Free Checklist Templates for E Commerce

E Commerce

OR

Sales Reporting Checklist

Channel Data Collection

Pull Shopify orders and refunds

Export Amazon Seller Central reports

Export eBay and Walmart Marketplace reports

Pull ad spend across Meta, Google, Amazon, TikTok

Confirm GA4 and Triple Whale sync status

Data Reconciliation and QA

Tie out gross sales to settlement deposits

Investigate variance flags above threshold

Document the variance root cause

Refresh SKU master against PIM

Sales Performance Analysis

Calculate net sales, AOV, and UPT by channel

Calculate ROAS, MER, and TACOS

Rank top and bottom SKUs by contribution margin

Review returns rate and reason codes by SKU

Compare actuals to forecast and KPI targets

Report Pack Build

Build the executive summary deck

Build the marketing channel detail report

Build the finance reconciliation pack

Trigger the escalation review for missed target

Distribute reports and capture sign-off

Data Governance and Archive

Archive raw exports to the data warehouse

Apply role-based access on the report folder

Log the report in the reporting register

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Security and Privacy Review Checklist

Account and Access Hardening

Audit Shopify staff accounts and roles

Enforce 2FA across admin platforms

Rotate API keys for marketing integrations

Review third-party Shopify app permissions

Revoke access for offboarded staff

Storefront and Payment Security

Verify SSL certificate expiration and chain

Confirm PCI DSS SAQ A scope

Scan checkout for unauthorized scripts

Review storefront security headers

Lock down staging and dev environments

Customer Data and Privacy Compliance

Map PII collection across forms and integrations

Review Klaviyo data retention settings

Document subprocessors and signed DPAs

Test the DSAR request workflow

Verify CCPA opt-out link placement

Marketing Consent and Disclosures

Audit cookie consent banner configuration

Confirm Global Privacy Control recognition

Review SMS marketing consent records

Verify influencer FTC disclosure compliance

Confirm subscription cancellation parity

Incident Response and Breach Notification

Review the incident response runbook

Confirm whether a security incident occurred

Notify affected customers within required windows

File state and federal breach notifications

Update the remediation log and postmortem

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Shipping and Delivery Checklist

Order Acceptance and Validation

Validate billing and shipping address

Review payment capture and fraud signals

Confirm SKU availability across channels

Flag restricted or hazmat orders

Pick, Pack, and Label

Pick units against the pack slip

Apply FNSKU or carrier-required labels

Pack with right-sized carton and dunnage

Confirm dim weight matches rate quote

Carrier Handoff

Generate shipping label in ShipStation

Schedule carrier pickup or drop-off

Capture signed driver manifest

In-Transit Monitoring

Send tracking notification via Klaviyo

Review in-transit scan exceptions

File carrier claim for lost or damaged units

Delivery Confirmation and Reconciliation

Confirm delivery scan and POD

Trigger post-purchase review request

Process return or replacement

Reconcile order in the OMS

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Shipping Carrier Selection Checklist

Volume & Ship Profile Analysis

Pull 12 months of shipping data by zone

Segment shipments by weight and DIM ratio

Identify residential vs commercial split

Forecast peak-season parcel volume

Rate & Surcharge Comparison

Request rate cards from UPS, FedEx, USPS

Model effective rate against your ship profile

Audit accessorial and GRI exposure

Evaluate hybrid services like SurePost and SmartPost

Coverage & Transit Times

Map transit times to top demand ZIPs

Confirm rural, PO box, and APO coverage

Verify international shipping capability

Confirm DDP and customs documentation support

Technology & Integration Fit

Verify ShipStation or OMS connector availability

Test rate-shopping API and label generation

Confirm tracking webhook reliability

Review claims portal for lost or damaged parcels

Contract & Pilot Rollout

Negotiate volume tiers and accessorial waivers

Sign the carrier contract

Configure carrier in shipping software

Run a pilot shipment batch

Open carrier-side remediation case

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Social Media Marketing Checklist

Weekly Content Planning

Pull last week's top posts from Meta and TikTok

Draft the weekly content calendar with promo dates

Assign creators and copy owners per slot

Confirm FTC disclosure language for influencer posts

Asset Creation and Brand Review

Brief the photographer on hero and lifestyle shots

Draft post copy with UTMs and product handles

Review assets against the brand guide

Send revision notes to the creator

File approved assets in the shared library

Publishing and Platform Optimization

Schedule posts in Later or Sprout for the week

Tag products via Meta Shop and TikTok Shop

Cross-post Reels to TikTok and YouTube Shorts

Verify catalog sync between Shopify and Meta

Community Engagement and UGC

Triage DMs and comments in the unified inbox

Reply to product questions within four hours

Route negative reviews to the CX queue

Request UGC rights with the branded hashtag

Paid Performance and Reporting

Review Meta and TikTok ROAS against weekly targets

Pause underperforming ad sets and creatives

Reallocate budget across top-performing campaigns

Compile the weekly report in Triple Whale or GA4

Share recap with the marketing lead

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Stock Level Monitoring Checklist

