By Kelvin Musagala, DevOps Web Designers
Better brief
Do not ask for a quote before the store is defined
Many ecommerce projects begin with a simple message: I need an online shop. That is understandable, but it is not enough for a useful quote. An online shop can mean five products and a basic M-Pesa checkout, or it can mean hundreds of products, filters, stock management, delivery zones, customer accounts, coupon rules, integrations, SEO content and reporting. A developer cannot price those two projects the same way without either guessing or leaving important work out.
Planning before hiring a developer protects both the business and the supplier. The business gets clearer pricing, fewer hidden extras and a better sense of what matters first. The developer gets enough context to recommend the right platform, payment flow, product structure and launch sequence. The result is a website conversation based on business reality, not only on page count or theme preference.
You do not need a perfect technical document before speaking to a developer. You need a practical ecommerce brief: what you sell, how buyers choose, how payment works, how delivery works, what content exists, what systems are involved and what success looks like after launch. The complete ecommerce website development guide explains the full system; this guide focuses on what to prepare before the first serious quote.
Planning principle
If a decision affects products, payment, delivery, support or reporting, it should be discussed before the build starts.
Clarify what the store must achieve first
Start with the business goal. Is the ecommerce website meant to replace manual WhatsApp ordering, support an existing physical shop, open a new national sales channel, sell digital products, collect deposits, support wholesale buyers or validate a new product line? Each goal changes what the first version needs.
A store built to support a physical shop may prioritize stock visibility, store pickup, local delivery and repeat buyers. A national ecommerce store may need stronger delivery rules, clearer policies, SEO-focused categories and more customer support content. A wholesale store may need account approval, bulk pricing or hidden prices. A product launch store may need landing pages, campaign tracking and quick product education.
Write a short statement that explains the first business outcome. For example: launch a WooCommerce store for 60 skincare products, accept M-Pesa payment, deliver within Nairobi and major towns, and track product sales from organic search and Instagram campaigns. That kind of sentence is more useful than a broad request for an ecommerce website because it gives the supplier enough context to ask sharper questions.
Sales channel
Catalogue site
Campaign store
Operational store
Prepare product data before design begins
Product data is where many ecommerce builds slow down. The website may be ready, but product names, prices, images, sizes, descriptions and stock details are scattered across notebooks, supplier messages and old spreadsheets. A developer can build the store structure, but they cannot invent accurate product information without input from the business.
Prepare a product sheet even if the first version is simple. Include product name, SKU if available, category, short description, full description, regular price, sale price, stock count, images, variation options, weight or size, warranty, delivery class and status. Add notes for products that need special handling, age restrictions, compatibility details, prescription checks or installation support.
Product photos deserve early attention. A store with inconsistent, dark or cropped images feels less trustworthy, even if the products are good. Decide whether you will use supplier images, shoot original photos or clean existing images. If the products are visual, image quality will affect conversion. If products are technical, specification clarity may matter as much as the image.
- List every launch product and mark which items are must-have for day one.
- Separate simple products from products with size, color, package or model variations.
- Collect product images in named folders so upload and review are easier.
- Write the questions buyers usually ask before purchasing each important product group.
- Mark products that need delivery restrictions, installation, warranty notes or special support.
Map categories around how customers shop
Categories are not only for neatness. They guide buyers and shape SEO. A poor category structure can make the store feel small, confusing or overwhelming. A good structure helps the visitor narrow choices quickly and helps search engines understand the store hierarchy.
Before hiring a developer, sketch the main category groups and subcategories. Do not copy supplier inventory categories blindly. Think like the customer. A buyer may shop by product type, brand, use case, size, age group, room, material, skin concern, occasion, price range or compatibility. The best structure depends on the way decisions are made in your market.
Decide which category pages should be SEO priorities. These pages may need stronger copy, better internal links, FAQs and search-friendly URLs. A store selling office furniture may need category pages for office chairs, desks, storage and boardroom furniture. A store selling beauty products may need categories around skincare, haircare, fragrance and specific concerns. The planning stage is the right time to align categories with ecommerce SEO, not after products are already uploaded.
Define the payment flow, especially M-Pesa
Payment is one of the most important parts of the brief. Decide whether the store will accept M-Pesa, cards, bank transfer, cash on delivery, pay on pickup or a combination. For Kenyan ecommerce, M-Pesa is often essential, but the exact flow still needs definition.
