Shopify Store Set Up
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.
Shopify Store Set Up
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.
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.
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 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 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 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
B. Consider
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
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 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 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 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 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 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 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 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 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 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 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.
Section 15: Continuing Education
Todo List
1. Plan the next 4 months.
