Introduction
Who this is for: Shopify store owners doing $0–50k/month who have traffic but not enough sales. You have products listed, you are running ads or getting organic visits, but your conversion rate is below 2% and you do not know what to fix first. This guide is not theory. It is a prioritized system for finding what is broken and fixing it in order.
How to use this guide:
- Work through it in order. Sections are arranged by priority — diagnosis first, then trust, then product pages, then checkout.
- Each section has three parts: required elements (what must be on your store), mistakes to avoid (what to cut or stop doing), and a checklist (verify before moving on).
- Do not skip Section 1. Your analytics tell you which section to focus on. Without diagnosis, you are guessing.
- Cross-references point you to the right section when a problem sits elsewhere.
- The core model for this entire guide:
Core Formula
More Sales = Clarity + Trust − Friction
Every fix in this playbook increases clarity, builds trust, or removes friction. If a change does not do one of those three things, skip it.
Glossary
| Term | Definition | Formula |
|---|---|---|
| CRO | Conversion Rate Optimization — systematically increasing the % of visitors who buy | — |
| CR | Conversion Rate — percentage of sessions that result in a purchase | Orders ÷ Sessions × 100 |
| AOV | Average Order Value — average dollar amount per transaction | Total Revenue ÷ Total Orders |
| LTV | Lifetime Value — total revenue a single customer generates over their entire relationship | AOV × Avg Purchase Frequency × Avg Customer Lifespan |
| CAC | Customer Acquisition Cost — what you spend to get one new customer | Total Marketing Spend ÷ New Customers Acquired |
| ROAS | Return on Ad Spend — revenue generated per dollar of ad spend | Revenue from Ads ÷ Ad Spend |
| CTR | Click-Through Rate — percentage of people who click a link, ad, or button after seeing it | Clicks ÷ Impressions × 100 |
| PDP | Product Detail Page — the individual product page where a customer sees images, description, price, and the Add to Cart button | — |
| ATC | Add to Cart — the action (and rate) of a visitor adding a product to their cart | ATC Actions ÷ Sessions × 100 |
| RPR | Repeat Purchase Rate — percentage of customers who buy more than once | Returning Customers ÷ Total Customers × 100 |
| Bounce Rate | Percentage of visitors who leave after viewing only one page | Single-Page Sessions ÷ Total Sessions × 100 |
| UGC | User-Generated Content — photos, videos, or reviews created by real customers, not the brand | — |
| CTA | Call to Action — the button or prompt telling the visitor what to do next (e.g., "Add to Cart," "Buy Now") | — |
1. Diagnosis + Analytics
1.1 Four Root Causes of Low Sales
Every conversion problem maps to one of four root causes. Identify which one (or combination) applies before changing anything.
| Root Cause | Symptoms | Where to Look |
|---|---|---|
| Offer | High traffic, low ATC rate; visitors view products but do not add. Price, product, or value proposition is wrong. | ATC rate below 5%. See Section 3. |
| Traffic | Low or irrelevant sessions; high bounce rate on landing pages; ads bringing wrong audience. | Bounce rate above 60% on landing pages. Check "Sessions by landing page" report. |
| Trust | Visitors add to cart but abandon at checkout; new store with no reviews, no policies, no About page. | Cart-to-checkout rate below 50%. See Section 2. |
| UX / Friction | Visitors start checkout but do not complete; confusing navigation; slow load times; broken mobile layout. | Checkout completion rate below 40%. See Sections 4–5. |
1.2 The 5 Funnel Numbers
Open Shopify Admin → Analytics → Reports → Online store conversion rate. Pull these five numbers for the last 30 days:
- Sessions — total store visits
- Product page views — sessions that reached a PDP
- Add to Carts — sessions that added an item
- Checkouts reached — sessions that started checkout
- Orders — completed purchases
Calculate drop-off rates between each step:
PDP View Rate = Product Page Views ÷ Sessions × 100
ATC Rate = Add to Carts ÷ Sessions × 100
Cart-to-Checkout = Checkouts Reached ÷ Add to Carts × 100
Checkout Completion = Orders ÷ Checkouts Reached × 100
Overall CR = Orders ÷ Sessions × 1001.3 Benchmark Table
Compare your numbers to these benchmarks. The step with the largest gap between your number and the benchmark is your biggest leak — fix that first.
| Funnel Step | Benchmark Range | If Below Benchmark |
|---|---|---|
| PDP View Rate | 40–60% | Navigation or landing page issue. Visitors are not finding products. |
| ATC Rate | 5–10% | Product page problem: unclear photos, weak copy, wrong price, missing info. See Section 3. |
| Cart-to-Checkout | 50–70% | Trust or surprise cost issue. Shipping unclear, no return policy, or unexpected fees at checkout. See Section 2. |
| Checkout Completion | 40–60% | Friction in checkout. Too many fields, missing payment options, forced account creation. See Section 5. |
| Overall CR | 1–3% | Multiple leaks. Work through each step above to find the worst one. |
1.4 Diagnosis Decision Tree
After calculating your drop-off rates:
- Find the step where your rate is furthest below the benchmark range.
- That is your priority. Go to the corresponding section.
- If multiple steps are below benchmark, start with the earliest step in the funnel — fixing upstream problems often improves downstream numbers automatically.
| Your Biggest Leak | Go To |
|---|---|
| Low PDP View Rate | Section 7 (Category Pages) + Section 8 (Homepage) |
| Low ATC Rate | Section 3 (Product Page) |
| Low Cart-to-Checkout | Section 2 (Trust Setup) + Section 4 (Cart) |
| Low Checkout Completion | Section 5 (Checkout) |
1.5 Two Shopify Reports to Check Weekly
- Online store conversion rate (Analytics → Reports): Shows the full funnel with numbers for each step. This is where you pull your 5 funnel numbers.
