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
Bundles are a visibility strategy that let you
Kelly Sinclair:lean back without losing momentum. They help you build
Kelly Sinclair:your list, make new connections and stay top of mind with
Kelly Sinclair:aligned audiences all while you are sipping a nice coffee in
Kelly Sinclair:your flip flops.
Kelly Sinclair:This is the entrepreneur school podcast where we believe you can
Kelly Sinclair:run a thriving business and still make your family a
Kelly Sinclair:priority. This show is all about supporting you, the emerging or
Kelly Sinclair:early stage Entrepreneur on your journey from solopreneur to CEO
Kelly Sinclair: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
Kelly Sinclair:started a business with two kids under three. I'm a corporate PR
Kelly Sinclair:girl turned entrepreneur after I learned the hard way that life
Kelly Sinclair:is too short to waste doing things that burn you out on this
Kelly Sinclair:show, you'll hear inspiring stories from other business
Kelly Sinclair:owners on their journey and learn strategies to help you
Kelly Sinclair:grow a profitable business while making it all fit into the life
Kelly Sinclair:that you want. Welcome to entrepreneur School.
Kelly Sinclair:Welcome back to another one of our summer strategy snack series
Kelly Sinclair:episodes where we are keeping things light and practical and
Kelly Sinclair:totally doable in limited time when you are feeling low energy.
Kelly Sinclair:So before we dive in, I want to make sure that you have grabbed
Kelly Sinclair:the 90 day visibility sprint starter kit. This resource is
Kelly Sinclair:going to really help you with focusing on visibility. It
Kelly Sinclair:doesn't rely on social media, and that you can do in under 10
Kelly Sinclair:minutes a day this summer, I am stepping away completely from
Kelly Sinclair:social media, no posting, no scrolling, no pressure. But that
Kelly Sinclair:doesn't mean that I'm disappearing. I am still growing
Kelly Sinclair:my business and staying visible in ways that feel aligned and
Kelly Sinclair:sustainable, and one of the strategies that make that
Kelly Sinclair:possible is bundles. And we had Dallas Travers on the podcast
Kelly Sinclair:last week talking all about hosting bundles. But I thought,
Kelly Sinclair:especially because this episode is coming out while I am on
Kelly Sinclair:vacation at the lake and participating in bundles, I
Kelly Sinclair:would share a little bit of a behind the scenes of what
Kelly Sinclair:happens when you use this visibility strategy and then,
Kelly Sinclair:like, literally go on vacation.
Kelly Sinclair:So I want to do a bit of a case study from a past bundle explain
Kelly Sinclair:why I keep saying yes to these and what makes them work so
Kelly Sinclair:well, especially in the seasons like summer, where you want
Kelly Sinclair:something that's a little more passive. Okay, let's dive in. So
Kelly Sinclair:the first part I want to talk about is why I say yes to
Kelly Sinclair:bundles. And I want to acknowledge that not all bundles
Kelly Sinclair:are created equal. I have been in some that have not produced a
Kelly Sinclair:whole lot of results, but the ones that work well are the ones
Kelly Sinclair:that have aligned audiences.
Kelly Sinclair:First and foremost, this is what you want to look for. If you're
Kelly Sinclair:considering being part of a bundle, you want to know that
Kelly Sinclair:it's going to help you reach the right people. This is a tactic,
Kelly Sinclair:a visibility strategy, that is designed to help you reach
Kelly Sinclair:directly to your target, ideal client. So make sure you
Kelly Sinclair:consider that when you're evaluating whether the
Kelly Sinclair:opportunity makes sense. The other thing I love to look at is
Kelly Sinclair:a host that you want to collaborate with more so
Kelly Sinclair:somebody, if you want to be part of their bundle, as a starting
Kelly Sinclair:point, but maybe that's an opportunity for you to build
Kelly Sinclair:more of a relationship with that person, to be a part of a
Kelly Sinclair:podcast, to create some other kind of collaborative experience
Kelly Sinclair:together. That's one kind of entry point into building a
Kelly Sinclair:relationship. So that's another big consideration for me. Case
Kelly Sinclair:in point, Dallas being on my podcast, because I am in her
Kelly Sinclair:bundle that she was just hosting as well. And we've been able to
Kelly Sinclair:do, like a kind of a stacked collaboration strategy over the
Kelly Sinclair:past couple of weeks, where we're sharing each other
Kelly Sinclair:regularly. So there's a lot of crossover, and I think that that
Kelly Sinclair:always helps with helping you stand out.
