Entrepreneur School

Yes, you can be sipping Coronas at the lake while new subscribers roll into your inbox. (I’m literally doing that as this episode goes live)

In this episode of the Summer Strategy Snack Series, I’m giving you a peek behind the scenes of how bundles work—even when you’re totally offline. From how I gained over 300 subscribers (with a 91% retention rate!) to what makes a bundle worth your time, this is your play-by-play on how to use this list-building strategy without the burnout.

You’ll get my criteria for saying yes, my tech setup, and a real-time case study of two recent bundles that delivered big results.

We’ll Unpack:

  • What makes a bundle a strategic yes (and when to say no)
  • My 306-subscriber case study + retention stats
  • The tech + email setup you need to be bundle-ready
  • Why bundles are my go-to summer visibility strategy
  • Tips for finding and planning future collaborations

Whether you’re bundle-curious or ready to host your own, this episode breaks it all down in a real-talk, practical way—while I’m literally on vacation.

>>Your Next Steps:

Grab the 90-Day Visibility Sprint Starter Kit — your mini system to stay visible all summer long (with an AI assistant built in!)

Want support building your visibility strategy?

Get Valerie the Visibility Auditor, your strategy sidekick!

Book a call to talk about working together

Follow on Instagram (just not this summer!)

>>Thanks for Listening!

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Transcript
Kelly Sinclair:

Bundles are a visibility strategy that let you

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lean back without losing momentum. They help you build

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your list, make new connections and stay top of mind with

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aligned audiences all while you are sipping a nice coffee in

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your flip flops.

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This is the entrepreneur school podcast where we believe you can

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run a thriving business and still make your family a

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priority. This show is all about supporting you, the emerging or

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early stage Entrepreneur on your journey from solopreneur to CEO

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while wearing all of the other hats in your life. My name is

Kelly Sinclair:

Kelly Sinclair, and I'm a brand and marketing strategist who

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started a business with two kids under three. I'm a corporate PR

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girl turned entrepreneur after I learned the hard way that life

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is too short to waste doing things that burn you out on this

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show, you'll hear inspiring stories from other business

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owners on their journey and learn strategies to help you

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grow a profitable business while making it all fit into the life

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that you want. Welcome to entrepreneur School.

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Welcome back to another one of our summer strategy snack series

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episodes where we are keeping things light and practical and

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totally doable in limited time when you are feeling low energy.

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So before we dive in, I want to make sure that you have grabbed

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the 90 day visibility sprint starter kit. This resource is

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going to really help you with focusing on visibility. It

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doesn't rely on social media, and that you can do in under 10

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minutes a day this summer, I am stepping away completely from

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social media, no posting, no scrolling, no pressure. But that

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doesn't mean that I'm disappearing. I am still growing

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my business and staying visible in ways that feel aligned and

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sustainable, and one of the strategies that make that

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possible is bundles. And we had Dallas Travers on the podcast

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last week talking all about hosting bundles. But I thought,

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especially because this episode is coming out while I am on

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vacation at the lake and participating in bundles, I

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would share a little bit of a behind the scenes of what

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happens when you use this visibility strategy and then,

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like, literally go on vacation.

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So I want to do a bit of a case study from a past bundle explain

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why I keep saying yes to these and what makes them work so

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well, especially in the seasons like summer, where you want

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something that's a little more passive. Okay, let's dive in. So

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the first part I want to talk about is why I say yes to

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bundles. And I want to acknowledge that not all bundles

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are created equal. I have been in some that have not produced a

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whole lot of results, but the ones that work well are the ones

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that have aligned audiences.

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First and foremost, this is what you want to look for. If you're

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considering being part of a bundle, you want to know that

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it's going to help you reach the right people. This is a tactic,

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a visibility strategy, that is designed to help you reach

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directly to your target, ideal client. So make sure you

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consider that when you're evaluating whether the

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opportunity makes sense. The other thing I love to look at is

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a host that you want to collaborate with more so

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somebody, if you want to be part of their bundle, as a starting

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point, but maybe that's an opportunity for you to build

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more of a relationship with that person, to be a part of a

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podcast, to create some other kind of collaborative experience

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together. That's one kind of entry point into building a

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relationship. So that's another big consideration for me. Case

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in point, Dallas being on my podcast, because I am in her

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bundle that she was just hosting as well. And we've been able to

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do, like a kind of a stacked collaboration strategy over the

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past couple of weeks, where we're sharing each other

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regularly. So there's a lot of crossover, and I think that that

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always helps with helping you stand out.

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Another thing that I look at when bundle hosts send out their

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requests to contribute, or you come across the application to

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contribute to a bundle. Flexible promotion requirements is a big

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one. So I've been in bundles that have requested, you know,

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multiple emails over the course of a period of time. Maybe I've

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been in three month long bundles, one month long bundles,

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one week. Week long bundles and every kind of combination of

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timeline from there, but the ones that have flexible

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promotion requirements, I find it's just so much easier to

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participate in and like when you get to the point of doing stuff

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like this more regularly, you probably also have a little more

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of a rebooked collaboration and promotion schedule, so you want

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to make sure that you have that flexibility with the host.

