Your business plan lays it all out. It details what you sell and where your profit comes from; how much inventory you’ll have on hand and where you’ll store it. It lays out your return policy — and you’ll need one of those. Most important, your business plan details your total start-up cost, from your ad campaign to Web designer to monthly server fees.
After the idea comes the execution. Setting up your Shopify store doesn’t take that much time to complete, but it’s important to finish all the steps so your website looks like a professional online store. Plus, there are a few really key things on this list – like setting up your payment details, which help you get paid (so they’re a pretty big deal!). Here’s some of the store set-up tasks you’ll want to cross off your ecommerce checklist:
Our checklists and checklist templates are licensed for personal use only. However, to avoid a bunch of emails, I will also say that I am okay with you doing almost anything with these checklists except posting the checklist (or anything you have created using the checklist template) on the internet or selling it. That includes permission to print and distribute as many paper copies of your checklist as you need. Don't remove the copyright or hyperlinks that I've included in the spreadsheet, though.
I find it clear and concise but some of the steps are not instinctive for newbies like myself so I'm stuck searching and learning and sometimes wasting time for little details that I'm sure are just mishaps or a lack of experience on my part regarding terminology… I hope I'm not offending anyone, I love the list but now I'm a little lost as to where I find my answers. I was suppose to launch 5 days ago and I really need this.
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You might be a little overwhelmed by this really long ecommerce checklist. And that’s a normal feeling. Many new entrepreneurs do feel like they’re in over their heads when they start out. However, half the battle is knowing what to do. I hope that knowing every single step you’ll have to take over these first few months helps you inch closer to achieving the success that you dream of. And that this list actually makes you realize that you can do this. Because honestly, you’re a rockstar and you know this. It’s going to be a busy few months as you build up that new online store, but with our checklist, you can just cross things off to see how far you’ve come.
Check that the SET ACTION on all your buttons are correct.Speaking of buttons, check all your buttons to make sure the set action is correct. If you just have a sales page and want the button to take people to the next page, you choose NEXT STEP. But, if you are taking information from people (email opt-ins or contact info), the action must be set to SUBMIT FORM. Then it will automatically send them to the next step in the funnel. There are also actions to show/hide elements, take people to certain spots on a page, and the option to write in a custom link.
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Building a loyal community isn’t just about installing a forum or starting a closed Facebook group and calling it a day. It’s about making your members feel like they’re a part of something bigger than themselves, making them feel like their part of an elite or inner circle, making them feel special and valued, and giving them a sense of belonging. And this checklist shows you how to do all of this and more!
If your eCommerce sells big brand names be sure to include their logo wherever possible. Having logos of big brands gives the customer an indication of what type of product you sell — plus, it adds some authenticity and prestige to your brand for being affiliated with industry leaders. Here’s an example of how Best Buy utilizes logos on their site:
Special Unicode Characters in Data Validation Lists: ☐, ☑, ✓, ✔ - This may be my favorite approach. You can include special characters like this in a Data Validation drop-down list. This isn't quite as good as clicking once to fill in a checkbox, but it is great for the mobile Excel apps. The only hard part is remembering how to insert a check mark symbol in Excel. For more information, see my article Using Unicode Character Symbols in Excel.