Resources
Free guides and store audits.
Playbooks and checklists you can work through yourself, and audits where we look at your store and send back what we find.
Downloads
Guides, checklists and playbooks
Work through them at your own pace. Each one is free; we ask for an email so we can send it.
- BFCM Promo Margin Calculator Three calculators that show what a discount, a tiered offer or a bundle does to your profit per order, with live formulas.
- Discount break-even and sensitivity
- Tiered "spend more, save more" model
- Bundle vs hero product comparison
- BFCM Week Runbook for Shopify Brands The one document your team works from between Thanksgiving and Cyber Monday: roles, freeze rules, signals to watch and first actions when things break.
- On-call roles and contacts to fill in
- Code-freeze rules: what you can and cannot change
- First actions for the seven common failures
- Holiday Ship-By Planner for Shopify Brands Enter each carrier's cut-off or transit time and your own handling time; get your last order date and a reminder schedule per market.
- Last order date per market and carrier
- Skips weekends automatically
- Ready-made reminder schedule
- Post-BFCM Retention Plan for Shopify Brands The messages to send in the 30 days after Black Friday, when and to whom, and how to judge whether the BFCM cohort came back.
- Eight post-purchase flows, with timing
- Four buyer segments and what to send each
- Repeat-rate tracker for 30, 60 and 90 days
- 10-Step Shopify Implementation Checklist A 10-step blueprint for launching a Shopify store — from defining your brand to a staged launch — with the actions to take at each step and a pro tip for getting it right.
- Ten steps, in the order to work through them
- In-depth actions for every step
- A pro tip per step
- 2027 Festival and Sales Calendar for Shopify Brands Every shopping moment of 2027 across six markets, month by month — from Ramadan and Diwali to Black Friday and Boxing Day — with how far ahead to plan.
- Month-by-month dates for six markets
- Ramadan, Eid, Diwali and Holi expected dates
- How far ahead to plan each kind of event
- Shopify Success Playbook What top-performing Shopify stores are doing differently, and the UX, app and performance choices that follow from it.
- Seven forces driving Shopify growth
- UX and CRO tactics
- App stack recommendations
- Peak Season Post-Mortem Template for Shopify Enter your numbers for the same period both years; the template works out conversion, order value, margin, discount cost and more, and keeps your fix list.
- This year vs last year, calculated for you
- The eight Shopify reports to pull
- A fix list grouped by when to act
- Enterprise Commerce Platform Selection Scorecard Weight 22 criteria by what matters to you, score each platform from your own evidence, and see a weighted total and ranking.
- 22 criteria across seven areas
- Your weights, your scores — no vendor bias
- Weighted totals and ranking
- Shopify Store Speed & Conversion Checklist A 15-point audit you can run yourself across speed, conversion readiness and marketing UX — built for peak-season traffic.
- Five store speed checks
- Five conversion-readiness checks
- Five marketing and UX checks
- Composable Commerce Readiness Assessment Twelve statements in two parts — does your business need composable, and can your team run it — with a score for each and a plain-English result.
- Business-need and capability scores
- A plain-English result from the pair
- Capability gaps flagged automatically
- AI Personalization Toolkit Practical ways to use first-party data and AI for recommendations, upsells and re-engagement, with a template to measure the result.
- Three AI automation playbooks
- Ready-to-use ChatGPT prompts
- Shopify tool stack recommendations
Free store audits
Send us your store. We send back what we find.
Not a template: these are reviews of your own storefront, with findings specific to it.
- Shopify Speed Audit Tool Send us your store URL. We review its speed on mobile and desktop and email you the bottlenecks, split into quick wins and engineering work.
- Speed score out of 100
- Mobile vs desktop performance
- Core Web Vitals summary
- Quick wins vs engineering work
- Shopify UX Report A review of your store’s mobile UX, speed, checkout and calls to action, with suggestions specific to your store rather than generic best practice.
- Mobile UX score
- Speed and checkout review
- CTA and layout review
- Suggestions specific to your store
Want one of these applied to your store?
The guides tell you what to look for. If you would rather we looked for you, tell us the platform and where it hurts.