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Field notes / practical guide

Shopify website planning checklist

A Shopify build starts with how products are sold and fulfilled. Good discovery reduces the number of surprises left for launch week.

Map the catalogue

Record products, variants, collections, media and any unusual purchase rules. Decide who owns data cleanup and product copy. Use representative products in the design review so important edge cases appear early.

Put it in context

Storefront theme editor

Review storefront sections and the settings merchants can manage themselves.

DataShopify · AI-generated illustration

Map the operating process

List payment, shipping, tax, fulfilment and customer-support requirements for specialist confirmation. Identify existing tools that must connect to the store. Record account owners and access requirements without sharing passwords in project documents.

Define launch acceptance

Agree the pages and purchase journeys that must be checked. Include mobile product selection, cart behaviour, notifications and team handover. Separate app subscriptions and ongoing store support from the initial website build.

Put the guidance to work

Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.

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