- Sessions by landing page (Analytics → Reports): Shows which pages visitors arrive on and their conversion rate. If a landing page has high traffic but a CR far below your store average, that page needs work first.
1.6 Weekly Review Routine
Do this once per week. Pick the same day each week. Takes 10 minutes.
- Open Shopify Analytics → Online store conversion rate (last 7 days)
- Record the 5 funnel numbers
- Calculate each drop-off rate
- Compare to last week's numbers — is each step better, worse, or flat?
- Identify the single biggest leak (largest gap vs. benchmark or largest week-over-week decline)
- Write down one specific fix to implement this week for that leak
- Check "Sessions by landing page" — flag any page with high traffic and below-average CR
Shopify Analytics funnel screenshot showing the online store conversion rate report with Sessions, Added to Cart, Reached Checkout, and Sessions Converted
Section 1 Mistakes to Avoid
- Making changes without checking analytics first. Diagnose, then act.
- Obsessing over overall conversion rate without breaking it into funnel steps. The overall number does not tell you where the problem is.
- Comparing your CR to stores in different categories. A 1.5% CR on $200 products is different from 1.5% on $20 products.
- Checking analytics daily and reacting to single-day fluctuations. Weekly is enough. You need at least 7 days of data to see a pattern.
- Ignoring low-traffic data. If you have fewer than 500 sessions in a period, your percentages are unreliable. Wait for more data or increase the date range.
Section 1 Checklist
- Pulled the 5 funnel numbers from Shopify for the last 30 days
- Calculated drop-off rates for each funnel step
- Compared each step to the benchmark table
- Identified the biggest leak (furthest below benchmark)
- Checked "Sessions by landing page" for underperforming pages
- Set a recurring weekly review (same day, same time)
- Know which section of this guide to work on next based on your diagnosis
2. Trust Setup
Visitors decide whether to trust your store within seconds. Missing policies, no contact information, or a blank About page will kill conversions before your product page even has a chance. Complete every item in this section before spending money on traffic.
2.1 Shipping Information
Required elements:
- Cost of shipping (free, flat rate, calculated — state it clearly)
- Estimated delivery time (e.g., "5–7 business days," not "ships quickly")
- International shipping availability (yes/no, which countries, additional cost)
- Tracking availability (yes/no, when the customer receives tracking info)
Placement: On every product page (near the Add to Cart button or in a collapsible tab), in the site footer as a link, and on a dedicated Shipping Policy page.
2.2 Returns Policy
Required elements:
- Return window (e.g., "30 days from delivery")
- Accepted condition (unopened only, gently used, any condition)
- Return process (step-by-step: contact us → receive label → ship back → refund processed)
- Refund method (original payment method, store credit, exchange) and processing time
Placement: Link in footer, summary on product page (near ATC button or in a tab), and a mention or link in the cart before checkout.
2.3 Contact Page
Required elements:
- A real email address displayed as text (not hidden behind a form-only page)
- Expected response time (e.g., "We respond within 24 hours on business days")
- A contact form for convenience
- Optional but improves trust: phone number, physical address, business hours
Placement: Linked in the main navigation or footer. Must be reachable within one click from any page.
2.4 About Page
Required elements:
- Who you are (name, team, or founder — a real person, not a faceless brand)
- Why you started this store (one or two sentences, keep it factual)
- What makes you different from competitors (specific — not "we care about quality")
- Social proof if available (press mentions, number of customers served, years in business)
- A real photo (founder photo, team photo, or workspace — not a stock image)
Placement: Linked in the main navigation or footer.
2.5 Site-Wide Trust Elements
Required elements:
- SSL certificate active (Shopify handles this automatically — verify the padlock icon shows in the browser bar)
- Professional email address (you@yourdomain.com, not a Gmail/Yahoo address for customer-facing communication)
- Consistent branding (same logo, colors, and fonts on every page — mismatched styling signals an amateur or scam site)
- Zero broken links (click through your navigation, footer links, and policy pages — every link must work)
- Zero spelling/grammar errors on key pages (homepage, product pages, checkout)
- Payment badges displayed near checkout or in the footer (Visa, Mastercard, PayPal, Shop Pay — whichever you actually accept)
Trust badges — what matters vs. what does not:
- Use: Payment method logos, SSL/secure checkout indicator, money-back guarantee badge (only if you actually honor it)
- Skip: Fake "McAfee Secure" or "Norton Secured" badges you did not pay for, excessive badge clusters (more than 4–5 badges looks desperate), any badge that links to a dead page or someone else's site
Section 2 Mistakes to Avoid
- Hiding shipping costs until checkout. This is the number-one cause of cart abandonment. State costs upfront on the product page.
- Writing a returns policy in dense legal language. Write it so a 12-year-old can understand the process.
- Having a contact page with only a form and no email address. Visitors assume you are hiding or unreachable.
- Using a generic About page template with stock photos. A fake-looking About page damages trust more than having no About page.
- Displaying trust badges for services you do not actually use. Savvy customers check, and a fake badge destroys credibility instantly.
- Forgetting to link policies from the product page. Customers should not have to hunt through the footer during purchase decisions.