Kelly Sinclair:Another thing that I look at when bundle hosts send out their
Kelly Sinclair:requests to contribute, or you come across the application to
Kelly Sinclair:contribute to a bundle. Flexible promotion requirements is a big
Kelly Sinclair:one. So I've been in bundles that have requested, you know,
Kelly Sinclair:multiple emails over the course of a period of time. Maybe I've
Kelly Sinclair:been in three month long bundles, one month long bundles,
Kelly Sinclair:one week. Week long bundles and every kind of combination of
Kelly Sinclair:timeline from there, but the ones that have flexible
Kelly Sinclair:promotion requirements, I find it's just so much easier to
Kelly Sinclair:participate in and like when you get to the point of doing stuff
Kelly Sinclair:like this more regularly, you probably also have a little more
Kelly Sinclair:of a rebooked collaboration and promotion schedule, so you want
Kelly Sinclair:to make sure that you have that flexibility with the host.
Kelly Sinclair:That's not like you have to send out this email on this one day,
Kelly Sinclair:because for me, sometimes that just doesn't work.
Kelly Sinclair:So bundles are great for strategic visibility and
Kelly Sinclair:automation and passive lead generation with fairly
Kelly Sinclair:minimalist because the host often well should put together
Kelly Sinclair:graphics swipe copy, which is essentially email templates that
Kelly Sinclair:make it super easy for you to share about the event. And I
Kelly Sinclair:find them especially useful in summer or slower seasons. I I
Kelly Sinclair:look to schedule one to two bundles a month. I've taken some
Kelly Sinclair:time off and gone back on, but I like to do a couple of
Kelly Sinclair:collaborations per month. And so sometimes that can be two
Kelly Sinclair:bundles, a bundle and a summit, a bundle on a podcast, any kind
Kelly Sinclair:of combination of that. So I want to share a little case
Kelly Sinclair:study from a past bundle, and I can't share the one of the
Kelly Sinclair:current one that I'm in, because I obviously don't have the stats
Kelly Sinclair:go back to March and April of:Kelly Sinclair:in two bundles over the course of four weeks. The first one was
Kelly Sinclair:called pot of gold, which is hosted by my friend Linda Sidhu
Kelly Sinclair:and I also was part of my friend Allison Hardy's AI bundle. So
Kelly Sinclair:they were two different bundles, but I put the same product into
Kelly Sinclair:both of them, because pot of gold was literally just for
Kelly Sinclair:anything related to business. So this was a bigger one more
Kelly Sinclair:general in topic, versus Allison's, which was aI
Kelly Sinclair:specific. So it had to have, it had to be an AI tool. So what I
Kelly Sinclair:did offer was my AI tool called Penny, the podcast promoter. She
Kelly Sinclair:is a custom GPT that I built that takes your podcast script
Kelly Sinclair:transcript and turns it into a script for a 62nd video clip
Kelly Sinclair:that you can create to promote your show, almost like a little
Kelly Sinclair:show trailer. And it also writes you a social media caption to go
Kelly Sinclair:with that. So because I was finding for me, and just a
Kelly Sinclair:little side note on what that actual offer is, is that, you
Kelly Sinclair:know, I would spend all this time or money having somebody go
Kelly Sinclair:through my podcast and get a video clip out of it, and then
Kelly Sinclair:put that on social media as part of the promotion, and that was
Kelly Sinclair:taking a lot of time and resources. And I thought,
Kelly Sinclair:instead, I'll just make a 62nd video, but I wanted to be able
Kelly Sinclair:to do that based on what I was talking about in the episode.
Kelly Sinclair:And so really easy to grab a transcript and then have aI read
Kelly Sinclair:that transcript and turn it into basically a reel based on best
Kelly Sinclair:practices and quote viral video strategy. So that's what Penny
Kelly Sinclair:does.
