Chapter 5
Place the expansion offer at the right moment
Part of How to Increase Order Value With Bundles and Upsells.
Finish this chapter with a offer-placement map across the purchase journey you can use immediately to place the expansion offer at the right moment, while avoiding adding extras that dilute the core outcome.
What you’ll get
- A completed offer-placement map across the purchase journey, not a list of abstract ideas.
- One explicit decision rule for place the expansion offer at the right moment.
- A 45-minute execution sequence you can repeat yourself or hand to a teammate.
- A quality gate that tells you whether to move forward, run one small test, or revise the input.
Use this chapter as a working session
Open the document, spreadsheet, or Tapmy workspace where this decision will live. Replace sample language with the exact offer, buyer, channel, price, and evidence you have today. If a fact is missing, label it as an assumption and assign the smallest test that can resolve it.
| Time | Work | Concrete output |
|---|---|---|
| 0–10 min | Collect buyer words, traffic data, sales conversations, support questions, and current page copy. | A short evidence list with source and date. |
| 10–20 min | Make the single decision this chapter is designed to resolve. | A one-sentence decision and reason. |
| 20–35 min | Build the offer-placement map across the purchase journey with real names, numbers, links, and owners. | A usable operating asset. |
| 35–45 min | Review it from the buyer’s point of view and run the quality gate. | A keep, test, or revise decision. |
Before purchase
Use a visible bundle when buyers benefit from deciding between core and complete versions upfront. This works when the differences are easy to compare.
During the purchase journey
If the current Tapmy checkout supports an approved add-on or upgrade experience, keep it closely related, easy to decline, and clear about the new total. If it does not, do not imitate checkout behavior manually; present the expanded product as a separate store offer.
After purchase
Recommend a related next product only after confirming delivery and helping the customer start. Match follow-up to what they bought and respect the communication consent and unsubscribe requirements applicable to your audience.
Decision gates
| Evidence state | What it means | What to do next |
|---|---|---|
| The input is specific, current, and tied to a real buyer action | The offer-placement map across the purchase journey is ready to use. | Put it into the Tapmy journey and measure the next observable behavior. |
| One important input is assumed | The direction is testable, not yet proven. | Run the smallest test that can confirm or reject that assumption. |
| The asset serves several audiences, offers, or goals | The scope is too broad. | Narrow to one buyer, one job, one offer, and one reporting window. |
| The result depends on a claim you cannot show or deliver | Trust and delivery risk are higher than the upside. | Rewrite the promise around a supportable outcome. |
Quality standard
- The offer-placement map across the purchase journey names one buyer and one job.
- Every number has a timeframe, currency, or denominator where needed.
- Every link and handoff has an owner.
- The next action is visible without rereading the chapter.
- The decision can be measured through customer behavior.
- No claim is stronger than the evidence.
