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20 Things to Add to Your Ecommerce Checklist Before Going Live

December 11, 2024

Ramin Popal

Ecommerce platforms have made it easier for small businesses to shop and sell online. But figuring out what to do before launching your store is enormous. You may feel overwhelmed as you navigate the dozens of tasks that must be completed before going live. 

Creating a checklist for your e-commerce store can help you stay organized and focused on your goals. This blog will provide valuable insights into creating your checklist, including 20 things to add before launching your online store.

One resource that can help you achieve your objectives is one of the best e-commerce platforms for small businesses, the AI store builder. With its artificial intelligence features, you can automate ecommerce tasks and simplify the checklist process. 

Why a Launch Checklist is Essential

post it note - Ecommerce Checklist

Prevent Overlooking Crucial Details: Why Checklists Matter for E-commerce Launches


Launching an e-commerce store involves many moving parts. A comprehensive checklist ensures that every critical task is noticed. It also helps you avoid rushing through setup and making last-minute errors. For example, forgetting to test your checkout process can result in payment errors that cause customers to abandon their carts. A detailed checklist keeps you organized, ensuring every task is completed systematically before launch day. 

Enhancing the Customer Experience with a Launch Checklist


Customers' first impressions of your store can make or break your business. A polished, error-free experience builds trust and encourages repeat visits. A comprehensive launch checklist helps create that smooth experience by ensuring every detail is ready for your customers. For instance, it helps verify that menus, categories, and filters are correctly set up so customers can find products quickly. It also checks that payment gateways are functional and checkout flows are intuitive, removing friction points that could prevent customers from completing purchases. 

Reducing the Risk of Cart Abandonment with a Pre-Launch Checklist


Cart abandonment is a common challenge in e-commerce. Addressing it proactively through a checklist improves your chances of recovering lost sales. For example, a checklist ensures that shipping rates and taxes are displayed upfront, reducing surprises at checkout—a leading cause of cart abandonment. It also helps you set up abandoned cart recovery emails ahead of time to bring back potential customers who didn’t complete their purchases. 

Optimizing Your Store for Search Engines


A well-optimized store attracts organic traffic, reducing your reliance on paid ads for visibility and driving long-term growth. One key benefit of a pre-launch checklist is ensuring your store is optimized for search engines before you open your virtual doors. For example, a checklist ensures that product titles, descriptions, and meta tags include relevant keywords to improve search engine rankings. It also helps you check site performance to enhance user experience and boost your SEO score. 

Tracking Performance from Day One


Analytics provide valuable insights into how customers interact with your store, helping you make data-driven decisions to optimize your performance. Setting up tools like Google Analytics and Facebook Pixel as part of your pre-launch checklist ensures you can monitor website traffic, conversions, and customer behavior from the start. A checklist also helps you track key metrics like add-to-cart rates and checkout completions to identify areas for improvement early on. 

Boosting Your Marketing and Launch Impact with a Checklist


A strong launch can create momentum, attract initial customers, and set the tone for your business’s growth. A pre-launch checklist helps you prepare for this critical phase of your e-commerce journey. For instance, it ensures your welcome emails, launch announcements, and promotional sequences are ready to engage customers on day one. A checklist also helps you prepare and test marketing campaigns ahead of time so you can generate buzz and drive traffic to your store. 

Compliance and Trust


Compliance with legal and security standards protects your business from liability and reassures customers that they’re shopping in a safe environment. Including terms and conditions, privacy policies, and return policies as part of your pre-launch checklist helps you meet legal requirements and manage customer expectations. A checklist also helps you ensure your site is secure with SSL encryption so customers know their data is protected. 

Time Management: How Launch Checklists Save Time and Reduce Stress


Launching an e-commerce store can be stressful, but a checklist can help reduce some of that pressure. Preparing for your launch with a detailed checklist breaks down the complex process into manageable steps, making it easier to stay on track. By launch day, you’ll have completed every task on the list and can focus on engaging with customers and marketing your store instead of worrying about technical issues.

Related Reading

Crafting a Standout Product Lineup Checklist

man on a laptop - Ecommerce Checklist


Optimize Product Descriptions


Product descriptions
are your first direct conversation with customers. A clear, compelling description builds trust, answers customer questions, and boosts your search engine rankings. To create an engaging product description, focus on customer benefits rather than just listing technical features. For example, for a travel mug, instead of saying “16 oz capacity,” say “Hold enough coffee to keep you energized throughout your morning commute.” 

