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Marketing · Step

Offer math

Prices a discount against your margin.

What it does

One step of the Plan and write email playbook. Goose runs it when you ask for the playbook. You can also ask for it on its own.

The skill file

What your AI app reads when it runs this skill.

offer-math

Reads: ../email-lifecycle/references/segments-cadence-offers.md (ladder and formula); AOV and margin per product or category from lifecycle/program.md (marketer-stated); the standing first-order offer from the shared Standing offer: fact (else the Brand record's business facts, read with file_read; never a search snippet); product records for price.

Does:

  1. Check the offer is allowed: the standing offer, or a step of a ladder the marketer approved. Welcome never deeper than the standing offer; first cart reminder never discounted; no discount to returning full-price buyers in cart flows; no code twice in 30 days. Anything else is a proposal, not a draft.
  2. Compute contribution per order, discount cost per order, share of contribution used, and the break-even lift, with the inputs shown. Free shipping: cost = average shipping cost × share of orders newly qualifying. Rewards (referral): cost per successful referral both sides vs contribution of the referred first order. Subscriptions and apps: use the subscription formula in the reference (store fee, months retained).
  3. Leakage: shared vs unique code (if the sign-up form shows a shared code, repeat that code and flag the leakage as a proposal naming the popup edit — never switch it silently), stacking, exclusions, expiry, which segments see it (are full-price buyers in them?).
  4. Recommend one — usually the cheapest offer that does the job, or a non-discount value (free shipping, gift with purchase, early access) — in two plain sentences.
  5. Unknown margin: show cost per order in money, say "margin unknown", and do not call it affordable.

Writes: an offer box placed next to the flow or send that uses it, and into the "awaiting your yes" list. The approved depth is saved in lifecycle/program.md; the approved depth stays in the program sheet (a standing offer the marketer states is written at SKILL step 9).