But before going into details, let’s learn why you should add a chat button to your online store. 

Why does your Shopify store need a live chat?

If you’re running an ecommerce business, you know how difficult it is to turn every visitor into a customer and then a repeat one. With a live chat, you can deliver personal touches that help make your job much easier. 

Here are the benefits of adding a live chat to your online store:

• Catch potential customers as they’re contemplating a purchase. When a website visitor is in the midst of their decision-making process, you can send a proactive message letting them know you’re available to chat immediately. 
• Increase conversion rate. According to Forrester’s research, customers who engage in a live chat conversation with a business are 2.8 times more likely to complete a purchase.
• Improve customer engagement. A live chat is a 1:1 conversation, which is a great way to engage potential customers on a personal level and make them feel more connected to you. 

Sounds great, right? 

You might be excited to have one! So, let’s move on to discover the best live chat app for your Shopify store.

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Gorgias live chat: The best Shopify live chat app

Gorgias gives you a powerful live chat widget that you can add to your Shopify store or other ecommerce stores like Magento and BigCommerce. It’s one of the best Shopify live chat apps, with over 400 reviews on the Shopify App Store. 

Gorgias live chat features:

• Trigger personalized live chat conversation with shoppers on product pages to boost sales
• Answer visitors customer support requests in real-time to remove any sales objections or doubts
• Know on which pages customers are
• Get all previous customer purchase information and conversation history (regardless of the channel) close to the conversation thread to provide personalized advice and support
• Install live chat, SMS, and other messaging apps for multiple stores and centralize all conversation in one place
• Respond in one click using pre-made templates 
• Perform actions like rewarding loyalty points without leaving the chat
• Display data from third-party ecommerce tools like Smile.io, Yotpo, Klayvio, etc., in your live chat backend and insert them in any message in one click
• Respond in one click using pre-made templates 
• Set up automated responses and bot for common tickets like “Where’s my order?”
• Classify, assign and prioritize tickets depending on the content, but also on the sentiment and intent detected by AI

About pricing, Gorgias offers you a 7-day free trial with full access to premium features. Its pricing plans are reasonable and affordable than Zendesk Chat, Tidio Chat, and other live chat software. 

Bonus: Gorgias is also an ecommerce ticketing system! It offers omnichannel communication, i.e., email, live chat, phone, SMS messaging, and social media.

Use Shopify Inbox? Learn why Gorgias is the #1 Shopify Inbox alternative.

Steps to integrate Gorgias with your Shopify store 

To follow along in this tutorial, you’ll need a Gorgias chat account. If you haven’t had it, click here to sign up for an account and enjoy a 14-day free trial with full access to all advanced features. 

After that, take these steps to install Gorgias on your Shopify store:

Step 1: Log in to your Gorgias helpdesk.

Then, from the right sidebar, click Connect Shopify to enter the Shopify integration page.

Step 2: In the Shopify integration page, click the Add Shopify button at the top-right corner. 

Here’s what you’ll see:

Type your store name in the Store name box. Then, click Add integration, and your Shopify store will be integrated into Gorgias in a second:

Done! You’ve just integrated your Shopify store with Gorgias successfully. Move on to learn how to create your first Gorgias live chat. 

Steps to create a live chat widget

Do as follows:

Step 1: Click the Connect live chat option on the right menu of the Tickets view. 

You’ll be directed to the Chat integration page as below. 

Step 2: Click Add chat to open the New chat integration page. 

On this page, you can add a chat title, edit introduction text during and outside business hours, change colors and language of the chat window.

When you’re done with customization, click Add new chat.

At this point, you already have a real-time chat box. Now you need to add it to your Shopify store. 

Steps to add a live chat to your Shopify store

To add a live chat to your Shopify store, just switch the button on the right side of your Shopify store name from OFF to ON.

Then, go to your Shopify store to see how Gorgias live chat appears:

To further customize your live chat widget, check out these tutorials:

• Advanced chat customization
• Chat campaigns
• Chat quick replies
• Chat assignment setting 

Note: If your store isn’t on Shopify, you can copy the JavaScript code and paste it on your website above the </body> tag. No plugin required. 

Start talking with your Shopify customers in real-time!

Create a Gorgias account right now and follow this guide to add a live chat to your Shopify store. Your customers are waiting to talk with you.

In case you have any questions, don’t hesitate to contact our fantastic customer support team. We’re more than happy to help you. 

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This week, Gorgias and Simplr announced a partnership to help provide ecommerce brands with a customer service stack that is built to turn contact centers into revenue drivers via 24/7 rapid-response digital customer engagement.

And, with consumers operating on a “NOW” schedule, we’re pretty excited about how this partnership will enable ecommerce brands to engage more customers in valuable CX moments. 

If you put on your consumer hat for a minute, think back to even two or three years ago- a time when we had to wait just a little bit longer for a meal delivery, for the arrival of an online order, or for a customer service email response. Today, everyone’s tolerance for waiting is lower than ever, thanks to the sky-high standards set by world-class companies like Amazon, Netflix, and Spotify. These are the brands that are setting the tone for every other experience your customer is having. Your business is not only competing with others in your industry, you’re competing with the best brands in the world. ‍

Elevated customer expectations in our instant gratification culture have created a new kind of consumer that CX professionals haven’t been forced to deal with before. ‍

We call this consumer the NOW customer.  ‍

For ecommerce brands in particular, the NOW customer, who is always “on” and expects immediacy in every experience they have, both online and offline, is looking for exceptional CX from the brands they shop and engage with -- they won’t (and shouldn’t have to?) settle for anything less.

In the new Simplr Consumer Online Shopping and Customer Service Study, published in December 2020, Simplr found that NOW-centric, exceptional customer service is a must (unless you like losing customers): 

• One-third of consumers say they’ve felt ignored or neglected by brands they shop with
• 47% of consumers have decided not to buy from a brand due to poor customer service
• 41% of consumers have stopped shopping with brand altogether due to poor customer service
  

NOW customers are quicker than ever to leave you and shop with someone else if they aren’t getting the service they expect. So how does the NOW Customer define “exceptional” service? 

