Journal
How to prepare merchandising for an audit week
Bring a test login, last month’s campaign calendar, and three arguments from Monday meetings — not a cleaned spreadsheet.
The week goes poorly when someone sends us a polished funnel the night before and hopes we will bless it. Send the messy materials instead.
Useful: a test account that can check out on staging or production, a list of current event names (even if embarrassing), the campaign calendar, and whether pickup shares a thank-you screen with delivery. Also useful: three arguments from recent Monday meetings, quoted roughly. “We never know if FPX counts” is a better brief than a slide titled visibility.
Less useful: a rebuilt staging app that no longer has vouchers, a merchandiser who is in China buying trips all week, and a request to skip guest checkout because “most people log in.” Guest checkout is where festive traffic lives.
If legal blocks production, say so early. We can work on staging when checkout, including payment returns, is faithfully copied. If it is not, the pack will say we did not see the real thank-you screen.