Templates
Shopify / E-commerce
Duplicate
Start Call Brief
Shopify / E-commerce
10 sections · 29 questions
Discovery questions for a Shopify build, e-commerce redesign, or online store migration.
Default template — duplicate to make changes.
Context
3 q
1
What made you reach out now?
2
What is currently not working?
3
What have you already tried?
Goals
3 q
1
What does success look like?
2
What outcome matters most?
3
What would make this project feel worth it?
Audience
2 q
1
Who are you trying to reach?
2
What do they currently believe or struggle with?
Store Details
5 q
1
How many SKUs / product variants do you have?
2
Are you migrating from another platform?
3
Do you need custom functionality or just a theme?
4
What third-party apps do you currently use?
5
Do you sell internationally or in a single market?
Current Performance
3 q
1
What is your current conversion rate?
2
Where do most of your visitors come from?
3
What do customers say when they don't buy?
Budget
3 q
1
Do you have a budget range in mind?
2
Have you worked with a provider before?
3
What would make this investment easy to justify?
Timeline
2 q
1
When do you want this completed?
2
Is there a launch date or deadline?
Decision Process
3 q
1
Who needs to approve this?
2
Are there other stakeholders?
3
What would slow this down?
Objections / Risks
3 q
1
What concerns do you have?
2
What made past projects difficult?
3
What would make you hesitate?
Next Steps
2 q
1
What should happen after this call?
2
When should I follow up?