The fourth and final quarter of the year presents a golden opportunity for eCommerce businesses, filled with potential for unprecedented sales growth during the holiday shopping season and key events like Black Friday and Cyber Monday. Each year, the holiday shopping season sets new standards for eCommerce success, and as a Shopify merchant, you're at the heart of it. But here’s the key: success isn’t just about offering great deals—it’s about the strategy driving them.
With so much opportunity comes endless competition and high customer expectations. Whether you're battling cart abandonment, rising ad costs, or the immense pressure of holiday sales targets, the challenges are real—but so are the opportunities to overcome them.
From October through December, the retail world shifts into high gear. Shoppers are hunting for deals, gifts, and must-have items that make the holiday season unique. For eCommerce brands, this is the moment when all the planning, strategizing, and hard work come together to deliver results. Think of Q4 as the final quarter of a big game—everything you’ve done so far has led to this, and now it’s time to score big.
In 2023, shoppers spent $9.8 billion online on Black Friday, while Cyber Monday hit a new high with $12.4 billion in online sales. Over Thanksgiving weekend 2022, a record 196.7 million consumers shopped both online and in stores. But here’s the thing: succeeding during BFCM isn’t just about slashing prices. It’s about having a smart, well-executed strategy that attracts the right customers and keeps them coming back.
Let’s not sugarcoat it—Q4 is a high-stakes game. The rewards are huge, but so are the risks. Customer expectations during the holiday season are sky-high, competition is fierce, and the pressure to deliver is intense. Early planning, flexibility, and a customer-first approach are the keys to turning potential pitfalls into opportunities for growth.
Did you know that 72% of shoppers prefer online shopping, while just 31% opt for in-store visits on Black Friday. Their top reasons? Convenience, free shipping, and the ease of finding the best prices online. (salesforce)
Your sales funnel is the roadmap to BFCM success, guiding customers from awareness to loyal advocates. A well-structured funnel ensures no potential buyers slip through, optimizing every interaction for conversion. Without a clear direction, however, the journey may lead nowhere.
This book is designed to be your step-by-step guide to navigating Q4 successfully. It is broken down month-by-month, starting with September, because the earlier you start, the better your results. The reality is if you’re not starting your BFCM marketing in September, you’re already behind the competition. Each chapter has actionable advice, real-world examples, and expert insights to help you make the most of this crucial quarter.
Here’s a sneak peek at what you will learn:
✓ How to get your store ready for an influx of holiday shoppers.
✓ The best ways to grow and engage your email list.
✓ Strategies for crafting promotions that resonate with your audience.
✓ How to use data to fine-tune your marketing campaigns.
✓ Tips for transitioning smoothly from BFCM into the rest of the holiday season.
Two-thirds of shoppers say they’re holding out on making big purchases until Cyber Week.(salesforce)
Early planning is critical in BFCM. By preparing ahead, you can refine strategies, understand your audience, and ensure smooth execution when it matters most. Every minute counts — delays or glitches could cost you sales.
Behind this book is Valli Creative, a digital marketing studio built to meet the evolving needs of the modern business. Since 2021, we’ve generated over $120 million in revenue for our brand partners, reflecting our depth of experience and proven success. We blend innovative strategies with time-tested tactics designed to enhance your revenue and drive profitability. Our approach isn't just about driving traffic — it's about converting that traffic into loyal customers and maximizing their lifetime value with strategic email marketing and personalized advertising.
Q4 is your time to shine. With the right strategies and a bit of hustle, you can make this the most successful quarter your business has ever seen. So, let’s dive in and start turning those holiday shoppers into loyal customers!
September is about strengthening your marketing foundation to ensure your store is ready for the holiday rush. Use this time to analyze customer data, review past performance, and identify top-selling products and successful promotions. Apply these insights to create personalized marketing, segmented emails, and targeted ads, setting the stage for a successful Q4.
