Running an online store means hundreds of small tasks a week. Most don't need the founder. An e-commerce assistant can own the operational rhythm so you can focus on product, merchandising and growth. Here's a practical task list.
Set up access properly first
- Shopify: create a staff account with only the permissions needed (Shopify staff accounts).
- Amazon Seller Central: add the assistant as a user with specific permissions rather than sharing the owner login (Amazon user permissions).
- Other channels and apps: named users wherever possible, MFA on everything.
Daily tasks
Orders
- Review new orders for issues (address problems, fraud flags, out-of-stock items)
- Confirm fulfillment is moving with your 3PL or in-house team
- Handle exceptions: delays, lost packages, carrier claims
Customer messages
- Answer helpdesk tickets (Gorgias, Zendesk, Shopify Inbox)
- Answer Amazon buyer messages within marketplace response-time expectations
- Process returns and exchanges within your written policy
Account health
- Check Seller Central account-health dashboards and notifications
- Respond to listing issues and suppressions
Weekly tasks
Listings and catalog
- Create new listings and variants from your product data
- Update prices, images and descriptions as directed
- Audit listings for errors, suppressions and missing attributes
- Optimize titles, bullets and descriptions to your guidelines and marketplace rules
Inventory
- Update inventory trackers and reorder sheets
- Flag low-stock SKUs against lead times
- Coordinate purchase orders and inbound shipments as directed
Reviews
- Respond to reviews using approved templates
- Flag product-quality patterns to you
Follow marketplace policies on reviews: Amazon's Seller Code of Conduct prohibits manipulating reviews.
Reporting
- Weekly sales by channel and top SKUs
- Inventory position and stock-out risk
- Customer service volume and top issues
Monthly tasks
- Catalog audit across channels for consistency
- Return-reason analysis
- Promotions calendar setup for next month
- Payout reconciliation support for your bookkeeper (Shopify, Amazon, Stripe, PayPal)
Seasonal and launch tasks
- Promotion setup and QA (discount codes, sale prices, banners)
- Pre-peak inventory checks
- Extra customer-service coverage planning
- Post-peak returns surge handling
What to keep
- Product strategy and sourcing decisions
- Pricing strategy and promotions budget
- Brand creative direction
- Advertising strategy and budgets (assistants can handle reporting and routine adjustments within rules)
Measuring success
- Order exception resolution time
- Customer response time and CSAT
- Listing errors and suppressions
- Stock-outs on key SKUs
- Founder hours per week on operations
A worked example: one week in a $3M Shopify and Amazon store
Here is how a dedicated assistant's week might look for an illustrative brand selling about 1,200 orders a month across Shopify and Amazon. The hours are planning estimates, not benchmarks. Use them to size the role, then replace them with your own numbers after a month.
| Workstream | Typical weekly hours | Output you should see |
|---|---|---|
| Customer inbox (Gorgias, Zendesk or Shopify Inbox) | 10–14 | Every ticket answered within one business day, plus a tagged reason for each |
| Order exceptions (address fixes, failed payments, split shipments) | 4–6 | An exceptions log closed out daily |
| Amazon Seller Central health checks | 3–4 | Account Health, Voice of the Customer and stranded-inventory notes |
| Listing and catalog updates | 4–6 | Titles, bullets, images and variants updated to an approved brief |
| Reviews and returns | 3–4 | Replies posted and return reasons summarized |
| Inventory and supplier follow-up | 3–5 | A reorder sheet updated, with POs chased |
| Weekly reporting | 2–3 | A one-page dashboard by Monday morning |
That adds up to roughly 29–42 hours, which is why a growing store usually justifies one full-time person instead of three part-time freelancers.
Checklist: the access you need before day one
- Shopify: a separate staff account with only the permissions the role needs. Shopify lets you grant permissions one area at a time, such as orders, products and customers, and you can leave out payouts, store settings and staff management.
- Amazon Seller Central: a secondary user invited through User Permissions, never the account owner's login. Keep payment and bank-account changes with the owner only.
- Helpdesk: an agent seat with macros already loaded for your top 10 ticket types.
- Password manager: a shared vault for the few tools that have no named-user option.
- A written refund policy: for example, "Refunds up to $75 without approval; above that, ask in Slack."
Ticket macros to write in week one
Most stores find that a small set of reasons drives most tickets. Write a reviewed reply template for each one:
- Where is my order (WISMO), with tracking-link merge fields
- Address change before fulfillment
- Damaged or wrong item, with a photo request and a replacement path
- Return or exchange request, with a link to the policy
- Discount code not working
- Subscription skip, pause or cancel
- Product question (sizing, ingredients, compatibility)
- Wholesale or partnership inquiry, which gets routed to you
Weekly dashboard template
| Metric | This week | Last week | Note |
|---|---|---|---|
| Tickets received / resolved | |||
| Median first-response time | |||
| Refunds issued ($ and count) | Over-threshold refunds listed | ||
| Amazon Account Health status | Any new policy warnings | ||
| Stock-outs or low-stock SKUs | Reorder status | ||
| New 1–2 star reviews | Reply posted? Root cause? |
Keep the dashboard boring and consistent. The value is in spotting changes from week to week, not in pretty charts.
Common handoff mistakes in e-commerce
- Giving an owner-level login "just for now." Temporary access tends to become permanent. Create the right staff account on day one, even if it takes an extra 20 minutes.
- No refund threshold. Without a written dollar limit, an assistant either escalates everything (slow) or approves everything (expensive). Pick a number and revisit it after 30 days.
- Tagging nothing. If tickets aren't tagged by reason, you lose the cheapest product research you have. A weekly "top five reasons" summary often reveals a packaging, sizing or listing problem worth fixing.
- Changing Amazon listings without a brief. Amazon has strict style and category rules, and some edits trigger re-review. Keep an approved copy deck, and change one element at a time so you can see what moved conversion.
- Letting reorders live in someone's head. A shared reorder sheet with lead times, minimum order quantities and supplier contacts keeps stock-outs from becoming a surprise.
Peak-season preparation
Six to eight weeks before your busiest season, ask the assistant to update every macro with holiday shipping cut-off dates, confirm return-window rules, and stock-check top sellers against supplier lead times. That's when early planning prevents the most avoidable tickets.
After the season, have the assistant summarize the top ticket reasons and stock-outs so next year's plan starts from data, not memory.
The bottom line
An e-commerce assistant can own the daily grind — orders, messages, listings, inventory and reports — with the right permissions and clear policies.
See E-commerce Assistants, E-commerce and Bookkeeping for payout reconciliation.
Sources
- Shopify Help Center, Staff accounts.
- Amazon Seller Central, User permissions and Seller Code of Conduct.
- Shopify Help Center, Staff permissions.
- FTC, Business Guidance: Selling on the internet and the Mail Order Rule.
Want a dedicated assistant who already knows this playbook?
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