How setup and maintenance work.
One form with three quick sections starts the process. From there we build, get your approval, transfer the store, and handle ongoing maintenance through the client portal.
How it works, step by step.
You start with one onboarding form. We use it to build your store, configure the core setup, and send a preview for approval before launch. You do not need Shopify experience to get started.
After launch, monthly work runs through your client portal. You can submit requests, review quote-based add-ons, and track completed work plus your monthly recap.
At a glance
- Process stages
- 0
- Monthly tasks included
- 0
- Service areas covered
- 0
- Ownership after transfer
- 100%
The process
What happens after you submit.
From your first form submission to a live store — and what happens month to month after that.
You submit your business details and direction once. We handle the build, bring you in for approval before anything goes live, then transfer the store to your Shopify account.
After transfer, you submit monthly requests through the client portal. We complete the work, quote anything outside scope before touching it, and send a monthly summary of what was done.
What you send
- Business details, product catalog, and brand assets
- Direction for monthly content requests (page or blog)
- Imagery, videos, or files needed for each request
- Approval at preview and quote checkpoints
What we handle
- Shopify setup, theme configuration, and launch prep
- Catalog structure, checkout setup, and mobile layout
- We only add to your theme — core Shopify files stay untouched
- Monthly in-scope maintenance tasks
- Request tracking, quote tracking, and monthly recap
Approval checkpoints
Nothing is published without approval. Scope changes are quoted before extra work starts.
The four steps
01
Submit onboarding
You send your business details, catalog info, brand direction, and assets. We confirm scope and start work.
02
We build and configure
We set up the Shopify store, configure the theme, organize navigation, load products, and handle core checkout and shipping setup.
03
You review and approve
You review a working preview before launch. We apply your final feedback, then transfer the store into your Shopify account.
04
Monthly maintenance workflow
After launch, you submit monthly requests through the client workflow. We complete in-scope updates, quote add-ons when needed, and send monthly summaries.
Scope
What is included in setup and maintenance.
Setup gets your store built and live. Maintenance covers what comes after. Both have clear boundaries so you know exactly what is included before you pay.
Included in service
Store setup and theme structure
Theme installation, homepage layout, collection pages, product templates, navigation, and mobile layout. We only add to your theme — we never touch core Shopify files — so your store stays safe when Shopify releases updates.
Catalog and merchandising
Products loaded with titles, descriptions, and images. Collections organized and linked to navigation so customers can find what they are looking for.
Checkout, payments, and shipping
Checkout settings, shipping zones, wallet options, and core tax setup. You complete Shopify Payments verification in your own account.
Transfer and ownership handoff
Once approved, the store is transferred to your Shopify account so billing and ownership stay with your business.
Monthly maintenance work
Ongoing content edits, product/catalog updates, navigation changes, promotion setup, and one content slot each month.
Client portal
Submit monthly requests, review add-on quotes, and see a plain-language summary of what was completed each month.
Outside scope
- Logo design or full brand identity
- Shopify hosting fees — billed separately by Shopify, not us
- Paid ads, social posting, or campaign management
- Third-party app fees charged by outside vendors
- Order fulfillment or customer support staffing
- Shopify Plus, enterprise accounts, or CRM integrations
Ready to start?
Send onboarding details and we will confirm scope and next steps by email.