From the same study, we found that: 

• 61% of consumers base their expectations for exceptional service off the best retailers they shop with
• 59% of consumers say that fast response times to service questions contributes to making customer service “exceptional”
• 41% say that providing 24/7 service makes for exceptional customer service
• 37% say that being able to communicate with a brand over any channel they want provides exceptional customer service
  

All this boils down to providing fast, always-on service, on the customer’s terms, over any channel they want, 24/7. That’s all. Oh, and if you can’t deliver this type of experience, your customers and would-be fans will leave, and your brand ends up missing out on revenue. No big deal. 

Tongue-in-cheek-ness aside, providing this type of experience has historically been extremely hard, and few brands have actually been able to crack the NOW customer code. 

The fact of the matter is, the traditional contact center model is not able to scale and flex to meet these new expectations.  The fixed and rigid nature forces you to make compromises and tradeoffs that are ultimately trade-downs for your customers- resulting in limited hours and channels, deflection, and slow response times- all because the model you’re using today is so fixed and rigid, along with the costs that go with it. 

Now, brands don’t have to be held back by a contact center model that can’t scale. CX professionals can access a new model and approach the rise of the NOW customer as an opportunity to set themselves apart from the rest of the pack. By taking a “NOW” approach to CX and providing a level of service that boosts your reputation with buyers, you’ll be in a position to take advantage of every revenue opportunity in the moment.

To provide the NOW customer with the service they expect and deserve, and to capitalize on every revenue opportunity, brands should break free from their traditional contact center model and embrace a newer model that was designed to deliver for the NOW customer. This model needs to scale easily, enable you to always be ready and responsive for customers, and engage them whenever and wherever they want.

The NOW customer can’t be ignored. And the brands that will rise in the NOW era will be the ones that have this realization and make the necessary adjustments, well, now.

Find out more about how the Simplr + Gorgias partnership can help you rise to meet the NOW customer and capture revenue opportunities in every moment.

‍

Standing out and building a community of loyal fans is hard, and it’s even harder after the surge online shopping had in 2020. The mammoth amount of competition out there is constantly fighting for even the tiniest slice of ecommerce action.

To gain a competitive edge, brands must put their customers first.

In fact, companies voted customer experience as the most exciting opportunity for businesses over the next year, and it makes sense. Why? It’s because the customer experience drives sales. Research shows that brands with a customer experience mindset drive revenue 4-8% higher than the rest.

When your customers have a bad experience, it can wreak havoc on a brand and dramatically affect the bottom line. The problem is, it can be tricky to improve, especially if you don’t know where to start or what your customers actually want. This is where those customer reviews come into play

Not only do they help bolster customer support best practices, but these powerful assets give you a deep understanding of your customers — something that DTC brands are leveraging to the max. Customer-centric brands like Born Primitive, Beardbrand, Bombas, Tuff Wraps, and WAG are nailing customer experience by tapping into reviews and using them to leverage the buyer journey.

Read on to learn how reviews and UGC are helping brands create a 5-star customer experience. 

Reduce the risk of returns 

A clothing brand isn’t going to know how a jacket sits on every single body type, and they’re certainly not going to include this information in their product descriptions. Unfortunately, this can be a sticking point, especially since online shoppers aren’t able to try on products before they buy. 

This unsurprisingly leads to more returns (while in-store returns are around 8%, online returns hover around 25%).  

There’s a solution though, by strategically using reviews and UGC, brands can provide online shoppers with in-depth insights to help customers get exactly what they’re looking for. This is particularly essential for brands that use reviews with additional product and customer attributes, like shopper size and product color or type. 

Born Primitive does exactly this, sharing customer attributes and photos alongside reviews to help buyers get an idea about how items might look on them. 

Improve products and procedures 

Your products are the crux of your business. 

Fail to get your products right, and you’ll struggle to grow a flourishing business. This is one of the most important customer support tips for Shopify merchants — know thy customer and give them what they want. 

 Brands can fuel product development and internal procedures with customer feedback to continue to optimize the customer experience, all you need to do is listen.

 Using real-life feedback from buyers to improve how they view and buy products, as well as the products themselves, ties into the customer-centric vision that successful DTC brands share. It also shows your customers that you’re an honest, and transparent brand working to give them the best product and best experience.

 Take LSKD, for example. They’re using customer reviews to improve their products and to better align with customer wants and needs. The brand uses Okendo to capture reviews, respond to them, and gather crucial customer feedback. 

In fact, the brand’s popular Rep Tights have been molded over the years by customer feedback to ensure they take on the attributes buyers are looking for. Through reviews, customers are able to share their thoughts on specific product points to fuel development. 

Involving customers in this part of the process creates a community around a brand, and ensures you’re giving customers what they want. 

And think about it: if a brand is giving customers everything you need, why would they go elsewhere? 

Provide personalized and efficient customer support 

Support and customer experience go hand-in-hand. If customer support is good, the customer experience tends to be good too. 

Creating a good customer support experience is all about streamlining responses and separating those easy-to-answer questions from more complex ones. Brands can use reviews to automate commonly asked questions and personalize support based on the type of review a customer has given. 

On a more basic level, reviews help retailers identify customers who might be experiencing problems with their order. This, in turn, allows brands to address and resolve issues by responding to customer reviews, turning the experience from bad to good in a matter of minutes. Which can end up saving a company from hitting a bit of a rough patch, or issue with further customer responses.

Tuff Wraps regularly replies to less-than-stellar reviews with extra information and an email address that customers can use to get in touch with support. This can help customers feel seen and heard and completely turn around what was initially a poor experience. Combining reviews and customer support in this two-pronged approach aligns with the common best practices for customer support on Shopify.  

 If you’re experiencing this issue with customers leaving negative reviews, we’ve got something that might help. With Gorgias’ integration with Okendo, you’re able to diagnose these problems and handle them seamlessly from a single dashboard. By leveraging this integration, merchants gain full visibility on customer reviews and their support history.