Kelly Sinclair:So I want to share the results. I think both of these bundles
Kelly Sinclair:were open for a month, so let me just break that down quickly. A
Kelly Sinclair:host will say that the event is taking place for like, say, one
Kelly Sinclair:week, one week or two weeks, and that is the period of time that
Kelly Sinclair:people can subscribe to the bundle. But then on the back end
Kelly Sinclair:of that, the bundle subscribers have an additional couple of
Kelly Sinclair:weeks, so a total of, say, a month to actually go shopping
Kelly Sinclair:for their free digital products that they now have access to
Kelly Sinclair:because they subscribe to the bundle. So say for me, as a
Kelly Sinclair:bundle contributor, I will see email subscribers joining
Kelly Sinclair:through that bundle for about one month. So it's not all in
Kelly Sinclair:one day or anything. There's definitely like spikes and stuff
Kelly Sinclair:that happen. But so in a month for each of these bundles, I had
Kelly Sinclair:added 159 and 157 subscribers. So a total of 306 three or
Kelly Sinclair:something like, what? But it's math right now. Anyways. Oh,
Kelly Sinclair:wait, no, that's not the right number. It's close, though.
Kelly Sinclair:That's how many I still have left after multiple months since
Kelly Sinclair:they subscribed. So I'm going to get to that in a second. So for
Kelly Sinclair:the pot of gold, they act. Actually added 185 people, which
Kelly Sinclair:was a 67% conversion rate on my landing page. And for Allison's
Kelly Sinclair:AI bundle, I added 162 people, and that was a 63% conversion
Kelly Sinclair:rate. And it's the retention rate that I actually care about
Kelly Sinclair:the most, which means that I still have 91% of those people
Kelly Sinclair:on my list after two months. So they've stayed. They have
Kelly Sinclair:received multiple emails from me, and they they think it's
Kelly Sinclair:valuable enough to still be there, which is great. That
Kelly Sinclair:shows really strong alignment with the audience.
Kelly Sinclair:So I want to talk about what makes a bundle successful? What
Kelly Sinclair:some of these ones in particular, why they worked.
Kelly Sinclair:Number one is host communication. So essentially,
Kelly Sinclair:the host is creating an online event, and they have a lot of
Kelly Sinclair:moving parts to organize and go back and listen to Dallas's
Kelly Sinclair:interview, if you want to kind of get the nitty gritty on what
Kelly Sinclair:those are. But as a contributor, I look for organization, good
Kelly Sinclair:communication, promotional materials being available in
Kelly Sinclair:advance so that I can actually schedule things and automate
Kelly Sinclair:them, so I don't have to be like active during the time that it's
Kelly Sinclair:happening. Promotional support is that they actually provide
Kelly Sinclair:these materials, social media, graphics, or variety of
Kelly Sinclair:different kind of graphics you can use in emails, as well as
Kelly Sinclair:that swipe copy, that template that you can just take and
Kelly Sinclair:customize to yourself.
Kelly Sinclair:And then another one that's really important is to look at
Kelly Sinclair:the other contributors, and see the alignment there are the
Kelly Sinclair:other people who are participating. And again, this
Kelly Sinclair:is something you can only evaluate afterwards, because you
Kelly Sinclair:don't necessarily know who's in it until you're in it is to look
Kelly Sinclair:at look at those people, and see what kind of alignment there is
Kelly Sinclair:there that also provides an opportunity for you to reach out
Kelly Sinclair:and connect to other contributors about other
Kelly Sinclair:collaboration opportunities, which I'm all about, taking one
Kelly Sinclair:thing and turning it into multiple things. So if you're in
Kelly Sinclair:a bundle, definitely reach out to other bundle contributors,
Kelly Sinclair:maybe like me. Now that I've talked to Dallas, I want to host
Kelly Sinclair:a bundle, and I'm going to look at those other contributions to
Kelly Sinclair:see what opportunities there are for maybe inviting some of those
Kelly Sinclair:people to be part of my event in the future. And again, this may
Kelly Sinclair:be somebody else you might want to collaborate with. So you want
Kelly Sinclair:to get their free gift, be on their email list and reply to
Kelly Sinclair:their emails and build relationships with them, as was
Kelly Sinclair:noted in one of the episodes I did earlier in this strategy
Kelly Sinclair:stack series about reaching out and replying to email
Kelly Sinclair:newsletters.
