---
name: subscription-box-plan
description: "Plans subscription box businesses with curation strategy, pricing, fulfillment logistics, and retention tactics for recurring revenue growth."
allowed-tools: Read Write Glob
metadata:
  author: matthewhitcham
  version: "1.0"
---

# Subscription Box Plan

## When to Use This Skill

Use this skill when you need to:
- Launch a new subscription box business from scratch
- Redesign curation strategy for an existing box to reduce churn
- Build pricing models that balance perceived value with profit margins
- Plan fulfillment logistics including sourcing, packing, and shipping
- Create retention campaigns that keep subscribers beyond month three

**DO NOT** use this skill for one-time product bundles, digital subscription services, or SaaS membership sites. This is for physical subscription box businesses only.

---

## Core Principle

EVERY SUBSCRIPTION BOX MUST DELIVER A "WOW MOMENT" IN EVERY SHIPMENT — THE UNBOXING EXPERIENCE IS YOUR MARKETING AND YOUR RETENTION STRATEGY COMBINED.

---

## Phase 1: Business Brief

Gather the inputs that define the box concept before planning anything.

### Required Inputs

| Input | What to Ask | Default |
|-------|------------|---------|
| **Niche / theme** | "What category or theme does your box serve?" | No default — must be provided |
| **Target subscriber** | "Describe your ideal subscriber — demographics, interests, spending habits." | Women 25-40 interested in self-care and discovery |
| **Price point** | "What will subscribers pay per month?" | $35-45/month |
| **Box frequency** | "Monthly, bi-monthly, or quarterly?" | Monthly |
| **Sourcing approach** | "Will you buy wholesale, work with brands for free product, or create your own items?" | Mix of wholesale and brand partnerships |

### Brief Template

Present this summary before proceeding:

```
## Subscription Box Brief

**Niche:** Artisan coffee discovery
**Target subscriber:** Coffee enthusiasts, 28-45, willing to spend $40/month to try new roasters
**Price point:** $39.99/month
**Frequency:** Monthly
**Sourcing:** Brand partnerships with small-batch roasters
**Estimated items per box:** 3-4 items (2 coffee bags + 1-2 accessories/snacks)
```

**GATE: Do not proceed until the user confirms or adjusts the brief.**

---

## Phase 2: Curation & Pricing Strategy

### Curation Framework

Build the box structure using these rules:

1. **Anchor item** — one item that justifies 40-50% of the perceived value alone
2. **Discovery items** — 2-3 items the subscriber would not find on their own
3. **Surprise element** — one rotating item that creates anticipation and social sharing
4. **Information card** — product descriptions, founder stories, usage tips

### Pricing Model

Calculate pricing using this structure:

```
## Pricing Breakdown

**Retail value of items:** $75-90 (target 2x-3x the subscription price)
**Cost of goods (COGS):** $12-15 per box
**Packaging & inserts:** $3-5 per box
**Shipping:** $5-8 per box
**Customer acquisition cost:** $15-25 per subscriber
**Target margin:** 40-50% after COGS, packaging, and shipping
```

### Tier Options

Recommend 2-3 pricing tiers:
- **Month-to-month** — highest per-box price, lowest commitment
- **3-month prepay** — 10% discount, reduces early churn
- **Annual prepay** — 20% discount, best cash flow for the business

---

## Phase 3: Fulfillment & Operations Plan

### Sourcing Timeline

Map the sourcing calendar:
- **8 weeks before ship date** — finalize theme and item list
- **6 weeks before** — confirm orders with suppliers, place wholesale purchases
- **4 weeks before** — receive inventory, quality check
- **2 weeks before** — packing and kit assembly
- **Ship week** — label, ship, send tracking notifications

### Fulfillment Options

Present three models:
1. **Self-fulfillment** — lowest cost, highest time investment, best for <200 boxes/month
2. **3PL partner** — outsource packing and shipping, viable at 200+ boxes/month
3. **Hybrid** — self-pack with outsourced shipping label and pickup

### Packaging Checklist

- Branded outer box or mailer
- Custom tissue paper or filler
- Product info card with QR code to community or social
- Thank-you insert with referral offer
- Protective packaging for fragile items

---

## Phase 4: Retention & Growth Plan

### Retention Tactics

1. **Onboarding sequence** — 3-email welcome series: what to expect, unboxing tips, community invite
2. **Mid-cycle engagement** — sneak peeks, polls on upcoming themes, subscriber-only content
3. **Churn prevention** — pause option before cancel, skip-a-month flexibility, win-back offer at 30/60/90 days post-cancel
4. **Community building** — private Facebook group or Discord, hashtag for unboxing photos, subscriber spotlight

### Growth Channels

- Influencer unboxing partnerships (micro-influencers, 5K-50K followers)
- Referral program with free box or credit incentive
- Gift subscriptions with seasonal push (holidays, Mother's Day, birthdays)
- Subscription box directories (Cratejoy, My Subscription Addiction)

### Key Metrics to Track

| Metric | Target |
|--------|--------|
| Monthly churn rate | Under 10% |
| Average subscriber lifetime | 6+ months |
| Customer acquisition cost | Under 1x monthly box price |
| Referral rate | 15%+ of new subscribers |

---

## Example: "The Maker's Pantry" Artisan Food Box

**Curation:** 1 small-batch hot sauce (anchor), 1 craft seasoning blend, 1 snack item, 1 recipe card featuring all items
**Pricing:** $39.99/month, $107.97/quarter (10% off), $383.90/year (20% off)
**COGS:** $14 per box, $4 packaging, $7 shipping = $25 total, 37% margin on monthly
**Retention hook:** Monthly recipe challenge — subscribers post dishes using box items for a chance to win next month free

---

## Anti-Patterns

- **Overstuffing the box** — more items does not mean more value. Curation beats quantity.
- **Ignoring shipping costs** — heavy or fragile items destroy margins. Factor shipping into every product decision.
- **No theme consistency** — random assortments feel like clearance bins. Every box needs a cohesive story.
- **Skipping the info card** — without context, products lose their discovery appeal.
- **Annual-only pricing** — forcing long commitments scares first-time subscribers away.
- **No churn analysis** — if you do not know WHY people cancel, you cannot fix it.

---

## Recovery

- **No niche identified:** Suggest 3 niche ideas based on their interests and market gaps. Help them validate with a quick competitor scan.
- **Price point too low:** Show the margin math. If COGS + shipping exceeds 60% of price, recommend raising the price or reducing item count.
- **No sourcing contacts:** Recommend starting with wholesale marketplaces (Faire, Abound) and direct outreach to small brands via Instagram.
- **Overwhelmed by logistics:** Start with self-fulfillment for the first 50-100 boxes to learn the process, then transition to 3PL.
- **High churn after month 1:** Review onboarding emails, unboxing experience, and whether the box matches what was promised in marketing.