Use short sentences and bullet points for clarity and easy reading. Naturally, integrate keywords that customers might search for. Use tools like Google Keyword Planner or Ubersuggest for ideas. End with a call-to-action like “Add to Cart” or “Try it today risk-free!” 

How Often to Do It


Review and refresh descriptions monthly, especially for products with low sales. Adjust based on customer feedback or seasonal trends. 

Add High-Quality Images and Videos 


Visuals help customers visualize the product and increase trust. Videos, in particular, improve engagement and conversion rates by addressing questions visually. Use a high-resolution camera or hire a professional photographer to enhance product pages. Include multiple angles: front, back, side, and close-up details. Add lifestyle images showing the product in use. Create short videos demonstrating key features or showing the product in action. 

How Often to Do It


Assess product visuals quarterly to ensure they remain relevant and high-quality. Update visuals when introducing new variants or after rebranding. 

Set Competitive Pricing


The right pricing strategy attracts customers and ensures profitability. Overpricing can scare customers away while underpricing can harm your margins. Research competitors in your niche using tools like Price2Spy or manually check competitor websites to set competitive prices. Consider customer willingness to pay and your cost of goods sold (COGS). Use psychological pricing, such as $29.99 instead of $30. Offer bundle deals or discounts to make your pricing more appealing. 

How Often to Do It


Reassess pricing quarterly or when new competitors enter your market. Adjust for seasonal promotions or fluctuating costs. 

Verify Product Variants 


Offering clear and functional options enhances the customer experience. Ensure all size, color, or style options are accurately display on product pages. Include images specific to each variant (e.g., showing every color). Test dropdowns, buttons, or selectors to ensure they work correctly on both desktop and mobile. 

How Often to Do It


Review variants during every inventory cycle or whenever new stock is added to your store. 

Test Inventory Tracking 


Proper tracking ensures smooth operations and reduces the risk of errors. To avoid customer frustration, sync your inventory with your e-commerce platform (e.g., Shopify or WooCommerce). Conduct manual tests to ensure stock updates reflect real-time when a product is purchased or restocked. Set alerts for low stock levels to prevent overselling. 

How Often to Do It


Check inventory sync weekly, especially during sales or seasonal peaks. Perform a full audit monthly to ensure all systems are accurate. 

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Website Setup and Usability

shopify store - Ecommerce Checklist

Optimize Website Navigation


Simplified navigation
reduces friction and helps customers quickly find what they’re looking for, improving their shopping experience. A well-organized site lowers bounce rates and encourages users to explore more products.  

How to Do It  

  • Simplify Menus: Group products into intuitive categories (e.g., “Men’s Clothing,” “Women’s Accessories”). Keep dropdown menus short and easy to navigate.  
  • Add Search Functionality: Include a search bar prominently at the top of your website. Enable autocomplete suggestions to help users find products faster.  
  • Include Breadcrumbs: Display a navigation trail (e.g., Home > Clothing > Women’s Dresses) to help customers understand where they are on your site.  

How Often to Do It  


Test navigation monthly or whenever new products or categories are added to ensure everything remains intuitive.  

Ensure Mobile Optimization  


Over half of e-commerce traffic comes from mobile devices. If your site isn’t mobile-friendly, you risk losing potential customers. Mobile optimization ensures accessibility and a smooth shopping experience for all users.  

How to Do It 

  • Responsive Design: Use a responsive theme that adjusts automatically to various screen sizes. Test your store on different devices (smartphones, tablets) to ensure elements like menus and buttons are user-friendly.  
  • Touch-Friendly Elements: Buttons and links should be large enough for easy tapping without accidental clicks. Avoid pop-ups or overlays that are hard to close on smaller screens.  
  • Mobile-Specific Features: Enable autofill for forms and use mobile payment options like Apple Pay or Google Pay for a smoother checkout experience.  

How Often to Do It  


Test mobile responsiveness quarterly and after significant site updates.  

Check Website Loading Speed  


A slow website frustrates users and increases the likelihood of cart abandonment. Faster loading speeds improve both user experience and search engine rankings.  

How to Do It 

  • Analyze Speed: Use tools like Google PageSpeed Insights or GTmetrix to evaluate your site’s performance.  
  • Fix Speed Issues: Compress large image files without sacrificing quality. Minimize the use of plugins and scripts that slow down your site. Enable browser caching to reduce loading times for returning visitors.  

How Often to Do It 

  • Run speed tests monthly or after adding new features, images, or plugins to the site.  

Add Legal Pages   


Legal pages build customer trust and protect your business from legal issues. Clear policies help manage customer expectations and reduce disputes.   