Section 2 Checklist
- Shipping policy page exists and answers all 4 required questions
- Shipping info is visible on every product page
- Returns policy page exists and answers all 4 required questions
- Returns info is linked from product pages and visible in or near the cart
- Contact page has a visible email address and a contact form
- Contact page states expected response time
- About page has a real founder/team photo (not stock)
- About page states who you are, why you started, and what is different
- SSL padlock is active (check browser bar)
- Customer-facing emails use your domain (not Gmail/Yahoo)
- Branding is consistent across all pages (logo, colors, fonts)
- All navigation and footer links work (zero broken links)
- No spelling or grammar errors on homepage, product pages, or policies
- Payment method badges are displayed and match your actual accepted methods
- No fake trust badges on the site
3. Product Page
3.1 Above-the-Fold Layout
Desktop: left 50–60% image gallery, right 40–50% buy box. Mobile: stack vertically — images on top, buy box immediately below.
Must be visible without scrolling:
- Main product image
- Product title
- Price (with compare-at price if on sale)
- Star rating + review count
- Variant selector
- Add to Cart button
Check both breakpoints in Online Store → Themes → Customize. Switch between desktop and mobile preview. If your ATC button is not visible without scrolling on mobile, fix this before anything else — see Section 3.9.
Desktop and mobile product page above-the-fold layout comparison
Avoid:
- Banners or announcement bars that push the buy box below the fold
- Auto-playing videos in the hero image slot
- Oversized product titles that consume vertical space on mobile
- Trust badge rows placed above the product title
- Sticky headers taller than 60px
3.2 Product Images
Budget phone setup: Position near a window with indirect natural light. Place a white poster board as a backdrop and surface. Use your phone's rear camera (never the front camera). Mount on a phone tripod or stable surface. Edit lightly in Snapseed — adjust brightness, crop to square.
Image rules:
- Minimum 2048×2048px, square (1:1) format
- White or clean neutral background for the hero image
- Consistent lighting and style across all product listings
- Sharp focus, well-lit — no shadows cutting across the product
- Show your actual product as shipped (never stock photos or supplier renders)
Upload path: Products → [select product] → Media section. Drag images to reorder. Hero image goes first.
Avoid:
- Watermarks or brand logos burned into images
- Heavy filters or color grading that misrepresents the product
- Images below 1000px on any side (they will look blurry on zoom)
- Mixing white-background and lifestyle shots inconsistently across listings
- Using the same image at multiple angles with minor crops
3.3 Minimum Shot List (5 Required Images)
Every product listing needs at minimum these five shots:
| # | Shot Type | What to Capture |
|---|---|---|
| 1 | Hero / Clean | Product centered on white or neutral background, front-facing, fully visible |
| 2 | Lifestyle / In-Use | Product being used by a real person in a realistic setting |
| 3 | Scale / Size Reference | Product held in hand, next to a common object, or with dimensions overlaid |
| 4 | Detail / Close-Up | Texture, stitching, material quality, key functional detail |
| 5 | Packaging / What's Included | Everything the customer receives — box, accessories, documentation |
If you only have the hero shot, your listing is incomplete. Prioritize shooting images 1–5 before spending time on description copy or page design.
3.4 Extended Shot List (8–10 Images)
Add these for higher-priced or complex products:
| # | Shot Type | What to Capture |
|---|---|---|
| 6 | Back / Side Angles | Alternate views the hero doesn't show — back panel, side profile, bottom |
| 7 | Before-After or Comparison | Result demonstration, or side-by-side vs. competitor or previous version |
| 8 | Infographic | Text overlays calling out features, dimensions, or materials — create in Canva |
| 9 | Customer / UGC Photo | Real photo from a customer (with permission) showing product in their environment |
| 10 | Lifestyle Flat-Lay | Product arranged with complementary items, shot from directly above |
Threshold rule: Products under $20 — 5 images is sufficient. Products over $30 or products requiring explanation (multi-part, technical, wearable) — aim for 8–10 images.
3.5 UGC and Customer Photos
Five methods to collect customer photos, ranked from easiest to hardest:
- Packaging insert card — Include a card in every order with a QR code linking to your review submission page. One-sentence ask: "Love it? Snap a photo and leave a review."
- Discount for photo review — Offer 10–15% off the next order in exchange for a review that includes a photo. Configure in your reviews app (Judge.me and Loox both support this).
- Post-delivery email — Send an automated email 7–14 days after the delivery date (not the order date). Include a direct link to the review form. See Section 6 for email flow setup.
- Friends and family — Ask people you know to photograph the product in their home or in use. Genuine context matters more than polish.
- Micro-influencers (1K–10K followers) — Send free product in exchange for photos you can use on your listing. Get written permission to reuse images commercially.
Display UGC in: the product image gallery (mixed with professional shots), the reviews section, and your homepage social proof block (see Section 8).
Avoid:
- Using customer photos without explicit permission
- Over-editing UGC to look professional (authenticity is the point)
- Placing only UGC with no professional images (you need both)
3.6 Buy Box Elements
Arrange these elements top to bottom in the buy box:
- Product title — Descriptive, includes the primary benefit or use case. Example: "Insulated Stainless Steel Water Bottle — Keeps Drinks Cold 24 Hours" not "Water Bottle."
- Price — Display compare-at (strikethrough) price next to sale price if discounted. Always show currency symbol.
- Star rating + review count — Display as clickable stars that jump to the reviews section. Show this even with as few as 3 reviews. Format: ★★★★★ (47 reviews).
- Variant selectors — Use descriptive labels ("Size," "Color," not "Option 1"). Color variants: show swatches with color name on hover/select. Selected state must be visually obvious (border, highlight). Out-of-stock variants: show as crossed out, not hidden.
- Quantity selector — Simple +/- stepper. Default to 1.