To make the most of Black Friday and Cyber Monday (BFCM), thoughtful planning of your offers and promotions is crucial. This high-stakes shopping season involves balancing customer appeal with your business goals. It requires more than just discounts — it demands a well-structured strategy to stand out from the competition and convert shoppers into loyal customers.
What does your data say? What has worked in past BFCM events? What does your audience resonate with? Dive into the data as step one.
Complex promotions can confuse and frustrate customers. The earlier you start, the smoother your execution will be. Consider a simple percent off, tiered discounts, bundle deals, free gift with purchase, or exclusive products to make your promotions appealing and profitable.
Your email list is the key to driving repeat sales and nurturing long-term customer relationships. Start building your list to maximize engagement during key shopping periods like Black Friday and Cyber Monday. A well-tuned email strategy is the gift that keeps on giving. It can significantly boost your revenue, keep your audience engaged year-round, and convert subscribers into loyal customers. Starting in September, we recommend running lead generation ads on Facebook and Instagram to grow your email list before the big promotional events get closer. Your future self will thank you for this during BFCM!
Email flows are the lifeline of your business. While paid ads get people to your site, email flows help nurture and convert these users into customers. It’s a one-two punch. Email flows are automated sequences of emails triggered by subscribers' specific actions or behaviors. They are crucial for nurturing leads, engaging customers, and driving conversions. Review your email flows and consider massaging the copy for the holiday season. For example, you could include copy related to gift giving. Below are some key email flows and why you should include each one in your Q4 strategy.
Start prospecting and running awareness campaigns to attract people to the top of your funnel and build up your retargeting audiences. If you owned a coffee shop with no sign on the door, how would anyone know it was a coffee shop? Demand Gen ads are like the signage, getting people in the door. Then, your barista (Google PMax campaigns) converts these coffee lovers into customers.
Which content creators do you want to work with? We recommend collaborating with creators you’ve worked with previously with proven results. Get them the product and scope of work by the end of September. Ask them for multiple hooks for a simple way to create different ad variations for holiday and gift-giving content that can run throughout the season.
Our clients have seen continued success during peak promotional events by leveraging increasing awareness and prospecting tactics 2-3 months before the big event. This increases the number of users at the top of your funnel, which you can remarket to later for a conversion. On Google Ads, consider YouTube and Demand Gen campaigns. For Meta ads, test video views or engagement campaigns. This will set you up for success when you go all in on your conversion campaigns during the holiday season.
Successful brands know the power of a loyalty program. Just look at how wildly popular the Starbucks Rewards loyalty program has been. According to CX Dive, the program reached a record 34.3 million active U.S. members as of Q1 2024, up 13% year over year. The app’s mobile order and pay capabilities were used for over 30% of all purchases. Plus, Starbucks Rewards members visited cafes more frequently and spent more per visit than ever in Q1. Good loyalty programs work.
Email marketing, particularly when using a powerful platform like Klaviyo, provides unmatched potential for personalized customer interactions. It’s not just about sending emails—it’s about delivering the right messages at the right time. Pair that with a loyalty program such as LoyaltyLion, and you’ve got a winning strategy. Loyalty programs encourage repeat business and help build a community around your brand. The combination of Klaviyo and LoyaltyLion can significantly boost your BFCM performance, transforming one-time buyers into loyal brand champions.
Tap into the power of a loyalty program and reap the benefits. While these can get extremely complex, you can keep it simple and still provide plenty of value to your customers. Engage your VIP customers, driving repeat purchases and boosting average order value (AOV) throughout Q4.
October is all about refining your website and marketplace storefronts. Continue with tactics implemented in September to make meaningful connections with your audience. We’ll be adding in additional focuses to optimize every customer touch point for conversion and finalizing paid creatives.
It’s time to turn our focus to your website and marketplace storefronts on Amazon and Walmart. Collaborate with your development, paid media and design team to comb through all touch points of your conversion funnel from acquisition to checkout. Then strategically optimize key touch points, address any technical issues, and leverage opportunities to ensure everything runs smoothly.
