Website Creative Brief
Ecommerce Checklist
Website Creative Brief
Ecommerce Checklist
Ecommerce Checklist
What is the legal name of your store?
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Name
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First
Last
Email
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Address
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Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
What time zone are you in?
Please give a basic description of what you sell.
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What Shopify plan are you using? Basic, Shopify, or Advanced Shopify?
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Basic $29/mo, Shopify $79/mo, Advanced Shopify $299/mo. *Most of our clients choose the $79/mo plan.
What are you using for payments?
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Providers: Shopify Payments, Authorize.net, etc. Additional: Paypal, Amazon Pay, etc. (We need logins for any additional providers)
How do you want customer accounts - optional, manadatory or none at all?
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*Note: Abandoned Cart emails are only available if using the Shopify plan or Advanced Shopify (not Shopify basic)
What is your return policy?
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Shopify can generate one for you if you do not have one.
What is your privacy policy?
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Shopify can generate one for you if you do not have one.
What are your Terms of Service?
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Shopify can generate one for you if you do not have one.
What is your shipping policy?
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Shopify can generate one for you if you do not have one.
Where do you send your sales tax? We recommend asking your accountant.
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What are the product categories? Tops, pants, accessories, etc.
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Are you implementing any Sales Channels into your Shopify store? If so, list them below.
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Examples: Shop Instagram, Facebook Shopping, POS systems, Pinterest, etc.
What are the product categories? Tops, pants, accessories, etc.
What are the product prices, inventory, variants (size, color, etc.)? Please include photos for each.
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We will upload 6 products for the client during design build-out (unless otherwise discussed), followed by training to show you how to upload the products yourself before launching.
What apps do you want, if any?
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Examples: Instagram feed, Gift Registries, Wholesale applications, Mailchimp/Constant Contact, Newsletter Popups, Custom Forms, etc.
Items needed to get started: logo, colors, sample sites you like, homepage photos (as well as product photos), page content.
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Besides product collections/product pages, are there any additional pages you will require for your site?
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Example: About Us, Contact Us, etc.
Additional Input (Any other thoughts?)
Each product needs photos, name, price, which collection it belongs in, weight (if charging for shipping), description and variants.
The person that filled out this brief.
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