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Ecommerce Checklist

 

 


Ecommerce Startup Action Guide

Comprehensive step-by-step instructions for all 36 essential tasks to launch your ecommerce business in the USA





































1. Market Research & Validation

High Priority
2-4 weeks

Step-by-Step Actions

1

Define Target Market

Identify demographics, psychographics, and buying behaviors of your ideal customers

2

Analyze Competitors

Research direct and indirect competitors, their pricing, products, and marketing strategies

3

Conduct Surveys

Create and distribute surveys to potential customers to validate demand

4

Test MVP Concept

Create a minimum viable product or prototype to test market response

5

Analyze Market Size

Calculate total addressable market (TAM) and serviceable addressable market (SAM)

Resources & Tools

Required Tools:

    • Google Forms or SurveyMonkey
    • SEMrush or Ahrefs for competitor analysis

Google Trends and Google Keyword Planner

  • Facebook Audience Insights

 

Success Criteria:

  • Clear target customer profile
  • Competitive analysis report
  • Survey responses from 50+ potential customers
  • Market size estimation

Pro Tips:

  • Use multiple research methods for validation
  • Focus groups provide deeper insights
  • Monitor social media conversations


2. Business Plan Development

High Priority
1-2 weeks

Step-by-Step Actions

1

Executive Summary

Write a compelling 1-2 page overview of your business concept and goals

2

Market Analysis

Document your market research findings and target audience analysis

3

Financial Projections

Create 3-year revenue, expense, and cash flow projections

4

Marketing Strategy

Define your brand positioning, pricing, and promotional strategies

5

Operations Plan

Outline your supply chain, fulfillment, and day-to-day operations

Resources & Tools

Required Tools:

  • Microsoft Word or Google Docs
  • Excel or Google Sheets for financials
  • SCORE business plan template
  • LivePlan or Bizplan software

Success Criteria:

  • Complete 15-20 page business plan
  • Detailed financial projections
  • Clear go-to-market strategy
  • Risk assessment and mitigation plans

Pro Tips:

  • Keep it realistic and data-driven
  • Update regularly as you learn more
  • Get feedback from mentors or advisors


3. Choose Business Model

High Priority
1 week

Step-by-Step Actions

1

Evaluate B2B vs B2C

Determine whether you’ll sell to businesses or consumers based on your product and market

2

Consider Dropshipping

Assess if dropshipping fits your risk tolerance and profit margin requirements

3

Analyze Private Label

Research private labeling opportunities for higher margins and brand control

4

Explore Wholesale Options

Investigate wholesale purchasing for inventory-based models

5

Select Final Model

Choose the model that best aligns with your resources, goals, and market opportunity

Business Model Options

Dropshipping

Low startup costs, no inventory management

Pros: Low risk, quick start
Cons: Lower margins, less control

Private Label

Your brand on manufacturer’s products

Pros: Brand control, higher margins
Cons: Higher investment, inventory risk

Wholesale

Buy products in bulk from manufacturers

Pros: Good margins, established products
Cons: Inventory investment, storage needs

Decision Framework:

  • Consider your available capital
  • Evaluate your risk tolerance
  • Think about long-term scalability



4. Choose Business Entity Type

High Priority
1 week

Step-by-Step Actions

1

Research Entity Types

Study LLC, Corporation, Partnership, and Sole Proprietorship options

2

Consider Tax Implications

Analyze tax benefits and obligations for each entity type

3

Evaluate Liability Protection

Assess personal asset protection offered by each structure

4

Consult Professional

Meet with attorney or accountant for personalized advice

5

Make Final Decision

Select entity type that best fits your situation and goals

Entity Comparison

LLC (Recommended for most)

  • ✓ Personal liability protection
  • ✓ Tax flexibility
  • ✓ Simple management structure
  • ✓ Credibility with customers

Corporation

  • ✓ Strong liability protection
  • ✓ Easier to raise capital
  • ✗ Double taxation (C-Corp)
  • ✗ More complex management

Sole Proprietorship

  • ✓ Simplest to set up
  • ✓ Full control
  • ✗ No liability protection
  • ✗ Limited credibility

Key Considerations:

  • Liability protection needs
  • Tax optimization strategies
  • Future investor/partner plans



16. Domain & Hosting Setup

High Priority
1-2 days

Step-by-Step Actions

1

Brainstorm Domain Names

Create list of brandable, memorable domain names related to your business

2

Check Availability

Use domain registrars to check availability and secure .com if possible

3

Purchase Domain

Register domain for 2+ years and enable privacy protection

4

Select Hosting Provider

Choose reliable hosting with good uptime, speed, and ecommerce support

5

Configure DNS

Point domain to hosting provider and set up email accounts

Recommended Providers

Domain Registrars:

  • Namecheap (affordable, good interface)
  • GoDaddy (popular, many features)
  • Google Domains (clean, integrated)

Hosting Providers:

  • SiteGround (excellent support)
  • Bluehost (WordPress optimized)
  • AWS/DigitalOcean (scalable)

Domain Best Practices:

  • Keep it short and memorable
  • Avoid hyphens and numbers
  • Consider buying multiple extensions


5. Register Business Name

Register business name with state secretary of state office and check domain availability

Detailed action steps for this task would be displayed here…

6. Obtain EIN (Federal Tax ID)

Apply for Employer Identification Number from IRS for tax purposes

7. Business Licenses & Permits

Obtain required state and local business licenses, sales tax permits, and any industry-specific permits

8. Sales Tax Registration

9. Terms of Service & Privacy Policy

10. Business Bank Account

11. Accounting System Setup

12. Business Insurance

13. Product Selection & Research

14. Supplier/Vendor Selection

15. Inventory Management Plan

17. Ecommerce Platform Selection

18. Website Design & Development

19. SSL Certificate & Security

20. Mobile Optimization

21. Payment Gateway Setup

22. Payment Security Compliance

23. Shipping Strategy

24. Fulfillment Center Setup

25. SEO Optimization

26. Google Analytics & Tools Setup

27. Social Media Presence

28. Content Marketing Strategy

29. Customer Support System

30. Returns & Refunds Process

31. Website Testing

32. Inventory Procurement

33. Marketing Campaign Launch

34. Performance Monitoring

35. Customer Acquisition

36. Business Optimization