Playbooks Overview

Each playbook covers what to measure, what to change, and how to run weekly and monthly cadence for practical execution.

These playbooks are platform-agnostic and apply to custom stacks and major commerce platforms such as Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, and WooCommerce.

Operating system and cadence

• E-commerce KPI Scorecard Playbook
  Core KPIs across growth, payments and risk, operations and CX, and marketplaces.
• Sitewide Conversion Rate Benchmark Uplift - Directional Ranges Playbook
  Directional ranges to size opportunities and prioritize experiments.

Growth and revenue levers

• Growth Playbooks
  Paid ads, SEO and content, email and CRM, on-site conversion, promotions, marketplaces, and analytics cadence.
• Marketplace Operations Playbook
  Buy Box, listing hygiene, repricing guardrails, SLAs, and issue response.

Website usability and conversion

• Website Usability - Findability & Discovery Playbook
  Navigation, search entry points, taxonomy, filtering, and findability patterns that reduce dead ends.
• Website Usability - Checkout & Accessibility Playbook
  Checkout usability, error prevention, accessibility basics, and mobile-first execution.

Operations, reliability, and speed

• Operations & CX Playbook
  SLAs, WISMO prevention, exception handling, returns, and root-cause loops.
• Performance & Speed Playbook
  Caching, edge delivery, database performance, and unwanted traffic control.

Risk and security

• Security Defense Layers - Edge & Server Playbook
  Perimeter and web server defenses to reduce attack surface before application code runs.
• Security Defense Layers - Application Playbook
  Input validation, safe database operations, XSS and CSRF defenses, and session hardening.

Build vs buy decisions

• Build vs Buy: E-commerce Platform - Pros Playbook
  When build wins, what you control, and how to protect agility.
• Build vs Buy: E-commerce Platform - Cons Playbook
  Where build hurts, hidden costs, and mitigation strategies.

Org and vendors

• E-commerce Team Structure Playbook
  Ownership model across platform, growth, ops, marketplaces, risk, and content.
• Vendor Management Playbook
  Vendor categories, governance, QBRs, change control, cost and performance, and sunset plans.

Notes

• These playbooks are meant to be mixed and matched. Start with the KPI Scorecard, then pick the playbooks that match your biggest constraints.
• Results depend on baseline maturity, traffic mix, category, and operational constraints.

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