BFCM Skills
Prepare, run and review BFCM with 16 ecommerce skills covering tracking, budgets, offers, deliverability, inventory, shipping, support and customer quality.
What it does
- Organizes 16 skills (seven new and nine existing library skills, including Ecommerce Bounce Guard) into preparation, peak week and post-season review.
- Documents each file handoff: the budget plan CSV feeds Live Pulse and (with `--aov`) the Shipping Cutoff Checker; the plan JSON and the cutoffs JSON feed Support Macros.
- Live Pulse produces Slack-ready status drafts from current exports; scheduling and delivery need separate setup.
- Keeps reports and drafts separate from approved operational changes.
- Uses one net-sales definition across the batch and stops on comma-decimal, nan or inf inputs instead of guessing.
Before you start
- Choose a common store timezone, currency, revenue definition and margin assumptions.
- The seven new packages run on merchant-provided files with Python 3.8+ and no third-party Python dependencies.
- They include fictional examples and offline checks; connected-account collection, recurring execution and Slack delivery need separate setup and verification.
What’s included
21 skills in total, including shared prerequisites. Installing a skillset makes its skills available; it does not run them automatically.
Shared prerequisites
- Revenue DefinitionsAgree on finance-owned revenue rules once, then reuse them across every sales report.
- Marketing MeasurementCalculate ROAS, marketing efficiency and new-customer CAC with explicit attribution, spend and customer rules.
- Paid Media Operating DefinitionsCapture your accounts, targets, budgets and permissions once for every paid-media workflow.
- Revenue ReportingCombine Shopify, Amazon and wholesale into one traceable revenue report without counting sales twice.
- Revenue ReconciliationCheck revenue freshness, completeness, duplicates and source totals before releasing a report.
Included skills
- Budget PacerProject month-end spend from a trailing run rate across campaigns and clients, flag over- and under-delivery beyond a tolerance, and recommend per-campaign daily budgets that reconcile exactly to each client's committed total.
- BFCM Cohort QualityFind out if last Black Friday's new customers were worth it: contribution, repeats and payback vs October and January buyers, by discount, source and product.
- Holiday Support MacrosPrepare your support team for BFCM: forecast holiday tickets and staffing, find policy gaps and stale macros, and generate holiday macros built only from your written policies.
- Holiday Shipping Cutoff CheckerFind the last day customers can order on each shipping service and still get it by the holiday, check every delivery promise against it, and plan the switch to expedited and e-gift cards.
- BFCM Live PulseTurn hourly sales and ad spend into a BFCM status update with sales pacing, budget guardrails, checkout alerts, code-use anomalies and stock risk.
- BFCM Offer & Discount Config QACheck your Shopify BFCM discounts against the offer plan before launch: stacking, sale windows, who gets each discount, code limits and free shipping, with test carts and a dated fix list.
- BFCM Holiday Budget PlannerPlan your Black Friday and Cyber Monday ad budget from MER and contribution margin, not platform ROAS, with a daily, per-channel plan and guardrails.
- BFCM Tracking & Attribution PreflightCheck your Meta, Google and TikTok purchase tracking and UTMs against Shopify before Black Friday, see last year's claim gap, and get a dated fix list.
- Ecommerce Bounce GuardCatch bot checkouts that are quietly bouncing your Klaviyo abandoned-cart and welcome emails. Finds the bouncing flows, dates the first bad day, proves bots vs list decay, and lays out the fix before BFCM.
- Shopify AEO CheckerSee how often a Shopify brand shows up when AI shopping agents search all of Shopify, versus competitors, from a single product link.
- Meta Creative FatigueInvestigate creative decay and prepare refresh briefs using your evidence and brand rules.
- Meta Budget ScalingPrepare Meta budget scenarios within your approved economics, caps and change permissions.
- Daily Revenue CheckBefore a DTC brand posts its daily revenue number, combine Shopify, Amazon and wholesale into one net-sales figure using finance's revenue definitions, then check freshness, duplicates, reconciliation and late refunds.