- Add to Cart button — High-contrast color (not the same as your background or other buttons). Full width of the buy box. Text reads "Add to Cart" (not "Buy Now," "Add to Bag," or clever alternatives). Minimum 48px tall on mobile. This is the single most important interactive element on the page.
- Delivery info snippet — One line. Example: "Free shipping over $50 · Delivers in 5–7 business days." Link to full shipping policy.
- Returns snippet — One line. Example: "30-day hassle-free returns." Link to full returns policy.
- Trust reassurance — Small row of accepted payment icons (Visa, Mastercard, PayPal, Shop Pay). Keep to one line, small size. No "100% Secure Checkout" banners.
Layout rules:
- ATC button is the most visually prominent element on the entire page
- No countdown timers
- No "X people are viewing this" popups
- No "Only X left in stock" unless pulling real inventory data from Shopify
- Mobile tap targets: minimum 44×44px for all interactive elements
Avoid:
- Multiple CTA buttons competing with ATC (e.g., "Buy Now" and "Add to Cart" side by side)
- Hiding the price until a variant is selected
- Trust badges that are larger than the ATC button
- Gray or low-contrast ATC buttons
- Requiring variant selection before displaying a price
3.7 Product Description Template
Structure the description in this order:
- Opening hook (1–2 sentences) — State who the product is for and the main outcome it delivers.
- Key benefits (3–5 bullet points) — Write as outcomes the customer experiences, not as product specs. Lead each bullet with the benefit, then support with the feature.
- How to use (3–5 numbered steps) — Include only if the product requires instruction. Skip for self-explanatory products.
- Specs and details — Material, dimensions (include both metric and imperial), weight, color options, care instructions, compatibility, certifications.
- FAQ (3–5 questions) — Address the top purchase objections head-on. Common ones: "Will this fit ___?", "How long does it last?", "What if it doesn't work for me?", "Is this compatible with ___?"
- Social proof snippet — One customer review quote. Include the customer's first name and verified buyer tag if available.
Writing rules:
- Use "you" and "your" — write to the customer directly
- Break text into scannable chunks; no paragraph longer than 3 lines
- Bold key phrases within bullets
- Address objections directly rather than ignoring them
- No superlatives without proof ("best," "most advanced," "#1")
[Product Name] — [Primary Benefit in 5–8 Words]
[1–2 sentence hook: who this is for + what it does for them]
WHY YOU'LL LOVE IT
• [Benefit 1] — [supporting detail]
• [Benefit 2] — [supporting detail]
• [Benefit 3] — [supporting detail]
HOW TO USE
1. [Step 1]
2. [Step 2]
3. [Step 3]
DETAILS & SPECS
• Material: [material]
• Dimensions: [L × W × H, include units]
• Weight: [weight]
• Care: [care instructions]
• Includes: [what's in the box]
FREQUENTLY ASKED QUESTIONS
Q: [Top objection as a question]?
A: [Direct answer]
Q: [Second objection]?
A: [Direct answer]
Q: [Third objection]?
A: [Direct answer]
WHAT CUSTOMERS SAY
"[Review quote]" — [First Name], Verified BuyerAvoid:
- Walls of unformatted text
- Copying manufacturer descriptions verbatim
- Keyword stuffing ("best premium high-quality top-rated")
- Descriptions shorter than 100 words
- Making claims you cannot substantiate
3.8 Reviews
Getting your first reviews (0 → 10):
- Email every customer 7–14 days after confirmed delivery (not order date). See Section 6 for flow setup.
- Make the review form frictionless — one click to start, star rating first, text optional, photo upload prominent.
- Offer 10–15% off the next order for photo reviews specifically.
- If you sell the same product on Amazon, Etsy, or another platform, import those reviews using your reviews app (Judge.me supports CSV import). Only import reviews for the identical product.
- Ask friends and family who have purchased to leave honest reviews.
With 1–10 reviews:
- Feature the best quote directly in the buy box area, above or below the ATC button.
- Show the star rating aggregate even with 3 reviews — a 4.8 from 3 reviews is better than no rating shown.
- Display photo reviews in the product image gallery, clearly labeled as customer photos.
- Pin the most detailed or helpful review to the top of the reviews section.
Handling negative reviews:
- Do not delete negative reviews (customers notice and distrust a perfect 5.0 rating).
- Respond publicly within 24–48 hours. Acknowledge the issue, apologize, offer a specific resolution.
- Move the conversation to email or DM to resolve privately.
- After resolving, politely ask the customer to update their review.
Recommended apps:
| App | Cost | Best For |
|---|---|---|
| Judge.me | Free plan available | Stores on a budget, CSV import, SEO review snippets |
| Loox | $9.99/mo | Photo-focused reviews, visual UGC galleries |
| Shopify Product Reviews | Free | Absolute minimum setup, limited features |
Install path: Apps → Shopify App Store → search app name → Add app
Avoid:
- Buying fake reviews
- Deleting all negative reviews
- Showing reviews from a different product
- Review pop-ups that interrupt the shopping experience
- Waiting until you have "enough" reviews to display them
3.9 Mobile Product Page Rules
More than 70% of Shopify store traffic is mobile. Test every change on an actual phone, not just browser DevTools.
- Sticky ATC button — Enable a persistent Add to Cart bar that remains visible as the customer scrolls. Check
Theme Settings → Product Pageor install a sticky ATC app. This is the single highest-impact mobile PDP change. - Swipeable image carousel — Images must swipe horizontally with dot indicators or a count (e.g., 1/5) showing position. Verify images are not cut off or cropped incorrectly on small screens.
- Variant selectors — Minimum 44×44px tap targets. Include text labels (not just color swatches without names). Selected state must be visually distinct.
