Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.
Checklists have been used in healthcare practice to ensure that clinical practice guidelines are followed. An example is the WHO Surgical Safety Checklist developed for the World Health Organization and found to have a large effect on improving patient safety[2] and subsequently found to have a nil effect in a cohort of hospitals in the Province of Ontario in Canada.[3] According to a meta-analysis after introduction of the checklist mortality dropped by 23% and all complications by 40%, higher-quality studies are required to make the meta-analysis more robust.[4] However, checklist use in healthcare has not always met with success and the transferability between settings has been questioned.[5] In the UK, a study on the implementation of a checklist for provision of medical care to elderly patients admitting to hospital found that the checklist highlighted limitations with frailty assessment in acute care and motivated teams to review routine practices, but that work is needed to understand whether and how checklists can be embedded in complex multidisciplinary care.[6]
One of the beautiful things about owning an online membership site is that you can automate many of the regular tasks you need to perform to run and grow your site.  With the right tools you can create content, deliver content, market your site, and manage your members much faster and easier than if you did it manually. And a good place to start is this automation checklist, which shows you the best way to take advantage of today’s technology to grow your site!
Access our 2020 marketing checklists, over 30 hours of training, plus attend live monthly members only training webinars. Plus new checklist volumes every month as part of your membership which will be normally sold for $37.00 im checklist gold members get all 2020 releases for free. Full access to the gold training vault with over 30 hours of training.
Ecommerce Platforms is a review site that shows the good, great, bad, and ugly of online store building software. We strive to provide easy to read reviews that will help you choose which ecommerce platform is right for you. We maintain an affiliate relationship with some of the products reviewed as well, which means we get a percentage of a sale if you click over from our site (at no cost to our readers). Feel free to follow us on Twitter, comment, question, contact us at hello@ecommerce-platforms.com and ENJOY.
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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).
Now that you’ve created your site and have taken into account the feedback of your first set of members, it’s time to start promoting to a wider audience. We’ve published lots of useful content covering this topic, including some simple SEO strategies for membership sites, as well as a guide to creating a buzz around your program.  Then there’s social media marketing to consider, not to mention starting a blog to attract more of your target audience.

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.
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.

Don’t worry about making everything perfect at the outset. As the old saying goes, done is better than perfect, and the sooner you launch your membership site, the sooner you’ll find out if it’s what your target audience wants. It’s fine to return to this step later and work on making your membership website look more professional once you've got some traction.


This checklist bundle is a perfect addition to (or the beginnings of) your standard operating procedures manual. Whether you're a company of one and you simply want to make your own life easier, you have a team of contractors you delegate to, or you ARE a contractor looking to add value for your clients, standard operating procedures are a must-have tool. 
I already created a thank you email once they purchase which is the next step right after they buy but when I go to my product fulfillment page and look at the top menu steps that I have to follow and it includes the fulfillment email and I don't know what to do because I'm not sure if I have to enter the link (drop down options) at the bottom of that page with my TY page or is this another email just to confirm purchase? Also, when I do enter my TY page (bottom) and click save and continue, it asks me to enter subject and body or it won't save it…. What does that mean since my page is already created?

With time, you might consider using an affiliate marketing program, in which other sites get paid a percentage of each sale they send you. But it’s questionable whether a brand new site will benefit from an affiliate program. Although some new sites have profited, many new sites has yet to build the name recognition that makes using affiliates profitable.
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.
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:
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!
^ Bergs, J; Hellings, J; Cleemput, I; Zurel, Ö; De Troyer, V; Van Hiel, M; Demeere, JL; Claeys, D; Vandijck, D (Feb 2014). "Systematic review and meta-analysis of the effect of the World Health Organization surgical safety checklist on postoperative complications". The British Journal of Surgery. 101 (3): 150–8. doi:10.1002/bjs.9381. PMID 24469615.
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