- Promo Margin GuardCompute the true contribution margin of a discount or promotion after COGS, shipping, payment fees, refunds and expected returns, identify which promo codes lost money, solve the breakeven discount depth for every product, and list the…
- Product Feed AuditorAudit a Google Merchant Center or Shopping product feed export offline for attribute coverage, title and description policy violations, malformed image and landing-page URLs, price and sale-price coherence, and duplicate ids, returning…
- Inventory Stockout RiskCompute velocity-based days of cover per SKU from a sales history and an on-hand snapshot, rank imminent stockouts by the revenue they put at risk, recommend reorder quantities against supplier lead times, MOQ and case pack, and surface…
See an example
Example output from a sample run. Company names and figures are sample data.
name: bfcm-skills description: A collection of skills for getting a Shopify brand through Black Friday and Cyber Monday - tracking, budgets, offers, email deliverability, stock, shipping cutoffs, support, peak-week status drafts and a post-season cohort review - using each business's own data and approvals.
BFCM Skills
Use these skills together to prepare for, run and review Black Friday and Cyber Monday (Thanksgiving Nov 26, Black Friday Nov 27 and Cyber Monday Nov 30, 2026). Each skill works on its own. Run this collection in analysis and draft mode: find problems and recommend fixes. Obtain approval for specific store, ad account, email platform or helpdesk changes and for scheduled Slack delivery before enabling them.
Included skills
Get ready (October to mid-November)
- BFCM Tracking & Attribution Preflight: check Meta, Google Ads and TikTok purchase tracking and UTMs against Shopify, and see how far platform-reported sales exceeded Shopify last BFCM (a reporting gap, not proof of error).
- Ecommerce Bounce Guard: catch bot checkouts that are bouncing your Klaviyo flows before they damage deliverability.
- BFCM Holiday Budget Planner: plan a daily, per-channel ad budget from MER and contribution margin, with per-day pull-back and scale lines.
- Promo Margin Guard: check what your discount depth really earns after COGS, shipping, fees and returns.
- BFCM Offer & Discount Config QA: audit live discounts against the offer plan - stacking, timezones, exclusions, code limits - and get test checkouts to run before launch.
- Product Feed Auditor: check the Shopping feed's prices and sale prices before the sale goes live.
- Inventory Stockout Risk: find the SKUs that will sell out first and what to reorder.
- Holiday Shipping Cutoff Checker: work out the last safe order date per shipping service, model the BFCM backlog, and check every delivery promise.
- Holiday Support Macros: forecast holiday ticket volume, find policy gaps and stale macros, and draft macros from your written policies.
- Meta Creative Fatigue: investigate creative decay and prepare refresh briefs before the peak, not during it.
- Shopify AEO Checker: see how often AI shopping agents surface your products versus competitors.
Run it (Thanksgiving to Cyber Monday)
- BFCM Live Pulse: a Slack-ready status draft you generate from current exports at each check time - sales against plan, MER against the plan's daily lines, and anything breaking (scheduling and delivery need separate setup).
- Daily Revenue Check: one checked net-sales number each morning.
- Meta Budget Scaling: prepare Meta budget scenarios within your approved economics, caps and change permissions.
- Budget Pacer: check monthly pacing against committed budgets (it projects from a trailing run rate, so treat cyber-week spikes with care).
Review it (December to January)
- BFCM Cohort Quality: find out whether the customers you bought during BFCM were worth it, and what to change next year.
Prerequisites: Meta Budget Scaling (14) and Meta Creative Fatigue (10) require Paid Media Operating Definitions, which requires Marketing Measurement and Revenue Definitions. Daily Revenue Check (13) uses Revenue Reporting and Revenue Reconciliation, which both require Revenue Definitions. Install those and agree the definitions before running these skills. The seven new packages need no other skills.