How to Do It   


Include the Essentials: 

  • Privacy Policy: Explain how customer data will be collected, stored, and used. 
  • Terms and Conditions: Outline the rules for using your website and purchasing products. 
  • Return Policy: Clearly state the steps and conditions for returns, refunds, and exchanges.  
  • Make Them Accessible: Add links to these pages in your footer or during checkout.  
  • Ensure Compliance: Customize legal pages to meet the requirements of your regions (e.g., GDPR for Europe, CCPA for California).  

How Often to Do It

  • Review legal pages annually or whenever laws or company policies change.  

Secure Your Website with SSL  


SSL encrypts customer data, protecting sensitive information like payment details and login credentials. A secure site increases trust and reassures customers they’re shopping in a safe environment. Google prioritizes secure sites, improving your search engine ranking.  

How to Do It 

  • Install an SSL Certificate: Most platforms like Shopify or WooCommerce offer free SSL certificates.  
  • Check your URL: Ensure it begins with "https://" instead of "http://".  
  • Test Security: Use tools like SSL Labs to confirm your SSL certificate is active and secure. Also, regularly check for expired certificates and renew them promptly.  

How Often to Do It 


Verify SSL status monthly or whenever making backend updates to your website.  

Related Reading

Payment and Checkout Process

man with a credit card - Ecommerce Checklist

Set Up Payment Gateways


Payment gateways are the portals that facilitate customer payments on your online store. An effective e-commerce payment gateway will ensure smooth transactions between you, your customers, and their chosen payment methods.  The payment and checkout process is the final and most crucial step in converting website visitors into customers. A smooth, secure, and flexible checkout experience minimizes cart abandonment, builds trust, and maximizes sales. 

How to Do It

  • Choose Reliable Payment Gateways: Select gateways that cater to your target audience’s preferences (e.g., PayPal, Stripe, or Apple Pay). If you're selling internationally, ensure the gateways support multiple currencies.
  • Enable Multiple Payment Options: Offer diverse payment methods, including credit/debit cards, digital wallets (e.g., Google Pay, Apple Pay), and bank transfers. Consider region-specific options like Klarna for Europe or Afterpay for the U.S. 
  • Integrate with Your Store Platform: Most e-commerce platforms, such as Shopify, WooCommerce, and BigCommerce, offer easy integrations for popular payment gateways. Follow the setup guides provided by your chosen gateway for smooth implementation. 
  • Verify Payment Security: Ensure your payment gateways comply with PCI DSS (Payment Card Industry Data Security Standard) for secure transactions. 

Why It’s Necessary


Customers expect flexible payment options, and limiting their choices could lead to lost sales. Multiple gateways accommodate different preferences, making checkout more convenient for a wider audience. 

How Often to Do It


Test gateway functionality monthly and after platform updates to ensure everything works smoothly. 

Test the Checkout Process


Once you set up your payment gateways, test the checkout process before launching your store. 

How to Do It

  • Perform Test Purchases: Go through the entire checkout process as a customer, from adding items to the cart to completing the payment. Test various scenarios, such as using different payment methods, purchasing multiple items, or applying discount codes. 
  • Identify and Fix Issues: Look for friction points, such as unexpected fees, confusing forms, or slow-loading pages. Ensure error messages are clear and guide customers on fixing problems (e.g., “Please enter a valid card number”). 
  • Test Across Devices and Browsers: Verify the checkout experience on desktop, mobile, and tablets. Test on popular browsers like Chrome, Safari, and Firefox. 

Why It’s Necessary 


A clunky checkout process is one of the top reasons for cart abandonment. Testing ensures a smooth and professional experience that encourages customers to complete their purchases. 

How Often to Do It 


Run checkout tests quarterly or after making changes to your store, such as adding new payment methods. 

Enable Guest Checkout 


Requiring customers to create an account before purchasing can hurt your conversion rates. Guest checkout allows customers to complete their purchases quickly without any friction. 

How to Do It

  • Adjust Store Settings: In your e-commerce platform’s checkout settings, enable the option for customers to check out as guests. Ensure the guest checkout form only asks for essential information like name, email, and shipping address. 
  • Offer Account Creation as an Option: Customers can save their details and create an account after the purchase. Use a friendly prompt like “Save your details for a faster checkout next time.” 

Why It’s Necessary 


Requiring account creation can discourage customers, especially first-time buyers. Guest checkout reduces friction and speeds up the purchase process, leading to higher conversion rates. 

