How to duplicate E-Commerce Checklist into your Notion:
When you click the Duplicate button right on top of the page you will access Ecommerce Checklist on your Notion account locallly; it is yours now ๐
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Step 1: Choose Your Customer
Why do I need this?
Everything starts with the customer. In this step, you will decide who your customer is. First, create a persona. Who are your target customers? How old are they? Where do they live? How about their social life? Once you answer all of these questions, you will be able to understand their needs. With this information, you will choose your product in the next step. If you have a running business, we highly recommend using tools to understand your target customer better. And if you have a persona, then this can be a good time to give an eye on it.
Step 1: Choose Your Customer
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Step 2: Choose A Product
Why do I need this?
In the first step, we decided on our target market. Now we will choose a product or product to sell them. In this step, we try to understand their needs. Try to think like them. What can be tier problems? What can their pain points? Which products or services can solve these problems? Do not limit yourself just to physical or digital products. Even now you start with one of them, you can combine in the future.
Let's give an example to understand. Imagine that in the first step you decided to serve a woman aged between 25-40, married, with children, and an income of 60000 USD/year. You realized. that this target market likes yoga. Bingo! You can choose yoga mats as your first product. But do not stop here. What else do they need when they do yoga? They need towels, they need cups, they need recipes for detox drinks. They even need yoga classes. You can choose a yoga mat as your first product but keep in mind that you can add all other products in the future.
Step 2: Choose A Product
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Step 3: Competitive Research
Why do I need this?
Once you have a product, you need research it to maximize your profits. Even if you have digital products, it is always a good strategy to check about competition.
In this step, we will use tools to have a clear idea about competition. We will uncover competitors' prices, channels and discover growth opportunities.
Step 3: Competitive Research
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Step 4: Find a Domain & Brand Name
Why do I need this?
The domain name will be the name of your business. It is important to choose the right one. The right domain name will help your customers remember you better, grow your brand faster, and helps search engines to find your products easier.
Step 4: Find a Domain & Brand Name
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Step 5: Choose Your Platform
Why do I need this?
The platform will be your "shop". Think about you will open a corner shop in your city. It is very important how the quality of the building. You do not want that pipes to explode on your opening day!
It is the same logic when we think about e-commerce. Your platform must include different ready tools. Also, it must be flexible to adopt new tools. You can hire a coder to code your e-commerce website but we do not suggest you this option. There are lots of opportunities that help you start your business in under 1 hour. Here we will give you the global companies.
Step 5: Choose Your Platform
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Shopify
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Prestashop
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Wix
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Squarespace
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Opencart
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Step 5.1: Find a Good Hosting
Why do I need this?
Web hosting is an online service that allows you to publish your website files onto the internet. So, anyone who has access to the internet has access to your website. In practice, it usually refers to the service you get from a web hosting provider.
Some e-commerce platforms give you hosting when you buy their service. If your e-commerce platform comes with hosting, you can skip this step.
Step 5.1: Find a Good Hosting
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Step 5.2: WP & Opencart Themes
Why do I need this?
Your theme is the overall look, feel, and style of your website. This includes things like the color scheme, layout, and style elements. In essence, your website theme is a direct representation of your brand and has a direct impact on your users' experience.
We added different themes for different product/service offers.
Some e-commerce platforms give you different themes when you buy their service. If your e-commerce platform comes with different themes, you can skip this step.
Step 5.2: WP & Opencart Themes
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WooCommerce
Opencart
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Divi
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Goya
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Opencart
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Step 6: Generate Brand Assets
Why do I need this?
Your brand is one of the most essential parts of your business. It's your physical embodiment - what your customers see and remember. It's what helps you to grow and reach a wider audience. A brand asset is any digital file or document that is used for branding purposes or marketing activity. The management of these brand assets ensures that they are well-organized, appropriately stored, and easily accessed by any team member.
For effective brand asset management, you need to ensure your company has a strong organizational approach that's supported by the technical abilities to deliver exactly what your team needs when they need it - whilst always protecting your overall brand.
Step 6: Generate Brand Assets
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Step 6.1: Discover Illustration Sets
Why do I need this?
