Checklist for Online store management by Presta

Really like and use the platform myself. I find the list very useful for anyone running own online store. Presta has done a good gob here. Tick the box!

These checklists are broken down by frequency – daily, weekly, and monthly. We then went a step further by organizing the lists by business function. They are listed in order of importance below:

• Operations (keep your online store running)
• Customer Service (addresses any problems / issues from customers)
• User Experience (UX) (update your site to be more user friendly)
• Collect Data (actively gather information)
• Plan (schedule for upcoming events)
• Analyze (draw conclusions from the data you’ve collected)

The PrestaShop Smart Daily Checklist:

The daily checklist should be completed… well every day. They should also be completed in the order listed below. Although collecting data ranks lower in importance than operations and customer service, these tasks are relatively easy to complete. Get to them first thing in the morning, or you probably won’t get to them later.

√  €Read Industry-Related News	COLLECT DATA
√  €Read News About Your Online Store	COLLECT DATA
√  Jot Down Any Ideas / Problems With Site	COLLECT DATA
√  Manage Logistics (Fulfill, Process, Package, and Ship Orders)	OPERATIONS
√  €Read And Reply To Customer Service Emails	CUSTOMER SERVICE
√  €Participate / Post Content on Social Media	CUSTOMER SERVICE
√  Read / Address Customer Comments (on Social Media)	CUSTOMER SERVICE

The PrestaShop Smart Weekly Checklist:

The weekly checklist should be completed on the day you experience the slowest sales. If you operate from Monday – Friday, aim for any day midweek. This way, you allow yourself plenty of time that day to complete both the weekly and daily checklists.

√  €Fulfill Orders From Other Marketplaces	OPERATIONS
€    √  Track Your Shipments	OPERATIONS
€    √  Process Returns / Exchanges	OPERATIONS
€    √  (If Multi-currency) Update Exchange Rates	OPERATIONS
€    √  Restock / Reorder Inventory & Supplies	OPERATIONS
€    √  Balance Books / Accounting Tasks (Trust me, don’t put it off)	OPERATIONS
€    √  Follow Up with Referrals	CUSTOMER SERVICE
√  €Test Checkout Process (All Payment Processors)	UX
€    √  Test Product Filters (Should Produce Accurate Results)	UX
€    √  Test All Links (No 404 Error Pages)	UX
€    √  Test Search to Improve Intelligent Search	UX
√  Test Responsiveness on Mobile Devices	UX
€    √  Test Ecommerce Store on All Browsers	UX
√  €Test Each Product Category (Should Have Products)	UX
€    √  Review Sales	ANALYZE
€    √  Review your Marketing / Sales Initiatives	ANALYZE

The PrestaShop Smart Monthly Checklist:

The monthly checklist should not be completed on a specific day but instead distributed throughout the month. When distributing tasks, group them by function – this way you’re completing similar tasks. The most important function on the monthly checklist is planning. Also important this month is analyzing sales data – which helps you plan.

√  Plan Upcoming Sales (include Important Shopping Dates)	PLAN
√  Plan Advertising / Marketing (for month)	PLAN
√  Outline Social Media Posts (for month)	PLAN
√  Review Sales	ANALYZE
€    √  Define Best Sellers	ANALYZE
€    √  Define Poor Sellers	ANALYZE
√  Forecast Sales	ANALYZE
√  Note Top Customers	ANALYZE
√  Update Newsletter Subscription Email List	OPERATIONS
√  Check Competitor Pricing	COLLECT DATA
√  Subscribe to More Competitor Emails	COLLECT DATA
√  Ask for Feedback on your Site	COLLECT DATA
√  Test your Site Speed	UX
€    √  Ensure Each Page has a Clear Call to Action (Add to Bag)	UX
√  Test Email Subscription Banner	UX
√  €Update Banners to feature Current Sales	UX

Download and print the daily, weekly and monthly checklists to start organizing your ecommerce schedule! 

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