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That's not like you have to send out this email on this one day,

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because for me, sometimes that just doesn't work.

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So bundles are great for strategic visibility and

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automation and passive lead generation with fairly

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minimalist because the host often well should put together

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graphics swipe copy, which is essentially email templates that

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make it super easy for you to share about the event. And I

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find them especially useful in summer or slower seasons. I I

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look to schedule one to two bundles a month. I've taken some

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time off and gone back on, but I like to do a couple of

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collaborations per month. And so sometimes that can be two

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bundles, a bundle and a summit, a bundle on a podcast, any kind

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of combination of that. So I want to share a little case

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study from a past bundle, and I can't share the one of the

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current one that I'm in, because I obviously don't have the stats

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in two bundles over the course of four weeks. The first one was

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called pot of gold, which is hosted by my friend Linda Sidhu

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and I also was part of my friend Allison Hardy's AI bundle. So

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they were two different bundles, but I put the same product into

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both of them, because pot of gold was literally just for

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anything related to business. So this was a bigger one more

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general in topic, versus Allison's, which was aI

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specific. So it had to have, it had to be an AI tool. So what I

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did offer was my AI tool called Penny, the podcast promoter. She

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is a custom GPT that I built that takes your podcast script

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transcript and turns it into a script for a 62nd video clip

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that you can create to promote your show, almost like a little

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show trailer. And it also writes you a social media caption to go

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with that. So because I was finding for me, and just a

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little side note on what that actual offer is, is that, you

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know, I would spend all this time or money having somebody go

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through my podcast and get a video clip out of it, and then

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put that on social media as part of the promotion, and that was

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taking a lot of time and resources. And I thought,

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instead, I'll just make a 62nd video, but I wanted to be able

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to do that based on what I was talking about in the episode.

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And so really easy to grab a transcript and then have aI read

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that transcript and turn it into basically a reel based on best

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practices and quote viral video strategy. So that's what Penny

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does.

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So I want to share the results. I think both of these bundles

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were open for a month, so let me just break that down quickly. A

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host will say that the event is taking place for like, say, one

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week, one week or two weeks, and that is the period of time that

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people can subscribe to the bundle. But then on the back end

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of that, the bundle subscribers have an additional couple of

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weeks, so a total of, say, a month to actually go shopping

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for their free digital products that they now have access to

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because they subscribe to the bundle. So say for me, as a

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bundle contributor, I will see email subscribers joining

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through that bundle for about one month. So it's not all in

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one day or anything. There's definitely like spikes and stuff

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that happen. But so in a month for each of these bundles, I had

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added 159 and 157 subscribers. So a total of 306 three or

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something like, what? But it's math right now. Anyways. Oh,

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wait, no, that's not the right number. It's close, though.

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That's how many I still have left after multiple months since

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they subscribed. So I'm going to get to that in a second. So for

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the pot of gold, they act. Actually added 185 people, which

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was a 67% conversion rate on my landing page. And for Allison's

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AI bundle, I added 162 people, and that was a 63% conversion

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rate. And it's the retention rate that I actually care about

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the most, which means that I still have 91% of those people

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on my list after two months. So they've stayed. They have

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received multiple emails from me, and they they think it's

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valuable enough to still be there, which is great. That

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shows really strong alignment with the audience.

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So I want to talk about what makes a bundle successful? What

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some of these ones in particular, why they worked.

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Number one is host communication. So essentially,

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the host is creating an online event, and they have a lot of

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moving parts to organize and go back and listen to Dallas's

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interview, if you want to kind of get the nitty gritty on what

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those are. But as a contributor, I look for organization, good

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communication, promotional materials being available in

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advance so that I can actually schedule things and automate

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them, so I don't have to be like active during the time that it's

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happening. Promotional support is that they actually provide

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these materials, social media, graphics, or variety of

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different kind of graphics you can use in emails, as well as

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that swipe copy, that template that you can just take and

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customize to yourself.

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And then another one that's really important is to look at

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the other contributors, and see the alignment there are the

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other people who are participating. And again, this

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is something you can only evaluate afterwards, because you

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don't necessarily know who's in it until you're in it is to look

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at look at those people, and see what kind of alignment there is

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there that also provides an opportunity for you to reach out

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and connect to other contributors about other

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collaboration opportunities, which I'm all about, taking one

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thing and turning it into multiple things. So if you're in

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a bundle, definitely reach out to other bundle contributors,

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maybe like me. Now that I've talked to Dallas, I want to host

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a bundle, and I'm going to look at those other contributions to

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see what opportunities there are for maybe inviting some of those

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people to be part of my event in the future. And again, this may

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be somebody else you might want to collaborate with. So you want

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to get their free gift, be on their email list and reply to

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their emails and build relationships with them, as was

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noted in one of the episodes I did earlier in this strategy

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stack series about reaching out and replying to email

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newsletters.

