift for each tier
  • Price lines per unit, per day or per serving, and a one-line reason for each tier
  • An entry offer and a list of checks it missed
• After-sale offer planner: Share your product, costs and current offer. Get fitting add-ons, estimated profit per order and a one-change test plan.
  • A list of what buyers need after the first sale
  • Two to four follow-on offers, each written as an easy yes
  • A test plan with one change at a time and extra profit per order
  • A log sheet for results and lessons
• Offer profit-per-session checker: Share offer variants, full costs and traffic results. Compare contribution per session, break-even figures and a custom evidence score.
  • A table of net profit per order and per session for every variant
  • Break-even ROAS and CPA for each, and a flag for offers that raise AOV but lower profit per session
  • A winner and a recommended next test
  • A trust score out of 100 with the sum shown, and a list of checks it could not run
• Store test evidence reviewer: Check if your store test result can be trusted. Get a ship call, the lift as a range in money, and a trust score out of 100.
  • Pass or fail on the split, run length, early stopping and tracking checks
  • The lift as a range, and what it is worth per month in gross profit
  • One call: ship, do not ship, re-test or inconclusive
  • A trust score out of 100 with the sum shown, and a test log entry
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Alex Hormozi: Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.
  • Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back
  • The answer or the work, in Alex Hormozi's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Joseph Sugarman: Build a story-led product page through Joseph Sugarman’s recorded approach. Keep readers moving, state the drawback and plan a small test before rollout.
  • Your problem worked on the way Joseph Sugarman would: their questions, their method, their push-back
  • The answer or the work, in Joseph Sugarman's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Your average order has stayed flat for months and ad costs leave little room to grow.
• You offer free shipping or a bundle and are not sure it makes money.
• You sell something people use more than once and want a bigger first order.

Limits to check before starting

• Your store has too few orders to show where they cluster: do a plain pricing review by hand first, then come back.
• You do not know your shipping cost per order: work that out first, because the sums depend on it.
• You only want to check one discount for margin: use the Discount margin and ad-cost checker.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Start with your order export and product costs. Say which shipping cost you pay on each order.
• Check each bundle's margin against your floor before you publish any of it.
• Run the offers for two to four weeks. Then export orders and profit for the same dates and give them to the last step.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/raise-order-value-with-bundles-and-add-ons-you-can-check for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.