A BFCM timeline
| By | Do this | Skill |
|---|---|---|
| Oct 31 | First tracking preflight and bounce check; set the budget plan and daily guardrails from MER, not platform ROAS | Tracking Preflight, Bounce Guard, Budget Planner, Promo Margin Guard |
| Nov 10 | First offer QA; shipping cutoffs and backlog; feed and stock checks; tracking fixed so you have two weeks of clean data | Offer Config QA, Shipping Cutoff Checker, Product Feed Auditor, Inventory Stockout Risk |
| Nov 13 | Support ticket forecast and macro drafts (needs the planner JSON and the cutoffs JSON) | Support Macros |
| Nov 17 | Support macro review; final offer QA and test checkouts; tracking re-check | Support Macros, Offer Config QA, Tracking Preflight |
| Nov 20 | Change freeze starts; approved macros go live; shipping promises corrected | Support Macros, Shipping Cutoff Checker |
| Nov 26 – Dec 1 | Live Pulse status drafts at each check time; daily revenue check each morning | Live Pulse, Daily Revenue Check |
| Mid-December | Switch delivery messaging on each service's last safe order date | Shipping Cutoff Checker |
| January onward | Review the BFCM cohort and plan next year | Cohort Quality |
How the files hand off
| From | To | File | Notes |
|---|---|---|---|
| Budget Planner | Live Pulse | plan CSV (--csv) | Used unchanged |
| Budget Planner | Shipping Cutoff Checker | plan CSV + --aov <planner AOV> | Without --aov the checker exits 2 |
| Budget Planner | Support Macros | plan JSON (--json) | Pass last season's orders only; remove this season's dates |
| Shipping Cutoff Checker | Support Macros | cutoffs JSON (--json) | Validated on import; unknown or missing fields stop the run |
| Budget Planner | Cohort Quality | economics.json | Optional; reuses the margin inputs |
Set up for your business
Start from your own numbers and rules. The seven new packages explain their required exports
and include a shared fictional store, Fernhill Goods, so you can preview their outputs.
Existing library skills retain their own setup requirements and examples. Agree on one
revenue definition - net sales = gross sales minus discounts, before returns and refunds, excluding
tax and shipping - and one margin model, and reuse them across the budget plan, the live pulse and
the cohort review. Export numbers with . as the decimal separator; the new packages stop with an
input error on comma decimals, nan or inf rather than guessing. Keep platform-claimed revenue
separate from store sales: never add Meta, Google and TikTok's claimed revenue together and call it
total sales.
Related guide
Browse the technical files
---
name: bfcm-skills
description: A collection of skills for getting a Shopify brand through Black Friday and Cyber Monday - tracking, budgets, offers, email deliverability, stock, shipping cutoffs, support, peak-week status drafts and a post-season cohort review - using each business's own data and approvals.
---
# BFCM Skills
Use these skills together to prepare for, run and review Black Friday and Cyber Monday
(Thanksgiving Nov 26, Black Friday Nov 27 and Cyber Monday Nov 30, 2026).
Each skill works on its own. Run this collection in analysis and draft mode: find problems
and recommend fixes. Obtain approval for specific store, ad account, email platform or
helpdesk changes and for scheduled Slack delivery before enabling them.
## Included skills
### Get ready (October to mid-November)
1. [BFCM Tracking & Attribution Preflight](https://type.com/library/skills/bfcm-tracking-preflight):
check Meta, Google Ads and TikTok purchase tracking and UTMs against Shopify, and see how far
platform-reported sales exceeded Shopify last BFCM (a reporting gap, not proof of error).
2. [Ecommerce Bounce Guard](https://type.com/library/skills/ecommerce-bounce-guard):
catch bot checkouts that are bouncing your Klaviyo flows before they damage deliverability.
3. [BFCM Holiday Budget Planner](https://type.com/library/skills/bfcm-budget-planner):
plan a daily, per-channel ad budget from MER and contribution margin, with per-day pull-back and scale lines.
4. [Promo Margin Guard](https://type.com/library/skills/promo-margin-guard):
check what your discount depth really earns after COGS, shipping, fees and returns.
5. [BFCM Offer & Discount Config QA](https://type.com/library/skills/bfcm-offer-config-qa):
audit live discounts against the offer plan - stacking, timezones, exclusions, code limits - and
get test checkouts to run before launch.
6. [Product Feed Auditor](https://type.com/library/skills/product-feed-auditor):
check the Shopping feed's prices and sale prices before the sale goes live.
7. [Inventory Stockout Risk](https://type.com/library/skills/inventory-stockout-risk):
find the SKUs that will sell out first and what to reorder.
8. [Holiday Shipping Cutoff Checker](https://type.com/library/skills/holiday-shipping-cutoffs):
work out the last safe order date per shipping service, model the BFCM backlog, and check every
delivery promise.
9. [Holiday Support Macros](https://type.com/library/skills/holiday-support-macros):
forecast holiday ticket volume, find policy gaps and stale macros, and draft macros from your
written policies.
10. [Meta Creative Fatigue](https://type.com/library/skills/meta-creative-fatigue):
investigate creative decay and prepare refresh briefs before the peak, not during it.