An illustration is a decoration, interpretation, or visual explanation of a text, concept, or process, designed for integration in print and digitally published media, such as posters, flyers, magazines, books, teaching materials, animations, video games, and films.
Graphic design is the art and profession of using visual compositions to solve problems and communicate ideas through typography, imagery, color, and form. While illustration focuses on creative interpretation, graphic design is all about communication with its target audience.
Step 6.1: Discover Illustration Sets
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Step 7: Take a Picture or Get Mockups
Why do I need this?
Even consumers that appreciate the convenience of shopping online want to know as much about products as possible before they buy. Instead of the ability to touch, smell, taste, hear, and otherwise sense a tangible product, you can offer images and descriptions. Good photography and copy can act as stand-ins for missing senses, helping customers understand what theyโre buying even though they canโt pick it up, touch it, and interact with it.
Like photography, it is important to generate mockups of digital products. When selling a digital product, better mockups directly boost your sales.
Step 7: Take a Picture or Get Mockups
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Step 8: SEO and Keyword Research
Why do I need this?
Keyword research in SEO is as important as oxygen in human living. It's the first step for developing successful SEO for your website. It helps to get targeted audience for your website through search engine. It is the most important part to choose relevant keywords for your business or blog to reach relevant people.
Step 8: SEO and Keyword Research
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Step 9: Write Marketing Copy
Why do I need this?
Copy in marketing refers to written information that aims to inform, persuade or entertain an audience. Businesses use copy to inform the public about their products and services, persuade the public to purchase their products and services, or drive traffic to their website using entertaining copy. In addition to copywriting, content writing can also help businesses achieve marketing goals.
The difference between copywriting and content writing is that content writing entails more than just writing. Content writing includes a written piece accompanied by another form of content, like a picture, video, or infographic. In contrast copywriting includes a written piece of information.
Another way to differentiate the two is on intent. Copywriting aims to directly advertise a business and its services whereas content writing aims to market the business in a subtle way through content that entertains its audience. For example, copywriting could include a product description about mascara whereas content writing could include an informational article about unconventional ways to use mascara.
Step 9: Write Marketing Copy
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Step 10: Find Payment Provider
Why do I need this?
A payment gateway is a merchant service provided by an e-commerce application service provider that authorizes credit card or direct payments processing for e-businesses, online retailers, bricks and clicks, or traditional brick and mortar. Think of the gateway as the metaphorical cash register in an electronic transaction.
If you have a physical store, do not forget to ask your payment provider if they have a solution for the physical store or not. For more information, please go to step 15.1: Integration with Physical Store.
Step 10: Find Payment Provider
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Step 11: Sell on Social Media
Why do I need this?
Social media serves a vital purpose in online marketing by helping companies establish a stronger web presence, generate leads, and increase traffic. A well-structured social media strategy is important for improving the development and growth of an e-commerce business. A social media e-commerce strategy can help you build brand awareness, communicate with customers, and generate more sales for your online store.
Step 11: Sell on Social Media
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Step 12: Integrate with Marketplaces
Why do I need this?
Marketplace integration is the integration of popular, well-established marketplaces that already exist on the web. Using these marketplaces helps to expose your products to a wider audience, as the customer base for them is already wide.
When you use popular platforms like Shopify, you will not need additional marketplace integration tools.
Please keep in mind that, you may need different tools for the marketplaces in your country. It is always a good idea to check marketplaces' web pages to see which tools they accept.
Step 12: Integrate with Marketplaces
Step 13: Generate Legal Documents
Why do I need this?
They can help to protect you - for example, you may need a legal document to put in writing something you have agreed with someone else. It can be very important to set down the full details of what has been agreed in writing so if things go wrong, you can prove what was agreed between you and the other person.
Step 13: Generate Legal Documents
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Step 14: Find a Carrier (Shipping and Delivery)
Why do I need this?
For e-commerce, shipping is one of the most important parts. Utilizing a broad range of carriers and services increases checkout conversion, mitigates risk, and enables the retailer to better tailor their delivery offering to their product range. A recent study by Epson, for example, finds that nearly two-thirds of shoppers (65%) would change their shopping behavior if more shops on the high street had an experiential element.
