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Ecommerce: Scoping Projects

via LinkedIn Learning


Learn how to discuss potential ecommerce projects with clients and accurately scope and deliver proposals.

When you're tasked with building an ecommerce site for a client, pricing and scoping your project can require some finesse. If you underprice your project, you have to put in extra hours just to finish it. If you overprice it, you can lose bids and your clients might be upset with what they get. In this course, learn how to effectively scope projects—in particular, ecommerce projects—so that you and your clients are happy with the results. Instructor Patrick Rauland shows how to discuss potential ecommerce projects with clients, and accurately scope and deliver proposals. He walks through the discovery process, explains how to effectively define the project, and discusses how to write and deliver a proposal to win the job.


  • Welcome
  • What you need to know
1. Overview
  • Purpose of scoping projects
  • Listen and repeat
  • Clarify jargon
  • Critical constraints
  • Pick a proposal strategy
2. Discovery
  • Ask the right questions
  • What type of products?
  • Quantity of products
  • Access and assets
  • Red flags
  • Estimate the scaling needs of a site
  • Determine payment needs
  • Payment considerations
  • Understand shipping needs
  • Discuss currencies and taxes
  • Determine localization needs
  • Note other integrations
3. Definition
  • Create wireframes and site maps
  • Detail tech specs
  • Create prototypes
  • Create timelines
  • Account for overhead
  • Agree on communication tools and frequency
4. Proposal
  • Write the proposal
  • Present the proposal
  • Keep meetings on track
  • Next steps

Taught by

Patrick Rauland

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