Use reviews to carve a better customer experience 

 As many of us know, reviews are key to creating a positive customer experience, especially when they form such a crucial part of the buying journey. Shoppers actively seek out peer reviews before they buy to get a better understanding of a product.

 This is where Okendo can come in again, since it encourages customers to leave reviews complete with visuals and helpful attribute information. You can then use the reviews that come rolling in to glean valuable insights into the customer experience and identify ways to improve your products and the overall experience for your buyers.

Signup to Gorgias and leverage reviews to create a 5-star customer experience.

The Covid-19 pandemic has dramatically accelerated the move from offline to online in retail. This got us busier than ever supporting our merchants, new and old, to ensure we help them work towards providing exceptional customer service. 

The latest example of this is Black Friday and Cyber Monday, where Shopify saw an uptick of 75% GMV when compared to last year.

As a result of this huge ecommerce spike, 2020 has been a massive year for Gorgias.

At the beginning of the year, we had just 30 people on our team and now, we’re sitting at over 100 incredible people working each and every day to help serve 5,000+ merchants.

The reason our team grew so much this year is to support the growth of our merchants. 

Throughout the year, order volume has massively increased and therefore, lots of customers have been contacting businesses through customer service. We went from having 2 million support requests a month on Gorgias to 6 million during the holiday season. 

So today, we’re announcing a $25m series B lead by Rajeev Dham at Sapphire Ventures, with participation of Jason Lemkin (SaaStr), François Meteyer (Alven) and other historic investors. 

What’s our goal with this round?

We want to accelerate our progress towards our mission to transform support from painful to exceptional for merchants.

We asked our merchants and learned that they have the following needs: first they want their support to be fast and high quality, then they want to optimize their cost, and once they’ve done that, they are willing to shift the way they think about support to make it a profit center. 

In 2021, we want to focus on the top questions our merchants are getting, which account for 60% of the support volume. By empowering support agents to respond faster to these frequent questions, we’re aiming at reducing first response time for our merchants and at increasing the quality of their support. This will free up agents time so that they can focus more on the more complex questions their customers are asking. 

How are we going to do this? 

• We’re building a help center so customers can self serve and find immediate answers to their most common questions
• We’re going to work on becoming a platform so that third party developers can integrate with Gorgias and provide more value to agents
• We’re improving our macro suggestions so that agents spend less time typing repetitive text and more time on custom responses
• We’re also adding new channels, including Instagram DMs, Whatsapp, phone and others

You can learn more about our next quarter roadmap here. 

Looking further ahead into the future, our goal is to change the role of support from responding to customers’ issues to helping the business grow.

2021 is going to be a new chapter for us. With this round, we’re going to double our team to 200 people across all our hubs, in San Francisco, Belgrade, Paris, Charlotte, Toronto and Sydney. 

If you’d like to join the adventure and help us improve the daily lives of 3 million support agents in the US (and more worldwide), we’re hiring aggressively in all these locations. 

I want to thank our amazing team for helping build a company that has an impact on 60 million customers yearly, and the 5000 merchants who’ve decided to use our product every day. 

The adventure continues, we’re more excited than ever! 

Alex & Romain

TL;DR:

• An ecommerce business plan maps your online store's strategy, operations, and financial goals to guide growth and secure funding
• Core sections include executive summary, company overview, market analysis, products and pricing, marketing plan, operations, and financial projections
• Unlike traditional retail plans, ecommerce business plans prioritize digital acquisition, logistics partnerships, and technology infrastructure
• A solid plan helps you secure funding, make data-driven decisions, and scale profitably — startups with business plans grow 30% faster
• Use a structured template to ensure you cover all essential components without getting overwhelmed by the process

An ecommerce business plan is your roadmap to build and scale a profitable online store. It outlines your target market, strategy, and financial projections to give you clarity as you grow.

A well-crafted plan keeps you focused on acquiring customers and driving revenue. Unlike traditional retail, ecommerce plans prioritize digital marketing, logistics, and technology infrastructure — the pillars of online commerce. According to research from Wiley, startups with a business plan grow 30% faster. A Harvard Business Review study also found they are 16% more likely to succeed.

This guide walks through every component of an ecommerce business plan. We provide actionable insights and expert tips to help you create a plan that works.

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What is an ecommerce business plan?

An ecommerce business plan is a strategic document that outlines your online store's objectives, target market, competitive positioning, operational approach, and financial projections. It serves as both a roadmap for growth and a tool for securing funding from investors or lenders. This document translates your business idea into a concrete strategy. It identifies potential challenges and shows stakeholders where your business is headed.

Unlike traditional retail business plans, ecommerce plans prioritize digital customer acquisition, logistics partnerships, and technology infrastructure. Your plan should address how you'll drive traffic to your store, fulfill orders efficiently, and leverage data to optimize the customer experience. The business world can be harsh — about 45% of businesses fail in the first five years. A comprehensive ecommerce business plan helps you avoid becoming part of that statistic.

Every ecommerce business benefits from a plan — whether you're launching a new store, seeking venture capital, or scaling an existing operation. Create your initial plan before launch, then revisit it quarterly to adjust for market changes, new product lines, or shifts in customer behavior. Here's who needs an ecommerce business plan:

• New store founders validating their business idea and go-to-market strategy
• Entrepreneurs seeking funding from investors or lenders
• Established merchants planning expansion or new product lines

Core components of an ecommerce business plan

A comprehensive ecommerce business plan includes seven essential sections. Each component serves a specific purpose — from defining your market to projecting your finances. Together, they create a complete picture of your business strategy, operational approach, and growth projections. Below, we break down what goes into each section so you can craft a plan that's both thorough and actionable.

Executive summary

The executive summary is a one-page overview of your entire business plan. It highlights your business concept, target market, competitive advantage, financial needs, and projected outcomes. Think of it as your elevator pitch in written form — concise, compelling, and complete. Even though it appears first, you should write it last. This allows you to distill the most important points after completing all other sections.

