1.
Scoping
eCommerce
Projects
CHRIS LEMA, LIQUID WEB

2.
Stores & Sites are different.
When youbuild an online
store fora customer,
you’re helpingthem
build a business.

3.
Thelargestrisksonastoreproject
Occur long before
You start writing
code. They all show
up during scoping.

4.
Thetenscoping areas
The Customer The Project The Store Products Visitors
Orders Demand Features Complications Hosting

5.
Listen forthis phrase:
“I don’t know.
What doyouthink?”
Multiply each instance
By 5hours, minimum.

6.
CUSTOMER
BACKGROUND

7.
Who built the
current site?
How did you
Find them?

8.
Who does the
maintenance?

9.
Howdoes the
Store fit into
The biz model?

10.
Who are the
approvers?
Stakeholders?

11.
Project
BACKGROUND

12.
When do you
Need things
To go live?

13.
Can you share
Your project
Budget?

14.
Do you have
Requirements
already?

15.
Prioritize:
-Speedofstore
-SpeedofDev
-Design

16.
Store
BACKGROUND

17.
What is
Broken
today?

18.
What feature
Are you most
Proud of?

19.
What feature
Cost you the
most?

20.
Are you using
Other sales
channels?

21.
Product
Details

22.
How many
products?
Categories?

23.
Are product
Photos, prices
& Descriptions
Ready?

24.
How often
Do you make
Updates?

25.
What kinds
Of products
Do you sell?

26.
Visitor
Details

27.
Do you sell
To consumers?
Businesses?

28.
Do you also
Need to support
Distributors?

29.
Is the store
Public or do
You Sell to
members?

30.
Howmany folks
Visit the store
On a daily basis?

31.
Order
Details

32.
Howmany
Orders do you
Have in your
system?

33.
Do those
Orders Need to
Be migrated?

34.
Do you manage
Your orders
yourself? Use
A third party?

35.
Are you using
Any automated
fulfillment?

36.
Scale
Details

37.
Mostsales
Inaday?

38.
Mosttraffic
Inanhour?

39.
Anyspecial
Upcoming
promotions?

40.
If your store Was
going to Fail, what
Volume of orders
Would make that
Ok?

41.
Feature
Details

42.
Will you be
Promoting
Featured or
Newproducts?

43.
Do you have
Specific shipping
Partners you
Need to support?

44.
Will you be
Collecting
tax? Are you
Using a service?

45.
What payment
Options do you
Want to make
available?

46.
Complications

47.
Will you be
Needing Multiple
Languages &
currencies?

48.
Will you be
Selling any
Subscriptions
products?

49.
Will you be
Wanting to
Offer wish
List capability?

50.
Do you have any
Integrations
We need to make
Sure work?

51.
Hosting
Details

52.
Where is the
Store hosted
Right now?

53.
Do you need us
To configure
Staging & testing
environments?

54.
Will you need
Us to train your
Staff on making
updates?

55.
Will you need
Us to test your
Store for
performance?

56.
40questions.
The problemmost
Freelancers or agencies
Have is that they
Don’tspend enough
Time doingdiscovery.

57.
Onelastresource
CheckoutJenniferBourn’s
courseonSelling eCommerce
projects.
jenniferbourn.com/ecommerce-sales/

58.
CHRIS LEMA
LIQUID WEB
@chrislema