If you want M-Pesa STK Push, write down the phone number format, business shortcode or Till context, payment confirmation expectation and what should happen when payment succeeds or fails. The customer should not have to wonder whether the order was received. The store team should not have to manually match every payment message to every order if the volume grows.
Payment rules also affect refunds and support. Will refunds be handled manually? Will partial payments be allowed? Do you need deposits? Will high-value orders require manual approval before payment? Will wholesale customers get different payment options? These details should be part of the M-Pesa ecommerce integration conversation before the build starts.
Payment brief question
Ask the team to describe the ideal order from add to cart to payment confirmation to fulfilment. The gaps in that story usually reveal the missing requirements.
Write delivery, pickup and return rules in plain language
Delivery rules can make or break checkout. Customers want to know where you deliver, how long it takes, what it costs and what happens if an order has a problem. If this information appears late or sounds uncertain, buyers may abandon the cart. Developers also need delivery logic early because it affects checkout fields and fee calculation.
List delivery zones, fees, timelines, pickup points and exceptions. If Nairobi delivery is different from upcountry delivery, define that difference. If some products are heavy, fragile, perishable or location-restricted, mark them. If the store offers free delivery above a certain order value, decide the threshold. If the business needs riders, courier integration or manual dispatch, include that in the scope.
Return and exchange rules should also be clear. Some products can be returned easily; others cannot for hygiene, customization, digital access or expiry reasons. A clear policy protects the business and reassures customers. Put the policy into customer-friendly language before launch, not as an afterthought after the first complaint.
Plan trust content and support paths
New buyers need reasons to trust the store. Trust can come from product detail, real contact information, delivery clarity, reviews, photos, physical shop details, social proof, guarantees, policies and responsive support. If the website has payment but no trust, visitors may browse and leave.
Prepare the pages and content that support trust: about page, contact page, delivery policy, returns policy, privacy policy, FAQs, warranty information and customer support routes. If the business has a physical location, add real location details. If it has reviews, decide where they should appear. If WhatsApp is a major support channel, make it easy to use without replacing the website checkout entirely.
Trust content also supports conversion on product and checkout pages. A short delivery note near the add-to-cart button can matter more than a long policy hidden in the footer. A clear return note can reduce hesitation. A visible phone number can reassure buyers who are paying through M-Pesa for the first time.
Decide how the store will be managed after launch
Ecommerce websites need daily or weekly attention. Someone must add products, update prices, handle stock, process orders, respond to customers, check payments, review failed orders and watch performance. Before hiring a developer, decide who will manage the store and how comfortable they are with the admin system.
If the team needs training, include it in the brief. If many products will be uploaded regularly, ask for a bulk upload workflow. If stock changes quickly, discuss inventory controls or integrations. If the business uses accounting, courier, CRM or point-of-sale tools, list those systems. Integration may not be required in phase one, but the developer should know the direction.
Also plan maintenance. A WooCommerce store needs plugin updates, backups, security checks and speed monitoring. A Shopify store needs app review, theme care and store setting review. A custom store needs technical support and monitoring. The ecommerce maintenance plan should match the revenue risk of the store.
Turn the planning into a useful ecommerce brief
The final brief does not need to be long, but it should be complete enough to guide a serious conversation. Include the business goal, product count, product types, category structure, payment methods, M-Pesa requirements, delivery rules, policy needs, content readiness, SEO goals, analytics needs, admin users, integrations and launch timeline.
Add examples where possible. Link to stores you like, but explain what you like about them: product filtering, checkout simplicity, category layout, product photography, mobile experience or tone of copy. Do not ask a developer to copy another store. Use examples to communicate expectations.
A good ecommerce brief makes the quote more honest. It also helps you compare suppliers fairly. One proposal may be cheaper because it excludes product upload, M-Pesa recovery states, SEO category copy, analytics, training or maintenance. Another may cost more because it includes the work required for a stronger launch. The brief helps you see that difference before signing.
Keep planning
Helpful next resources
Ecommerce Website Development Guide
Use the main hub to understand the full online store system.
Learn moreProfessional Ecommerce Features
Compare the features your store may need at launch or later.
Learn moreEcommerce Website Cost in Kenya
See how planning decisions affect the project budget.
Learn more
