B2C Project Intake
Use this questionnaire during the kickoff with a new direct-to-consumer client. The answers help the team make informed decisions about Shopify plan, theme architecture, feature scope, and project planning.
TIP
Does the client also sell wholesale? Use the B2B Intake alongside this one.
1. Brand and Positioning
- Who is the target customer? (demographics, lifestyle, price sensitivity)
- What sets this brand apart from competitors?
- Are there reference sites or competitors whose experience they admire?
- Is there an existing brand identity (style guide, Figma, logo, fonts, colors) or does it need to be created?
2. Product Catalog
- How many products does the store carry (or plan to carry)?
- How complex are the variants? (e.g. single-option like size, or multi-option like size + color + material)
- Are there product types beyond physical goods? (digital downloads, gift cards, subscriptions, pre-orders)
- How often does the catalog change? (seasonal drops, continuous additions, limited editions)
3. Shopping Experience
- What matters most to the client: conversion rate, brand storytelling, or speed?
- Are there key pages beyond the standard set? (lookbooks, ingredient pages, brand story, sustainability)
- Does the customer need guided selling? (quizzes, bundles, product recommendations)
- Is the mobile experience the primary focus, or is desktop equally important?
4. Customer Engagement
- Does the client want wishlists or save-for-later functionality?
- Are back-in-stock notifications needed for popular or limited products?
- Is there a loyalty or rewards program (existing or planned)?
- How does the client handle reviews? (existing platform, or needs one)
5. Inventory and Fulfillment
- How many inventory locations are there? (warehouses, stores, 3PLs)
- Should customers see stock levels per location? (e.g. "available in Amsterdam store")
- Does the client have physical retail stores that need a store locator?
- Is click-and-collect or local delivery relevant?
6. Marketing and Growth
- Which email/marketing platform is used? (Klaviyo, Mailchimp, etc.)
- Is analytics already set up? (GA4, GTM, Meta Pixel, TikTok)
- Are there active paid advertising campaigns that need tracking?
- Does the client run promotions, discount codes, or automatic discounts frequently?
- Is a free shipping threshold part of the strategy?
7. Internationalization
- Does the store sell internationally?
- How many languages are needed?
- How many currencies? (single currency, multi-currency with conversion, or market-specific pricing)
- Are there country-specific tax or compliance requirements?
8. Integrations
- Which third-party tools does the client already use? (ERP, PIM, CRM, accounting)
- Are there existing data feeds or product syncs that need to be maintained?
- Does the client use any Shopify apps they want to keep?
9. Content and Migration
- Is this a new store or a migration from an existing platform? (which one?)
- What content needs to be migrated? (products, customers, order history, blog posts, redirects)
- Who manages content after launch? (client team, agency, both)
- Does the client need training on the Shopify admin or theme editor?
10. Timeline and Priorities
- What is the target launch date?
- Are there hard deadlines tied to campaigns, seasons, or external events?
- If the timeline is tight, which features are must-haves for launch vs. nice-to-haves for a later phase?
- What does success look like 3 months after launch?
Next Steps
Once complete, use the answers to determine:
- Shopify plan selection (Basic, Grow, Advanced, or Plus)
- Feature scope and companion app configuration
- Design and development timeline
- Follow the New Shop Onboarding checklist when ready to build