E-commerce Workbook, Step by Step for 2027

Fifteen printable one-page templates for running a small or medium-sized online shop, from choosing products and suppliers to conversion, stock, returns and a monthly trading review.

Who it's for

Owners and managers of small and medium-sized online shops. Set up Templates 1–5 before you add products, use the trading templates week by week or month by month, turn to Templates 10 and 11 before your busiest season and finish every month with the trading review.

What you'll learn

• Evaluate a new product on demand, reference prices, full cost and margin, shipping, return risk and brand fit
• Compare suppliers on landed cost, minimum order, lead time, samples and compliance, and keep one catalogue line per SKU
• Plan product page content in the order shoppers read it, and organise product photography by channel
• Work out the reorder point and safety stock for each product, and how many to order
• Find where shoppers drop out with a conversion funnel analysis and a checkout friction audit, and compare cost per order by traffic source
• Track promotions by margin after discount and get the shop ready for peak season, with a plan B
• Build a customer service reply bank, log returns and reviews by reason and theme, and run a monthly trading review

What's inside

• 52 pages, 15 templates
• Each template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text
• Worked examples from two fictional UK businesses: a candle and homeware brand and an online bicycle parts shop
• Short notes on the rules to check, such as consumer rights, product safety and genuine reviews, with pointers to gov.uk and the ICO
• Template index at the back: every template with its purpose and the page of the blank to print
• A licence to photocopy the templates for your own use and within your own organisation
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. New Product Evaluation Sheet
2. Supplier Comparison Sheet
3. Product Catalogue Sheet
4. Product Page Content Planner
5. Product Photography Shot List
6. Stock and Reorder Planner
7. Conversion Funnel Analysis
8. Checkout Friction Audit
9. Traffic Source Analysis
10. Promotion and Discount Code Tracker
11. Peak Season Readiness Plan
12. Customer Service Reply Bank
13. Customer Returns Log
14. Reviews and Ratings Tracker
15. Monthly Trading Review

Part of The Ultimate Business Bundle

This workbook is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).