EZeCom™ Planning & Configuration Checklist
A successful eCommerce web site requires a comprehensive design blueprint that defines the purpose and prioritizes the various objectives of your online presence. This checklist is designed to collect essential data to ensure that we understand your vision and expectations. Click here to download a .pdf copy of this document.
Client Information
q Company name:
q Billing address:
q Project sponsor (name/phone/e-mail):
q Project manager(name/phone/e-mail):
q Webmaster (name/phone/e-mail):
q Current website URL:
q Market / SIC:
q Public / Private?
q Structure (franchise/dealer/reseller/branch/WOE?):
q Retail locations:
q Warehouse locations:
q Important for us to know:
Value Proposition
q Your most satisfied customers would say your top 3 strengths are:
q Your most dissatisfied customers would say your top 3 weaknesses are:
q Top 5 competitors:
o Which of these do you feel has the best web site?
q How are you different from your competitors?
q What benefits do you offer that differentiate your business form others?
q What products do you offer that give you a competitive edge over the competition?
q What services do you offer that give you a competitive edge over the competition?
q Do you feel your value proposition is well reflected on your current web site? Please elaborate.
Target Audience
q Demographic description:
q Current Reach (local/regional/national/international?):
q Most effective advertising channels:
q Most ineffective advertising channels:
q Current advertising campaigns:
q Do you feel your current web site provides sufficient design elements to signal it’s credibility to a discerning target demographic? Please elaborate.
q How would you classify your customers?
- Social shoppers: shopping is an opportunity to get out and to meet people.
- Experimenters: the first to try new things and generally have all the latest gadgets.
- Convenience shoppers: shopping is generally a chore and often left until the last minute.
- Traditionalists: like to use the same shops, shopping is habitual.
- Value shoppers: seek best value and quality at lowest price.
- Ethical shoppers: purchase decision based upon ethics and fair trade, may pay premium.
- Other:
q How well do your customers understand your products or services?
q What % of your customers are already intimately familiar with product specifications?
q What % of your customers are already intimately familiar with competitor pricing?
q How easy is it for customers to make a buying decision based on only words and pictures of your products when they can't touch, taste, test, or smell them?
q Are your products rare, or difficult to find, or are they relatively commonplace?
q Are your services rare, or difficult to find, or are they relatively commonplace?
Current Website Baseline
q Total investment in current web site: $
q Annual maintenance/update costs: $
q Annual hosting costs: $
q Is the content current? If not, when was the last time it was updated?
q What is the biggest obstacle to keeping your content current?
q Average unique visitors/day (past 3 months):
q Average returning visitors/day (past 3 months):
q Average page loads/day (past 3 months):
q Direct eCommerce sales revenue (i.e. no human support) produced (past 12 months): $
a. Average transaction amount (past 3 months):
b. Average SKUs per transaction (past 3 months):
q Indirect sales revenue (i.e. human supported) attributable (past 12 months): $
a. Average transaction amount (past 3 months):
b. Average SKUs per transaction (past 3 months):
q Search engines submitted to (past 3 months):
q Search engine submission process (e.g. internal or subcontracted?):
q Do you have an Internet Merchant Account? If so, with who?
q Do you have a SSL certificate? If so, with who?
q Who hosts your current web site?
q How many total pages is your current web site?
q What do you like the best about your current web site?
q What do you like the least about your current web site?
q A “key word” is a word used by a search engine in its search for relevant Web pages. In the Table 1 below, list the ten words (or phrases) for which you would like your web site to rank highly whenever someone executes a search using these words (or phrases). Rank them in order of importance (e.g. the most important word (or phrase) is at the top of your key word list).
q In Table 1 below, list where your current web site ranks for each of the Key Words/Phrases in Google, MSN, and Yahoo.