Your executive summary should answer these questions: What problem does your store solve? Who are your customers? What makes you different from competitors? How much funding do you need, and what will you use it for? This section needs to grab your reader's attention and convince them it's worth their time to read the entire document. Keep it under 300 words and focus on the most compelling aspects of your business model and unit economics.

Use clear, confident language that reflects your brand voice. Avoid jargon and focus on demonstrating what makes your business unique.

• Business concept and value proposition
• Target market and customer personas
• Competitive advantage and differentiation
• Financial highlights and funding needs
• Key milestones and growth projections

Company overview

Your company overview describes the fundamentals of your business: your name, legal structure, mission, and team. This section gives readers context on who you are and how you're organized to execute your plan. It typically appears second and provides vital details about your ecommerce business, including the size of your company, your location, and what you want to achieve.

Specify your legal structure — LLC, S-corp, sole proprietorship, or partnership — and explain why you chose it. Include your business name, domain, physical address (if applicable), and founding date. If you have a unique founder-market fit story that demonstrates your expertise in the space, share it here. This helps build credibility and shows you understand the market you're entering.

Your mission statement explains why your business exists. In a few sentences, it should describe what you strive to accomplish.

Introduce key team members, highlighting relevant experience and roles. Make sure you paint a picture of your team that showcases their professionalism and finest skills. If you're a solo founder, explain how you'll handle operations and growth as you scale. Consider outlining these team roles:

• Founder/CEO
• Operations manager
• Marketing lead
• Customer service lead

Market analysis

Market analysis is where you prove there's demand for your products. This section should demonstrate both your expertise and provide a thorough analysis of your current market. If you plan on tapping into a new market, you should also analyze it. Start by defining your target market — the specific group of customers most likely to buy from you. You must understand your target market. Never assume that everyone will want to buy your products. Create detailed buyer personas that include demographics, psychographics, pain points, and shopping behaviors.

Calculate your total addressable market (TAM), serviceable addressable market (SAM), and serviceable obtainable market (SOM). TAM represents the entire market for your product category. SAM narrows it to the segment you can realistically serve based on your business model and resources. SOM is the portion you can capture in the near term, considering competition and market dynamics. The industry market size is often a huge factor for investors that will read your business plan. You should also note if the market is declining or growing.

Identify your direct and indirect competitors. You want to know who is thriving in your niche, and why. Analyze their strengths, weaknesses, pricing, and customer reviews. This could be everything from their weaknesses to their web traffic, to their product and pricing strategy. Use a strengths, weaknesses, opportunities, and threats (SWOT) analysis to map your position relative to the competition. The more you know about your competition, the better you will be able to position yourself to stand out.

• Direct competitors: Same products, same target market
• Indirect competitors: Different products, same customer need

Highlight relevant trends that support your business case — shifts in consumer behavior, emerging technologies, or regulatory changes. Show investors you understand the market dynamics that will influence your success. This demonstrates your command of the competitive landscape and validates your business opportunity.

Products and pricing strategy

Describe what you sell, including SKU count, product categories, and any proprietary features. Explain your unique selling proposition—what makes your products different or better than alternatives. Describe all of your products, explaining their key benefits and features. They need to address a need that customers have or opportunities in the market. Show how your products differ from competitors. Highlight why customers will choose your product over other options. If you plan to expand your product line, outline your roadmap for the weeks, months, and years to come.

Detail your pricing strategy: cost-plus (markup on COGS), value-based (pricing tied to customer perceived value), or competitive (matching or undercutting competitors). A monetization strategy is a detailed plan about how to generate revenue for your products. Justify your pricing with data on production costs, competitor pricing benchmarks, and customer willingness to pay. Consider these pricing factors:

• Production and fulfillment costs
• Competitor pricing benchmarks
• Target profit margins
• Customer perceived value

If you have patents, trademarks, or proprietary technology, mention them here. Intellectual property can be a significant competitive moat. Even without formal IP, explain how your branding, customer experience, or supply chain creates defensibility. This helps investors understand what makes your business sustainable in the long term.

Marketing and sales plan

Your marketing plan outlines how you'll attract and convert customers. This segment of your business expansion plan is where you share your comprehensive marketing plan, identifying how you plan to promote your products, attract leads, and retain customers. Start with brand positioning—how you want customers to perceive your store relative to competitors. Define your brand voice, key messaging, and value proposition. Your marketing strategy will determine your growth.

List your primary acquisition channels: organic search (SEO), paid ads (Google, Meta), social media, email marketing, influencer partnerships, or affiliate programs. For each channel, estimate customer acquisition cost (CAC) and expected conversion rates. Here are the primary channels to consider:

• Organic search (SEO and content marketing)
• Paid advertising (Google Ads, Meta Ads)
• Social media (Instagram, TikTok, Pinterest)
• Email marketing and SMS campaigns
• Influencer partnerships and affiliate programs
• Referral programs and word-of-mouth

Calculate your customer lifetime value (LTV)—the total revenue you expect from a customer over their relationship with your brand. Your CAC should be significantly lower than LTV (ideally a 3:1 ratio or better). Map the customer's path from awareness to purchase. Identify key conversion points and drop-off risks.

Explain how you'll retain customers through lifecycle marketing: welcome campaigns, post-purchase follow-ups, loyalty programs, and win-back campaigns. To retain customers, consider rewarding them through a loyalty program. Retention is often more profitable than acquisition, so plan for it from the start.

Gymshark example: This go-to-market (GTM) strategy turned Gymshark into a category leader in athletic apparel, demonstrating the power of a well-executed marketing plan.

Operations & logistics

Operations and logistics cover how you'll source, store, and ship products. This section accounts for the day-to-day operations of your ecommerce store. Describe your supply chain: Will you manufacture in-house, work with wholesalers, or dropship? Identify key suppliers, lead times, and minimum order quantities (MOQ). Production is a very important component of success, so be very detailed.