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So I just want to break down a little bit of what kind of

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setup, tech setup, etc, that you might need as a bundle

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contributor. So you need a free gift, some kind of digital

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product, checklist, tool thing, which generally is a good idea

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to have, because you need to build an email list. We've

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talked about this in a variety of episodes before. Building an

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email list is one of the best ways to build relationships with

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potential clients. And so you need to have this, prioritize

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this as part of your foundations. When I work with my

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clients, this is the foundations of visibility. We want to make

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sure you have something to actually give people, because if

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you're just going out and, quote, getting visible, but

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there's no way to turn that into an ongoing relationship via

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email. So this is like the digital version of giving out

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your business card, except there's a president attached to

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it, so somebody might actually want to keep it instead of

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putting it in a pile on their desk. Right? So what happens

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then, after you provide the digital product, is that

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somebody will subscribe to it, and then you will send them

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what's called a welcome series, right? So a series of

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communications and emails to, if you think about it, just like

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guide them through who you are, what they're there for, how they

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can use this tool. There's a lot of different ways that you can

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create a welcome series, but this is about something that you

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want to automate and program into your email marketing

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system. Some of the key content should be delivering the actual

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resource. I like to also send a reminder about using it, and

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maybe an example of how to use it, or pointing out a specific

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feature or tool that's involved in that resource. I also have

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been lately in more of a market research mode. I don't have like

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I'm changing some of my offers, right? I'm moving. Into this AI

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and marketing and visibility space. So I don't have, like, a

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lot of people would have, like, a very specific, this is the

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journey I want them to go on my audience, so that I can invite

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them to a specific product. For me, that's not what I'm doing at

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the moment, I'm actually asking my new people to fill out a very

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short survey so that I can get to know them better, so I get

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that context of who's joining my list, what kind of things

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they're struggling with, what kind of things they want, and

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then I send a couple of emails that actually invite them onto a

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call to talk about their visibility. So that is

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converting a little bit. I'm having a few calls with people

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who've come onto my list from that to just talk to them about

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what what they're up to, and how I could potentially help. So

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that's essentially a discovery call, where I will have the

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opportunity to offer some kind of a product or service or

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program, and that's how I can make sales.

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And then ultimately, then after that point, I just turn them

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over to my regular email list, which, if you are on my email

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list, what you get from me is a weekly recap of my podcast. So I

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don't just send you a link to the podcast, but actually the

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highlights of the key messages and the key learnings from that

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episode. I will probably also send a weekly collaboration of

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some kind. And for the summer, I'm also doing my summer off

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social email diaries where I'm talking about all of the things

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related to not being on social media for the entire summer. So

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that's kind of the like tech setup behind the scenes, but

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once you do it one time, you can rinse and repeat this. So it

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might be a little bit more of a lift the first time that you do

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a bundle, but the payoff can be huge in terms of actually

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getting people on your email list, which I think my first

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probably four years of business, I had a freebie because I knew

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that was what you were supposed to do, but it was just like on

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my website. And so if people didn't go to my website, they

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didn't get it. How was it getting people to my website?

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Like, not like, unless I went to an event and, like, told them

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about it, I met somebody, and they went to my website, right?

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It was a very slow churn. This is a much, much faster way. And

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get, you know, one to 200 subscribers every time I

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participate in a bundle. So it's less when you're a bundle

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contributor, because you're not getting all of the email lists

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you're just or all of the email subscribers that join the

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bundle, just the ones that want your thing. But that's also a

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good thing, because the ones that want your thing should be

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aligned with you and your business, right? So not every

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bundle is worth it, but what makes it a yes for me is strong

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host and clear audience alignment. So those are the two

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core evaluations that I do. I also want to look at like

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contributor overlap. So for me, if it's just a marketing bundle,

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that's actually harder for me to stand out as a marketing person

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than if it's a bundle about something else, and I get to

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speak to the marketing element of it, and I'm one of fewer

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people who are doing that. This is all about having a focus

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theme that matches your offer, and that's the filter to put it

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through. So the great thing about bundles is that you can

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prep early and plan it out, because as a bundle organizer,

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it takes a while, so people often are doing this, you know,

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a couple of months in advance. So I have already got bundles on

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my calendar two months from now, events on my calendar, like

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collaboration, things that I'm doing up to six months from now,

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which is great, because then I know that I have that list

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building effort happening in the future.

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So here's the key takeaway for you today for this strategy

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snack, is that bundles are a visibility strategy that let you

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lean back without losing momentum. They help you build

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your list, make new connections and stay top of mind with

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aligned audiences all while you are sipping a nice coffee in

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your flip flops, yes, literally, at the beach or on a boat or on

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a paddle board or these are all the things I'm doing this week

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While this episode is released, if I'm receiving bundle bundle

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subscribers to my email list. So if you've ever wanted to grow

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your audience without adding more to be your plate, I highly

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recommend exploring bundles as part of your long term

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visibility plan. And if you're wondering what kind of freebies

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work best for something like this, you can grab my. I

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resource the 90 day visibility sprint starter kit. It is the

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kind of lead magnet that I use in bundles, and it'll help you

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to get visible in ways that are strategic and sustainable. So to

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grab that, just head to the link in the show notes and make sure

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to come back next week for another strategy snack. I'm

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going to be talking to you all about booking coffee chats and

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how to actually make those lead somewhere and not waste your

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time. Don't miss it. Talk to you next week.