This checklist helps ensure your direct-to-consumer e-commerce business operates smoothly across key operational areas—from warehousing to customer experience. Perfect for founders and teams looking to scale their online store efficiently.
Warehousing & Fulfillment ☐ Choose fulfillment model: In-house vs 3PL ☐ Ensure regional shipping coverage ☐ Track average order processing time ☐ Confirm packaging materials align with brand
Inventory Management ☐ Set inventory reorder thresholds ☐ Enable real-time inventory syncing with platform (Shopify, etc.) ☐ Conduct monthly stock audits ☐ Set alerts for low or aging inventory
Shipping & Returns ☐ Display clear shipping rates and policies ☐ Optimize return policy for conversion (e.g., free 14-day returns) ☐ Test multiple shipping providers for cost/speed ☐ Implement tracking and returns portal
Customer Experience ☐ Set up branded order confirmation & shipping emails ☐ Respond to all inquiries within 24 hours ☐ Use post-purchase emails to collect feedback or reviews ☐ Offer loyalty program or incentives for repeat purchases
Data & Continuous Improvement ☐ Track fulfillment time, return rate, and NPS ☐ Review operations metrics monthly
☐ A/B test shipping options or return messaging ☐ Conduct quarterly CX review