Inventory Accuracy

Run cycle counts on A-class SKUs

Reconcile FBA inbound shipments

Investigate variance root cause

Audit barcode and FNSKU labeling

Multi-Channel Sync

Verify OMS-to-channel inventory sync

Resolve channel sync mismatches

Check per-channel safety-stock buffers

Reconcile FBA reserved and unfulfillable

Replenishment Planning

Pull days-of-supply by SKU

Confirm supplier lead times

Generate replenishment PO recommendations

Approve and submit purchase orders

Performance Analysis

Review stock turnover by SKU

Compare actuals to last forecast

Identify slow movers for action

Update demand forecast model

Customer-Facing Recovery

Check stockout risk on hero SKUs

Pause ads on stocked-out SKUs

Update PDPs and notify CX team

Review backorder aging and feedback

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Vendor Onboarding Checklist

Legal and Compliance

Classify the vendor type and risk tier

Collect business license and W-9 / W-8

Verify Certificate of Insurance

Execute MSA and NDA

Confirm restricted-product compliance

Financial Setup

Negotiate payment terms

Verify bank details with a callback

Set up vendor in AP system

Document the invoicing process

Operational Integration

Decide whether systems integration is required

Build and test the integration in sandbox

Set up SKU mapping and inventory sync

Establish communication and escalation path

Train the vendor on order fulfillment SOP

Agree on KPIs and reporting cadence

Product and Quality Assurance

Document product specs and packaging requirements

Run pre-production sample inspection

Define QC and AQL standards for production runs

Set up returns and defect handling SOP

Data Security and Privacy

Confirm whether the vendor processes customer data

Review SOC 2 / ISO 27001 attestation

Execute DPA and add to sub-processor list

Confirm breach notification SLA

Activation and Sign-Off

Run a small pilot order or transaction

Final onboarding sign-off

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Warehouse Operations Checklist

Inventory Accuracy & Cycle Counts

Cycle count A-velocity SKUs

Investigate count variances

Verify FIFO on dated and lot-controlled SKUs

Review barcode and RFID scan exceptions

Update reorder points and safety stock

Order Fulfillment & Outbound

Validate today's pick waves against the OMS

Pack per channel-specific prep requirements

Generate carrier labels and rate-shop

QC scan packages before manifest cutoff

Confirm carrier pickup and tracking upload

Warehouse Safety & Compliance

Run forklift pre-operation inspection

Walk emergency exits and fire lanes

Audit PPE compliance on the floor

Log near-misses and safety incidents

Verify hazmat and restricted-product handling

Returns Processing & Disposition

Inspect inbound returns against the RMA

Grade return condition for disposition

Restock sellable units to bin locations

Process refund or exchange in the OMS

Tag return reason codes for trend review

Equipment Maintenance & Uptime

Run scheduled PM on conveyors and scanners

Check forklift batteries and charge logs

Verify spare-parts inventory levels

Inspect racking for damage and overload

Close out the week's CMMS work orders

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Website Analytics Checklist

Traffic Analysis

Pull weekly sessions and users in GA4

Break out traffic by channel and campaign

Identify top landing pages by sessions

Flag pages with rising bounce or exit rate

Investigate the bounce-rate spike

User Behavior

Map the path-to-purchase in GA4 Explore

Review on-site search queries

Check session duration and pages per session

Identify funnel drop-off points

Review heatmaps for top product pages

Conversion Metrics

Pull conversion rate and AOV by channel

Audit cart abandonment in Klaviyo

Review live A/B tests in VWO or Convert

Compare conversion by collection or category

Segment conversion by new vs. returning

Content and SEO Performance

Review blog and PDP organic rankings

Track engagement on social and email content

Measure content-attributed revenue

Identify content gaps from search data

Technical Performance

Check Core Web Vitals in Search Console

Confirm uptime and checkout availability

Compare mobile vs. desktop conversion

Crawl for broken links and 404 errors

Verify GA4 and pixel tracking are firing

Sign off on the weekly analytics review

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Website Launch Checklist

Pre-Launch Technical QA

Crawl the staging site for broken links

Test checkout on Chrome, Safari, and mobile Safari

File browser compatibility bug tickets

Verify SSL and HTTP-to-HTTPS redirects

Run Lighthouse on PDP and checkout

Submit a test contact-form entry

Content, SEO, and Analytics

Audit product titles, images, and pricing

Set canonical tags and submit the sitemap

Configure GA4 and Meta Pixel events

Verify Klaviyo welcome and abandoned-cart flows

Proofread homepage, PDPs, and policy pages

Checkout and Account Flow

Place a real test order end-to-end

Test discount codes and gift cards

Confirm sales tax calculates correctly by state

Test account creation and password reset

Verify mobile checkout on iOS and Android

Security and Compliance

Publish privacy policy and terms of service

Install the cookie consent banner

Confirm PCI scope with the payment processor

Run an external vulnerability scan

Remediate scan findings and re-test

Configure automated platform backups

Launch Day and Marketing

Schedule the launch email in Klaviyo

Brief Meta and Google Ads on launch budgets

Flip DNS to production and verify propagation

Run launch-day smoke test on production

Brief the CX team on launch macros

Monitor conversion rate and error logs

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Website Maintenance Checklist

