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Brand Assets

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These are the visual building blocks of your site. The more complete this is, the less back-and-forth we'll have.

Logo

Logo file — vector format preferred (AI, EPS, or SVG)A PNG with a transparent background also works. Avoid JPG — it has a white background baked in.Required

Logo variations if you have themStacked vs. horizontal, light version for dark backgrounds, icon-only version, etc.Nice to have

Favicon or icon markThe small image that appears in browser tabs. Usually your logo mark at small size.

Colors

Primary and secondary brand colors with hex codesExample: #2B4A6F. If you don't have hex codes, share any existing brand materials and I'll pull them.Required

Fonts

Brand font namesThe fonts used on your existing materials — logo, business cards, packaging, etc.Required

Font files if you have a licensed fontIf it's a Google Font or Adobe Font, just the name is enough.

Photography & Imagery

Brand photography — lifestyle or editorial imagesFor the homepage, banners, about page, etc. High resolution (at least 1500px wide).

Any existing brand guidelines or style guide documentEven a rough one helps. If you don't have one, no problem.Nice to have

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Products

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This is the core of your store. The more detail you provide here, the better your product pages will convert.

Product Information

Complete product list with namesA spreadsheet works great. One row per product.Required

Product descriptions for each itemWrite them as if you're speaking to your ideal customer — what it is, what it does, why it matters. Even rough notes are a starting point.Required

Pricing for every productInclude any compare-at / sale pricing if applicable.Required

SKUs or product codes (if you use them)

Product weight and dimensionsNeeded for calculated shipping rates. Not required if you use flat-rate shipping.

Variants

All product variants listed outSize, color, material, scent — whatever applies. Include every option and combination.Required

Variant-level pricing if prices differ by optionExample: Small $28, Large $36.

Inventory quantities per variantIf you're tracking inventory, I'll need this to set it up correctly.

Product Photography

Product photos — minimum 1 per product, ideally 3–5Clean white background for the main image. Lifestyle shots for secondary images. Minimum 1000px square.Required

Photos labeled to match the correct productOrganize by folder or name them clearly so nothing gets mixed up.Required

Collections

How you want products grouped into collectionsExamples: By Type (Serums, Moisturizers), By Concern (Dry Skin, Sensitive), By Occasion, etc.Required

Collection banner images if applicableOne image per collection, wide/landscape orientation.Nice to have

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Website Copy & Content

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If you're not a writer, don't overthink this — rough notes and bullet points are fine. Copywriting support can be added to the project if needed.

Key Pages

Homepage — headline, subheadline, and key messagingWhat's the first thing you want visitors to know or feel? What's your main call to action?Required

About page — your story, mission, or brand backgroundCustomers buy from people they trust. A real, specific story goes a long way.

Contact informationEmail address, phone (optional), physical location (optional), and preferred contact method.Required

FAQ contentThe questions your customers always ask. If you're new, think: shipping times, returns, sizing, ingredients, etc.Nice to have

Any additional custom pagesPress/features, wholesale inquiry, size guides, ingredient glossaries, stockist locator, etc.Nice to have

Legal Policies

Return and refund policyShopify has a free policy generator if you need a starting point.Required

Shipping policyProcessing times, shipping windows, carriers you use, any exclusions.Required

Privacy policyRequired by law if you're collecting customer data (you are). Shopify's generator handles the basics.Required

Terms of serviceRequired

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Business Information

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Legal business nameExactly as it appears on your business registration.Required

Business addressUsed for Shopify account setup, taxes, and shipping origin.Required

Business email addressThis will be the sender address for all order confirmations and customer emails.Required

Phone numberFor Shopify account setup. Not necessarily displayed publicly.Required

Social media handles and URLsInstagram, TikTok, Facebook, Pinterest, LinkedIn — whatever you're active on.

Tax informationWhether you're required to charge sales tax, and in which states. Your accountant is the right person to advise on this.Required

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Shipping & Fulfillment

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How you plan to fulfill ordersSelf-fulfill from home or office, third-party fulfillment center (3PL), dropshipping, print-on-demand, or a combination.Required

Shipping rates or structureFlat rate? Free shipping over a threshold? Real-time carrier rates? Let me know what you want to offer.Required

Countries or regions you ship toDomestic only, or international? Any exclusions?Required

Carriers you prefer to useUSPS, UPS, FedEx, DHL — or if you have an existing carrier account.

Typical processing and handling timeHow many business days before an order ships after it's placed?Required

Local pickup or local delivery (if applicable)Nice to have

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Payments

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Shopify Payments is the built-in processor and the easiest to set up. You can also use PayPal, Stripe, or others. You'll handle the actual setup — I'll configure the settings in the backend.

Which payment methods you want to acceptCredit/debit cards, PayPal, Shop Pay, Apple Pay, Google Pay, buy-now-pay-later (Affirm, Klarna, Afterpay).Required

Confirmation that you've created (or will create) your Shopify Payments accountRequires SSN or EIN, bank account info, and a government-issued ID. Shopify walks you through it.Required

Any existing payment processor account info (PayPal business account, etc.)Just the account email is usually enough to connect it.

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Domain

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Your desired domain name (or existing one)Example: yourshopname.com. If you don't have one yet, let me know and we'll figure it out together.Required

Login credentials for your domain registrar (if you already own a domain)GoDaddy, Google Domains, Namecheap, Squarespace, etc. We'll need access to update DNS settings.

Any existing email addresses tied to that domainExample: hello@yourbrand.com. This affects how we handle domain migration without breaking your email.

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Account Access

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Never share your passwords directly. Use Shopify's built-in staff invite system to give me access — I'll send you a request.

Create your Shopify account (free trial is fine to start)Go to shopify.com and sign up. Use your business email. You control the account throughout — I work within it.Required

Accept the staff invite I'll send to your Shopify storeThis gives me access to build without needing your login credentials.Required

Social media login access (if social login is planned for the site)Only relevant if we're adding "Login with Facebook/Google" functionality.Nice to have

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Additional Functionality

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Let me know which of these apply so we can plan for them. Some require specific apps or configuration that affects the project scope.

Email marketing platform you use or plan to useKlaviyo, Mailchimp, Omnisend, etc. We'll connect it to capture emails from the site.

Pop-up or email capture goalDiscount on first order? Newsletter only? Let me know the offer and what you want to collect.

Any apps you already know you want installedReviews app (Judge.me, Okendo), subscription (Recharge, Skio), loyalty, referral, upsell, etc.

Google Analytics or Meta Pixel accountsIf you want tracking set up from day one, I'll need the IDs from each platform.

Any product bundles, discount codes, or promotions to set up at launchNice to have

Gift cards or store credit (if applicable)Nice to have

Customer accounts preferenceDo you want customers to be able to create accounts? Required for order history, loyalty programs, and subscriptions.Required

What I Need From You Before We Can Build

Brand Assets

Products

Website Copy & Content

Business Information

Shipping & Fulfillment

Payments

Domain

Account Access

Additional Functionality