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Your business, written down. Follow the same steps every time so nothing gets missed, and hand tasks to a helper when you grow.
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Order fulfillment
- [ ] Confirm payment and personalization details
- [ ] Move order to Processing in Orders
- [ ] Make or pick the item, check quality
- [ ] Pack using the packaging checklist
- [ ] Buy label, add tracking number to the order
- [ ] Mark as Shipped and send the shipping message
Packaging checklist
- [ ] Tissue paper + sticker seal
- [ ] Thank-you card (handwritten for VIPs)
- [ ] Care instructions card
- [ ] Discount code for next order
- [ ] Photo of the packed order for your records
Photo shoot checklist
- [ ] Natural light, morning or late afternoon
- [ ] One hero shot on a neutral background
- [ ] Scale shot (in hand or in a room)
- [ ] Detail close-up and packaging shot
- [ ] 1 vertical video for Reels / TikTok
Weekly routine
- [ ] Mon: plan tasks and content for the week
- [ ] Tue–Thu: make, pack and ship
- [ ] Fri: log receipts, fill in the Weekly Review
- [ ] Sun: batch-schedule next week's posts
Customer message templates
- Order confirmation
- Shipped
- Review request
- Delay notice
Shop policies
- Returns & exchanges
- Damaged items