Step 14: Find a Carrier (Shipping and Delivery)
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Step 15: Inventory & Fulfillment
Why do I need this?
Inventory management allows you to develop patterns and see where the business is in real-time. It can also help keep customers informed, as stock levels are currently on the website. This means the eCommerce company doesn't oversell products and the customer can see what's currently available.
Step 15: Inventory & Fulfillment
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Step 15.1: Integration with Physical Store
Why do I need this?
If you have a physical store, you must integrate it with your e-commerce website. Only this way your business survives.
In Step 10: Choose a Payment Provider part, we decided on a payment provider. You can talk with your payment provider to use their system in your physical store.
If you do not have a physical store, you can skip this part.
Step 15.1: Integration with Physical Store
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Step 15.2: Dropshipping Management
Why do I need this?
Dropshipping is a supply chain management strategy that allows companies to drastically cut their inventory costs by essentially not holding any inventory at all. It is also a popular method for internet businesses, who can use this method to run their entire business through their laptop with minimal overhead cost.
Step 15.2: Dropshipping Management
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Step 16: Create an Invoice
Why do I need this?
Businesses need to create invoices to ensure they get paid by their clients. Invoices serve as legally enforceable agreements between a business and its clients, as they provide documentation of services rendered and payment owed. Invoices also help businesses track their sales and manage their finances.
Step 16: Create an Invoice
Step 16.1: Subscription Management
Why do I need this?
The subscription business model is a business model in which a customer must pay a recurring price at regular intervals for access to a product. The model was pioneered by publishers of books and periodicals in the 17th century and is now used by many businesses and websites.
You may think that the subscription model can be used just by digital products. Even physical products can be sold by this model. You can bundle your products, or you can offer 1-3 months packages. This will help you to increase your revenue and decrease the churn rate.
Step 16.1: Subscription Management
Step 16.2: Choose Accounting Software
Why do I need this?
Accounting software can make getting both a broad picture and a more granular image of your company's finances easier. The reports that are generated by your accounting software can be used for invoicing, auditing expenses, tax calculations, employee payroll, benefits, and more.
Every country has different regulations for accounting. Before you decide which tool you will use, check if the tool serves your country or not.
Step 16.2: Choose Accounting Software
Step 17: Manage Refund
Why do I need this?
Your eCommerce return policy isn't just a good business practice โ it's the law. Under US federal law, you must accept back defective merchandise. In addition, customers have three days to change their minds about products that cost at least $25. Additional state laws may also apply to your returns policy. Now in most countries, you can see the same regulations.
Step 17: Manage Refund
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Step 18: Collect Feedback
Why do I need this?
Customer feedback is essential to guide and inform your decision-making and influence innovations and changes to your product or service. It's also essential for measuring customer satisfaction among your current customers. Getting a handle on how customers view your product, support, and the company is invaluable.
Step 18: Collect Feedback
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Step 19: Social Proof
Why do I need this?
The very presence of social proof makes a business more trustworthy because, by definition, social proof comes from customers โ and, with declining trust in traditional advertising, those voices tend to carry more weight than branded messages from companies themselves.
Step 19: Social Proof
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Step 20: Social Media & Content Marketing
Why do I need this?
Social media allows you to connect and engage potential customers where they are at LinkedIn, Twitter, Youtube, Facebook, Instagram, and even some of the younger platforms like TikTok. With a strong social media strategy and the ability to create engaging content, marketers can engage their audience.
Step 20: Social Media & Content Marketing
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Step 20.1: Content Marketing
Why do I need this?
Content marketing answers your audience's questions. With content marketing, you can build trust with your audience, improve conversions, connect with customers, and generate leads. And, in today's age, customers expect high-quality, consistent content from their favorite brands.
Step 20.1: Content Marketing
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Step 21: Upsell & Cross Sell (Wishlist)
Why do I need this?