Security and Compliance

Apply storefront app and theme updates

Run a Sucuri or Detectify vulnerability scan

Verify SSL certificate and HSTS settings

Audit staff accounts and role permissions

Review cookie consent and Do Not Sell link

Performance and Core Web Vitals

Run PageSpeed Insights on top landing pages

Compress hero images and convert to WebP

Audit third-party tags in GTM

Review CDN and full-page caching rules

Storefront UX and Checkout

Walk mobile checkout end-to-end

Spot-check the storefront on BrowserStack

Click-test top navigation and CTAs

Review abandoned-cart and post-purchase flows

SEO and Analytics

Recheck target keywords and update meta

Crawl the site for broken links and 404s

Add 301 redirects for broken URLs

Verify GA4 and server-side conversion events

Resubmit XML sitemap in Search Console

Backups and Recovery

Trigger an on-demand backup via Rewind

Verify offsite copy and retention policy

Run a restore drill to staging

Open a P1 incident if the restore failed

Update the disaster recovery runbook

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Website Security Checklist

Authentication and Access Review

Audit storefront admin staff accounts

Enforce MFA on admin and integration logins

Review marketing and CX tool user access

Disable accounts for departed staff and contractors

Rotate API keys and private app tokens

Customer Data and Encryption

Verify TLS 1.2+ on storefront and checkout

Confirm SSL certificate auto-renewal

Audit subprocessor list against the privacy policy

Review cookie consent and GPC handling

Check encryption on customer PII exports

Storefront and Application Security

Scan the storefront for XSS and injection flaws

Review installed apps and remove unused ones

Patch theme code and app dependencies

Verify WAF rules and rate limits

Smoke-test checkout on mobile

File remediation tickets for scan findings

Payment and PCI Compliance

Confirm PCI DSS SAQ scope is current

Verify payment tokenization is in use

Review Signifyd or Kount fraud rule performance

Audit the chargeback dispute response workflow

Reconcile gateway settlements against the ledger

Escalate chargeback trend to finance

Backups and Incident Readiness

Verify nightly storefront and database backups

Test restore of theme and product catalog

Review the incident response runbook

Confirm breach notification contacts

Sign off on quarterly audit findings

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Website Usability Audit Checklist

Audit Scope and Baseline

Capture baseline conversion and bounce metrics

Confirm storefront platform and theme version

Confirm primary sales channels in scope

Navigation and Site Structure

Verify the main menu surfaces top collections

Test breadcrumb trails on PDPs and PLPs

Crawl the site for broken links and 404s

Review URL structure for collection and product pages

Test predictive search and filters

Product Content and Merchandising

Audit PDP descriptions for top 20 SKUs

Inspect product imagery and video

Verify reviews widget and star ratings

Confirm pricing and shipping disclosure

Check typography and contrast on PDPs

Mobile Experience and Checkout

Test responsive layout on iOS and Android

Run a full mobile checkout test purchase

File checkout bug ticket with reproduction steps

Verify CTA hierarchy on PDP and cart

Confirm support contact paths from cart

Accessibility and Compliance

Run an automated WCAG 2.1 AA scan

Audit alt text on product and lifestyle imagery

Verify form labels and error messages

Test keyboard-only navigation on checkout

Confirm cookie consent and privacy disclosures

Performance and Security

Measure Core Web Vitals on key templates

Validate SSL and mixed-content warnings

Review installed apps for security and PCI scope

Confirm backup cadence with your platform or host

Optimize hero image and above-the-fold scripts

Verify CDN cache rules and asset versioning

Findings Review and Sign-Off

Compile findings into a prioritized backlog

Review with marketing and developer leads

Sign off on the audit and schedule re-test

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Weekly Review Checklist for E-commerce Founders

Financials & Margin

Reconcile last week's net sales by channel

Review contribution margin by SKU

Check 13-week cash runway

Convene a cash-action meeting with leadership

File outstanding FBA reimbursement claims

Sales & Marketing Performance

Review blended ROAS and MER

Audit Amazon TACOS and Buy Box rate

Triage abandoned cart and Klaviyo flow performance

Log new product reviews and surface defect patterns

Operations & Fulfillment

Review days-of-supply for top 20 SKUs

Confirm FBA inbound shipments received in full

Audit Amazon account health and ODR

Open a plan-of-action case with Seller Performance

Review returns rate by SKU and reason code

Customer Experience

Review Gorgias ticket volume and first response time

Confirm A-to-z claims and chargebacks resolved

Spot-check influencer FTC disclosure

Storefront & Tech

Run a mobile checkout smoke test

Review GA4 conversion rate by device

Confirm cookie consent and privacy banners live

Team & Priorities

Review team OKR progress

Set the top 3 priorities for the coming week

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