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
say they spent more in 2020 with small, local, and independent businesses to show their support than they did before the pandemic.
say they discovered a new small, local, or independent e-commerce retailer via social media within the last year.
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
Your Small Biz Prep Checklist
Discover a Better Way to Ship
About ShippingEasy
Appendix – Meet Our Partners