Assessment
Quarterly Bundle Ledger
A repeating written record of how live bundles moved across the quarter, including festival windows, so the next pairing meeting is not starting from memory.
Who it is for
Shops that keep a fairly stable bundle list and want a named reader on the extracts every quarter rather than a one-off review.
What you leave with
Four ledgers a year, each ending in keep / split / rest notes that carry forward.
The ledger is not a dashboard login. At the end of each quarter you send extracts for the dates we agreed. We update the canvas: which pairings still earn their discount, which hero SKUs have started carrying the set alone, and which gifts have become expected rather than additive.
If you change more than half the live list in a quarter, we pause the ledger and suggest a fresh Performance Review. Festival-heavy quarters (Chinese New Year through 3.3, or 9.9 through 12.12) are read as two windows inside the same ledger, not as noise to be averaged away.
Other assessments
Bundle Offer Performance Review
A close reading of how your live bundles behaved on the commerce app: which companion SKU earned the discount, where the hero carried the set, and which pairings only moved when the window was already loud.
Read the scope
Campaign Window Briefing
A pre-window check of proposed pairings and discount depth, written against what the same SKUs did in the last comparable sale rather than against a hope for the coming one.
Read the scope
Catalog Pairing Session
A working table where we spread one category family and decide, SKU by SKU, which companions belong in a price bundle, which belong in a gift-with-purchase, and which should stay sold alone.
Read the scope