Start by looking back at your historical data during last year’s BFCM and this year to date. Is your conversion rate low on certain pages? Are customers starting checkout but dropping off? Are you getting a lot of abandoned carts? Focus on your landing pages, product description pages (PDPs) and checkout.
Here are some essential tips:
Take time during the first week in October to comb through your advertising campaigns and setups across all channels to make sure you’re prepared for Black Friday Cyber Monday.
Take time during the first week in October to comb through your advertising campaigns and setups across all channels.
Don’t miss your opportunity to leverage user-generated content (UGC) for your paid media campaigns. In October, you should be finalizing video ads from creators and finishing graphic design paid social media assets.
UGC is content about a product or service created by real people, not the brand. It’s genuine and based on personal experiences, making it more authentic than brand-driven content, as there’s no artificial spin involved.
UGC gives customers a unique opportunity to participate in a brand’s growth instead of being a spectator. This influences brand loyalty and affinity in a big way because people thrive off being part of something greater than themselves, and creating UGC allows them to be part of a brand’s community.” (Hootsuite)
UGC results in 29% higher conversion rates than campaigns that don’t use it. A reported 87% of businesses are using UGC in some form to share more authentic content with their target audience. (Search Logistics)
These numbers highlight a significant change in consumer behavior. With user-generated content being 35% more memorable and influencing 79% of purchase decisions, it's clear that consumers are moving away from traditional marketing and leaning towards authentic, peer-driven recommendations. To stay competitive, brands need to focus on authentic engagement and harness the influence of their customers to boost sales.
Make sure your holiday ad creatives are created, approved and scheduled by end of the month so you can launch on November 1st.
In our experience, we see most brands spend 2-3x during November and December compared to the rest of the year to take advantage of the increase in shoppers in the market.
As you prepare for the busy season and an increase in your ad spend, it is critical that you gradually increase budgets to avoid making too big of a change at once to maintain efficiency. Slow and steady wins the race when it comes to scaling search engine marketing (SEM) campaigns and budgets on Google Ads. Our rule of thumb is not to increase by more than 20% during each determined interval. This could be daily or weekly depending on your budget and strategy.
Don’t avoid this critical step. Taking the time to ramp up will always be better than 2-3x the budget in one day. (Thank us later!)
ReMINDER: In the months leading up to BFCM, allocate more of your budget for increased prospecting on Google and Meta.
We’ve learned this lesson first hand. (Don’t be like this past client.) Read on for our own version of the-life BFCM horror story that illustrates why your November BFCM strategy needs to start now.
The Background: It was a crisp September afternoon when our team sat down with a new client. Like many before them, they were eager to make the most of the holiday season—a time when well executed marketing and advertising campaigns can catapult brands into a revenue wonderland. We laid out the game plan early: a gradual ramp-up of spend to let the algorithms adapt, ensuring smooth scaling and high returns. Simple enough, right?Well, our client seemed to agree at the time. They nodded along, aligned on the strategy, and promised to send over the budgets and creative assets soon. But as October slid into November, we found ourselves pacing nervously. The budgets were missing, and the creative? Still “in progress.” Cue the rising tension.
The Problem: Now, a minor delay would have been manageable, but the deliverables and budgets were not provided until the planned ramp up period was long gone. Major bummer. Reality sunk in that we would have to increase daily spend to target 3x levels now—a significant leap that required Google's algorithms to relearn how to efficiently distribute ads.At the higher spend levels, paid efficiency suffered. Performance became inconsistent as Google scrambled to find more conversions at our target ROAS levels. Precious days passed—during the most critical time of year—before things returned to the account’s standard strong ROAS. While the client still had a very successful holiday season, we all agreed there was more opportunity and money left on the table.
