Establish Shopify Account (Client)

Objective

Set up a functional Shopify store aligned with the client’s business goals, branding, and U.S. market standards — optimized for sales, customer engagement, and operational efficiency.

Prerequisites

  • Client onboarding completed; Shopify service confirmed in package

  • Business name, contact info, payment/banking details

  • Brand assets (logo, color palette, fonts, product images, etc.)

  • Chosen domain or existing domain credentials

  • Access to shared folders (OneDrive or Drive) for assets

1. Gather client information

Owner: Account Setup VA. Tools: JotForm intake / client brand folder.

  1. Send the “Shopify Setup Information Form” to the client.

  2. Collect business name, address, tax ID, payment info, product list, and brand preferences.

  3. Verify accuracy and completeness.

  4. Save assets (logos, banners, product images) to the client’s shared folder.

  5. Notify Success Coach that prerequisites are complete.

QA: Payment info and brand colors match client’s existing materials.

2. Set up Shopify account

Owner: Account Setup VA. Tool: shopify.com

  1. Create a new Shopify account using the client’s designated email.

  2. Select the plan matching business size and budget.

  3. Input basic business details.

  4. Add CVA or Allied Assist as collaborator if required for management access.

QA: Login credentials saved securely in the client’s LastPass folder.

3. Configure store settings

Owner: E-Commerce VA / Success Coach.

  1. General settings — time zone, currency (USD), business address.

  2. Tax settings and shipping zones per client location.

  3. Checkout preferences (guest checkout, marketing opt-ins).

  4. Legal pages — Privacy Policy, Terms & Conditions, Refund Policy.

QA: Tax and shipping align with the client’s state requirements.

4. Design storefront

Owner: Graphics VA / Web Design VA. Tools: Shopify Themes, Canva, Brand Kit.

  1. Choose a theme matching branding.

  2. Upload logo; adjust colors; add homepage hero image.

  3. Customize navigation (Home, Shop, About, Contact).

  4. Review with Success Coach for visual consistency.

QA: Mobile responsiveness and color accuracy verified.

5. Add products and services

Owner: E-Commerce VA.

  1. Upload products with titles, descriptions, prices, and images.

  2. Organize into collections/categories.

  3. Add product tags for SEO.

  4. Confirm image quality (no pixelation, uniform sizing).

QA: At least 5 products tested for correct pricing and description formatting.

6. Activate payment gateway

Owner: Success Coach / Finance VA.

  1. Set up Shopify Payments, PayPal, or Stripe.

  2. Test payment processing in Test Mode.

  3. Verify compliance with U.S. transaction and tax regulations.

QA: Test order processes and records in the dashboard.

7. Launch and test store

Owner: Success Coach / QA Team.

Full test: add to cart → checkout → confirmation email → navigation links. Request client approval for go-live. Publish store. Monitor first 7 days of analytics for errors or abandoned checkouts.

QA: Client domain points correctly; SSL active.

8. Post-launch follow-up

Within 14 days post-launch: review traffic, conversions, and abandoned carts; schedule a 15-minute client review; document improvements/updates in the client’s Worklenz task (live CVA task system).

Resources

Shopify Setup Intake Form (JotForm); Canva Brand Template; Allied Assist SOP Library → Shopify QA Checklist; client shared folder (OneDrive).

Source: SweetProcess DOCX export (Drive pack). Migrated to Eniston category Allied. Do not treat as dual source of truth with SweetProcess.

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