STEP #1 :
When designing a Bundle, any bundle, it is essential to determine the TARGET MARKET. Who is the client audience? Do they fit into a specific age range or demographic bracket? Is this a wide ranging audience or a professional specific target? Blue collar? White collar? Professional, etc? The clearer we can be in identifying our client’s target audience the more successful we can be in constructing the elements of their bundle.
In our UP INSURANCE example:
Markets Self-employed professionals and Early retirees