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eCommerce Questionnaire

eCommerce Questionnaire

General Information
Name*
First Last
Title
Email*
Phone
Business / Organization Name*
Website
Address
Street Address Address Line 2 City State ZIP Code
Web site information
Is this project for a new or existing web site?*
- New web site
- Existing web site
If existing website, which statement(s) accurately reflect the scope?
- Keep the current eCommerce platform, but make changes/improvements.
- Redesign the site.
- Switch to a different eCommerce platform.
- Find someone to take over maintenance.
- Other
Check all that apply
eCommerce Information
What markets do you serve?
- Local
- Specific Region
- US Only
- Specific Countries
- Global
What forms of payment do you accept (check all that apply):
- Cash
- Checks
- Visa
- Mastercard
- American Express
- Discover
- Diner's
- JCB
- Other CC's
- Paypal
- Money Order
- eCheck
- Direct Transfer
- Other
Do you currently have a merchant account?
- Yes
- No
If yes, what bank?
Do you current have a payment gateway
- Yes
- No
If yes, which provider? (Check all that apply)
- Authorize.net
- Paypal
- Google Wallet
- Cybersource
- Square
- Trustcommerce
- Stripe
- Other
Do you have an existing eCommerce/Shopping cart
- Yes
- No and I am open to your suggestions
- No, but I have a specific solution I want to use.
Which solution are you using / would like to use
- WooCommerce
- Magento
- Shopify
- Volusion
- No preference
- Other
Do any of your goods require shipping?
- Yes
- No
If yes, which shipping providers do you use:
- USPS
- UPS
- Fed Ex
- DHL
- Other
Check all that you want to offer
Good and Services
Which of the following are you selling (check all that apply):
- Simple products (Physical products with one price)
- Variable products (Products with different options that may have different prices)
- Digital Downloads
- Subscription Based Products / Services (Billed on a schedule)
- Access to digital content
- Offline Services
- Donations
- Other
Check all that apply
Approximately how many different items will you sell?
Includes individual goods, services, packages.
If possible, please attach a product spreadsheet
Max. file size: 50 MB.
Revenue and Goals
What would you consider a successful revenue goal after year 1
What would you consider a successful revenue goal after year 2
What would you estimate is the average revenue per order?
Other Features
Which of the following features are you interested in
- Complex product options (sizes, colors, variations etc.)
- Product Reviews
- Cross selling / Similar products
- Gift Certificates
- Promo codes
- Product Search
- Product Bundles
- Product Comparison
- Store credit
- Other
Check any that you are interested in
Which of the following shipping features are you interested in
- Ship to multiple addresses
- Shipment Tracking
- Print Invoices and Packing Lists
- Local Pickup
- Table Rate Shipping
- Speed Service Couriers
- Other
Check any that you are interested in
Which of the following customer service features will you offer?
- Phone support
- Email support
- Knowledge base
- Live chat
- Support ticket system
- Other
Check any that you are interested in
Does your store need to integrate with any third party technologies
- CRM
- Accounting software
- EDI
- Email / Marketing Platform
- Inventory Management
- Other
Check any that you are interested in
Maintenance and support
How frequenty do you plan on changing product/pricing on the site?
- Daily
- Weekly
- Monthly
- Quarterly
- Annualy
How frequenty do you plan on doing special offers, coupons?
- Daily
- Weekly
- Monthly
- Quarterly
- Annualy
How frequenty do you plan on doing promotional campaigns?
- Daily
- Weekly
- Monthly
- Quarterly
- Annualy
For maintenance do you prefer to...
- ...take over responsibility for maintaining the store with some training and support.
- ...utilize a vendor for most of the maintenance.

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