Recommend Bundling and Upsell Opportunities from Basket Data
Turn your order data into revenue-growing product bundles and upsell strategies.
Your order history contains the strongest signal for bundling and upsell strategy — customers who buy Product A also frequently buy Product B within 30 days, and that's precisely the signal you should be optimizing around. PayHelm's monthly basket analysis mines your order history for product affinity pairs, identifies combinations with high co-purchase rates, calculates the AOV lift from each potential bundle, and recommends specific bundle configurations, checkout upsell placements, and post-purchase email sequences for the highest-opportunity combinations.
No credit card required · 14-day free trial
2 hrs
Time saved per run
24 hrs
Annual hours saved
$832
Annual cost savings
Why automate this?
This task runs automatically every monthly — no dashboards to check, no manual analysis to run.
AOV lift sizing
Each recommended bundle comes with an estimated AOV lift based on existing co-purchase rates.
Data-driven affinity
Bundle recommendations based on what your customers actually buy together — not category assumptions.
Checkout placement
Upsell recommendations positioned for checkout, cart, and post-purchase email based on conversion potential.
Bundle pricing guidance
Agent recommends bundle discount depth (e.g., 10% vs. 15%) based on affinity strength and margin impact.
How the agent runs this task
Every time this task runs, the agent executes these tools in sequence — connecting to your live data, analyzing it, and delivering results.
get_inventory_summaryPull order basket data with product combinations
get_inventory_productsCalculate product affinity scores and co-purchase rates
search_klaviyoIdentify post-purchase email sequences to insert cross-sell recommendations
export_to_emailDeliver bundle opportunity report with AOV lift estimates
Example output
Here's what a real run of this task might produce — delivered to your inbox every monthly.
Bundle & Upsell Analysis — April 2026 Top affinity pairs (from 4,200 orders): 1. Widget Pro XL + Replacement Filters — 38% co-purchase rate Bundle recommendation: 'Widget Pro + 3-Month Filters' at 12% discount Estimated AOV lift: +$22 per bundle order 2. USB Hub + Cable Set — 24% co-purchase within 30 days Upsell: Add 'Complete Cable Bundle' to Widget Hub checkout page Estimated monthly revenue lift: $3,200 3. Starter Bundle → Premium Upgrade within 60 days — 18% of buyers Upsell: Email sequence at Day 45 post-purchase
Set it up in minutes
No code. No configuration files. Just a conversation with the agent.
Chat: 'What products do my customers buy together most often and what bundles should I create?'
Review the affinity analysis and bundle recommendations
Save as task → Monthly on the 3rd at 8:00 AM
Create top-ranked bundles and upsell placements; measure AOV lift the following month
Start automating your ecommerce store today
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