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

Maximize engagement and optimize shipping with our month-by-month e-commerce checklist.

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

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 1
  • The Small Business Landscape 2
  • The Background on Our Research 2
  • How the E-Commerce World Changed 3
  • How the Consumer World Changed 4
  • Prepping for the 2021 Holiday Season 5
  • Whip Your Business Into Shape 5
  • Take Your Business from Servicable to Optimal 6
  • Turning Your Checkout Experience Into Conversion Central 7
  • Gain a Good Reputation 8
  • Review Your Reviews Approach 8
  • The Power of Product Reviews 8
  • Changing Up Your Marketing Channels 9
  • Advanced Segmentation Strategy 9
  • The Multi-Choice of Multichannels 9
  • How to Seal the Sale 11
  • The Post-Purchase Experience 11
  • Optimize Fulfillment & System 12
  • From In-House to Outsourced 12
  • Shipping Rules That Save You Time & Money 12
  • Global Aspirations 12
  • Reasons Why Website Visitors Become Customers 14
  • Return if You Want To 15
  • Create a Seamless Returns Experience 16
  • How to Maintain the Relationship 17
  • Off to Remarket 17
  • The Customer Service Line 17
  • Don't Forget to be Green! 18
  • Forecast, Adapt, and Prepare 19
  • Look to the Past to Prepare for the Future 19
  • Your Small Biz Prep Checklist 20
  • Discover a Better Way to Ship 22
  • About ShippingEasy 23
  • Appendix - Meet Our Partners 24