Free Checklist

The E-commerce
Scale-Up Checklist

25 things to sort out before you pour money into growth. Built from a decade of running, fixing, and scaling e-commerce operations.

Systems & Integration
Are your tools actually connected, or are you leaking data and revenue?
Customer Experience
Is your CX a growth engine or just a cost centre?
Commercial & Profitability
Do you actually know which products and channels make you money?
Fulfilment & Logistics
From manufacturer to customer's door, is your supply chain solid?
Team & Processes
Is knowledge in systems, or just in someone's head?

Get the free checklist

Enter your details below and the full 25-point checklist will appear right here. No spam, no newsletter you didn't ask for.

Please enter your name
Please enter a valid email address

Free download. No credit card. Just practical help.

Your checklist is ready

Work through each item. Tick them off as you go, or save it for later.

Your progress 0 / 25

Systems & Integration

5 items
  • Your e-commerce platform connects to your email tool with real-time data sync (no manual exports)
  • Customer purchase data flows automatically between all your platforms, not via CSV files
  • You have a single source of truth for inventory across every sales channel
  • If you run subscriptions, the platform is properly integrated with your store and email
  • You've documented every tool you use, what it costs, and what it actually does for the business

Customer Experience

5 items
  • You have automated welcome, post-purchase, and win-back email flows live and working
  • Your support team can see a customer's full order history without switching between tabs
  • You're collecting customer feedback systematically and actually doing something with it
  • Returns and exchanges follow a clear, documented process (not dealt with on the fly)
  • You know your NPS or CSAT score and it's trending in the right direction

Commercial & Profitability

5 items
  • You know your true unit economics per product (including shipping, packaging, and returns)
  • You can tell which marketing channels are actually profitable, not just driving top-line revenue
  • Your discount strategy is tested and measured against a baseline, not based on gut feel
  • You track AOV, purchase frequency, and customer lifetime value at least monthly
  • You have a pricing strategy document, not just prices you picked when you launched

Fulfilment & Logistics

5 items
  • Your fulfilment partner (3PL or in-house) has an SLA and you're tracking against it
  • You have a reorder point system so you don't run out of bestsellers (or overstock slow movers)
  • Your packaging is optimised for both cost and brand experience (not just one or the other)
  • Shipping rates and zones are configured correctly with no margin leaks on delivery
  • You have a contingency plan if your primary fulfilment partner goes down

Team & Processes

5 items
  • Key operational processes are documented somewhere other than inside someone's head
  • You have clear ownership for each major business function (not everything landing on one person)
  • Your team uses a shared task or project management tool consistently (not just Slack and hope)
  • You review operational KPIs weekly, not just revenue and ad spend
  • You have a 90-day operational roadmap, not just a marketing calendar

Spotted some gaps?

That's exactly what I help with. Let's have a quick conversation to figure out which gaps are costing you the most, and what to fix first.

Book a Free Consultation