How Often to Do It 


Enable this setting once, but monitor customer feedback and adjust if necessary. 

Add Cart Abandonment Recovery Emails 


Even with the best preparation, visitors will still abandon their carts. Automated cart abandonment emails can help you recover some of these lost sales. 

How to Do It 

  • Use Automated Email Tools: Platforms like Shopify, WooCommerce, or email marketing tools like Klaviyo and Mailchimp allow you to set up abandoned cart email flows. 
  • Create Engaging Emails: First Email (Reminder): Send a friendly reminder within 1-2 hours of cart abandonment. Second Email (Urgency): Include a time-limited discount to encourage the purchase (e.g., “Complete your order in the next 24 hours to save 10%!”). Third Email (Reassurance): Address common concerns, such as shipping times or return policies, to ease hesitation. 
  • Track and Optimize: Monitor your abandoned cart emails' open and click-through rates. Adjust timing, subject lines, or content to improve performance. 

Why It’s Necessary


Up to 70% of carts are abandoned before purchase. Recovery emails bring potential customers back, increasing your revenue. Personalized recovery emails remind customers of the value of their selected products, often leading to completed purchases. 

How Often to Do It 


Set up automation once, but review and optimize email templates quarterly to ensure they remain effective. 

AI Store Builder: The Best Way to Start Your Shopify Dropshipping Business


At AI Store Builder
, we create a complete Shopify store for you in under 10 minutes. We include 20 trending products, trusted suppliers, and a dropshipping course that others charge thousands for. Plus, you get live support calls and community access. Skip the headaches of store setup, product research, and supplier hunting - we handle it all so you can focus on growing your business. Get your store built for you in less than 10 minutes today!

Shipping and Logistics

man wth a cardboard box - Ecommerce Checklist

Accurate Shipping Rates: Don’t Let High Costs Sink Your Store


Shipping and logistics are critical components of your ecommerce store. Setting accurate shipping rates, offering international options, and defining clear return policies create a smooth shopping experience, minimize disputes, and build customer trust. First, let's look at why setting accurate shipping rates is essential. Customers are more likely to complete their purchase if shipping costs are clear and reasonable. Hidden fees or surprise charges are a top cause of cart abandonment. 

Transparent shipping builds trust and prevents complaints or confusion post-purchase. Next, how do I do it? To set accurate shipping rates, I recommend the following steps:

Research Shipping Costs


Use your shipping carrier’s rate calculator to determine accurate costs based on package weight, size, and destination. Compare rates from multiple carriers (e.g., FedEx, UPS, USPS, DHL) to find the best deals.  

Offer Transparent Pricing Options


Where possible, include multiple shipping options, such as standard, expedited, and same-day delivery. Display estimated delivery times alongside shipping rates for clarity.  

Provide Free Shipping Thresholds


To encourage higher order values, offer free shipping on orders over a certain amount (e.g., “Free shipping on orders over $50”).  

Communicate Clearly During Checkout


Show shipping costs upfront to avoid unexpected charges that lead to cart abandonment. Use a shipping calculator on the cart or checkout page to dynamically display expenses. How often should I do it? Review shipping rates monthly, significantly if carrier rates change or you introduce new products with varying weights or dimensions.

Confirm International Shipping Options: Think Bigger


Once you’ve nailed domestic shipping, confirm international shipping options to widen your audience. By default, most ecommerce platforms will help you calculate international shipping rates. However, you must still set up your international shipping options properly for them to work correctly. Here’s how to do it:

Evaluate Global Shipping Providers


Partner with reliable carriers specializing in international shipping, such as DHL, FedEx, or UPS. Check their coverage areas to ensure they deliver to all your target regions. 

Calculate Customs and Duties


Research import duties and taxes for the countries you ship to. Offer customers the option to prepay these fees or clearly state who is responsible. 

Test Cross-Border Shipping


Perform a trial run to ensure smooth customs clearance and verify delivery times. 

Provide Clear Information to Customers


Add a section on your website explaining international shipping rates, delivery timelines, and customs requirements. Offer tracking numbers for peace of mind.
 

Why it’s necessary


International shipping opens your store to a global audience, significantly expanding your market. Clear communication about delivery times and customs fees avoids misunderstandings and builds trust with international buyers. How often should I do it? Reassess international shipping options quarterly, especially if you expand into new regions or adjust pricing.

Define Clear Return Policies: Avoid Surprises and Disputes


Returns are a normal part of running an ecommerce business. No matter how well you set customer expectations, some buyers will want to return their purchases. What you don’t want is for these returns to come as a surprise to you or your customers. Defining clear return policies in advance helps both parties prepare for any returns and ensures the process goes smoothly. Here’s how to set return policies. 

