E-commerce Brief – The Portal Agency

Basics

Company name * Short answer preferred.

Contact person name * Short answer preferred.

Job title Short answer preferred.

Email * Example: name@company.com

Phone/WhatsApp * Example: +201234567890

Current store link Example: https://your-link.com

Primary market *

Short answer preferred.

Store language *

Arabic English Both

Short answer preferred.

Goals & Catalog

Primary goals *

Launch new store Improve existing store Increase conversion Expand shipping Improve UX Integrate systems Other

Short answer preferred.

Store new or existing? *

New Existing

Short answer preferred.

If existing: current platform Short answer preferred.

Top 3 current issues Short answer preferred.

Products & Catalog

Approx. number of products *

Short answer preferred.

Number of main categories * Short answer preferred.

Product variants?

Yes No

Short answer preferred.

Catalog files available?

Yes No Partially

Short answer preferred.

If yes: upload catalog Short answer preferred.

Need automated import from another system?

Yes No Not sure

Short answer preferred.

Pricing, Offers, Taxes

Primary currency *

Short answer preferred.

Prices include VAT?

Yes No Not sure

Short answer preferred.

Discount codes/coupons?

Yes No

Short answer preferred.

Offer types

% off Fixed amount Bundles BOGO Seasonal Loyalty points Other

Short answer preferred.

Return/exchange policy Short answer preferred.

Payments

Payment methods *

Cash on delivery Cards Bank transfer Wallets Installments Other

Short answer preferred.

Preferred payment gateways Short answer preferred.

Tax invoices / invoice numbering needed?

Yes No Not sure

Short answer preferred.

Accounting integration needed?

Yes No Not sure

Short answer preferred.

Shipping & Delivery

Shipping coverage *

Single city Nationwide GCC International

Short answer preferred.

Preferred couriers Short answer preferred.

Shipping pricing model

Flat By zone By weight Both Not sure

Short answer preferred.

Shipment tracking & customer notifications?

Yes No Not sure

Short answer preferred.

Same-day delivery?

Yes No

Short answer preferred.

Inventory & Orders

Current inventory management *

Manual Inventory system POS Not sure

Short answer preferred.

Multiple warehouses/branches?

Yes No

Short answer preferred.

Low-stock alerts needed?

Yes No Not sure

Short answer preferred.

Returns management in system?

Yes No Not sure

Short answer preferred.

UX & Pages

Advanced search & filters?

Yes No Not sure

Short answer preferred.

Wishlist/compare?

Wishlist Compare

Short answer preferred.

Store you like #1 - Link Example: https://your-link.com

Store you like #1 - Why Short answer preferred.

Store you like #2 - Link Example: https://your-link.com

Store you like #2 - Why Short answer preferred.

Store you like #3 - Link Example: https://your-link.com

Store you like #3 - Why Short answer preferred.

Integrations & Marketing Setup

Analytics/tracking *

GA4 GTM Meta Pixel TikTok Pixel Snap Pixel Other

Short answer preferred.

CRM integration?

Yes No Not sure

Short answer preferred.

ERP/accounting integration?

Yes No Not sure

Short answer preferred.

Messaging integration?

Email SMS WhatsApp Other

Short answer preferred.

SEO setup needed?

Yes No Not sure

Short answer preferred.

Platform & Technical Requirements

Preferred platform *

Shopify WooCommerce Magento Custom Not sure

Short answer preferred.

Domain/hosting status

Have both Need both Not sure

Short answer preferred.

Security/compliance needs

Encryption Fine-grained roles Activity logs Data privacy Other

Short answer preferred.

Admin panel/CMS required?

Yes No Not sure

Short answer preferred.

Content & Brand Assets

Is content ready? *

Ready Partial Not ready

Short answer preferred.

Are product photos ready?

Ready Partial Not ready

Short answer preferred.

Brand identity/guidelines available?

Yes No Not sure

Short answer preferred.

Assets folder link Example: https://your-link.com

Upload brand/catalog files Short answer preferred.

Timeline, Budget, Approvals

Target launch timeline *

Short answer preferred.

Budget range *

Short answer preferred.

Approver name * Short answer preferred.

Approval method

Short answer preferred.

Approval SLA

Short answer preferred.

Additional notes Short answer preferred.