- Collapsible description sections — Use accordion/expandable blocks for description, specs, shipping info, and FAQ. First section (benefits or overview) can be open by default. Everything else collapsed.
- Typography — Minimum 16px body text. Line height 1.4–1.6. No light gray text on white backgrounds.
- Spacing — Generous padding between sections. Tap targets must not overlap or sit too close together. Minimum 8px gap between interactive elements.
- Real device testing — Load the page on your actual phone over cellular data (not Wi-Fi). Scroll through. Tap every button. Complete a test purchase. If anything is frustrating, fix it.
Avoid:
- Horizontal scrolling on any element except the image carousel
- Popups that cover the full screen on mobile
- Fixed elements that overlap the sticky ATC
- Font sizes below 14px anywhere on the page
- Image zoom that hijacks the scroll behavior
3.10 Product Page Mistakes Checklist
Audit every product page against these ATC killers. Each unchecked item is directly reducing your conversion rate.
- No lifestyle images — Only white-background hero shots with no context for how the product is used. Fix: add at minimum shot #2 from Section 3.3.
- Description is a wall of text — No formatting, no headers, no bullets. Fix: apply the template from Section 3.7.
- ATC button below the fold on mobile — Customer must scroll to find the buy action. Fix: enable sticky ATC per Section 3.9.
- Confusing variant selector — Unlabeled options, no selected state, colors without names. Fix: apply buy box rules from Section 3.6.
- No reviews or social proof — Zero reviews displayed, no customer quotes, no star rating. Fix: implement the 0→10 review plan in Section 3.8.
- Price is unclear — Hidden until variant selection, no currency symbol, confusing compare-at formatting. Fix: price must be visible on load per Section 3.1.
- No shipping or returns info on page — Customer has to hunt for policies. Fix: add one-line snippets in the buy box per Section 3.6.
- Slow-loading images — Images over 500KB, no lazy loading, uncompressed uploads. Compress with TinyPNG before uploading. Target under 300KB per image.
- Too many popups — Newsletter, chat widget, exit intent, cookie banner, discount wheel all firing on the same page. Limit to one popup maximum, delayed by 30+ seconds.
- Stock photos or supplier renders — Customer receives a product that looks different from the listing. Fix: shoot your own images per Section 3.2.
- Missing scale reference — No way to judge actual size. Fix: add shot #3 from Section 3.3.
- Fake urgency — Countdown timers that reset on refresh, fabricated "X people viewing" counters, artificial scarcity. Replace with honest urgency only: real-time inventory counts pulled from Shopify, seasonal relevance, limited production batches with actual quantities, shipping cutoff dates, or a genuinely planned price increase with a specific date.
Section 3 Mistakes to Avoid
See Section 3.10 above for the comprehensive product page mistakes checklist.
Section 3 Checklist
- Above-the-fold layout shows image, title, price, rating, variants, and ATC without scrolling on both desktop and mobile
- All product images are minimum 2048×2048px, square, well-lit, and show the actual product
- Every listing has at minimum 5 images matching the required shot list (hero, lifestyle, scale, detail, packaging)
- Buy box elements are ordered correctly with ATC as the most prominent element
- Product description follows the template: hook → benefits → how to use → specs → FAQ → social proof
- Reviews app is installed and first-review collection plan is active
- Sticky ATC is enabled on mobile
- Page tested on an actual mobile phone over cellular data
- All items in the Section 3.10 mistakes checklist are resolved
- Images are compressed to under 300KB each and load within 3 seconds on mobile
4. Cart
4.1 Cart Type
| Type | Best For | Setup |
|---|---|---|
| Slide-out drawer cart (recommended) | Most stores. Keeps the customer on the page, reduces friction, feels less committal. | Theme Settings → Cart → Drawer/Slide-out |
| Dedicated cart page | Complex orders, multi-item catalogs, B2B stores where customers need to review large orders. | Default on most themes. |
Pick one. Do not use both simultaneously.
Side-by-side comparison of drawer cart vs. dedicated cart page
4.2 Required Cart Elements
Must have — every cart, every store:
- Product image thumbnail (50–60px on mobile, 80–100px on desktop)
- Product title + variant details displayed explicitly ("Classic Hoodie — Size M / Navy Blue")
- Editable quantity selector with +/− buttons (not just a text input)
- Price per item + line total
- Remove/delete button per item (trash icon or "Remove" text link)
- Subtotal — prominent, positioned directly above the checkout button
- "Proceed to Checkout" button — high contrast, large, the single most prominent element on the page
- Shipping info snippet ("Free shipping over $75" or "Shipping calculated at checkout")
Remove or minimize:
- "Continue Shopping" as a primary action — demote it to a text link or secondary button
- More than one upsell widget
- Newsletter signup prompts
- Social sharing buttons
- Lengthy policy text blocks
Annotated cart layout showing placement of each required element
4.3 Free Shipping Threshold
Set the threshold 20–30% above your current AOV. If your AOV is $50, set free shipping at $60–$65.
Setup: Settings → Shipping and delivery → Manage rates — create a rate of $0.00 for orders above your threshold.
Add a progress message to the cart. Check your theme settings first; many themes support this natively. If not, use an app (e.g., Hextom Free Shipping Bar).
