The Ultimate SMB Checklist: How to Master Small Business Saturday and the Holiday Season

Did you know that 52% of consumers agree that lack of insight into shipment or return status often causes them to choose to shop with larger retailers vs small/local/independent businesses?

The pandemic has altered many aspects of our lives, including the way consumers shop with small-and-medium-sized businesses. We conducted a recent survey of 2,000+ consumers based in the U.S., U.K., Canada, and Australia to better understand this shift in buying behavior and how SMB e-commerce merchants can adapt to meet these new demands in time for the holiday season. In addition to exclusive research, we have collaborated with industry partners — from carriers to e-commerce platforms — to reveal the actionable steps and best practices that will help you get your SMB holiday-ready!

Download The Ultimate SMB Checklist for access to:
  • Exclusive survey data on how consumer behaviors have shifted
  • Top 3 ways retailers can persuade potential customers
  • Insight on e-commerce best practices from industry experts
  • Tips on how to optimize fulfillment for your SMB
  • Printable month-by-month holiday prep checklist

Ultimate SMB Checklist

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85%

say they spent more in 2020 with small, local, and independent businesses to show their support than they did before the pandemic.

54%

say they discovered a new small, local, or independent e-commerce retailer via social media within the last year.

69%

say that they are more likely to consult online reviews for small/local/independent brands than they are for big-box retailers

Table of Contents

Chapter 1
The Small Business Landscape

  • The Background on Our Research
  • How the E-Commerce World Changed
  • How the E-Commerce World Changed

Chapter 2
Prepping for the 2021 Holiday Season

  • Whip Your Business Into Shape
  • Take Your Business from Servicable to Optimal
  • Turning Your Checkout Experience Into Conversion Central

Chapter 3
Gain a Good Reputation

  • Review Your Reviews Approach
  • The Power of Product Reviews
  • Changing Up Your Marketing Channels
  • Advanced Segmentation Strategy
  • The Multi-Choice of Multichannels
  • How to Seal the Sale
  • The Post-Purchase Experience

Chapter 4
Optimize Fulfillment & System

  • From In-House to Outsourced
  • Shipping Rules That Save You Time & Money
  • Global Aspirations
  • Reasons Why Website Visitors Become Customers
  • Return if You Want To
  • Create a Seamless Returns Experience

Chapter 5
How to Maintain the Relationship

  • Off to Remarket
  • The Customer Service Line
  • Don’t Forget to be Green!

Chapter 6
Forecast, Adapt, and Prepare

  • Look to the Past to Prepare for the Future

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Appendix – Meet Our Partners