Choose your fulfillment model: in-house (you handle storage and shipping), third-party logistics (3PL), or dropshipping. Each has trade-offs in cost, control, and scalability. Define your service level agreements (SLAs) for shipping speed and accuracy. Consider whether you will sell your products to international customers, how long it will take to package and ship them, and whether a third party shipment company will be necessary.

List the technology you'll use to manage operations: ecommerce platform (Shopify, BigCommerce), warehouse management system (WMS), inventory tracking tools, and shipping integrations. Explain how you'll monitor inventory turns and avoid stockouts or overstock. Here, you should include how much inventory you have at any given time and plan for how you will store, handle, and track product lines. Key operational metrics to track include:

• Inventory turnover rate
• Order fulfillment time
• Shipping accuracy and on-time delivery
• Supplier lead times

Transformer Table example: Transformer Table scaled globally by partnering with reliable 3PL providers and optimizing their shipping strategy. Their business plan included detailed logistics planning, allowing them to fulfill orders efficiently across multiple countries while maintaining high customer satisfaction. This operational excellence became a key competitive advantage.

Financial plan

Your financial plan proves that your ecommerce store can be successful. Start with your revenue model: How do you make money? Detail your pricing, sales volume projections, and expected growth rate. Create a three-to-five-year P&L (profit and loss) statement showing projected revenue, COGS, operating expenses, and net income. You will have the opportunity to demonstrate profitability by translating all the components of your business into numbers.

List your startup costs: inventory, platform fees, marketing, legal fees, and initial payroll. Undoubtedly, equipment will be required for your business to operate — list out what you have on hand, what you will need before you launch, and what you might need as your business grows. Build a cash flow forecast showing monthly inflows and outflows for your first year. Cash flow statements show the cash that comes in and goes out each month. Identify your break-even point — the moment when revenue covers all expenses.

Startup Costs: Inventory, Platform fees, Legal & licensing, Initial marketing

Operating Costs: Marketing, Payroll, Shipping, Platform fees

Calculate your unit economics: gross margin per product, CAC, LTV, and CAC:LTV ratio. These metrics show whether your business model is sustainable. If you're seeking funding from investors, specify how much you need, what you'll use it for, and when you expect to reach profitability.

Runway is how long you can operate before running out of cash. Build in contingency plans for slower-than-expected growth or unexpected expenses. Forecasting cash flow is very important, even if it is an imprecise practice. It allows you to prepare for a variety of different circumstances, such as a quiet season, and demonstrate how you will adapt your ecommerce business strategy accordingly. Investors want to see that you've thought through downside scenarios.

Platform & tech stack for your ecommerce business

Your ecommerce platform is the foundation of your online store. Popular options include Shopify (easy setup, extensive app ecosystem), BigCommerce (scalability and built-in features), and WooCommerce (flexibility for WordPress users). Choose based on your technical skills, budget, and growth plans. The platform you select will influence everything from your site's performance to your ability to integrate essential tools.

Beyond your platform, you'll need a payment gateway (Stripe, PayPal), CRM for customer service (Gorgias), email service provider (Klaviyo, Mailchimp), and analytics tools (Google Analytics, Shopify Analytics). Each tool should integrate seamlessly with your platform to create a unified tech stack. Your business plan should list the software, hardware, and machinery critical to the success of your operations. Here are the must-have tools:

• Ecommerce platform
• Payment gateway
• CRM and helpdesk
• Email service provider
• Shipping and fulfillment software
• Analytics and reporting tools
• Marketing automation platform

Customer service is revenue-critical for ecommerce. A helpdesk like Gorgias centralizes support across email, chat, social media, and voice — integrating with Shopify to provide agents full customer context. AI Agent can automate repetitive inquiries, freeing your team to focus on high-value interactions. Gorgias integrates with Shopify and over 100 ecommerce tools. This helps you streamline customer service and drive revenue with personalized support. Planning for customer support infrastructure from the start ensures you can scale efficiently while maintaining customer satisfaction.

Template & examples

We've created a structured approach to help you build your ecommerce business plan efficiently. A template includes all seven core sections with prompts and guidance to help you cover every essential component. Starting with a clear framework ensures you don't miss critical elements and helps you organize your thoughts systematically.

You now have the resources and tools to write a comprehensive business plan.

Traditional business plans are comprehensive (20-30 pages) and ideal for seeking funding. Lean business plans are shorter (1-2 pages) and focus on key metrics — perfect for internal planning or quick iterations. Choose the format that matches your immediate goals:

Traditional business plan:

• Comprehensive detail (20-30 pages)
• Includes appendices and supporting documents
• Best for investor presentations and funding applications

Lean business plan:

• Concise overview (1-2 pages)
• Focuses on key metrics and assumptions
• Best for internal planning and rapid iteration

Expert tips for writing your ecommerce business plan

A strong business plan is built on solid research. Before writing, gather data on your market, competitors, and customers. Use tools like Google Trends, SEMrush, and industry reports to validate your assumptions. The more evidence you provide, the more credible your plan. This research phase is critical — it's the foundation that supports every claim you'll make about your business opportunity.

Avoid jargon and buzzwords. Write in plain language that anyone — investors, partners, or team members — can understand. Use short sentences and paragraphs to improve readability. Bold key terms like SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) and use bullet lists to break up dense information. Your goal is to communicate clearly, not to impress with complex terminology.

Your business plan isn't static. Revisit it quarterly to adjust for market changes, new product launches, or shifts in customer behavior. Treat it as a living document that evolves with your business. Your business plan helps you attract investors. It also helps you overcome common obstacles that ecommerce businesses face. By planning ahead, you increase your chances of success and help to ensure that your business will enjoy a continued fruitful future.

Get support for your ecommerce business

Customer service is a critical component of your ecommerce business plan — it directly impacts retention, revenue, and brand reputation. Planning for customer support infrastructure early ensures you can scale efficiently while maintaining high satisfaction. When you map out your operations and technology stack, include how you'll handle customer inquiries, resolve issues, and turn support interactions into revenue opportunities.

