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Yesterday, our example holiday forecast put customer acquisition at $32. That number is useful only if you know what each order needs to bring in after the discount, product and delivery costs.

Today’s deep dive works back to a $120 target order, then shows how to build an offer that helps customers reach it without relying on a bigger sitewide discount.

Today: We build a Black Friday offer around your target AOV, show how to plan BFCM with your team in ChatGPT Spaces, cover new shopping tools and find your lowest-cash day.

Today’s Deep Dive

How to Build a Black Friday Offer Around Your Target AOV

Start with Part 1 if you have not forecast your holiday CAC yet. In that example, we estimated $32 to acquire a new customer.

Today, we use that number to build an offer that can cover acquisition and leave money behind.

The question: how much must the customer spend, and what would make that purchase feel worthwhile?

Step 1: Decide what the first order needs to leave behind

This decision comes down to the business model and the category you are in. A brand selling durable goods or items for gifting cannot rely on LTV and will need to make money on every order.

A brand selling a subscription can break even on the first order and then make money or repeat purchases.

Those are different decisions, even with the same $32 acquisition cost.

Two illustrative AOV targets after a $32 acquisition cost

Two different first-order goals. The choice depends on whether repeat purchasing is proven.

We’ll follow the left-hand path. This brand cannot safely count on another purchase, so it wants $20 left from the first order.

Step 2: Work back to the AOV you need

AOV is your average order value: what customers spend per order. Here is the minimum our example needs to average.

Assume the products cost about half of what the customer pays. Shipping, fulfilment, fees and expected returns add another $8 per order.

The order must cover $32 to acquire the customer, $8 in other costs and leave $20. That’s $60 after product costs. If product costs consume the other half, the customer needs to spend $120.

Illustrative $120 holiday order cost breakdown

An illustrative $120 order: $60 product cost + $8 other order costs + $32 CAC + $20 left behind.

That gives us a planning target. It is not permission to put any bundle on sale for $120. Once we choose the actual products and gifts, we must replace the 50% assumption with their real costs.

Step 3: Give customers a reason to spend $120

This is where the offer comes in.

A 20% discount on a $100 product takes the order down to $80. If that product costs $50, the brand loses $10 after the $8 order cost and $32 acquisition cost. The discount creates a deal for the customer, but misses the brand’s goal.

An offer considers the whole purchase: the products, quantity, price, useful extras and terms. Here are three ways brands make a larger purchase attractive.

Make the bundle the natural choice. Valentte sells reed diffusers. On its diffuser page, shoppers see 1-, 3-, 6- and 10-packs. The three-pack is selected, and they can choose the scents. The saving is attached to buying a useful collection, not a single discounted diffuser.

Our earlier Valentte deep dive explains the broader offer: the team worked backward from a roughly £40 order and added proof, delivery and a guarantee to make the bundle easier to choose. Founder Luke Pearce said it added £200,000 a week in sales.

Valentte reed diffuser bundle page with 1-, 3-, 6- and 10-pack options

Valentte makes a multi-diffuser purchase easy to choose.

Reward a bigger set. Jones Road’s Miracle Balm page offers one mini for $20, three for $19 each, or six for $18 each. The price per item falls while the total purchase grows. If your target is $120, design your tiers around that target rather than copying Jones Road’s quantities.

We covered Jones Road’s Labor Day sale as another version of this idea. One product got no discount; buying three, five or seven unlocked progressively larger savings. It rewarded a bigger basket.

Jones Road Miracle Balm volume pricing options

Jones Road gives a lower per-item price at higher quantities.

Offer more for a longer commitment. IM8’s 90-day option is billed at $235 every 12 weeks. It pairs the longer supply with a welcome kit and a 90-day program. That gives a subscriber reasons to choose the larger first purchase beyond a percentage saving.

IM8 90-day supplement supply and welcome kit offer

IM8 adds a welcome kit to its longer supply option.

Want to inspect a complete example? See Valentte’s live diffuser offer: it makes a multi-scent bundle the easy choice. Our Valentte funnel breakdown shows how the ads, landing pages and offer connect.

What to do today

1. Set your first-order goal. Write down your expected holiday CAC and how much you need left after the order to cover overhead and profit. If you can afford to earn less on the first order because repeat purchases are proven, make that an explicit choice.

