Wednesday, 7 May 2014

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 NewsCOLLECT DATA
    √  €Read News About Your Online StoreCOLLECT DATA
    √  Jot Down Any Ideas / Problems With SiteCOLLECT DATA
    √  Manage Logistics (Fulfill, Process, Package, and Ship Orders)OPERATIONS
    √  €Read And Reply To Customer Service EmailsCUSTOMER SERVICE
    √  €Participate / Post Content on Social MediaCUSTOMER 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 MarketplacesOPERATIONS
€    √  Track Your ShipmentsOPERATIONS
€    √  Process Returns / ExchangesOPERATIONS
€    √  (If Multi-currency) Update Exchange RatesOPERATIONS
€    √  Restock / Reorder Inventory & SuppliesOPERATIONS
€    √  Balance Books / Accounting Tasks (Trust me, don’t put it off)OPERATIONS
€    √  Follow Up with ReferralsCUSTOMER 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 SearchUX
    √  Test Responsiveness on Mobile DevicesUX
€    √  Test Ecommerce Store on All BrowsersUX
    √  €Test Each Product Category (Should Have Products)UX
€    √  Review SalesANALYZE
€    √  Review your Marketing / Sales InitiativesANALYZE

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 SalesANALYZE
€    √  Define Best SellersANALYZE
€    √  Define Poor SellersANALYZE
    √  Forecast SalesANALYZE
    √  Note Top CustomersANALYZE
    √  Update Newsletter Subscription Email ListOPERATIONS
    √  Check Competitor PricingCOLLECT DATA
    √  Subscribe to More Competitor EmailsCOLLECT DATA
    √  Ask for Feedback on your SiteCOLLECT DATA
    √  Test your Site SpeedUX
€    √  Ensure Each Page has a Clear Call to Action (Add to Bag)UX
    √  Test Email Subscription BannerUX
    √  €Update Banners to feature Current SalesUX
Download and print the daily, weekly and monthly checklists to start organizing your ecommerce schedule!