How to prepare for an ecommerce review

Start with the business questions

Write down what you need to understand: catalogue issues, discrepancies in sales data, feed errors or an integration that is not behaving as expected. Include specific examples and when they occur.

Make a simple map of your systems

List the store platform, sales channels, measurement tools and integrations. Identify who manages each part. For an initial conversation, the public store address and a description of the issue are enough.

Agree the scope before granting access

Define what will be reviewed, what is outside the scope and what report you expect. If access is later needed, use individual invitations with the necessary permissions and a removal date. Do not email passwords.

Separate facts, hypotheses and next steps

A useful report states what was observed, the evidence supporting it and what should be checked next. Prioritise actions by impact and dependencies to decide where to start.