
Why Shopify?
Shopify is a popular solution for shops of all sizes, thanks to its robust feature set. Itâs also a fully hosted solution, providing a higher level of reliability and a set monthly cost that makes it easy to budget for. It also features POS (point of sale) and inventory management systems that help you integrate your offline and online stores, if you have both.
Shopify powers almost 4,800,000 stores in over 175 countries. Thatâs a lot of stores!
Here are just a few key benefits Shopify provides:
1) Ease of Use
Shopify’s interface is very intuitive and easy-to-use, making it possible to manage a store with minimal technical knowledge. If you get stuck, or want to study up in advance, there is also plenty of documentation, including beginner guides that will get you up to speed quickly.
2) Reliable and Easy to Maintain
Shopify is a fully hosted solution. That means youâll never have to worry about server security, middle of the night calls about your site being down, or any of the other headaches that come with open source solutions.
3) Go Where Your Customers Are
In addition to giving you an online store thatâs slick from day one, Shopify integrates with a number of other channels â making it easy for you to sell on Amazon, eBay, Facebook, Instagram, and Google Shopping.
4) Supports Your Future Growth
Shopifyâs wide range of features will support pretty much everything youâll need, now and in the future. If you need something thatâs not already built-in, thereâs probably an app for that in their app store. If not, you can always build a custom app.
5) Powerful Marketing Tools
Shopify has built-in marketing tools for SEO (helping you appear higher in Google searches) and store analytics (tracking how many people visit and what they do while theyâre there). Youâll find more â like email campaigns, loyalty programs, and discount coupons â in the Shopify app store.
6) International Sales
Shopify allows you to easily sell globally, supportting multiple currencies and tracking local taxes (if required). You can even set up different pricing and shipping options based on the customer locations.
7) 24-Hour Support
Your online store should be open and serving customers 24 hours a day. And when something goes wrong? Youâll want it fixed right away. Shopify provides around-the-clock support that customers can access by email, live chat, and telephone.
Step 1: Set Your Budget
Itâs a good idea to know your budget up front, if you can. It may need to change when you discover how much key functionality costs, but itâs good to have a starting point. Itâs also valuable for everyone involved to know up front if youâre expecting to build the pick-up truck, BMW, or Ferrari of websites.
Step 2: Find a Developer
If you have the time and ambition, you can build a Shopify store on your own. It can be a lot of work and thereâs a steep learning curve, so having an experienced developer to guide you will make the whole process a whole lot easier. A developer can also help identify all of your requirements, and can ensure that whatever platform you choose (be it Shopify or another platform) suits your plans.
We suggest talking to a few different developers to find one youâd like to work with. Personality, approach, and communication style can be major pain points later on. Here are some questions you should ask any prospective developer:
- âWhat is your experience and level of technical expertise?â
Design is important, but technical skills are essential to building an online store. - âWhat types of ecommerce stores have you built before, and can I see examples?â
Look for examples similar in size, complexity, and visual appeal to the store you’d like to build. - âCan you walk me through your process?â
You want to hear a clear, comprehensive, and documented process. - âWhat kind of communication can I expect, and how frequent are check-ins?â
Establish preferences for progress reviews by email, Slack, phone, or video call and how often you’d like to be updates (we recommend weekly, at minimum). - âWho will own the code and content?â
It seems obvious that it should be you, but thatâs not always the case. Best to ask! - âWhat is your post-launch support process?â
Look for a developer who wants to provide long-term support for your new store. - âHow do you charge? Hourly, or based on the entire project?â
A project fee is usually best for store builds. Hourly charges are better suited to development of custom functionality and/or projects which are not well defined. - âCan you give me a rough idea or price range for what you charge to develop a standard Shopify store?â
Itâs too early for a quote, but answering this will tell you if they are in your price range.
Pricing for Shopify sites can vary wildly â from several thousand dollars to several hundred thousand dollars â so itâs always a good idea to make sure that youâre in the same ballpark (or on the same planet). That goes both ways, so be prepared for developers to ask you for a rough idea of your budget, so that they can figure out if youâre the right type of customer for them. Be honest and feel free to offer a wide range (e.g. âWeâre thinking somewhere between $20,000 and $40,000.â).
