Plan Products

Plans vs Products

Remember the distinction:

• Plan - The rules and structure (internal configuration)
• Product - The purchasable item (what customers see)

One plan can have multiple products.

Why Multiple Products per Plan?

Different Pricing

• Regular price product: $299
• Sale price product: $199
• VIP price product: $399 with extras
• All use the same plan rules

Different Marketing

• "50K Challenge" product
• "50K Fast Track" product
• "50K Pro Edition" product
• Same rules, different positioning

Different Channels

• Website product
• Affiliate product (different commission)
• Partner product (white label)
• Same plan, different distribution

Different Addons

• Basic product (no extras)
• Premium product (includes reset)
• Ultimate product (includes reset + scaling)
• Same core plan, different bundles

Linking Products

To link a product to the plan:

1. Create or Select Product - In Products section
2. Link to Plan - Choose this plan
3. Configure Product - Set price, description
4. Activate Product - Make available for purchase

Product Configuration

When linking product to plan:

Basic Settings

• Product name (customer-facing)
• Description
• Price
• Currency

Visibility

• Active (available for purchase)
• Inactive (hidden from store)
• Coming soon (visible but not purchasable)

Stock/Limits

• Unlimited (most common)
• Limited quantity
• Time-limited availability

Included Addons

• Free resets included
• Scaling included
• Other bonuses

Product Variations

One product can have multiple variations:

Size Variations

• 10K Challenge - $99
• 25K Challenge - $199
• 50K Challenge - $299
• 100K Challenge - $499

All variations use the same plan (with account size adjusted).

Duration Variations

• 30-day challenge - $199
• 60-day challenge - $249
• Unlimited time - $299

Same plan, different expiration settings.

Unlinking Products

To unlink a product:

1. Deactivate Product - Stop new purchases
2. Wait for Existing Accounts - Let current accounts complete
3. Unlink Product - Remove connection to plan

Important: Unlinking doesn't affect existing accounts, only prevents new purchases.

Product Analytics

Track product performance:

Sales Metrics

• Units sold
• Revenue generated
• Conversion rate
• Refund rate

Account Metrics

• Pass rate for this product
• Average time to pass
• Payout rate
• Profitability

Comparison

• Compare products linked to same plan
• Which pricing works best?
• Which marketing is most effective?

Best Practices

Clear Product Names

Use descriptive, customer-friendly names:

• Good: "50K Two-Phase Challenge"
• Good: "Instant Funding - 100K"
• Bad: "Plan A Product 1"

Consistent Pricing

Price products logically:

• Larger accounts = higher price
• More phases = higher price
• Better terms = higher price

Test Pricing

Use multiple products to test:

• Different price points
• Different bundles
• Different positioning

Seasonal Products

Create special products for:

• Holiday sales
• Launch promotions
• Limited-time offers

Link to same plan, just different pricing/marketing.

Completing Plan Setup

After linking products, your plan is complete:

1. ✅ Basics configured
2. ✅ Financial settings set
3. ✅ Phase trackers configured
4. ✅ Trading rules defined
5. ✅ Risk settings established
6. ✅ Advanced options set
7. ✅ Platform groups assigned
8. ✅ Products linked

Your plan is now ready for customers to purchase!

Next Steps

After plan setup:

• Test the plan with a test account
• Verify all rules work correctly
• Check account creation flow
• Ensure products appear in store
• Monitor first real accounts closely