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Expert Answer • 2 min read

How do I create a Cyber Monday checklist?

As an e-commerce business owner, I'm preparing for Cyber Monday and want to ensure I have a comprehensive strategy that maximizes sales, prevents technical issues, and provides an exceptional customer experience. I need a detailed checklist that covers everything from technical preparations to marketing tactics, inventory management, and post-sale follow-up. What are the critical steps I should take to make this Cyber Monday my most successful online shopping event yet?
Muhammed Tüfekyapan

Muhammed Tüfekyapan

Founder & CEO

2 min

TL;DR - Quick Answer

Build your CM checklist around five phases: pre-sale setup (6+ weeks out), content preparation (3-4 weeks), technical testing (1-2 weeks), CM day operations, and post-CM close-out. Each phase has specific deliverables with owners and deadlines.

Complete Expert Analysis

Building a Cyber Monday Checklist

A good CM checklist is phase-based, not just a flat list. Each phase builds on the previous one, so a delay in phase 1 cascades into phase 2. Assign every item an owner and a due date.

Master Cyber Monday Checklist by Phase

Phase 1: Strategy (8-10 weeks before)

  • - Set CM revenue target and margin floor
  • - Decide offer type (% off, flat amount, tiered, BOGO)
  • - Identify featured products and forecast inventory needs
  • - Finalize budget allocation by channel
  • - Lock in partnerships (influencers, affiliates)

Phase 2: Preparation (4-6 weeks before)

  • - Order additional inventory
  • - Build all CM content (emails, ads, social, blog)
  • - Create discount codes in Shopify
  • - Set up email sequences and automation
  • - Design CM landing page

Phase 3: Testing (1-2 weeks before)

  • - Complete end-to-end test purchase on mobile and desktop
  • - Verify all discount codes work correctly
  • - Test email automation triggers
  • - Run Google PageSpeed on key pages
  • - Brief full team on roles and escalation paths

Phase 4: CM Day

  • - Launch sale at scheduled time
  • - Send sale-live email and SMS
  • - Monitor analytics every 2-3 hours
  • - Process and ship orders throughout day
  • - Send 'last hours' reminder at 9pm

Growth Suite Integration

Add Growth Suite campaign configuration to Phase 2 of your checklist. Set up your offer types, discount rules, and scheduled campaign start/end times weeks in advance - so on CM day, the only thing you need to do is verify it activated, not configure it from scratch.

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Muhammed Tüfekyapan

Muhammed Tüfekyapan

Founder & CEO of Growth Suite

With over a decade of experience in e-commerce optimization, Muhammed founded Growth Suite to help Shopify merchants maximize their conversion rates through intelligent behavior tracking and personalized offers. His expertise in growth strategies and conversion optimization has helped thousands of online stores increase their revenue.

E-commerce Expert Shopify Partner Growth Strategist

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