Step 3: Develop Your Project Scope
Once youâve found a developer you like, you can start preliminary planning, with their guidance. Most developers will help scope your project for free, but if your project has a lot of requirements or some difficult features and integrations, they may charge you a fee for this planning stage.
Start by putting together a complete list of the features youâd like your Shopify site to have. Include specific things youâve seen on other stores and provide examples if you can. The developer should be able to guide you through the most common features and options. They can also help you identify easier (and less expensive) ways of implementing what you are trying to achieve.
Once you have your list of features, prioritize them based on how critical they are to your business. This will help your developer separate the essential functionality from the nice-to-haves. Itâll also help you prioritize, if everything doesnât fit within your budget, or if you need to develop your site in phases.
Step 4: Get Quotes
With your project scope fleshed out, your developer should be able to provide you with a quote. For simple stores, this will likely be an all-in dollar amount. For more complex stores, you might be presented with a range of costs and a variety of options.
If the developerâs quote fits within your budget, then youâre all set! Often, youâll find out that youâve asked for a lot of cool functionality that would push you beyond your expected budget. Talk with your developer to figure out what would work best within your budget, and if there are any features that could be delayed until a future site upgrade. We often recommend planning 2nd and 3rd phases of development early, as part of your long-term roadmap. Customizing an existing design template instead of designing the site from scratch can also be a good way to save money.
If all of the functionality youâve scoped really is necessary for launch, consider whether you can adjust your budget to meet the needs.
When costs are squared away, ask your developer for a development schedule and billing terms. Developers will usually (but not always) charge a deposit up front, followed by additional payments tied to milestones in your storeâs development. The payment amounts can vary. For very small and fast projects, itâs common to pay 50% at the start and 50% on completion.
Just make sure that youâre not paying for everything up front. Ideally, you will pay in installments as you verify the developerâs progress.
Once you have a firm quote from your developer, you might want a few more quotes for comparison. Ask other developers to quote on the project, based on the scope youâve already documented. To be fair and ethical to the developer who has helped you get this far, keep the original quote to yourself. If you find a wide discrepancy in quotes for the same functionality, the first developer might be quoting high. You can choose a cheaper option, or shop around for more options. Just remember that a lower price isnât always better. As with most things, quality varies and you often get what you pay for.
Step 5: Kick Off
If itâs a small and straightforward project, the developer can dive right in. For larger projects, they will usually organize a kick-off meeting and get everyone involved in the project together to review your site requirements. Attendees might include:
- Project Manager – Your main point of contact throughout the project, who will also manage the other resources and mind the schedule.
- Designer – Even if youâre building on a ready-made design template, youâll usually have a designer to design the graphics needed to make your site look great.
- Front-End Developer – This developer builds the visible storefront. They make sure that everything will look good across all browsers and device sizes (eg. computers, tablets, and phones).
- Back-End Developer – Depending on your feature requirements, you might have a back-end developer coding behind the scenes functionality â much like adding wiring and plumbing behind the walls.
- Full-Stack Developer – If youâre really lucky, youâll have a full-stack developer. Thatâs a fancy name for a developer who codes both the Front-End and Back-End â which is much rarer than youâd think.
There are a few other people you may need to help you develop your site. Some Shopify developers will offer one or more of the following services as well, or can refer you to professionals theyâve worked with before. If not, you will need to find them on your own.
- Photographer – Your site will need great product shots. If you canât get those from where you source your goods, make sure to get an experienced product photographer.
- Writer – Your site will need compelling product descriptions and other informational content, so youâll want to hire a great content writer.
- SEO – If you want your site to rank high in Google searches â and of course you do! â then youâll also need the help of a Search Engine Optimization specialist.
A final note about kicking off. Your developer will probably require you to provide the initial payment or deposit before they get started. Thatâs normal, and assures the developer that they will be compensated for their work.