Kelly Sinclair:So I just want to break down a little bit of what kind of
Kelly Sinclair:setup, tech setup, etc, that you might need as a bundle
Kelly Sinclair:contributor. So you need a free gift, some kind of digital
Kelly Sinclair:product, checklist, tool thing, which generally is a good idea
Kelly Sinclair:to have, because you need to build an email list. We've
Kelly Sinclair:talked about this in a variety of episodes before. Building an
Kelly Sinclair:email list is one of the best ways to build relationships with
Kelly Sinclair:potential clients. And so you need to have this, prioritize
Kelly Sinclair:this as part of your foundations. When I work with my
Kelly Sinclair:clients, this is the foundations of visibility. We want to make
Kelly Sinclair:sure you have something to actually give people, because if
Kelly Sinclair:you're just going out and, quote, getting visible, but
Kelly Sinclair:there's no way to turn that into an ongoing relationship via
Kelly Sinclair:email. So this is like the digital version of giving out
Kelly Sinclair:your business card, except there's a president attached to
Kelly Sinclair:it, so somebody might actually want to keep it instead of
Kelly Sinclair:putting it in a pile on their desk. Right? So what happens
Kelly Sinclair:then, after you provide the digital product, is that
Kelly Sinclair:somebody will subscribe to it, and then you will send them
Kelly Sinclair:what's called a welcome series, right? So a series of
Kelly Sinclair:communications and emails to, if you think about it, just like
Kelly Sinclair:guide them through who you are, what they're there for, how they
Kelly Sinclair:can use this tool. There's a lot of different ways that you can
Kelly Sinclair:create a welcome series, but this is about something that you
Kelly Sinclair:want to automate and program into your email marketing
Kelly Sinclair:system. Some of the key content should be delivering the actual
Kelly Sinclair:resource. I like to also send a reminder about using it, and
Kelly Sinclair:maybe an example of how to use it, or pointing out a specific
Kelly Sinclair:feature or tool that's involved in that resource. I also have
Kelly Sinclair:been lately in more of a market research mode. I don't have like
Kelly Sinclair:I'm changing some of my offers, right? I'm moving. Into this AI
Kelly Sinclair:and marketing and visibility space. So I don't have, like, a
Kelly Sinclair:lot of people would have, like, a very specific, this is the
Kelly Sinclair:journey I want them to go on my audience, so that I can invite
Kelly Sinclair:them to a specific product. For me, that's not what I'm doing at
Kelly Sinclair:the moment, I'm actually asking my new people to fill out a very
Kelly Sinclair:short survey so that I can get to know them better, so I get
Kelly Sinclair:that context of who's joining my list, what kind of things
Kelly Sinclair:they're struggling with, what kind of things they want, and
Kelly Sinclair:then I send a couple of emails that actually invite them onto a
Kelly Sinclair:call to talk about their visibility. So that is
Kelly Sinclair:converting a little bit. I'm having a few calls with people
Kelly Sinclair:who've come onto my list from that to just talk to them about
Kelly Sinclair:what what they're up to, and how I could potentially help. So
Kelly Sinclair:that's essentially a discovery call, where I will have the
Kelly Sinclair:opportunity to offer some kind of a product or service or
Kelly Sinclair:program, and that's how I can make sales.
Kelly Sinclair:And then ultimately, then after that point, I just turn them
Kelly Sinclair:over to my regular email list, which, if you are on my email
Kelly Sinclair:list, what you get from me is a weekly recap of my podcast. So I
Kelly Sinclair:don't just send you a link to the podcast, but actually the
Kelly Sinclair:highlights of the key messages and the key learnings from that
Kelly Sinclair:episode. I will probably also send a weekly collaboration of
Kelly Sinclair:some kind. And for the summer, I'm also doing my summer off
Kelly Sinclair:social email diaries where I'm talking about all of the things
Kelly Sinclair:related to not being on social media for the entire summer. So
Kelly Sinclair:that's kind of the like tech setup behind the scenes, but
Kelly Sinclair:once you do it one time, you can rinse and repeat this. So it
Kelly Sinclair:might be a little bit more of a lift the first time that you do
Kelly Sinclair:a bundle, but the payoff can be huge in terms of actually
Kelly Sinclair:getting people on your email list, which I think my first
Kelly Sinclair:probably four years of business, I had a freebie because I knew
Kelly Sinclair:that was what you were supposed to do, but it was just like on
Kelly Sinclair:my website. And so if people didn't go to my website, they
Kelly Sinclair:didn't get it. How was it getting people to my website?