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Rank |
Key Word/Phrase |
Google |
MSN |
Yahoo |
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1 (most important) |
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2 |
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3 |
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4 |
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5 |
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6 |
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7 |
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8 |
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9 |
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10 |
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Table 1
Current Sales Baseline
q Primary products:
q % Revenue from product sales:
q Primary services:
q % Revenue from service sales:
q % Direct sales: % Indirect sales (e.g. through distributors/resellers):
q Do distributors/resellers add value to your products or do they mainly hold products in local stock?
q % Direct sales made to other businesses:
q % Direct sales made to consumers:
q % Direct sales paid for using credit/debit:
q % Direct sales paid for using PayPal:
q % Direct sales paid for using cash/check/other:
q % Sales orders received by Mail:
q % Sales orders received by Fax:
q % Sales orders received by Phone:
q % Sales orders received by Web:
q % Sales orders received over Counter:
q % Sales to resident state:
q % Sales to
q % Sales to foreign countries:
q Do you have experience selling through mail order?
q Do you have the skills and capacity to fulfill mail order sales?
q How easy is it for you to deliver products to your customers?
q Can your products be shipped using standard sized packaging?
q Are any of your products perishable?
q Are any of your goods of high value and expensive to insure?
q Are your products available in standard form or do they have a lot of variations or options, such as size or color, which a customer has to specify?
q If you could organize your products (and services) into 15 or fewer distinct categories, what would these categories be named?
q Which 10 products (by SKU number) were the top profit producers (take into consideration volume and margin) for you over the past 12 months? For each of these products, complete Table 2 below (attach additional documentation if needed).
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SKU |
Model Number |
Short Description |
Long Description |
Cost |
Price |
Category (from above) |
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Table 2
q Current terms of sale (please provide an attachment):
q Current shipping policy (please provide an attachment):
q Current return policy (please provide an attachment):
q Current terms of sale (please provide an attachment):
q Current mission statement / about us statement (please provide an attachment):
q Do you have resources that you can devote to managing online inventory?
q Do you have resources that you can devote to internet marketing?
q Do you have resources that you can devote to fulfilling online orders?
q Do you have resources that you can devote to answering inquiries and providing online support?
High Level Functional Requirements
We strongly recommend reading the December 2005 EZeCom Communiqué as you consider these questions.
Do you want your website to:
q Make a powerful first impression?
q Establish the professionalism of your brand?
q Impress visitors with fancy graphics and/or flash?
q Impress visitors with simplicity and ease of use?
q Attract new customers?
q Make it easier for existing customers to order from you?
q Sell products without your customer needing to contact you?
q Sell services without your customer needing to contact you?
q Encourage (require) visitors to contact you to learn more about your products / initiate the sale process?
q Enable visitors to obtain directions to your physical store?
q Encourage (require) visitors to contact you to learn more about your services / initiate the sale process?
q Support your in-person (i.e. on site) sales calls?
q Enable you to add and edit inventory (prices, descriptions, pictures)?
q Highlight weekly/monthly specials on your home page?
q Provide “static” information (e.g. articles) as a resource to your customers?
q Manage inventory quantities?
q Track shipment history (i.e. shipment dates and tracking numbers)?
q Improve your search engine rankings (by providing the ability to edit relevant content)?
q Enable the monitoring of your visitor statistics?
q List your employment opportunities?
q List your shipping, return, terms, and privacy policies?
q Enable visitors to shop by product Category?
q Enable visitors to shop by Brand?
q Enable visitors to join a discount club in exchange for contact information?
q Provide different discounts to different customers?
q Enable customers to see more then 1 picture of products (if so, how many)?
q Enable customers to access a .PDF document that contains additional information about a product?
q Enable customers to purchase used or refurbished products?
q Do you have a database or Excel spreadsheet listing your existing products’ SKU, short description, long description, price, model number, and shipping costs?
q How many manufacturers do you sell/resell?
q What countries do you want to ship to (i.e. accept sales from)?
q What couriers do you use to ship product?
q Do you ship overnight and/or 2-3 day priority?
q Do you want customers to be able to order on-line and then pick up their items at your store?
q What % of items that you want to sell online do you actually stock?
q What forms of payment would you like to accept online?
q Do you have a POS that needs to be integrated with your website?
q Do you have to comply with a manufacturer’s minimum advertised pricing policies?
q Other requirement:
q Other requirement:
q Other requirement:
q Other requirement:
q Other requirement:
q Other requirement:
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