The Shopify growth checklist

Use this checklist to find gaps in your Shopify store. Work through it in order: the early sections make the later ones work better. Do one or two items a day rather than all at once.

Foundations

• ☐ Payments turned on, including express wallets your customers use.
• ☐ Tax settings set up correctly for where you sell.
• ☐ Shipping rates clear, with a free-shipping amount a little above your average order.
• ☐ A test order placed on mobile, from product page to confirmation email.
• ☐ A short main menu: shoppers should reach any product in two taps.
• ☐ Policies (shipping, returns, privacy, contact) linked in the footer.

Tracking and numbers

• ☐ Meta tracking connected from Shopify (the Facebook and Instagram channel).
• ☐ Google Analytics or another analytics tool installed and checked.
• ☐ You know where to find yesterday's sales, orders and sessions in Shopify reports.
• ☐ You know your profit per order after product cost, shipping, fees and ads.
• ☐ You know your break-even cost per sale. See break-even ROAS explained.

Product pages and conversion

• ☐ Each product has a clear headline, real photos and benefits before specifications.
• ☐ Reviews show near the Add to cart button.
• ☐ Shipping and returns are visible on the product page.
• ☐ Your theme is updated, fast on mobile and edited safely in a duplicate first.
• ☐ Your best sellers are linked from the home page and menu.

More detail in how to increase your e-commerce conversion rate.

Email and SMS

• ☐ A sign-up form or pop-up with a clear reason to join.
• ☐ Welcome series live.
• ☐ Abandoned checkout and abandoned cart reminders live.
• ☐ Post-purchase and review request emails live.
• ☐ A regular campaign rhythm, such as one useful email a week.

See the email flows every store needs.

Traffic

• ☐ A paid channel with a fair test budget, judged against break-even.
• ☐ Fresh ad creative tested regularly, with strong openings in the first few seconds.
• ☐ Product titles, descriptions and collection pages written for search. See e-commerce SEO basics.
• ☐ A content or social habit you can keep up.

Retention and growth

• ☐ Bundles or add-ons to raise average order value.
• ☐ A win-back email for lapsed customers.
• ☐ Seasonal plans dated on your calendar, especially Black Friday. See the Black Friday plan.

Weekly habits

• ☐ Check profit daily, not monthly.
• ☐ Review one channel each week and make one change.
• ☐ Write down what you changed and what happened.

Let Helix order it for you

The Helix daily growth plan turns this kind of checklist into one 15-minute task a day, with step-by-step instructions for Shopify.