Please Answer all of the Questions Below

THE MORE DETAILS YOU GIVE, THE BETTER!

Business Name*

Business Address*

Contact Person (Name & Title)*

Phone*

Email*

Current website address (if any)

Product Related

How many products will there be at launch?

How are these products organized? How many product categories?

Are products perishable?
YesNo

Does inventory on hand need to be tracked?
YesNo

Will the site accept back orders?
YesNo

Is there an autoship/enroll program? (i.e. wine of the month clubs)

Do wholesalers get different prices?
YesNo

Note: Above is sample all will follow the same options in google form.

Shipping And Handling

How is shipping to be calculated? Flat rate? Based on weight?

Will we be using either the FedEx API or the UPS API?

Are we shipping to all states?
YesNo

Are we doing international shipping?
YesNo

Do we need to handle multiple foreign currencies?
YesNo

Will we need to add a handling fee on top of the shipping fee? What is the calculation?

Will the site need to print shipping labels?
YesNo

Which states need a tax calculation?

Are we using the same tax rate across each taxable state?
YesNo

Do we need to provide a tracking number to the user?
YesNo

Billing Agreements for recurring purchases required ? e.g. monthly membership fees

Data Integration

Will the client be using a fulfillment house? If so, how is the order data needed?

Do we need to send data on the spot or as a daily batch?

Do we need to integrate into an existing accounting system? (i.e. Quickbooks)
YesNo

Are we setting up user accounts so users can track their orders and order history?
YesNo

Multi lingual required?
YesNo

If multi currency and multi lingual, may consider geo ip auto-detect?

Blog required?
YesNo

Promotional/Marketing

Do we want to offer promotional/discount codes?
YesNo

Which types of codes? Percentage discount, buy one get one free, free shipping?

Are we integrating any affiliates? (i.e. Commission Junction)

Do we need to integrate with Google Shopping and/or Amazon?
YesNo

Setup-Related

Is the client selling only online or is there a brick and mortar store(s)?

Is a merchant account already setup?
YesNo

Has a security certificate already been purchased?
YesNo

Has a payment gateway already been selected?
YesNo

Will you organize hosting or do they have their own already?

Email Marketing - preferred supplier or integration with e.g. Mailchimp required?

Other

On-site SEO, Conversion Tracking requirements - should be a part of the project from day 1?

Social-media integration - do they already have a presence?

Multi lingual required ?
YesNo

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