Ever find yourself on a trip and just realized you’ve left your sunscreen at home? What about those times when you’ve sat at your desk, got sucked into answering emails, and forgot a report that was due that afternoon? Want to avoid these situations? Use a checklist! It’s amazing how writing things down can help you get better organized and be more efficient–ensuring that you leave no task undone, no chore unfinished and no sunscreen at home.
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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:

NEWS: Our Online Stores shipping service as well as a suite of services for Shopify, BigCommerce, Magento and Salesforce Commerce Cloud platforms is now available as a separate company called Glopal. For more information, visit merchants.glopal.com. If you are currently an existing customer of our Glopal services and you need to raise a support request, please click here for assistance.
Short of time and looking at a quick checklist to ensure you are on the right track to a successful lead generation campaign? Over the years I have consulted for several startups and also deployed lead generation techniques that work. This is our own checklist of ideas and points we follow to either brainstorm and come up with more ideas with the rest of the team. Use this checklist in cases where you have started several campaigns and noticed the results or conversions are not coming through, or if the leads have suddenly stopped, then look also at ensuring you are up to date with newer strategies or techniques that are coming out to market.

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Refer to your checklist whenever you need to or wherever you might be. Canva designs are all saved on the cloud so they can be opened, changed or downloaded from anywhere as long as you have an internet connection. It does not require you to install anything so you can access your design on your desktop computer, laptop, iPhone, iPad or Android device.

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.


You must make your site as easy to use as possible. Potential customers won't waste their time trying to work out how to use your site. If it's not immediately obvious how they can get what they want, they won't do it. Not only should the UI (User Interface) be optimized, but the site itself should be designed to make it as easy as possible for visitors to convert to customers - i.e. it should be optimized for conversions.
You must make your site as easy to use as possible. Potential customers won't waste their time trying to work out how to use your site. If it's not immediately obvious how they can get what they want, they won't do it. Not only should the UI (User Interface) be optimized, but the site itself should be designed to make it as easy as possible for visitors to convert to customers - i.e. it should be optimized for conversions.
You must make your site as easy to use as possible. Potential customers won't waste their time trying to work out how to use your site. If it's not immediately obvious how they can get what they want, they won't do it. Not only should the UI (User Interface) be optimized, but the site itself should be designed to make it as easy as possible for visitors to convert to customers - i.e. it should be optimized for conversions.
Ever heard the saying, “If you fail to plan, then you’re planning to fail?” That saying definitely applies to running a membership site, which is why you’ll want to plan out your content creation and delivery calendar at least six to twelve months ahead of time. Fortunately, you can make the whole process a lot easier by using this content calendar checklist!

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!


Besides including products that are in a promotion, include products which are best sellers or even featured. You can even add a list of products which are suitable for your customer. This can be achieved in a number of ways; you can select products manually or automate the selection based on a different criteria (i.e. “customers also purchased…”).

Be aware that your URL affects your search engine ranking, so if you want to be found for “shoe,” it’s a good idea to fit “shoe” into your domain name. One way to do this is to use your brand name along with a keyword term. So MillerShoe tends to work better than FantasticShoe.com. (Which is why MillerShoe is taken, but FantasticShoe is still available.)
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