Message progression:
| Cart Value vs. Threshold | Message |
|---|---|
| Far from threshold | "Add $12.00 more for FREE shipping!" |
| Close to threshold | "Almost there! Just $3.50 away from FREE shipping!" |
| Threshold met | "You unlocked FREE shipping!" |
4.4 Cart Upsells
Safe upsells:
- Complementary products (phone case → screen protector)
- Larger quantity discount ("Buy 2, save 10%")
- Low-cost add-ons under $15
Unsafe — avoid these:
- Pop-ups or modals that block the path to checkout
- More than 2 product suggestions
- Unrelated products
- Items that dramatically increase the cart total
Placement: Below cart items, above the checkout button. One widget. One to two suggestions maximum.
4.5 Mobile Cart Rules
- Checkout button visible without scrolling — use a sticky bottom bar
- Quantity controls sized 36–44px minimum tap target
- Compact item display with 50–60px thumbnails
- Drawer cart spans full width on mobile
- Cart content loads within 1 second
Section 4 Mistakes to Avoid
- Forcing customers to the cart page after every "Add to Cart" — use a confirmation message or drawer instead
- Hiding the subtotal below the fold
- Auto-applying discount codes that confuse the customer about the real price
- Making "Remove item" difficult to find or requiring multiple taps
- Showing out-of-stock variants in the cart without a clear message and alternative
Section 4 Checklist
- Cart type selected (drawer recommended) and functioning on desktop + mobile
- All required elements present: thumbnail, title + variant, quantity selector, per-item price, line total, remove button, subtotal, checkout button
- "Proceed to Checkout" is the most visually prominent element
- Free shipping threshold set 20–30% above current AOV with progress messaging
- Cart upsell limited to one widget, 1–2 complementary suggestions
- Checkout button is sticky and visible without scrolling on mobile
- Tap targets meet 36–44px minimum on mobile
- Cart loads in under 1 second on mobile
5. Checkout
5.1 Checkout Settings
Configure these in order. Each one directly reduces abandonment.
1. Enable guest checkout. Settings → Checkout → Customer accounts → select "Accounts are optional." Never require account creation before purchase. Offer account creation on the thank-you page instead.
2. Minimize form fields. Remove the company name field (unless you sell B2B). Set phone number to optional.
| Keep (required) | Keep (optional) | Remove |
|---|---|---|
| First name | Address line 2 | Company name |
| Last name | Phone number | |
| Shipping address |
3. Order summary visible at all times. Product thumbnails, names, quantities, and prices must be visible throughout the entire checkout flow — not collapsed behind a toggle on mobile.
4. Running total with no surprises. Show subtotal, shipping cost, taxes, and total at every step. Shipping estimates should appear on the product page or cart (Section 3, Section 4) *before* the customer reaches checkout.
5. Enable address auto-complete. Settings → Checkout → enable Google auto-complete. Reduces keystrokes and address errors.
6. Test error messages. Submit the checkout with invalid data — wrong zip code, missing fields, bad card number. Every error message must be specific:
- Good: "Enter a valid 5-digit zip code"
- Bad: "Invalid input"
Checkout settings panel with guest checkout and auto-complete highlighted
5.2 Payment Setup
| Priority | Method | Setup | Notes |
|---|---|---|---|
| Must have | Shopify Payments | Settings → Payments | Eliminates extra transaction fees. Non-negotiable. |
| Should have | PayPal | Settings → Payments → PayPal | ~30% of online shoppers prefer PayPal. |
| Nice to have | Shop Pay, Apple Pay, Google Pay | Auto-enabled with Shopify Payments. Manage under Settings → Payments → Shopify Payments → Manage. | Express checkout — reduces checkout time to seconds for returning customers. |
| Conditional | BNPL (Shop Pay Installments, Afterpay, Klarna) | Settings → Payments → Alternative payment methods | Add only when AOV exceeds $50. |
Ideal configuration: Shopify Payments + PayPal + Shop Pay/Apple Pay/Google Pay. Three to four options maximum.
Payment settings page showing recommended configuration
5.3 Trust in Checkout
Add:
- SSL indicator — Shopify handles this automatically; verify the padlock icon is visible
- Shipping timeline reminder: "Ships within 1–2 business days"
- Returns policy link — small text, opens in a new tab
- Contact info or live chat link
Do NOT add:
- Pop-ups or exit-intent overlays in checkout
- Multiple trust badge strips stacked on top of each other
- Long policy text blocks that push the payment button below the fold
- Upsell widgets that distract from completing the purchase
5.4 Mobile Checkout Rules
- All form fields full-width — no side-by-side fields on screens under 400px
- Correct keyboard types: number pad for phone and zip code, email keyboard (with @) for email field
- All buttons minimum 44px tap target
- Express checkout options (Shop Pay, Apple Pay, Google Pay) displayed at the top of checkout
- Do not block browser auto-fill
- Collapse the discount code field behind a "Have a discount code?" link — a prominent empty field sends customers away to search for coupons
- Test the full checkout flow on an actual phone
Mobile checkout screen with express pay at top and collapsed discount field
5.5 Checkout Mistakes Diagnostic
| Mistake | Fix |
|---|---|
| Required account creation | Enable guest checkout (5.1) |
| Surprise shipping costs at checkout | Show shipping estimates on product page and cart (Section 3, Section 4) |
| Too many form fields | Remove company name, make phone optional (5.1) |
| No guest checkout option | Settings → Checkout → Customer accounts → optional |
| Missing PayPal | Add via Settings → Payments → PayPal (5.2) |
| Unclear or generic error messages | Test with bad data, rewrite messages to be specific (5.1) |
| No order summary visible | Ensure thumbnails, names, quantities, prices show at all steps (5.1) |
| No security indicators | Verify SSL padlock; add shipping timeline and returns link (5.3) |
| Prominent empty discount code field | Collapse behind a text link (5.4) |
| No delivery estimate shown | Add "Ships within X days" to checkout and product page (5.3, Section 3) |
| Multi-page checkout | Switch to one-page checkout: Settings → Checkout → Checkout layout |
| No express checkout on mobile | Enable Shop Pay / Apple Pay / Google Pay and place at top (5.2, 5.4) |
Section 5 Mistakes to Avoid
See Section 5.5 above for the comprehensive checkout mistakes diagnostic table.