The Takeaway: Trust your partners and start early. We know it’s tempting to push deadlines, but machine learning, like all good things, takes time. Don’t wait until the last minute, or you might just find yourself reliving this cautionary tale.So, as we gear up for this year’s holiday season, we implore you: trust the process, plan ahead, and give your ad spend the runway it needs to take off. Your future self will thank you.
There have been horror stories where companies wait until the last minute to upload their ad creatives, and Meta doesn’t approve them in time, so the brand misses out on running ads for major events like BFCM. Sometimes, it can take Meta a day or two to review and approve ads during peak periods. Plan early and schedule your ads weeks ahead of the event to avoid a potential catastrophe. Get started today!
By the end of October, your eCommerce engine should be finely tuned and ready to go. You’ve planned your promotions, deepened customer engagement, and optimized your critical marketing channels. As you move into November, it’s all about execution and adaptation. You’ve set a solid foundation over the last two months— now let’s make it count.
November is showtime! Finally all of your hard work and preparation will be realized. It’s the start of a 60-day sprint through the end of December that is all about executing carefully, responding quickly, and maximizing every opportunity.
With promotions, campaigns, and operations ready, November marks the full-scale roll out of your holiday and Black Friday Cyber Monday strategy.
The holiday shopping season officially kicks off on November 1. It’s time to launch your holiday themed content across all channels including your website, Amazon storefront, emails, and ads.
If you're a registered brand selling on Amazon, create and launch a separate holiday-themed storefront to show off your product assortment through the lens of someone needing a gift (or several). Think of your Amazon storefront as a mini holiday website for your products on the marketplace. Our clients who prioritize creating a memorable shopping experience on their Amazon storefronts and driving traffic to their store saw a lift in sales both organically and through ads. Launch your holiday presence in unison across all channels for the best user experience. (Don’t forget that you can schedule all of these elements to go live as needed.)
As you monitor ongoing campaigns, look for opportunities to maximize results. When you identify an ad is emerging as a winner over the others, increase the budget to maximize impact and exposure.
For Facebook & Instagram ads, if an ad is wasting money or a placement is not effective—pause it. Just be sure to give it enough time to be statistically significant. (Our threshold is 10,000 impressions.) Pay special attention to inventory levels. If a product goes out of stock, turn off ads to avoid wasting spend or poor customer experience. Avoid getting customers excited about a product featured in an ad that isn’t available. Maintaining customer satisfaction is always critical but even more so during this peak shopping period.
On Google, dive into campaigns with high spend and low ROAS. Are any products or search terms cannibalizing ad spend? Consider excluding them to stretch your budget further.
With budgets higher than ever during November and December, check ads multiple times daily. Leverage automation where possible to create rule based optimizations on Facebook, Instagram, Amazon and Google.
What happens if 500 people are on your website at once and the coupon code isn’t working? Or worse, a product page won’t load? You need a developer on it ASAP —overlooking these issues can cost you serious money.
If not, you could be harming your potential revenue and reputation.
Customer service should also be a top priority. We recommend leveraging AI to respond to customer inquires as quickly as possible beyond normal business hours. If possible, extend your customer service team’s hours to be available later during peak shopping periods.
Put a plan in place early to ensure your team is on standby to handle inquiries and resolve issues swiftly. A positive customer experience can translate into immediate sales and long-term loyalty.
Throughout November, actively gather customer feedback and reviews. This real-time data is invaluable for making on-the-fly adjustments to your campaigns. Perhaps certain products receive glowing reviews—highlight these in your communications to boost sales. Conversely, if customers report issues, address these concerns immediately to prevent negative impacts on your sales.
Reviews play a crucial role in reinforcing buyer confidence. Showcase positive reviews prominently on your website and in your marketing materials. Encourage satisfied customers to share their experiences on social media, expanding your reach and credibility.
November is your chance to shine and show the strength of your preparation and the flexibility of your execution. By staying focused, responsive, and customer-centric, you can meet your sales targets and exceed them, setting a new standard for success.
