Presentation

Launch Visualization

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Launch Visualization

3 Merchant Journeys

BC Farms

Launch Difficulty

Low

Shrine Coffee Roasters

Launch Difficulty

Medium

Amazing Times

Launch Difficulty

High

01 Planning

BC Farms

Summary

Local Farming business
Pivoted to online due to covid
Focused on local pickup and delivery

LE Activities

The LE has an intro call with Sandra and learns all about Sandra's operation. The LE provides Sandra with a guided tour of the admin and a launch checklist to cover all the main points of launching on Shopify Plus. They setup a couple future calls to go over the finer points of the launch project.

Team Size

1-2

Shrine Coffee Roasters (SCR)

Summary

D2C and B2B coffee brand, $4M online
Migrating for ease of use and ecosystem capabilities
Limited technical resource, Director of Marketing to oversee migration
Needs: subscripton solution, B2B solution

LE Activities

LE has an intro call with the merchant to better understand their business needs and requirements. The LE gathers more context around what the merchant is wanting to customize within their store to recommend best practices and being the brainstorming process.

Team Size

3

Amazing Times

Summary

Sells once in a lifetime experiences
100M GMV - donate a portion of this to over 300 charities world wide
Experiences are open to everyone, unlimited inventory
Current online store is working, but want more growth and less maintenance
Currently have a one page checkout with minimal fields
Also very interested in SFAPI + Headless

LE Activities

Intro call with the merchant to better understand business needs
Determine launch date to help plan what needs to be done and when

Team Size

8

01 Planning

BC Farms

Theme Selection

Sandra is searching for a simple, cheap theme
Her Launch Engineer helps her select a free one from the Theme store
She uses the "Express" theme

LE Activities

LE assists Sandra in picking theme based on her desired style and needs. The Express theme is tailored towards Food businesses and has the essentials that Sandra needs.

Timeline

7 Days

Shrine Coffee Roasters (SCR)

Theme Selection

Pre-paid theme with layered apps will be most cost-effective and fastest
Follows LE advice to purchase a theme from a reputable theme creator

LE Activities

LE reviews their current site and possibly any available wireframes to recommend a theme that will fit the merchant's needs best. The LE goes over some of the custom components the merchant is looking to have on their PDPs to recommend how best to structure their data and give suggestions on how they could approach the build.

Timeline

2 Days

Amazing Times

Theme Selection

Not able to use a theme from the theme store
Headless is built without the use of a Shopify theme
Design wireframes for theme

LE Activities

Dives deeper into merchant requirements
Outlines pros/cons of Headless
Outlines what can/can't be done with Shopify theme vs. Headless

Timeline

14 Days

02 Implementation

BC Farms

Migration

Inventory managed in Quickbooks Online
Low SKU count and low complexity allows her to migrate her data by manual import of CSV

LE Activities

LE sends Sandra some documentation on how to import CSVs into Shopify

Timeline

3 Days

Shrine Coffee Roasters (SCR)

Migration

Most important data can be migrated via Transporter, but data mapping from obscure platform on limited resource is challenging
Non-Transporter data also needs to be migrated (gift cards)
Third party engaged for subscription migration

LE Activities

LE provides the merchant with suggestions for migrating their data to Shopify.

Timeline

42 Days

Amazing Times

Migration

13.5M records (customers, orders, and products(experiences))
10k orders associated to one customer account (multiple customers)

LE Activities

Provides guidance on CSV format for Transporter
Investigates Transporter issues with Shopify developers
Performs expansions for merchant with Expansion tool

Timeline

60 Days

02 Implementation

BC Farms

Theme Customization

Sandra and her Expert handle the theme setup, sticking to the basics included in the theme

LE Activities

LE helps guide Sarah towards the right strategy for theme customization, and directs her to the appropriate help docs
PSS helps answer some basic questions on "how-to's" in the theme

Timeline

7 Days

Shrine Coffee Roasters (SCR)

Theme Customization

Has some product-specific information to present, uses an Expert
Self-installs other front-end apps

Timeline

14 Days

Amazing Times

Theme Customization

No out of the box theme works with their branding
Merchant has developer resources
No inventory - experiences have time constraints
Need to display region specific experiences

LE Activities

Provides guidance on best practices for theme customizations (FED)
APIs, liquid, version control
Informs the merchant what can/can't be done with Headless

Timeline

45 Days

02 Implementation

BC Farms

Channels

Sandra connects FB and Instagram channels to Shopify

LE Activities

The LE hosts a shared screen on Sandra's machine where they connect her Shopify store to Facebook and Instagram.

Timeline

3 Days

Shrine Coffee Roasters (SCR)

Channels

Discussion required for optimal B2B setup based on merchant's needs
Uses apps for pricing restricting product access, somewhat difficult to get set up
Settles on single store with apps for maintainability

LE Activities

LE provides the merchant with a few options for wholesale and providing them with possible solutions.

Timeline

14 Days

Amazing Times

Channels

100% of sales are D2C (Online Store)
Currently advertise on Instagram, interested in Instagram channel

LE Activities

Provides information on Instagram Checkout Beta
Shows merchant how to publish products to different channels

Timeline

14 Days

02 Implementation

BC Farms

Integrations

Only needs QB-Shopify sync
She uses Bold to connect Shopify to QB online
Uses Shopify basic functionality for things like Taxes and BOPIS

LE Activities

The LE explains how to use the app store and how to install Quickbooks Sync by Bold. The LE also assists Sandra on setting up local pickup and delivery options.

Timeline

7 Days

Shrine Coffee Roasters (SCR)

Integrations

Relatively light: ReCharge for subscriptions, ShipStation, and email marketing

LE Activities

LE guides the merchant through downloading and installing plug-and-play apps.

Timeline

16 Days

Amazing Times

Integrations

Merchant is excited about any new feature Shopify
Need to build all of their own integrations because of Headless
Interested in using accelerated checkouts
Building custom checkout experience

LE Activities

Provides details about checkout extensions for product upsells
Provide documentation and code examples for theme customizations
Includes merchant in any applicable betas
Explains the Avalara process and cost

Timeline

121 Days

03 Testing

BC Farms

QA and Testing

Sandra is guided by her LE through the process of user and edge-case testing
This process helps her make the switch to Shopify Payments, which expedites her Launch

Timeline

7 Days

Shrine Coffee Roasters (SCR)

QA and Testing

Bulk Account Inviter walkthrough
Last minute pivot for B2B needs, needs solution for collecting payments by terms

LE Activities

LE demos bulk account inviter and shows the merchant how to edit the email template. The LE also provides insight and suggestions on how the merchant can better display account activation messaging on their site for customers.