The Complete Roadmap
26 steps to your live store
Five phases. Follow them in order or jump to where you are.
Foundation
Define your customer, product, competitors, and brand identity.
Choose Your Customer
Create a one-page customer persona that includes demographics (age, location, income), psychographics (interests, values, pain points), and buying behavior (where they shop, how they discover products, what triggers a purchase).
Choose a Product
Generate a shortlist of 3–5 product ideas that align with your customer persona, then validate demand using trend data and marketplace research.
Competitive Research
Identify your top 5 competitors and analyze their pricing, marketing channels, product range, customer reviews, and positioning. Create a comparison spreadsheet.
Find a Domain & Brand Name
Brainstorm 10–15 brand name ideas, check domain availability, and register your top choice.
Build Your Store
Choose your platform, design your brand, and set up shop.
Choose Your Platform
Compare the top platforms against your budget, technical skill level, and growth ambitions. Pick one and create your account.
Find Good Hosting
OptionalChoose a hosting provider and set up your account. Install WordPress if you're using WooCommerce.
Pick a Theme
OptionalBrowse theme options for your platform, install your chosen theme, and customize it with your brand colors and logo.
Generate Brand Assets
Create your logo, select your brand colors (2–3 colors), choose your fonts, and document your brand guidelines.
Add Illustrations
OptionalBrowse illustration libraries and download a set of illustrations that match your brand style and colors.
Product Photography & Mockups
Create or source product images for your entire catalog. Use mockup tools for lifestyle shots and social media assets.
Launch Prep
SEO, copy, payments, social, legal, and shipping — get launch-ready.
SEO & Keyword Research
Research and document your target keywords for each product page, collection page, and blog topic. Optimize your page titles and meta descriptions.
Write Marketing Copy
Write (or generate and edit) your homepage copy, product descriptions, about page, and key email templates.
Find a Payment Provider
Set up at least one payment provider and integrate it with your store. Test a purchase to make sure everything works.
Sell on Social Media
Connect your store to at least one social commerce channel. Set up your product catalog on that platform.
Integrate with Marketplaces
List your products on at least one marketplace and set up inventory syncing with your main store.
Generate Legal Documents
Generate and publish your privacy policy, terms of service, and refund policy. Link them in your site footer.
Shipping & Delivery
Set up your shipping strategy: choose carriers, set shipping rates, configure delivery zones, and set up tracking.
Operations
Inventory, invoicing, accounting, refunds, and customer feedback.
Inventory & Fulfillment
Set up an inventory tracking system and decide on your fulfillment strategy: self-fulfillment, third-party logistics (3PL), or a hybrid.
Physical Store Integration
OptionalIf you have a physical location, set up a POS system that integrates with your online store.
Dropshipping
OptionalIf dropshipping is your model, connect your store to a dropshipping supplier platform. Import products and set your prices.
Invoicing
Set up invoicing that automatically generates professional invoices for every order.
Subscription Management
OptionalIf your products suit a subscription model, set up subscription billing and management.
Accounting Software
OptionalSet up accounting software, connect your bank accounts and payment processors, and configure your chart of accounts.
Manage Refunds
Create your refund policy, set up a returns management system, and publish your policy on your site.
Collect Feedback
Set up a post-purchase feedback system — automated emails, surveys, or on-site feedback widgets.
Growth
Marketing, email, affiliates, analytics — scale what's working.
Social Proof
Set up a review collection system, create a strategy for gathering testimonials, and add trust badges to your store.
Social Media Marketing
Choose your primary social platforms, create a content calendar, and set up scheduling tools.
Content Marketing
OptionalSet up a blog on your store, create a content calendar based on your keyword research, and publish your first 3–5 posts.
Upsell & Cross-Sell
Set up product recommendation widgets on your product pages, cart page, and post-purchase page.
Email Marketing
Set up email marketing software, create your core automated flows (welcome, abandoned cart, post-purchase), and add email capture to your site.
Affiliate & Referral Marketing
Set up a referral program for customers and optionally an affiliate program for creators and influencers.
Abandoned Cart Recovery
Set up automated abandoned cart email sequences and optionally push notifications or SMS reminders.
Site Performance
Run a speed audit on your site, identify the biggest performance bottlenecks, and fix the top issues.
Website Analytics
Install analytics tracking on your site. Set up conversion tracking for purchases, add-to-carts, and email signups.