Upselling is a sales technique where the customer is offered a higher-priced option or add-on to the product they are purchasing. Examples of an upsell could be introducing a larger screen to a customer looking at televisions or adding a warranty to the product being sold.
Cross-selling is offering a complimentary product or service that the original product does not cover. For example, offering a credit card to a customer that is opening a checking account. They are related, but not overlapping, products that the customer might find useful.
Upselling and cross-selling is a way to get ahead of competitors and increase the value of your customers. It is the perfect way to meet your revenue goals in a way that profits your business the most.
Step 21: Upsell & Cross Sell (Wishlist)
Marketing
Shopify
Good for Starters
Good for SMEs
Marketing
Shopify
Good for Starters
Good for SMEs
Marketing
Shopify
Good for Starters
Good for SMEs
Marketing
Shopify
Wix
Good for Starters
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Good for Enterprises
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Step 22: Capture and Send Email
Why do I need this?
Email marketing allows developing brand awareness, building credibility, and establishing trustworthy relationships with the customer. Also, it is a perfect way to generate leads, drive more sales, and boost website traffic. By the way, prompt order confirmation and tracking emails also help improve customer experience, which will make customers more likely to return and want to recommend your brand.
Step 22: Capture and Send Email
Marketing
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Marketing
Shopify
WooCommerce
Squarespace
Opencart
Good for Starters
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Marketing
Shopify
WooCommerce
Good for Starters
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Marketing
WooCommerce
Shopify
Good for Starters
Good for SMEs
Marketing
WooCommerce
Shopify
Good for Starters
Good for SMEs
Step 23: Affiliate Marketing AND/OR Referral Marketing
Why do I need this?
Referral marketing is a marketing tactic that makes use of recommendations and word of mouth to grow a business's customer base through the networks of its existing customers. Referral marketing can take many forms, but at its heart, it's a way to get your biggest fans to help spread the word about your brand.
Affiliate marketing allows companies to effectively market a product with a low budget, low effort and time, and at a well-contained risk level while guaranteeing a high return on your investment, increase in brand awareness, and business growth.
Step 23: Affiliate/Referral Marketing
Marketing
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Marketing
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Marketing
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Marketing
Shopify
WooCommerce
Good for SMEs
Marketing
Shopify
Good for SMEs
Marketing
All
Good for Enterprises
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Marketing
All
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Marketing
All
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Step 24: Abandoned Chart Recovery Tools
Why do I need this?
E-commerce cart abandonment is when online shoppers add items to the shopping cart, then leave your site before completing the sale. The Baymard Institute puts the average eCommerce cart abandonment rate at 69 percent.
Cart abandonment rates are even higher on mobile devices. Barillanceโs data shows a rate of 73 percent on desktops, 80.7 percent on tablets, and a whopping 85.6 percent on mobile phones.
Step 24: Abandoned Cart Recovery Tools
Finance
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Marketing
Finance
Shopify
WooCommerce
Good for Starters
Good for SMEs
Marketing
Finance
Shopify
WooCommerce
Good for Starters
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Marketing
All
Good for Starters
Good for SMEs
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Marketing
Shopify
Good for Starters
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Finance
Marketing
All
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Finance
Marketing
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Marketing
Finance
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Step 25: Measure Site's Performance
Why do I need this?
Website performance is the measuring telling how fast your website loads. It is one of the most important indicators of online success. Research shows that under-performing websites disappoint customers and drive away business. this is an important factor because it can make all other efforts go the waste.
Step 25: Measure Site's Performance
Website Related
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Website Related
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Website Related
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Website Related
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Website Related
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Step 26: Track Your Website
Why do I need this?
The more organic traffic your business site receives, the more leads and conversions it gains. Website analytics help your site's SEO in various ways. By knowing your visitors' demographics and interests, you can create targeted content and get better visibility on search engines.
You should track 3 things about your website:
1-Track traffic
2-Track behavior
3-Track performance
Step 26: Track Your Website
Google Analytics
Website Related
Marketing
All
Good for Enterprises
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Website Related
Marketing
Shopify
Good for Enterprises
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Website Related
Marketing
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Website Related
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Marketing
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Marketing
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Website Related
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