As November winds down, take the time to reflect on what has worked and what could be improved. This will help you in the final push through December and provide valuable insights for future planning.
While Black Friday and Cyber Monday are now behind us, there’s still plenty of holiday shopping opportunity to capitalize on during the shopping rush. This month is about extending the success of November’s efforts and setting the stage for a strong finish to the year.
Here’s our tips for how to keep the momentum going and navigate December's opportunities.
After the BFCM frenzy, it's crucial to smoothly shift your focus to December’s ongoing holiday sales. This means recalibrating your marketing messages from the urgency of Black Friday deals to the joy and spirit of holiday gifting.
Refresh your promotional strategies to reflect this change in tone. Consider launching themed campaigns that resonate with the holiday spirit, such as "12 Days of Deals" or "Last-Minute Gifts," to keep your customers engaged and returning to your store.
Adjusting your ad strategies post-Cyber Monday at the start of December will help you maintain momentum and capitalize on the last two weeks of holiday shopping. Here are some key approaches to utilize.
Use these insights to fine-tune your marketing efforts and prepare for a second wave of promotions tailored to last-minute shoppers looking to wrap up their holiday purchases.
Customer feedback gathered during BFCM can provide invaluable insights into what worked well and what didn’t. Your marketing strategy should not be set in stone — the most successful brands know when to effectively pivot. Actively incorporate this feedback to refine your December strategy.
December is not just about maximizing sales; it’s also about cementing customer relationships that can carry into the new year. Ensure that your customer service team is well-prepared to handle the high volume of interactions that often come with holiday shopping. A positive customer experience during this busy time can lead to increased loyalty and customer retention long after the holiday decorations are taken down.
Keep the communication lines open with post-purchase follow-ups, thank-you emails, and invitations to provide feedback. These touch points can enhance the customer experience and increase the likelihood of repeat business.
As the year draws to a close, take some time to reflect on the successes and learning opportunities of the past few months. Use these insights to start planning for the next year, setting goals based on your observed trends and customer behaviors. Stay tuned for the next chapter, where we’ll discuss strategies for leveraging the post-holiday period for continued growth and success. The end of December doesn’t mean the end of opportunities—it’s just the beginning of a new cycle of growth and engagement.
As we wrap up this journey through your strategic preparation for Q4, let’s reflect on the powerful tools and insights you now possess to turn the busiest shopping season of the year into your most profitable. Your dedication and the tactics outlined in this guide are the keys to unlocking the full potential of Black Friday, Cyber Monday, and beyond.
We started by defining your promotions, optimizing your email flows, growing your email list, and setting up a loyalty program. The goal was to prepare early to gain a competitive edge, ensuring that every element of your eCommerce operation was primed for success.
Next, we optimized your store for the holiday rush and refined your marketing strategies. We deepened engagement through thoughtful content creation and fine-tuned your email campaigns to ensure your messages hit the mark.
Your plans came to life in November. We focused on executing your strategies effectively, monitoring their performance in real time, and adapting swiftly to maximize your opportunities for sales and customer engagement.
As the year wound down, we didn’t let up. Instead, we transitioned smoothly from BFCM into ongoing holiday sales, adapting strategies based on customer feedback and preparing for a strong finish to the year.
This book was designed to guide you and inspire you to take action. Now it’s time to implement what you’ve learned:
Remember, the end of this book is just the beginning of your journey to greater success. Valli Creative is here to support you as you implement these strategies and navigate any challenges that arise. Feel free to contact us for further guidance or to share your successes — we would love to hear how you’re making these strategies your own and seeing the results unfold.
If you need more personalized advice or want to discuss advanced strategies, don’t hesitate to get in touch. You can reach us anytime to ask questions, seek consultation, or share your progress.
With the proper preparation, a keen eye on execution, and a dedication to continuous improvement, there’s no limit to what you can achieve. Here’s to a prosperous Q4!
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