Write a Transparent Return Policy


Clearly state the conditions under which returns are accepted, such as time limits (e.g., “Returns accepted within 30 days of purchase”). Specify which items are non-returnable (e.g., sale items, custom products). 

Simplify the Process


Provide step-by-step instructions for initiating a return, including how to package the product and where to ship it. If feasible, offer pre-paid return labels, as this encourages customers to shop with confidence. 

Clarify Refund Options


Indicate whether refunds are processed as cash, store credit, or exchanges. Specify the refund timeline (e.g., “Refunds will be issued within 5-7 business days of receiving the item”). 

Make Policies Easy to Find


Add links to your return policy in the footer, product pages, and during checkout. 

Why it’s necessary


A transparent and fair return policy builds customer confidence and reduces hesitation during the buying process. It minimizes disputes and provides a standardized way to handle returns, saving time and effort. How often should I do it? Review and update return policies annually or whenever you change your shipping carriers or business terms.

Marketing and Analytics

website analytics - Ecommerce Checklist

Get the Goods on Customer Data: Set Up Analytics Tools


Analytics tools
clearly show how visitors interact with your store, which products are popular, and where drop-offs occur in the sales funnel. Data-driven decisions help you optimize your marketing strategies and improve ROI. 

How to Do It

1. Install Google Analytics

  • Create an account on Google Analytics and add your website as a property.
  • Copy the tracking code provided by Google and integrate it into your website’s header.
  • Use Google Analytics 4 (GA4) for advanced features like real-time tracking and customer journey mapping.

2. Add Facebook Pixel

  • Go to your Facebook Events Manager and set up a pixel.
  • Copy the pixel code and insert it into your website.
  • Use it to track actions like purchases, add-to-carts, and page views. This data is essential for retargeting and conversion campaigns.

3. Consider Additional Tools

  • Use tools like Hotjar to analyze heatmaps and understand how visitors interact with your site.
  • Integrate email marketing analytics tools like Klaviyo to track campaign performance.

4. Set Up Goals and Conversion Tracking

  • Define key actions (e.g., purchase completion, email sign-up) as goals in Google Analytics.
  • Use UTM parameters in your marketing URLs to track the effectiveness of specific campaigns.

How Often to Do It


Set up analytics tools once when building your store, but review data weekly to spot trends and opportunities.

Say Hello With Email Marketing Campaigns


Prepare your email marketing campaigns before launching your ecommerce store. Why? These emails are crucial for introducing your brand to new customers and making your launch successful. 

How to Do It

1. Create a Welcome Email Sequence

  • Draft an email that thanks new subscribers and introduces your brand.
  • Include links to your most popular products or categories to encourage browsing.

2. Plan Launch Announcements

  • Use email marketing platforms like Mailchimp or Klaviyo to design engaging launch emails.
  • Highlight features like limited-time discounts, free shipping offers, or best-selling products.

3. Develop Promotional Sequences

  • Schedule emails for special events like Black Friday or seasonal sales.
  • Use segmentation to personalize campaigns for specific customer groups (e.g., repeat buyers vs. new visitors).

4. Incorporate Clear CTAs

  • Ensure every email includes a compelling Call to Action, such as “Shop Now,” “Explore Our Collection,” or “Claim Your Discount.”

How Often to Do It


Prepare email sequences before launching your store. Update campaigns monthly based on performance metrics. 

Don’t Let Broken Links Break Your Launch: Test All Links and Buttons


Test all links and buttons before launching your e-commerce website to ensure a smooth user experience. 

How to Do It

1. Check Product Links

  • Verify that all product page links direct to the correct product.
  • Test links on both desktop and mobile devices to ensure they function across platforms.

2. Test Navigation Menus

  • Click through all dropdowns, categories, and subcategories to confirm they lead to the appropriate pages.
  • Ensure filters like price, size, or color work correctly.

3. Verify Promotional Links

  • Check that banners, email links, and social media ads lead to the correct landing pages.
  • Test CTAs like “Shop Now” or “Learn More” for functionality.

4. Test Checkout Buttons

  • Confirm that the “Add to Cart” and “Proceed to Checkout” buttons work without errors.
  • Simulate a test purchase to ensure the entire checkout process is smooth and error-free.

How Often to Do It


Perform a full link and button test before launching your store. Recheck quarterly or whenever you add new products, promotions, or updates.

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