Kelly Sinclair:Like, not like, unless I went to an event and, like, told them
Kelly Sinclair:about it, I met somebody, and they went to my website, right?
Kelly Sinclair:It was a very slow churn. This is a much, much faster way. And
Kelly Sinclair:like Dallas said, she had:Kelly Sinclair:get, you know, one to 200 subscribers every time I
Kelly Sinclair:participate in a bundle. So it's less when you're a bundle
Kelly Sinclair:contributor, because you're not getting all of the email lists
Kelly Sinclair:you're just or all of the email subscribers that join the
Kelly Sinclair:bundle, just the ones that want your thing. But that's also a
Kelly Sinclair:good thing, because the ones that want your thing should be
Kelly Sinclair:aligned with you and your business, right? So not every
Kelly Sinclair:bundle is worth it, but what makes it a yes for me is strong
Kelly Sinclair:host and clear audience alignment. So those are the two
Kelly Sinclair:core evaluations that I do. I also want to look at like
Kelly Sinclair:contributor overlap. So for me, if it's just a marketing bundle,
Kelly Sinclair:that's actually harder for me to stand out as a marketing person
Kelly Sinclair:than if it's a bundle about something else, and I get to
Kelly Sinclair:speak to the marketing element of it, and I'm one of fewer
Kelly Sinclair:people who are doing that. This is all about having a focus
Kelly Sinclair:theme that matches your offer, and that's the filter to put it
Kelly Sinclair:through. So the great thing about bundles is that you can
Kelly Sinclair:prep early and plan it out, because as a bundle organizer,
Kelly Sinclair:it takes a while, so people often are doing this, you know,
Kelly Sinclair:a couple of months in advance. So I have already got bundles on
Kelly Sinclair:my calendar two months from now, events on my calendar, like
Kelly Sinclair:collaboration, things that I'm doing up to six months from now,
Kelly Sinclair:which is great, because then I know that I have that list
Kelly Sinclair:building effort happening in the future.
Kelly Sinclair:So here's the key takeaway for you today for this strategy
Kelly Sinclair:snack, is that bundles are a visibility strategy that let you
Kelly Sinclair:lean back without losing momentum. They help you build
Kelly Sinclair:your list, make new connections and stay top of mind with
Kelly Sinclair:aligned audiences all while you are sipping a nice coffee in
Kelly Sinclair:your flip flops, yes, literally, at the beach or on a boat or on
Kelly Sinclair:a paddle board or these are all the things I'm doing this week
Kelly Sinclair:While this episode is released, if I'm receiving bundle bundle
Kelly Sinclair:subscribers to my email list. So if you've ever wanted to grow
Kelly Sinclair:your audience without adding more to be your plate, I highly
Kelly Sinclair:recommend exploring bundles as part of your long term
Kelly Sinclair:visibility plan. And if you're wondering what kind of freebies
Kelly Sinclair:work best for something like this, you can grab my. I
Kelly Sinclair:resource the 90 day visibility sprint starter kit. It is the
Kelly Sinclair:kind of lead magnet that I use in bundles, and it'll help you
Kelly Sinclair:to get visible in ways that are strategic and sustainable. So to
Kelly Sinclair:grab that, just head to the link in the show notes and make sure
Kelly Sinclair:to come back next week for another strategy snack. I'm
Kelly Sinclair:going to be talking to you all about booking coffee chats and
Kelly Sinclair:how to actually make those lead somewhere and not waste your
Kelly Sinclair:time. Don't miss it. Talk to you next week.