| Ecommerce marketing assessment | Review of channels, store journey, retention activity, reporting, workflows, and current constraints | Assessment document and findings summary | Discovery and audit | Platform access, current reports, business goals, and product priorities |
| Dedicated specialist role plan | Defined responsibilities, capacity allocation, escalation path, access needs, and success measures | Role charter and operating plan | Scope definition | Decision-maker input and internal ownership |
| Campaign calendar | Product launches, promotions, email and SMS campaigns, paid media priorities, content requirements, and approval dates | Shared planning calendar | Planning and execution | Product roadmap, offers, seasonality, and approval process |
| Acquisition channel plan | Paid search, paid social, shopping, SEO, marketplace, and content traffic priorities | Channel matrix and campaign brief pack | Strategy and activation | Budgets, product economics, audience information, and creative assets |
| Lifecycle marketing plan | Segments, flows, email and SMS campaigns, retention triggers, win-back logic, and testing ideas | Lifecycle map and campaign briefs | Setup and optimisation | Customer data, consent status, promotional rules, and brand guidance |
| Storefront improvement backlog | Product-page, collection, landing-page, content, navigation, proof, and conversion opportunities | Prioritised backlog and QA checklist | Implementation support | CMS access, product details, analytics, and technical owner |
| Measurement framework | KPI definitions, baseline requirements, data sources, attribution caveats, and reporting cadence | KPI dictionary and dashboard requirements | Setup and reporting | Analytics, CRM, ecommerce data, and commercial definitions |
| Platform coordination notes | Access requirements, integration considerations, workflow requests, app or tool dependencies, and risk notes | Technical coordination document | Setup and managed delivery | Platform administrators, security policy, and integration context |
| Quality-assurance checklist | Campaign links, tracking, creative, copy, product data, audience settings, approvals, and launch checks | Reusable checklist and launch record | Pre-launch and ongoing delivery | Approved assets, platform access, and assigned reviewers |
| Performance review | Results, limitations, learning, recommended actions, backlog changes, and next-priority decisions | Monthly or agreed-cadence report | Optimisation | Timely data, business context, and decision-maker feedback |