Gorgias is built specifically for ecommerce businesses, integrating seamlessly with Shopify, Magento, BigCommerce, and 100+ other tools in your tech stack. Our AI Agent automates up to 60% of repetitive customer inquiries — like order tracking, returns, and product questions — freeing your team to focus on complex issues and personalized service. With full customer context at your agents' fingertips, you can deliver the kind of support that drives loyalty and repeat purchases.

Your business plan should account for customer service as a growth driver, not just a cost center. Gorgias helps you:

• Automate workflows and AI-powered responses to reduce response times
• Drive revenue through personalized support and upselling
• Scale efficiently without proportionally growing your support team
• Use insights from customer conversations to improve products and operations

See how Gorgias can support your ecommerce growth — book a demo today.

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By doing quality assurance on the support side, you’re able to see what’s working, what triggers customers and how to train your team to improve. It’s also a great tool for your team’s personal development as a support agent.

Since it’s time consuming though, everyone wants to find a way to streamline. 

The good news?‍

Klaus can do it, and there’s officially an integration that you can use with your Gorgias account to streamline it. Klaus is a quality review tool that helps you create a perfect customer experience for buyers and potential buyers

So, how does this help with the issues you may be facing with customer support quality assurance?

Let’s dive in.

It’s A Time Saver

As we just talked about earlier, customer assurance can be a time sucker. You may be manually looking at transcripts and organizing everything yourself, but there’s no need to do it this way. You know at Gorgias how much we love saving you time, so here’s how to reduce that with our new Klaus integration.

By pulling conversations automatically from your helpdesk, you can get instant review samples with erases the manually part of copy and pasting transcripts. Using Klaus, there’s also manual filtering options to help you quickly, and seamlessly, find specific cases or keywords you’re looking for.

For example, say you were curious about those tickets that took several responses to solve, or ones that received negative ratings from customers, you can easily pull those up in an instant

Notifications are also automatic when it comes to using Slack or email. By setting up these notifications, you’re able to ensure that none of your support agents misses a piece of their feedback. Thus saving you time, and constant reminders, to ensure that they receive these reviews. 

It’s Efficient

You all know how we love having all our data and information in one place, and Klaus is the same as Gorgias. Their dashboard which allows you to track you team’s performance over time, see the aspects of their communication they may be struggling with and looking into their quality scores (which will get into), really makes things easy. 

This full overview makes things efficient for you to see the overall health of your customer support team for your ecommerce business.

On top of that, reporting efficiencies are really easy. Reporting, no matter the department, tends to take up a lot of time. With Klaus, you can have all your efforts easily viewable in the dashboard. 

Chris Lavoie, Tech Partner Manager
It’s Personalized

No matter the size of your ecommerce business or support team, you’re always going to want to know how each of your members are doing. Using customizable scorecards with Klaus you can create these to add in a rating criteria for a number of different situations (an unlimited about by the way!). 

This is helpful when it comes to working with multiple teams or support channels since it allows you to efficiently track quality in as much detail as you need based on what you’d set the customizable scorecards for.

Klaus also lets you choose between different rating scales. For example, a binary thumbs up/down suit some people, while others would rather use the 3 or 5 point scoring system -- you choose what you prefer!

At Gorgias, we’re continuing to work on partnerships that will make your life easier, and Klaus is one of those that will make the difference in a critical part of your strategy. Haven’t tried Gorgias out yet? Give it a try for 7-days free and see how it can make your life more efficient and simple when it comes to your ecommerce store and customer support.

Your online store, mixed with the e-commerce helpdesk Gorgias, and topped with the quality review tool Klaus - that’s how you cook purr-fect customer experiences for your buyers. 

You don’t even have to write this recipe down because we’re excited to announce that we’ve just released the native Gorgias and Klaus integration! You can now pull your customer conversations from Gorgias seamlessly into Klaus for internal support QA and provide consistent feedback to your agents. 

There’s a number of reasons why Gorgias can be the best solution for your online store. And there’s a lot of sense in using it together with Klaus if you want to provide your customers with top-notch customer care.

Let’s look into the magic that you can unleash with the Gorgias and Klaus integration.

Gorgias for extraordinary e-commerce experiences

If you’re running an online store then you probably already know that e-commerce customer service is not just about helping your users. It’s about converting customers, increasing sales, and growing your business. 

To reap the benefits of having a revenue-driving e-commerce support team, set your team up for success with the right tools. A regular helpdesk may be enough to give timely answers to your online visitors’ questions, but it might not reveal the full potential of each of your customer interactions.

That’s why dedicated ‘e-commerce helpdesks’ are a thing now, and why Gorgias has become so successful in this category. Here’s what sets Gorgias apart from other more generic helpdesk solutions:

• Focus on converting visitors into customers: Give your customers the same kind of personalized service that you would when visiting a physical store. Chat with customers to give recommendations, feedback, and special offers.
• Engage with people before they visit your store: Gorgias allows your agents to respond to people’s questions and comments on your social media ads and posts. Increase your ad effectiveness and sales results in one go.
• Track your support team’s sales results: See which support interactions - in text messages, social media answers, and live chat conversations on your website - lead to sales. Build your sales and support strategies to maximize the results. 

Gorgias also delivers information about the customers’ previous orders and other nifty functionalities that help you turn your customer service team into a sales department - and, as a matter of fact, a very successful one.

But how can you make sure that your customer service agents actually nail every sales opportunity hiding in your support interactions? That’s where Klaus comes in.

Klaus for consistent customer care quality

Klaus is a conversation review and support QA tool dedicated to helping your agents make the most out of every support interaction. It’s a platform for having a systematic insight into your customer conversations, providing consistent feedback to your agents, and gaining control over support performance. 

You can’t improve your support quality if you don’t measure it. And Internal Quality Score - the metric of conversation reviews - does just that. It makes the quality of your customer service quantifiable and allows you to track and compare your team’s performance over time. 

