Checkout optimization brief
Improve checkout by removing avoidable friction while keeping totals, delivery choices, and payment status clear.
E-commerce · 45 min · Advanced · 29 questions
Commitment path
Where does checkout fail?
Why do shoppers leave at that point?
How should account choice work during checkout?
Order total
When must the final total be visible?
When should discounts appear in the total?
When should shipping cost appear?
When should tax appear?
When should import duties appear?
Which additional fees must be explained?
When must recurring terms be accepted?
Delivery choices
Which addresses are eligible for delivery?
When is pickup available?
How should shoppers choose a delivery window?
How should split shipments appear?
What happens if an item becomes unavailable during checkout?
Payment status
How should an authorized payment appear?
How should shoppers complete payment authentication?
What can shoppers do while a checkout payment is pending?
How can shoppers recover after a checkout payment fails?
What should happen when payment status is unknown?
Error recovery
How can shoppers correct an invalid address without losing other entries?
How can shoppers recover from an inventory error?
How can shoppers recover from a promotion error?
How can shoppers recover from a payment error?
How should risk checks affect checkout?
Experiment design
Which checkout change should the experiment test?
Which shoppers belong in the experiment?
How long must the experiment run?
Which outcomes would make the experiment harmful?
How to use this brief
Use this brief as a bank of questions for the conversation. Choose what is relevant, mark covered questions as you go, and skip anything that has already been answered.
Use this brief when...
Use when you need to improve checkout by removing avoidable friction while keeping totals, delivery choices, and payment status clear.
Best used as: Live call · Async intake
- Category
- E-commerce
- Discussion time
- 45 minutes
- Depth
- Advanced
- Last updated
- Jul 21, 2026
- Scope
- Design briefs
- Best used as
- Live callAsync intake
- Design roles
- Product designer
- Audience
- Product designersUX and UI designersProduct managersMarketing teams
- Platforms
- WebMobile webCommerce platform
- Company type
- B2CMarketplace
- Product stage
- GrowthMature product
- Tags
- e-commercecheckout-optimizationproduct-and-experiencecheckout-redesignconversion-optimization