Clear & Concise: Make sure your policies regarding Shipping, Returns, Conditions, and Terms are readily available and clear to customers. Make it easy for potential customers to do business with you by providing steps and contact point (phone, email, or online forms) for dealing with different situations (ordering offline, exchanging a products, et al).
Sergio Villasenor is the Founder and CEO of Elliot, a software that simplifies global commerce. In the last decade, he’s guided some of the world's leading retail brands in powering their omnichannel strategies. He pioneered an agile, omnipresent approach and methodology that provides brands solutions with measurable business impact. Some of those brands include: Anastasia Beverly Hills, Buscemi, J Brand Jeans, John Varvatos, Juicy Couture, Rag & Bone, the Frye Company and more than 30 others.

One of the big decisions you’ll need to make when it comes to your membership site is how much you’re going to charge. While it’s tempting to pluck a price out of thin air, that’s not a strategy that’s going to put the most profit in your pocket. Instead, use this checklist guide to determine the best and most profitable pricing strategy for your membership site!
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.

Product matching: in apparel, jewelry, and other specific types of product sales websites, offering a generalized “recommended products” in the lower part of the product detail page is often not enough. Consider setting up specific matches, for example, this pair of earrings goes well with that necklace. Think of it as the editorial content of the site that customers will appreciate, because you have taken the time to not only know your product, but give them direct guidance on what goes with what. If you don’t think this applies to you, think about it and see if there is something similar you can offer for your products, as it yet another way to increase per-order averages.


First, from the product page, the Add to Cart button should be highly visible. Next, the shopping cart should be easy to locate—usually positioned in the sidebar, or the top-right. The checkout page should be super-easy to access, and never more than one click away, allowing a visitor to bypass the shopping cart if they want. Finally, the checkout fields should be logical, and kept to a minimum.

Checkbox Form Object - Use the checkbox form field only if you are wanting to add interactivity to your checklist. The checkbox form field, found in the Forms toolbar, can link to a cell in the spreadsheet without requiring any Visual Basic programming. The linked cell will be a boolean value TRUE or FALSE. Like the drawing objects, working with a large number of checkboxes can get messy.
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