While some smaller teams prefer to manage their internal quality reviews in spreadsheets, companies like Automattic, Wistia, PandaDoc, and Geckoboard, have trusted the manual work behind support QA to Klaus. Here’s why:

• Instant review samples: Klaus pulls conversations automatically in from your helpdesk. That means no manual copy-pasting of ticket data and saves you a good few hours every week.
• Advanced filtering options help you find the specific cases you’re looking for - e.g., those that took several responses to solve, or those that received a negative rating from your customers. 
• Customizable scorecards: Create as many scorecards as you’d like. If you’re working with multiple teams or support channels, you can create a separate rubric for each. Add the rating criteria that makes sense to each particular situation, and track the quality in as much detail as necessary.
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• Klaus also allows you to choose between different rating scales: a binary thumbs up/down suit some teams, while others prefer the 3- or 5-point scoring. The choice is yours. 
• Quality metrics dashboard: Track your team’s performance over time, see which aspect of their communication they are struggling with the most, and zoom into specific agents’ quality scores. You’ve got a full overview of how your team performs against your quality standards.
• 
  
• Klaus’ quality dashboard makes reporting ridiculously easy, too. All the efforts you put into training and coaching can now easily be seen reflected in your team’s performance. 
• Automatic notifications: Slack and email notifications make sure that none of your agents ever miss a single piece of their feedback. Learning about their areas of improvement is the only way your team can become better at what they do, so make sure your agents get the feedback they need.

Klaus is a very dynamic and customizable tool and that’s why it works well with all customer service teams. If you want to boost your online store sales results through your support team, make sure you create the respective rating categories, measure your agents’ performance in them, and give regular feedback on how to score higher. 

We’re firm believers of support-driven growth and we’ve written more about building customer loyalty through customer service here. Go forth and prosper!

Gorgias + Klaus join forces

Your e-commerce customer service is running on Gorgias and now you want to start improving your customer service quality and drive more sales with Klaus? Can be done easily. 

Connecting your Gorgias account with Klaus is easy as one-two-three with our native integration seamlessly connecting these software solutions. To set up the connection:

1. Sign in to your Klaus account or create one if you don’t have it already (comes with a 14-day free trial, no strings attached).
2. Connect your Gorgias account with Klaus with the help of your Gorgias’ subdomain (yourcompanyname.gorgias.com) and API key.
3. Create your quality scorecard: define your quality criteria in rating categories and accompany it with a suitable rating scale.
4. Invite your team members to the Klaus party. We’ve already pulled the list of your team members over from your Gorgias account, all you have to do is decide who gets to be the reviewers, agents, and admins of your account.
5. Review your first conversation (and the second, and the third - we know, it’s addictive). Track your team’s progress in the quality dashboard.

There you go, you’ve built yourself a scalable way of assessing your support team’s performance and providing individual feedback to your agents with no unnecessary hassle. 

The Gorgias and Klaus integration can give your customer service such an advantage that it almost sounds unfair. Poor competitors of yours!

Getting control over your support interactions and turning them into your sales reps is an art that not everyone can master. Working with the right tools is a quick shortcut to success.

We’re excited to welcome Gorgias into our extended family connected through our native integrations. Which other integrations would you like to see on our list? Share your thoughts in our online CX community The Quality Tribe.

Eli Weiss, OLIPOP’s CX team. OLIPOP is a drink that is a healthier alternative to soda and has taken the beverage industry by a storm. It has achieved great accomplishments such as generating $10,000 of sales, without any discounts, in less than 15 minutes and has over 2,500 subscribers, making up 35% of their business. Working at the frontlines of customer experience, Weiss emphasizes that a good customer service team is the key to a successful business and he imparts two important takeaways in the podcast. Subscribe to Hello Gorgias on Apple, or listen below.

It's also worth nothing that we're able to get results like these, because of our integration with Postscript for SMS marketing.

Want to try Gorgias? Use Eli's special link, and we'll send you a free case of OLIPOP.

As a special bonus, anyone who listen's to Eli's podcast episode and does a trial of Gorgias using his special link will receive a free 12 pack variety case of OLIPOP.

‍Leverage Your Customers as A Marketing Channel

Customers want to feel like they are an important part of a brand – that they are helping to build the company and that they are not just going through a revolving door. They want to know that they are cared for and not just seen as a walking and talking wallet. By adding a little bit of individuality in each message, even by doing something as simple as referring to them by their first name in an email, it shows the care and consideration that the customer service team has for their clients. Although problems such as shipping estimates and an unsatisfactory drink flavour are out of the team’s control, the customer’s satisfaction is. After all, it is five to ten times easier and cheaper to retain an existing customer than it is to acquire a new one, so it is essential to keep the client base happy.

Asides from making them feel like they are an important part of the company, it is also essential to develop a long-term relationship with them and SMS is a perfect tool to do so. A lot of brands have started to abuse SMS, sending out marketing messages so frequently and without any personal touch that it pushes interested parties away. SMS is an intimate tool, allowing companies to jump into a person’s cellphone, so when it is taken for granted, customers tend to leave. Brands should not always think about the fastest way to make money and bring in customers because, in the end, it can do the exact opposite. By growing at a slower but steady pace, people will begin to follow. They will appreciate the freedom and flexibility and remember this in the long-term.

Create A Solid, But Flexible, Macro for Your Customers

At the end of the day, everyone is human – especially the customers. They may seem like just another order or a small percentage of the total revenue, but no one wants to be viewed as a ticket number or a computer. It is important to view everyone as an individual and by making each message personal and different for each customer, it demonstrates exactly that. Rather than sending an email that simply says, “here is your refund”, make it unique by acknowledging that the customer is heard and felt. Therefore, while it is good to have a solid macro, it is also important to make it flexible for the team to adjust it.

This also applies to macros for negative experiences. Just as it is important to keep the customers happy, the CX team needs to be content as well. When employees are not valued, they become burnt out, exhausted, and contribute to a high turnover rate. They will not interact with the customers in the way that the company needs so having a macro that they can refer to, it allows for interactions to flow the way they are supposed to. Furthermore, it saves their mental health by letting them take a step back.

