Checklist: Building an Online Store

A woman sitting at a large computer monitor

From writing product descriptions and capturing stunning imagery to setting up shipping and order fulfillment, there are many steps to creating an online store. As a web designer, you can help clients sell their products and services and set them up with a website that attracts and converts customers.

Whether your client is starting a new business and needs an online store built from scratch or an experienced entrepreneur who wants you to optimize and refresh their existing website, you can provide world-class web design services with Squarespace’s robust suite of ecommerce features. 

 
 

1. Interview your client

Ask your client about their business and goals. You’ll want to know what kind of products or services they sell, whether they offer subscriptions or gift cards, and what kind of content they already have. Using this information can help you work with your client to select the right Squarespace plan for their business.

 
 

2. Outline the store

Once you understand your client’s needs, outline the information architecture of the store. This includes creating a clear user journey and making it obvious what visitors should do when they land on your client’s site. Mapping out specific sections like the header and footer, homepage, and product pages can help you lay out the site effectively.


3. Choose a design 

Look to your client’s branding for inspiration as you select their website’s design, color scheme, and fonts. You’ll want the website to closely resemble their current aesthetic (unless part of the project is to revamp all visual marketing). For instance, if you are building a website for a clothing line, you may be inspired to incorporate characteristics of the store’s inventory. 


4. Build it out

Some of the same principles apply to building an online store as they do to building a personal website or portfolio. You’ll still want to adjust styles, layouts, and content. 

Additional steps to building an online store include:

  1. Building out the products page and product items

  2. Writing product descriptions

  3. Customizing the checkout process with checkout form and store policies

  4. Connecting a payment processor

  5. Setting up taxes

  6. Setting up shipping rates

  7. Connecting social media accounts

  8. Boosting search engine optimization (SEO)

  9. Customizing order emails

  10. Enabling customer accounts

Pro tips:

5. Place a test order

If your client is selling products online, you’ll want to go through the flow of purchasing and returning a product to verify the store functions and products appear as intended. Consider completing this step with your client so they can see how their customers interact with their website and buy from them.

 
 

6. Client walkthrough

Unless your client plans to keep you on retainer to provide long-term support, it’s a good idea to show them how to add, edit, and remove products. This will help them manage the store, adjust inventory, and update policies on their own after you hand over the site.

Pro tip: Record a tutorial for each client that you deliver as part of the client handoff. If your client wants to hire you for updates later on, keep rates in mind for this type of service.

7. Publish

It’s time to turn that trial into a live website. If your client will be paying for the Squarespace subscription themselves, remember to enter their payment details as you complete this step. 

Pro tip: As an added bonus, Circle members and their clients get 20% off new annual subscriptions. Learn about additional Circle member benefits.

The ecommerce industry is vast and full of unique businesses with varying needs. Squarespace offers Basic and Advanced Commerce plans to support your clients as they meet their business goals.

 
 

Want more?

Check out Squarespace Circle, Squarespace’s program for professional web designers, developers, digital entrepreneurs, and creatives. Along with exclusive content, discounts, and other perks, Circle brings professionals together from all across the globe to exchange advice while connecting with new clients and collaborators.


Arianna Frederick

Arianna Frederick is a content associate at Squarespace. In addition to managing the Circle blog, she develops top-of-funnel content for creative professionals and Circle members.

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