With this BFCM Checklist we want to help you maximize the profitability efforts of your online store this season. As you already know, Black Friday and Cyber Monday (BFCM) represent a great opportunity for your business to make money. By following this 25-point checklist that we have compiled, you will surely be able to better prepare your online store for the 2024 season.
According to data from Shopify, online merchants achieved a record $9.3 billion in sales over the Black Friday and Cyber Monday weekend of 2023. If you want to make the most of the biggest shopping event of 2024, it's essential to start planning as soon as possible.
In this article, we share a Black Friday checklist that can help you address these challenges and execute a marketing strategy to meet (and exceed) your holiday sales goals.
Here's what we'll cover:
- Plan for a longer sales period
- Leverage data to identify products for BFCM promotion
- Create an irresistible BFCM offer
- Define your shipping strategy for the season
- Reward loyal customers
- Organize your next sales
- Strengthen your main sales channels
- Retarget previous visitors and customers
- Plan and launch your email marketing campaigns in advance
- Update your homepage with seasonal creative content
- Evaluate your site's mobile compatibility
- Test and prepare your store for traffic spikes
- Evaluate and improve your conversion rate
- Increase conversions with "buy now, pay later"
- Use chatbots to boost conversion
- Evaluate the payment experience in your store
- Expand your store to the international market
- Optimize order and fulfillment workflows
- Serve buyers in person
- Offers fast and personalized customer support
- Offers easy, hassle-free returns
- Create contingency plans
- Monitor analytics for actionable insights
- Turn seasonal buyers into year-round customers
- Reflect on what worked and what didn't
Organizing a Black Friday sales event requires a lot of planning: from preparing inventory for the expected increase in demand to designing eye-catching marketing campaigns and auditing the online storeThis is a quick checklist to get you started on the right foot.

BFCM Checklist: 25 (Quick) Tips to Prepare for Black Friday and Cyber Monday
1. Plan for a longer sales period
Don't limit your promotions to just BFCM. Trends show that consumers start buying earlier and continue to do so later. Expand your offers to cover a longer range of days and maximize sales opportunities.
2. Leverage data to identify products for BFCM promotion
Analyze your sales history and customer behavior. Identify the most popular products and those with the highest profit margin to include in your promotions. Don't forget to offer what your customers really want.
3. Create an irresistible BFCM offer
Differentiate yourself from the competition with a unique and attractive offer. It's not just about discounts; Consider promotions like free shipping, product bundles, or exclusive access to certain items.
4. Define your shipping strategy for the season
During the holiday shopping season, shipping times are crucial. Make sure you offer fast and, if possible, free options. Clearly communicate delivery times and set realistic expectations to avoid buyer disappointment.
5. Reward loyal customers
Make your returning customers feel valued. Offer early access to sales or special promotions just for them. This will strengthen loyalty and increase long-term retention. We all love to feel unique and privileged.
6. Organize your next sales
Make sure you plan your offers and promotions in advance. Establish a detailed schedule of sales and promotions so that you can launch everything at the right time without any problems.
7. Strengthen your main sales channels
Identify which of your channels (online store, social networks, marketplaces, etc.) are the most effective for your business. Dedicate additional resources to these channels to maximize their impact during peak season.
8. Retarget Previous Visitors and Customers
Remarketing is key during BFCM. Use targeted ads to attract visitors who didn't buy the first time and past customers who might be interested in your current offers.
9. Plan and launch your email marketing campaigns in advance
Email remains one of the most effective ways to generate sales. Create a series of emails ranging from announcing deals to reminders to rush buyers before promotions end. In this article you can find the best email marketing practices.
10. Update your homepage with seasonal creative content
Make sure your home page reflects the BFCM vibe. Use banners, graphics and promotional messages that capture visitors' attention and motivate them to explore your offers.
11. Evaluate your site's mobile compatibility
A large portion of shopping during BFCM is done on mobile devices. Make sure your site is fully mobile-optimized, with smooth navigation and easy purchasing processes from any device. With ValidoAI you can verify for free if your site has any issues on mobile devices.
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12. Test and prepare your store for traffic spikes
Traffic can skyrocket during BFCM, and your site should be ready to handle it. Perform load tests on your server and ensure that your store can handle a significant increase in visits without slowing down or crashing. In this other article we have compiled everything you should try in your store before the season.
13. Evaluate and improve your conversion rate
Small adjustments to your store can make big changes in sales. Review where your customers abandon their cart and optimize those areas to improve conversions. Performing manual tests in your online store can go in the right direction and be of great help.
14. Increase conversions with “buy now, pay later”
Many payment platforms offer “buy now, pay later” options. These solutions can reduce friction in the purchasing process and increase conversion rates by making it easier to access higher-priced products.
15. Use chatbots to boost conversion
Chatbots can improve the user experience by offering real-time assistance, resolving questions, and guiding customers through the purchasing process. This can reduce cart abandonment and increase sales.
16. Evaluate the payment experience in your store
The checkout process should be quick and hassle-free. Review your checkout experience and make sure it's clear, with multiple payment options and no unnecessary steps that can frustrate shoppers.
17. Expand your store to the international market
The BFCM is an opportunity to reach international buyers. If your store has overseas shipping capabilities, be sure to optimize your store for multiple languages and currencies, and check international shipping costs and times.
18. Optimize Order and Fulfillment Workflows
During BFCM, order volume increases. Make sure your order management and fulfillment processes are optimized to handle increased sales. Automate tasks whenever possible to avoid errors and delays.
19. Serve buyers in person
If you have a physical store in addition to the online one, use a point of sale (POS) system that allows you to integrate both channels. If you use this ecommerce platform, Shopify POS, it can be a good tool to offer a fluid purchasing experience in both areas.
20. Offer fast and personalized customer support
Good customer support can make all the difference during BFCM. Respond quickly to inquiries and be as clear and personalized as possible to prevent buyers from becoming frustrated and abandoning the purchase.
21. Offer easy, hassle-free returns
Return policies play a key role in the purchasing decision. Make sure your returns process is simple, transparent and, if possible, free. This will build trust and motivate more purchases.
22. Create contingency plans
There's always the chance that something could go wrong: technical issues, unexpected traffic spikes, or shipping delays. Have contingency plans for these situations so you can react quickly and minimize the impact.
23. Monitor analytics for actionable insights
During BFCM, sales and traffic skyrocket. Monitor behavior in real time of users and use this data to make immediate adjustments that can improve the results of your promotions.
24. Turn seasonal shoppers into year-round customers
Once you've captured buyers' attention during BFCM, look for ways to keep them interested all year long. Loyalty programs, email marketing and exclusive offers can help you retain these customers.
25. Reflect on what worked and what didn't
At the end of the BFCM, take the time to review the results. Which promotions worked best? Which channels generated the most sales? Learn from this season to adjust your strategies in the future.
Now is your turn!
Preparation, planning and starting early are the keys to a successful holiday season. With this Black Friday checklist we wanted to cover most of what you need to know for this year's upcoming sale events. As online sales are expected to reach record numbers. Hopefully, you'll put yourself in a better position to be successful this holiday season.
If this is your first BFCM, take it as a learning experience. Stay motivated and ambitious, set realistic expectations and remember to enjoy the journey.
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Digital Marketing Manager at Orienteed.
I lead the planning and execution of Orienteed's digital marketing strategy with a fantastic team, making sure it aligns with our strategic goals and drives business growth. I'm really into inbound marketing, web design, and creating content that matters.
I wrote the book: "How to Create a Profitable Blog Today."
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