2. Calculate your target AOV. Add expected CAC, other per-order costs and your desired amount left behind. Divide by the share of each sale left after product costs. In our example: ($32 + $8 + $20) ÷ 50% = $120.

3. Build one offer that can reach it. Try a useful bundle, a larger quantity tier or a longer subscription commitment. Give the customer a reason to choose it beyond a discount.

4. Check the real order math. Subtract the cost of every item and gift, delivery costs and expected CAC from what the customer pays. Then check the likely mix of orders: a $120 bundle will not create a $120 AOV if most people still choose the $80 option.

AI Launch Codes

ChatGPT Spaces: Your Team and AI Can Now Share a Workspace

On September 29, OpenAI announced ChatGPT Space. If Notion and Google Drive had a baby, this might be it.

A Space groups the work for a project. A Page is an editable document inside it that people and ChatGPT can work on together. It can hold a checklist, files, tables and interactive tools.

Here’s the BFCM 2026 Space we created. It holds a Black Friday Decision Tracker, and the New menu shows Pages available now, with Sheets and Slides marked coming soon.

BFCM 2026 Space showing a decision tracker and menu with Sheets and Slides coming soon

Our BFCM 2026 Space.

What can you do in it?

  • Keep the work together: plans, files, images and the source material behind decisions.

  • Build Pages with ChatGPT: turn rough notes into a plan, checklist or table, then ask it to revise a specific part or add an interactive tool.

  • Bring in your team: invite people to view, comment on or edit the same Pages.

The difference is what happens after AI writes the first draft. Instead of copying its answer into another tool, your team can keep working on that Page with ChatGPT.

We tried it with our BFCM plan. First, a checklist. ChatGPT gave us a long first draft of the work to do.

Long first draft of a BFCM planning checklist in a ChatGPT Page

First draft of our BFCM planning checklist.

Then, a calculator. We built an interactive Meta spend calculator in a Page. Change the revenue goal, CPM, click-through rate, conversion rate or order value, and the example budget changes with it.

Interactive BFCM Meta spend calculator with editable assumptions and example results

Our BFCM Meta spend calculator, using illustrative inputs.

Then, a forecast. We added a sales scenario chart that lets us switch between growth assumptions. The screenshot uses dummy sales data, so it demonstrates the tool, not a reliable sales prediction.

Interactive BFCM sales scenario chart with dummy historical data and scenario selector

Our sales scenario chart, built with dummy data.

Now the team has more than three AI answers scattered across chats. They can review the checklist, challenge the calculator’s assumptions and discuss the sales scenario in the same shared Space. ChatGPT can help update the work as decisions change.

In the paid walkthrough, we’ll show how to build those three parts in your own BFCM Space, use your numbers and bring your team in to check what the plan is missing.

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While You Were Building

In the Headlines

Shopping Assistant answers product questions inside TikTok’s browser, while Buy Direct lets shoppers check out without leaving the app. Brands remain the merchant of record, but access is limited to eligible tests for now. If you advertise on TikTok, the details you supply about fit, availability and delivery may soon matter as much as the ad itself.

The new tools generate titles, descriptions, feature bullets and FAQs from merchant catalogs. Feedonomics says its version can serve brands on any platform. The practical reminder: AI shopping results depend on clear, accurate product data, not just a polished product page.

Recognized Shop users can move between a merchant’s store and the Shop app without losing their cart. Shopify also says Shop can remind them about abandoned items. Test the journey on your own store and account for Shop’s recovery messages alongside your existing email and SMS flows.

Daily Growth Rep

💰 Today’s Growth Rep: Find Your Lowest-Cash Day

Map the next 14 days of cash so you know when your balance will be tightest.

Why this works:

  • Strong sales can still leave you short when ad bills and supplier payments land before payouts.

  • The timing of cash matters as much as the month’s profit.

  • Spotting a shortfall early gives you time to act.

Your rep:

  • Start with today’s available cash balance.

  • List confirmed incoming payouts and bills due over the next 14 days, by date.

  • Calculate the running balance and circle its lowest point.

  • If it falls below the cash needed for payroll and fulfilment, postpone one optional purchase or collect a payment due.

Report: “Cash low point found.”

Know the pinch point before you commit more cash.

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