Most Black Friday plans start in the wrong place. Someone picks a discount, someone else builds the creative, and the team finds out in December what it actually made.
Brian Evergreen, an AI coach and author, frames it neatly. Most people solve problems and end up with small improvements on the old system. The ones who change things start with the future they want, then ask: what needs to be true for that to happen?
Black Friday is a clean place to try it, because the future is dated, measurable, and about five weeks away. This is the order I’d approach it.
In the past, when planning for Black Friday/November and now some of October, Ive taken this approach, but you will come up against some fixed items such as budget, stock, capacity etc that may limit your abiltiy to tweak the dials.
What is the Black Friday target, and why start with profit?
Start with one number you need from the campaign. Revenue is the easy one to quote, but it’s the one that hides the damage. A sale that books a lot of revenue at thin margin can leave you worse off than a quiet weekend.
So pick a profit or contribution target, meaning what’s left after product cost, shipping, payment fees, and the cost of winning the order. Write it on one line. Everything else in the plan has to earn its place against that line.
If you’ve never done this, start with a number you could defend to your finance person in one sentence. A precise target you believe beats an ambitious one you don’t.
How do unit economics decide your offer?
This is the step most plans skip. Before you design a single deal, work out what each order is worth to you at each discount level, then how many orders you’d need to hit the target.
Here’s an illustration. These are example numbers, not from any client or campaign. Say a product sells for $100, costs $50 to make and ship, and costs about $10 in marketing to win an order. Your target is $60,000.
- Full price: $40 left per order, so you need 1,500 orders.
- 20% off: $20 left per order, so you need 3,000 orders.
- 30% off: $10 left per order, so you need 6,000 orders.
- A two-item bundle at $170: $60 left per bundle, so you need 1,000 bundles.
The point isn’t the maths. It’s that a deeper discount doesn’t need a bit more volume. It needs a multiple of it, and your traffic, stock, and support team have to carry that multiple. Better offer, less margin, more sales is a real trade. You just need to see the price of it before you launch.
Bundles and gifts often protect margin better than a straight discount, which is why they show up in the maths above. If you want to test which framing works, I covered the guardrails in Pricing & Offer Tests for Real People.
What needs to be true for each offer to work?
Take each offer you’re considering and ask the Evergreen question of it. What would have to be true for this one to hit its share of the target?
For a bundle, you’d need enough stock, a clear “what’s in the box”, and customers who’d actually buy two. For a deep discount on a hero product, you’d need the volume to carry it and the stock to avoid overselling. For a gift with purchase, you’d need the gift to cost less than the conversion it lifts.
Write the conditions down. If you can’t make one true, change the offer, don’t hope.
Which offers should be limited?
Limit the offers where the margin only works at a certain volume. A deal that’s profitable at 800 units and a loss at 3,000 should have a cap, and the cap should be real. Fake scarcity costs you trust, and trust is the thing a lean brand can’t afford to spend.
The same goes for stacking. Decide in advance what combines and what doesn’t, and say it out loud. Otherwise your best offer meets your best code on day one and the margin quietly disappears.
When should you go live, and how do you work backwards?
Pick the go-live date first. For 2026, Black Friday is Friday 27 November, so you have about five weeks from now. Then ask, for each step before it, what would have to be true.
- Go-live day: the offer is live, the site holds up on a phone, and support knows the rules. Decide whether day-one buyers get something extra, such as a gift for the first orders or a bonus for the first 24 hours. It should cost you less than the conversion it lifts.
- The 48 hours before: your best customers get first pick. A VIP early-access window turns your most loyal buyers into early revenue and tests your offers before the main rush.
- The week before: people know it’s coming. Send a save-the-date and a teaser, and confirm shipping cutoffs.
- Three to five weeks out: your list is warm and healthy. Clean it, send something useful every week, and run an early-bird sign-up with a reason to join, such as first access or a small perk. If nobody’s engaged by now, no offer will fix it.
- Today: the target is written down, the unit economics are done, and the offers are chosen against them.
If you’re short on time, I’d hold the order and shrink the scope. A smaller plan that runs backwards from the date beats a bigger one built forwards from a discount. For the detail on each step, the Black Friday checklist and the Email + SMS playbook go deeper.
A one-page Black Friday plan
Before you brief anyone, answer these. One page, no slides.
- What’s the profit or contribution target for the campaign?
- What’s one order worth at each discount level you’re considering?
- How many orders does each offer need to hit the target, and can we carry that?
- What would have to be true for each offer to work? Stock, support, creative, margin.
- Which offers are capped, and what are the stacking rules?
- When do we go live, and what do early-bird, VIP, and day-one buyers get?
- What has to happen each week from now to get there?
If you can’t answer the first question, that’s the job. The discount can wait.
Black Friday rewards the teams who knew their number before the weekend started. The tools and the tactics change every year. The question doesn’t: what needs to be true?
Dom O'Brien
CMO at MATE and author of The Startup Marketing Playbook. Fifteen years building lean marketing teams that punch above their weight.
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