11. [Shopify AEO Checker](https://type.com/library/skills/shopify-aeo-checker):
see how often AI shopping agents surface your products versus competitors.
### Run it (Thanksgiving to Cyber Monday)
12. [BFCM Live Pulse](https://type.com/library/skills/bfcm-live-pulse):
a Slack-ready status draft you generate from current exports at each check time - sales against plan,
MER against the plan's daily lines, and anything breaking (scheduling and delivery need separate setup).
13. [Daily Revenue Check](https://type.com/library/skills/daily-revenue-check):
one checked net-sales number each morning.
14. [Meta Budget Scaling](https://type.com/library/skills/meta-budget-scaling):
prepare Meta budget scenarios within your approved economics, caps and change permissions.
15. [Budget Pacer](https://type.com/library/skills/budget-pacer):
check monthly pacing against committed budgets (it projects from a trailing run rate, so treat
cyber-week spikes with care).
### Review it (December to January)
16. [BFCM Cohort Quality](https://type.com/library/skills/bfcm-cohort-quality):
find out whether the customers you bought during BFCM were worth it, and what to change next year.
**Prerequisites:** Meta Budget Scaling (14) and Meta Creative Fatigue (10) require
[Paid Media Operating Definitions](https://type.com/library/skills/paid-media-operating-definitions),
which requires [Marketing Measurement](https://type.com/library/skills/marketing-measurement) and
[Revenue Definitions](https://type.com/library/skills/revenue-definitions).
Daily Revenue Check (13) uses [Revenue Reporting](https://type.com/library/skills/revenue-reporting) and
[Revenue Reconciliation](https://type.com/library/skills/revenue-reconciliation), which both require
[Revenue Definitions](https://type.com/library/skills/revenue-definitions). Install those and agree the
definitions before running these skills. The seven new packages need no other skills.
## A BFCM timeline
| By | Do this | Skill |
| --- | --- | --- |
| Oct 31 | First tracking preflight and bounce check; set the budget plan and daily guardrails from MER, not platform ROAS | Tracking Preflight, Bounce Guard, Budget Planner, Promo Margin Guard |
| Nov 10 | First offer QA; shipping cutoffs and backlog; feed and stock checks; tracking fixed so you have two weeks of clean data | Offer Config QA, Shipping Cutoff Checker, Product Feed Auditor, Inventory Stockout Risk |
| Nov 13 | Support ticket forecast and macro drafts (needs the planner JSON and the cutoffs JSON) | Support Macros |
| Nov 17 | Support macro review; final offer QA and test checkouts; tracking re-check | Support Macros, Offer Config QA, Tracking Preflight |
| Nov 20 | Change freeze starts; approved macros go live; shipping promises corrected | Support Macros, Shipping Cutoff Checker |
| Nov 26 – Dec 1 | Live Pulse status drafts at each check time; daily revenue check each morning | Live Pulse, Daily Revenue Check |
| Mid-December | Switch delivery messaging on each service's last safe order date | Shipping Cutoff Checker |
| January onward | Review the BFCM cohort and plan next year | Cohort Quality |
## How the files hand off
| From | To | File | Notes |
| --- | --- | --- | --- |
| Budget Planner | Live Pulse | plan CSV (`--csv`) | Used unchanged |
| Budget Planner | Shipping Cutoff Checker | plan CSV + `--aov <planner AOV>` | Without `--aov` the checker exits 2 |
| Budget Planner | Support Macros | plan JSON (`--json`) | Pass **last season's** orders only; remove this season's dates |
| Shipping Cutoff Checker | Support Macros | cutoffs JSON (`--json`) | Validated on import; unknown or missing fields stop the run |
| Budget Planner | Cohort Quality | `economics.json` | Optional; reuses the margin inputs |
## Set up for your business
Start from your own numbers and rules. The seven new packages explain their required exports
and include a shared fictional store, Fernhill Goods, so you can preview their outputs.
Existing library skills retain their own setup requirements and examples. Agree on one
revenue definition - net sales = gross sales minus discounts, before returns and refunds, excluding
tax and shipping - and one margin model, and reuse them across the budget plan, the live pulse and
the cohort review. Export numbers with `.` as the decimal separator; the new packages stop with an
input error on comma decimals, `nan` or `inf` rather than guessing. Keep platform-claimed revenue
separate from store sales: never add Meta, Google and TikTok's claimed revenue together and call it
total sales.