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Get inspiration from items on sale!

Live Sale Success Checklist

Live Sale Success Checklist

0. Attracting Your Live Sale Audience (Marketing Comes First)

Before you stress about themes, gear, or spreadsheets, you need people to actually show up. A great live sale means nothing without an audience.

Build Hype, Not Just Awareness

  • “You’re gonna want to set your alarm, we’re showing brand new flashier-than-ever towers this Monday.”
  • “First time we’ve ever done a $2 crystal table live. Only 20 mins, no replays.”

Use urgency, sneak peeks, or FOMO to spark action. Passive mentions won’t cut it.

Hack the Algorithm and Human Psychology

Ask your friends, family, and loyal customers to join, even if they don’t plan to buy anything. A busy chat makes your live feel exciting and trustworthy, and people follow the crowd.

Use Reels to Attract New Eyes

Reels reach ~90% new viewers vs. static posts which only reach your current audience. If your promo Reel performs well, boost it with $10–$20. You're not just buying a claim, you're gaining long-term visibility and potential repeat customers.

The Truth: You have to show up before the audience does. Even if it’s 5 viewers (or none), keep going. People will trickle in.

1. Picking a Theme & Product Lineup

  • Align with promos or seasonal trends
  • Spark curiosity
  • Mix statement pieces and affordable options

Pull products onto a rolling cart or shelf and group by price or category for easy access and visual clarity.

2. Building Your Live Sale Spreadsheet

Keep this spreadsheet open during your sale for quick access:

  • Product Name
  • SKU or Item Code
  • Retail Price
  • Live Sale Discount
  • Country of Origin
  • Description
  • Weight
  • Quantity
Pro Tip: Use Google Sheets so your whole team can update it live.

3. Tech Setup & Equipment Recommendations

Hardware

  • Phone with a good camera (we use iPhone 13)
  • Adjustable Tripod
  • 2 Laptops (host + moderator)
  • Ring Light or Softbox

Software

  • OBS Studio (for recording)
  • Instagram (mobile + desktop)
  • Google Sheets

4. Team Roles & Setup

Role 1: On-Camera Host

  • Engages viewers
  • Describes products
  • Uses the spreadsheet for support

Role 2: Comment Moderator

  • Logs claim codes
  • Handles viewer questions
  • Restarts the stream if needed

5. Running the Live Sale

  • Start with how-to-claim housekeeping
  • Share live-only deals
  • Present one product at a time
  • Confirm claims in real time
  • Keep energy high with polls and shoutouts
  • Record with OBS

6. Post-Sale Process

  • Review claims via recording
  • Create draft orders in Shopify
  • Send DM payment links
  • 2-day payment window
  • Fulfill orders and follow up

7. Growth Tips & Best Practices

  • Be consistent with time/day
  • Focus on one platform
  • Use Instagram countdown stickers
  • Test different themes/times
  • Always record your live sales

8. Common Mistakes to Avoid

  • No theme or plan
  • Poor promotion
  • No recording
  • Inconsistent scheduling
  • Too many high-ticket items only

Ready to Run Your Own?

Steal this system, tweak it for your shop, and start building your own loyal live sale community. If you'd like real examples of our setup, gear links, or scripts, reach out! We're happy to share what’s worked for us.