Shopify Store Set Up

Shopify Help, Website Help

REVIEW THE SYLLABUS AND JOIN COACHING CALLS TO GET YOUR NEW E-COMMERCE BUSINESS OFF THE GROUND.

*ALL COACHING CLIENTS RECEIVE A FREE SHOPIFY DEVELOPMENT STORE.

REVIEW THE SYLLABUS
GET COACHING SESSIONS
 

Online Syllabus for Shopify Store Set Up

Review the process. Schedule your sessions.

Welcome and Congrats!

Introduction to Shopify Coaching Sessions

Congratulations! You are taking the first step in building your Shopify store. Below is our general outline of todos when settings up new stores. We’ve tweaked it a little so that you can following along. Bookmark this page in your web browser to refer back here often. We are continuously updating the worksheets to make the process more and more efficient for you.
 
Getting started is the hardest part, but you will not regret it. Shopify is one of the easiest and most intuitive platforms for e-commerce. They’ve thought of everything. To learn more about our affiliation with Shopify, go here.
 
Coaching Members receive a free Shopify Development Store and weekly sessions to walk through the process. To learn more about coaching memberships, go here.
 
 

Section 1: Login + Take a Tour

Todo List

1. Create your Shopify Store
2. Get your Login Credentials
3. Login to Shopify
4. Take a tour of your new store.
Homework
A. Choose a theme > Use Worksheet
B. Review Product Data Sheet > Use Worksheet
C. List Your Collections, Your Vendors, Your Types and Tags > Use Worksheet

Section 2: Store Details + Payment Process

Todo List

1. View and Update Store Details
2. Enable and Manage Your Store’s Payment Providers
3. Customize your online Check out process
4. Manage Locations
Homework
A. Prepare Your Product Data Worksheet for 1 Product > Use Product Data Worksheet for Shopify

Section 3: Product Development + Data Management

Todo List

1. Review Product Data Worksheet
2. Manual Input Product Data Worksheet to Product Listing
3. Questions Answered
Homework
A. Prepare Your Product Data Worksheet for 2 Products
B. Make a complete list of all products in your inventory > Use Worksheet

Section 4: Decision about Data Entry | Bulk or Manual?

Todo List

1. Review Full Product List
2. Discuss Manual Entry vs Bulk Entry – File Uploads
Homework
A. Rest
B. Consider

Section 5: Final Decision | Special Cases

Todo List

1. Decide if manual entry vs bulk entry is right for you.
*The decision we make at this point will affect your homework tasks. If you choose manual entry, you’ll keep following the process we practiced in Meeting 3.  

Homework
A. Import products

Section 6: Shipping, Taxes and Other

Todo List

1. Manage How you Ship Orders to Customers
2. Manage How your Store Charges Tax
3. Questions Answered

Homework
A. Import Products

Section 7: Collections + Navigation

Todo List

1. Review Products by Collection.
2. Discuss Store Navigation and Layout

Homework
A. Sketch Main Menu Navigation
B. Write 1-2 paragraphs of Who, What, When, Where, Why, How of your Brand
 

Section 8: Navigation + Home Page

Todo List

1. Set Up Main Navigation
2. Review Home Page Editor

Homework
A. Sketch Home Page Outline Based on Options in Home Page Editor
 

Section 9: Home Page Content Specifc

Todo List

1. Create Home Page with Appropriate Sections, Images, Text
2. Discuss the Evolving Nature of the Home Page

Homework
A. Perfect Your Home Page for Publishing
 

Section 10: Legal Pages + Billing + Misc.

Todo List

1. Manage your Stores Legal Pages
2. Manage Store Billing
3. Questions Answered

Homework
A. Rest
 

Section 11: Store Review and Questions

Todo List

1. Review Overall Store
2. Questions Answered
Homework
A. Fix Errors
 

Section 12: Practice Purchases and Notifications

Todo List

1. Practice Making Purchases on your Store
2. Review Notifications

Homework
A. Review Notifications
B. Make Notes on Edits
 

Section 13: Custom Domain and Site Preview

Todo List

1. Add Domain to Shopify Store
2. Make edits to notifications.
3. Prepare to send a preview to your inner circle for edits.
 
Homework
A. Ask Friends and Family to Review and Practice Making Purchases

Section 14: Shopify Store Ownership and Marketing

Todo List

1. Update Payment Processor to live gateway
2. Transfer Store Ownership

Homework
A. Consider Website Checker
B. Consider Facebook Pixel
C. Consider Google Analytics
D. Consider SEM Reports

Section 15: Continuing Education

Todo List

1. Plan the next 4 months.

Social

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