For Startups
For Scaleups
For Agencies
Services
About Us
Insight Hub
Report Hub
Contact
Search
Menu Menu

Ecommerce Scope

Please fill in the form below to provide a scope for your project.

Contact / system details

Contact Details

Name

Company name

Email address

Phone

Website URL

Facebook

Instagram

Systems Overview

What is your existing ecommerce platform?ShopifyWoocommerceOpen CartMagentoOtherNo we are new to ecommerce

Do you have a preference for your new ecommerce platform?ShopifyWoocommerceOpen CartMagentoOtherNo, we are new to ecommerce

Do you have an existing email newsletter system?MailchimpKlaviyoCampaign MonitorMailPoetHubSpotConstant ContactNo we are new to email marketing

Other email newsletter systems

Do you have a customer loyalty program?YesNoWish to discuss

Please describe you rewards programme

Do you require integration with other systems?XeroMYOBAccredoCin7ERPOtherNo integration required

List other business systems for integration

Who is your logistics provider?AramaxDHLFedExNZ CouriersNZ PostUPSOtherDo not have one

Logistic - Other

Where will you ship ordersNew ZealandAustraliaPacific IslandsOther Countries

List other countries

Do you currently sell your products on:Google ShoppingFacebook / Instagram ShopAffiliatesOtherNo - but I want to!No we only want to sell on website

Other platforms

Site features

Have you seen any sites you like the look of?

Site FeaturesAdvanced searchCompare tablesCutomer reviews and ratingsGeo targettingLanguage translationsLoyalty / rewardsMega menuMulti currencyPersonalised content or discountsProduct bundlesProduct filteringShare on social mediaWishlists / favouritesUpsellCross-sellAddress finder on checkout

CategoryCategory nameCategory descriptionCategory image / videoProduct filteringProduct nameProduct imageProduct PriceSkuRoll over product galleriesBrandColour SwatchesOn Sale BadgeAdd to cartAdd to wishlistAdd to compare table

ProductsProduct nameProduct imageProduct descriptionProduct galleriesProduct videosColour swatches3d Rotating productsProduct TaggingShare productsRatings/ReviewsAdd to cartAdd to wishlistAdd to compare tables

What promotions do you need setup?Seasonal discountsFree shippingBuy one, get one (BOGO)Loyalty programFlash salesBundle dealsAbandoned cart recovery

Content PagesHome, about, contactFAQsBlogShipping policyPrivacy policyCookie policyRefund policy

List other content pages you may need

What online forms do you need to be setupContact FormSubscribe to newsletterReturns formFeedback/complaints formOther

Please upload any other forms you require to be setup

Drag and Drop (or) Choose Files

Product management

How many products items (skus) do you have including variants?

What are your product attributes?ColourSizeBrandStock / AvailabilityWeightDimensionsMaterialSpecification SheetsWarranty specific to product

List other product attributes not listed above

What type of products do you have?SimpleVariable eg. size / colourConfigurableCustomisedProduct BundlesE-products / downloadsSubscription

Show Price / GSTNZ Retail Customer - GST inclusiveNZ Retail Customer - GST exclusiveNZ Wholesale Customer - GST inclusiveNZ Wholesale Customer - GST exclusiveInternational tax rates required

Do you want to customer to compare product attributes?YesNo

Is there different pricing for products with variants?YesNo

Please describe how pricing works for variants

Stock is to be managed via:Website onlyWebsite and retail storeInternal Business system - Eg Xero, MYOB, ERPThird part logistics / managed warehouse

Describe how your stock is managed

Do you want to accept backorders / notify customer when back in stock, please describe

Do you wish to display product reviews?YesNoWish to discuss

Do you have an existing product catalogue? If so please upload

Drag and Drop (or) Choose Files

Indicate where your product data will be coming from?Starting from scratchExisting websiteInternal business systemManufacturers/suppliersSupplied in CSV format

Do you have existing product images?Yes - I have hires imagesYes - only on exisiting websiteYes - provided by supplier or external partiesNo - Need new ones

Do you have existing product videos?YesNoNo - but would like some

List the product categories you wish to have

Please indicate product considerations when shippingStandard deliveryExpress deliveryOversized product surchargeDangerous goodsPerishable / foodExport documentationHandling fee

Customer accounts

Account Registration and Login

Email verification or activation for new customer accounts (to ensure account security).YesNoDo not know - wish to discuss

Enable social login options, allowing customers to register or log in using their social media accounts (e.g., Facebook, Google).YesNo

Account Dashboard and Profile Management:

Account dashboard where customers can view and manage their personal information, order history, and saved addresses?YesNo

Allow customers to update their account details, such as email address, password, and communication preferences?YesNo

Provide the option for customers to save and manage multiple shipping addresses?YesNo

Integrate order tracking functionality, enabling customers to track the status and shipment of their orders directly from their account?YesNo

Data to import

If you have an existing site do you need to:Import existing customer - name, email, addressesImport order historyNo import required

Order History and Tracking:

Display order history section within the customer account, allowing customers to view past orders, order details, and invoices?YesNo

Payment Methods

Payment MethodsCredit cardsBank transferApple payLaybuyAfterpaySubscription/Recurring Payments

Do you have existing payment methodsAfterpayBank depositBNZ BuylineeWayPaypalPolipayStripeWindcave

What system should send customer invoicesWebsiteBusiness System eg Xero, Myob, ERPUndecided

Wholesale Ordering:

Do you require wholesale orderingYesNo

List fields required for a wholesaler application

Provide a general workflow for onboarding wholesalers

Do you require a wholesale accounts to be approved before they can buy?YesNo

What is your wholesale pricing structure?Bulk discountsTiered pricingSpecific customer group pricingCustomised price lists

Outline other wholesale pricing considerations.

If your site is wholesale only do you wish to hide pricing from search results?YesNo

Payment methods for wholesalersOn accountCredit cardBank transferOther

Submit your scope

Thank you for filling in this form. If there is any other information about your business please load below.

Budget$10,000 - $15,000$15,000 - $30,000$30,000 - $50,000$50,000 - $80,000+

Timeframe2-3 months4-6 monthsGathering quotes

Other information

Upload file

No file chosen

If you have any files that would be useful please upload here

Save as Draft

We are a full-service website design,
development and digital marketing agency
based in Christchurch, New Zealand.

Unit 6B 303 Blenheim Road
Upper Riccarton 8141
Christchurch

p: +64 3 348 2114
e: [email protected]

About
Insight Hub
Report Hub
Support Hub
Privacy Policy
Terms & Conditions

Facebook | LinkedIn | Instagram

We are a full-service website design, development and digital marketing agency based in Christchurch, New Zealand.

Unit 6B 303 Blenheim Road
Upper Riccarton 8141
Christchurch

p: +64 3 348 2114
e: [email protected]
Support Requests

Facebook | LinkedIn | Instagram

Meta Business Partner | Google Partner | Shopify Partner
WP Engine Partner | Rocketspark Partner | Klaviyo Partner

Scroll to top