Section 5 Checklist
- Guest checkout enabled — account creation is optional
- Form fields minimized: company name removed, phone optional
- Order summary (thumbnails, names, quantities, prices) visible throughout checkout
- Subtotal, shipping, taxes, and total displayed at every step with no surprise costs
- Google address auto-complete enabled
- Error messages tested and specific for every field
- Shopify Payments activated; PayPal added; express checkout enabled
- BNPL added only if AOV exceeds $50
- Trust elements in place: SSL, shipping timeline, returns link, contact info
- Discount code field collapsed behind a link on mobile
- Full checkout flow tested on an actual mobile device
- One-page checkout layout enabled
6. Email Flows
6.1 Abandoned Cart Flow (3 Emails)
Email 1 — Reminder (1 hour after abandonment)
- Subject lines: "You left something behind" / "Still thinking about it?" / "Your cart is waiting"
- Content: Product image, name, price, one "Complete Your Order" CTA button linking directly to their cart
- Tone: Helpful, not pushy. 3-4 sentences maximum. No brand story, no upsells.
Email 2 — Nudge (24 hours after abandonment)
- Subject lines: "People love this — here's why" / "Still interested in [Product Name]?"
- Content: Product image again, one reason to buy (bestseller status, review snippet, shipping speed, limited stock if true), reassurance line ("Free returns within 30 days" or "Ships within 24 hours"), optional social proof quote
- Tone: Still helpful, slightly more direct.
Email 3 — Last Chance (72 hours after abandonment)
- Subject lines: "Last chance: your cart expires soon" / "Final reminder about your order"
- Content: Product image, mild urgency framing, optional incentive (5-10% off OR free shipping — only in this email, never in Email 1)
- Tone: Friendly but final. If they do not convert here, let them go.
Clean abandoned cart email with product image, name, price, and CTA button
Setup Options:
| Option | Tool | What You Get | Cost |
|---|---|---|---|
| A | Shopify built-in | 1 email only. Settings → Notifications → Abandoned checkout. Set to 1 hour. | Free |
| B | Klaviyo | Full 3-email flow. Flows → pre-built "Abandoned Cart" template. Set timing to 1h / 24h / 72h. | Free up to 250 contacts |
| C | Omnisend | Full 3-email flow. Automation → abandoned cart workflow. Same timing. | Free up to 250 contacts |
For copy-paste email templates, see Section 11.
6.2 Post-Purchase Flow (3 Emails)
Email 1 — Order Confirmation (immediate)
Customize Shopify's default: Settings → Notifications → Order confirmation.
Add to the default template:
- Expected delivery timeframe: "Your order typically arrives within 5-7 business days"
- What happens next: "You'll receive a shipping confirmation with tracking once your order ships"
- Contact info: "Questions? Reply to this email or reach us at [your email]"
- One-sentence thank-you (personal, not corporate)
Email 2 — Product Tips (3-5 days after delivery)
Trigger off fulfillment date, not order date. The customer must have the product in hand.
| Product Type | Tip Content |
|---|---|
| Clothing/accessories | Styling tips, care instructions, size adjustment |
| Skincare/beauty | How to apply, timeline to results, product pairings |
| Food/supplements | Recipes, serving suggestions, storage tips |
| Home goods | Setup instructions, maintenance, creative uses |
| Tech/gadgets | Quick-start guide, common settings, troubleshooting |
Format: 3-5 tips in a bullet list with one image.
Email 3 — Check-In (10-14 days after delivery)
- Content: "How's everything going with your [Product Name]?"
- Include an easy path to support: direct reply option or link to contact page
- Can combine with a review request (see Section 6.3) or send separately
Setup: Emails 2 and 3 require Klaviyo, Omnisend, or Shopify Email. Create a flow triggered by "Order fulfilled." Set Email 2 to 5-7 days after fulfillment, Email 3 to 12-16 days after fulfillment.
6.3 Review Request Flow
Timing: Based on delivery, not purchase.
| Shipping Type | Send Review Request |
|---|---|
| Domestic (3-5 day delivery) | 10-12 days after fulfillment |
| International (7-14 day delivery) | 18-21 days after fulfillment |
Email content:
- Subject lines: "How's your [Product Name]?" / "Quick favor? Tell us what you think"
- Body: 2-3 sentences maximum. Keep it short and personal.
- Direct link to the review form. One click, no account creation, no login.
- Specifically ask for a photo: "Snap a quick photo with your [Product Name]!" Photo reviews are 3-5x more persuasive than text-only.
- Optional incentive: 10% off next order for photo reviews.
Follow-up: One reminder 7 days later if no response. Maximum 2 requests total.
Review Apps:
| App | Cost | Strength |
|---|---|---|
| Judge.me | Free plan available | All-around review collection and display |
| Loox | Paid | Specializes in photo reviews with built-in discount incentives |
| Stamped.io | Free tier available | Similar to Judge.me, different interface |
Reply to every review that comes in. This encourages others to leave theirs.