Step 6: Store Design
Your project manager will usually book a meeting with you and your designer, to discuss the design of your store. Design preferences are highly personal, so the designer will try to get a good sense of your tastes and style. If you have any examples of other stores you like, that will help. Donât be afraid to mention other brands that you like, and why, as that can help guide the design direction.
The big question we get asked a lot is âShould we design the site from scratch or use a template?â If your brand is really unique and you have the budget, then by all means, design from scratch. But in most cases, itâll be much faster and more efficient to find a theme you like and design on top of that. Your designer can source some good theme options for you and help guide you through this process. If youâre working on a tighter budget, invest the time to find a theme that you like on your own (check out Shopify’s theme collection), then let your designer know what youâd like to have changed.
Your designer will get to work developing a design for your site. Often, people ask for a number of designs â it used to be common to ask for 2 or 3 options to choose from â but we feel this is unnecessary if youâre working with a good designer and you provide clear direction. Their first design is usually their best anyway, so multiple options wonât guarantee you a better result â just more hours and budget. The effort is usually better spent refining the first design.
Step 7: Development
Once youâve settled on your storeâs design, development can begin. Occasionally, if there is unique functionality being developed or integrations with other systems, development might have started in tandem with the design process.
Your developer will build out all of the functionality outlined in your scoped requirements. This includes implementing the design, defining your storeâs structure, setting up or importing your products, integrating a payment gateway (to handle credit card and other online payments), and setting other various options (tax rates, shipping options, return policies, etc.). If you have an existing store, they will also import all of your existing product and customer data. If you have a Point of Sale system, or any other systems that need to be integrated so that data flows between the systems, those integrations will be implemented as well.
Step 8: Reviewing Progress
Your developer should schedule regular check-ins with you, so that you can review progress and give feedback on what you do and donât like. These check-in points should be as frequent as every 2nd week, so you can give feedback on how key functionality is being implemented.
During check-ins, you might identify misunderstandings, or things that just arenât being implemented as you had expected. Itâs important to raise any issues as soon as possible, to save time and minimize rework. At this stage, if you request anything new or âout of scopeâ (i.e. a change from the agreed upon plan), you should expect your developer to issue a âchange feeâ. This is normal, if what youâre now requesting wasnât budgeted for. This might not happen if your developer has budgeted for some changes, but itâs always best to ask.
Step 9: Quality Assurance (QA)
Your developer should have a standard QA process during which they test that all aspects of the store work as intended. Usually, a developer will have a preferred method for you to raise an issue or flag something that is not quite right. Developers have a wide range of ways of handling this. We use software that allows you to point right at the problem and add comments about what you think is missing.
Once your developer has finished their QA process, they will usually allow some time for you to do final acceptance checks. It’s important to be as thorough as possible and try everything as itâs not unusual for small problems to go unnoticed.
Step 10: Launch
Once QA has been completed, your site is ready to launch. Your developer will âpush it liveâ by pointing your domain name at the store and making it available for the world to see.
As soon as itâs live, you should purchase something from your store and complete the checkout process. If the payment is processed properly, refund your purchase and ensure that works properly as well. Purchases and refunds are two items that aren’t properly tested during QA.
You should also test all of your contact points (eg. email forms, email addresses, and listed phone numbers) to ensure theyâre all working correctly.
Keep a close eye on your sales over the first few days after launch, to catch any unforeseen problems. Make sure tax and shipping are being calculated properly on orders. To facilitate troubleshooting, we always recommend launching early in the week (Monday or Tuesday) so that developers are available to fix issues right away.
Step 11: Maintenance
As a hosted solution, Shopify requires less maintenance than open sources solutions. That doesnât mean itâs maintenance-free, though. Ideally, your developer will be able to support and maintain your store post-launch, helping with app updates and general site improvements.
You should have a backup system in place in case something goes wrong. Shopify does not automatically backup your site, but there are apps available that will do automatic nightly backups. This will also need to be implemented, tested, and monitored.
We recommend setting aside a budget for monthly or quarterly maintenance, if possible, so you know your store is working properly and you can fine-tune it over time.