The Overall Lesson Of Human Support

Customer service is built on empathy and integrity. A long-term relationship with a client base is impossible if they are not treated properly, but it is also impossible if the customer service team does not get the proper support that they need.  Just as marketing needs a large budget for the brand to be successful, customer service needs one as well to thrive. Weiss has seen this experience first-hand and cannot emphasize enough how important it is to remember that everyone behind a computer screen is still a human being.

To speak to Weiss and hear about his enthusiasm for his customers and Gorgias, he can be reached via Twitter at @eliweisss.

No matter what product or service you sell, customer support is always one of the highest priorities. If you don’t give your customers the best support and experience possible, a few things can happen:

1. You can lose customers… fast
2. Receive poor reviews
3. Stress out your own internal team
4. And much more.

The good news is, if you’re here you’re already thinking in the right way -- you want to enhance your support so that it’s seamless for both the customer, and your team. 

That’s why all BigCommerce store owners can now integrate with Gorgias to deliver an outstanding customer support experience to consumers. 

Gorgias is all about the customer-first model and this aligned vision with BigCommerce stores can bring your business to the next level.

But Why Does It Matter?

We touched on that a little bit already, but let’s dive in more on why support actually matters. 

Countless business owners view the support side as a cost centre, but when you look at it as more than that, this is when you really start seeing success. By improving satisfaction overall, you’re able to maintain loyal customers, which is key to growing your store. On top of that, you can increase engagement on-site and also across social channels because when people have a good experience with a brand, they love to share the story.

Of course, at the end of the day, it also heavily contributes to sales. Using live chat and other means of customer support channels you can advise people quickly on what the best product for them is. When you create those loyal customers, word of mouth can be one of your strongest driving forces.

How To Actually Give Customers World-Class Experiences

Nowadays your audience and customers are everywhere. On top of that, they want the same experience across all channels which can sound very overwhelming. That being said, it is possible to make everything from social media to live chat, phone and beyond (we’ll talk about that in a little bit) work together seamlessly. By making all these channels easier to check on and respond on, it’ll help immensely with organization and responsiveness.

We all know that the faster you respond the happier the customer will be. The issue is, countless stores have a low response time, and this offers a big opportunity for those who can do better. Not only does it lead to higher customer satisfaction, but it can lead to more sales too.. For instance, if someone is asking your support team about a particular product, there’s a good chance they have other stores open in other tabs, and if you can answer that customer first they may be more likely to go with your product over another.

Lastly, don’t forget that sounding robotic isn’t cool and customers can usually read right through it. By being human, you’re able to have a more personal relationship with customers as opposed to something strictly transactional. By personalizing answers, your customer will truly feel like you care and know them, making it far more likely that they’ll purchase from your store again.

How can Gorgias help BigCommerce brands?

Well, let’s start with a couple words from Iris Schiefer, Sr. Strategic Partnerships Manager, EMEA at BigCommerce. She knows what Gorgias can do to help shop owners out, saying that it “allowsBigCommerce merchants to offer an exceptional support experience and deepen relationships with customers.”

This is fairly broad, and that’s because there’s lots of ways Gorgias can benefit your BigCommerce store. By using Gorgias, you can actually cut your customer support first response times and ticket resolution time without losing that precious human touch element. 

Gorgias allows BigCommerce merchants to offer an exceptional support experience and deepen relationships with their customers. We are strongly aligned in terms of both our values and dedication to providing best-of-breed solutions to our merchants - We couldn't be happier to have Gorgias on board as a BigCommerce partner.‍

- Iris Schiefer, Sr. Strategic Partnerships Manager, EMEA at BigCommerce

We understand, it sounds too good to be true, but it is possible. So, let’s dive into a few things you’ll be able to do if you integrate Gorgias into your BigCommerce store.

One place for customer support

You can connect BigCommerce along with all your communication channels including email, social media, phone, live chat and more to Gorgias. This centralizes everything into one platform so that it's all in one place. This allows you to not miss any requests, and handle responses much faster.

With Gorgias, you can view your customer’s order history easily from the BigCommerce backend. This way, you can ensure speed and accuracy in responses as opposed to switching between tabs or cutting and pasting.

Personalization becomes easy and far less time consuming as well. With Gorgias, you can integrate data provided by BigCommerce like first name, shipping address and much more. This gives you the opportunity to send automatic and accurate messages for a personalized customer experience.

Repetitive questions can get frustrating, but Gorgias also has a function to get to these quickly and easily. You can automate answers to common questions to save valuable time for your team, that way they can focus on new customers and those with more complicated requests.

When you integrate Gorgias, you’re also using advanced machine learning to detect the intent, along with sentiment of each and every message. This means that by learning about tracking updates, return policies and urgency, Gorgias helps set priorities and categorize tickets based on what they’re all about.

Just like every other area of your business, tracking customer support performance is essential. Using Gorgias you can track KPIs to ensure you and your team are on track to delivering incredible support.

How does the Gorgias + BigCommerce integration work?

By integrating Gorgias, you’ll be able to also integrate with some of the biggest Apps in the BigCommerce Marketplace including Klaviyo, Omnisend, Smile.io and many more. 

Now, how do you get started? It’s easier than you might think:

1. Sign up for Gorgias (if you haven’t already).
2. Go to your BigCommerce account and Install the Gorgias App.
3. You’ll receive a request to access your store from Gorgias then click Confirm, then Connect.
4. From there, you just add in your Gorgias authentication credentials, which is simply just your Gorgias helpdesk name.
5. After hitting save, you can now sync your BigCommerce customers who haven’t placed an order by selecting “sync customers who haven’t placed an order.” Then select the order cut off and hit Save.
6. Now, you’ll see an active green icon and this means you’re good to go! 

You can find a more detailed step by step guide here.

Are you building out your ecommerce tech stack and seeking more app recommendations for BigCommerce? Check out our lists of:

• Best live chat apps for BigCommerce
• Best overall BigCommerce apps
• 150+ top ecommerce tools

By the way, if you haven’t already signed up for Gorgias, you can start off by getting a free, 7-day trial to test it out on your BigCommerce store!