Section 6 Mistakes to Avoid
- Sending the first abandoned cart email after 2+ hours (1 hour catches peak intent)
- Offering discounts in Email 1 (trains customers to abandon carts for discounts)
- Sending emails with no product image (people forget what they were browsing)
- Using noreply@yourstore.com as sender (blocks customer replies that could save the sale)
- Sending review requests before the product has been delivered
- Not testing every email on mobile before activating
- Making review submission require account creation or multiple steps
Section 6 Checklist
- Set up abandoned cart Email 1 at 1-hour delay with product image, name, price, and CTA button
- Set up abandoned cart Email 2 at 24-hour delay with product image, reason to buy, and reassurance line
- Set up abandoned cart Email 3 at 72-hour delay with product image, mild urgency, and optional 5-10% discount
- Customize Shopify order confirmation with delivery timeframe, next steps, and contact info
- Create post-purchase product tips email triggered 5-7 days after fulfillment
- Create post-purchase check-in email triggered 12-16 days after fulfillment
- Install a review app (Judge.me, Loox, or Stamped) and enable automatic review request emails
- Set review request timing based on shipping type (domestic: 10-12 days, international: 18-21 days)
- Verify review request email includes a photo ask and one-click review link
- Test every email on mobile: images load, buttons are tappable, text is readable without zooming
7. Category Pages
7.1 Product Cards
Every product card must show:
- Product image: Consistent background, consistent aspect ratio (square recommended), product fills the frame
- Descriptive title: Under 60 characters. "Organic Cotton Crew Neck Tee — Navy" not "The Essential"
- Price: Visible without clicking. Show compare-at (strikethrough) price if on sale.
- Star rating: Enable in your reviews app settings so the average rating appears on the card
- Optional: Quick-add button (best for single-variant products), hover second image showing different angle or product in use
Card image rules:
| Rule | Standard |
|---|---|
| Aspect ratio | Same across all cards. Square (1:1) is safest default. |
| Background | Consistent. White or light gray is standard. |
| Product framing | Product fills most of the frame. No tiny product with excess whitespace. |
| Hover image | Second product image on hover (most modern themes support this). |
Good vs. bad product card comparison
7.2 Sorting and Filters
Filters needed (pick what applies to your products):
| Filter | Use When |
|---|---|
| Price range | Always |
| Size | Clothing, shoes, anything with size variants |
| Color | Fashion, home decor, accessories |
| Availability | Any store with items that go out of stock |
Maximum 2-4 filters. More creates overwhelm.
Default sort order: "Best Selling" or "Featured" (manually curated). Never "Alphabetical" or "Newest."
- Set default:
Products → Collections → select collection → "Sort" dropdown - For manual order: choose "Manual" and drag products into position
Setup: Online Store → Navigation → Collection filtering. Enable only the filters your customers need. Disable everything else. Standardize product tags and variant options first — if half your products tag the color as "Blue" and half say "Navy," the filter breaks.
Mobile: Collapsible filter bar, not sidebar. Most modern themes show a "Filter" or "Filter & Sort" button at the top of the collection on mobile.
7.3 Category Banners
| Rule | Standard |
|---|---|
| Height | Max 30% of mobile viewport |
| Text | Headline + one descriptive sentence (aids SEO and confirms visitor is in the right place) |
| File size | Under 150KB compressed |
| Imagery | Relevant to the collection (not generic stock photos) |
| Critical info | Never baked only into the banner image — add as page text for SEO and accessibility |
Setup: Products → Collections → select collection → upload image in "Collection image" section.
7.4 Mobile Category Rules
- 2-column grid (not single column). Check:
Theme → Customize → Collection pages → "Products per row (mobile)" - Sticky or top-of-grid filter button. Filters should not be permanently visible on mobile.
- Tappable cards with clear hit areas. Enough padding between cards so visitors do not accidentally tap the wrong product.
- "Load More" or infinite scroll instead of numbered pagination.
- Lazy load images. Most modern themes have this built in.
- Sub-categories for large collections. If a collection has 20+ products, break it into sub-collections.
Section 7 Mistakes to Avoid
- Inconsistent image styles across product cards (different backgrounds, different aspect ratios)
- Vague or clever product titles that do not describe the product
- Hiding the price so visitors must click through to see it
- Enabling more than 4-5 filter categories (creates overwhelm instead of reducing it)
- Defaulting sort to "Alphabetical" or "Newest" instead of "Best Selling"
Section 7 Checklist
- Standardize all product card images: same aspect ratio, same background, product fills the frame
- Rewrite vague product titles to be descriptive and under 60 characters
- Verify price and compare-at price are visible on every product card without clicking
- Enable star ratings on product cards in your reviews app settings
- Set default sort to "Best Selling" or "Manual" for each collection
- Enable 2-4 relevant filters in
Online Store → Navigation → Collection filtering - Standardize product tags and variant options so filters return accurate results
- Compress all category banner images to under 150KB; verify max 30% of mobile viewport height
- Test collection pages on your phone: 2-column grid, accessible filter button, tappable cards, "Load More" or infinite scroll
8. Homepage
8.1 Above-the-Fold
Five required elements, visible without scrolling:
- Headline: What you sell + who it is for. Bad: "Elevate Your Journey." / "Welcome to Our Store." Good: "Premium Dog Treats Made With Real Meat." / "Minimalist Wallets That Actually Fit in Your Pocket."
- Proof element: One piece of social proof near the headline. "Rated 4.8/5 from 1,200+ reviews" / "'Best mug I've ever owned.' — Sarah K." / "Trusted by 5,000+ customers"
- One CTA button: "Shop Best Sellers" linking to your best-selling collection. Not three buttons. One.
- Hero image: Your actual product in use (not stock photo). 1920x800px, under 200KB, WebP if your theme supports it.
- No carousel/slider. Single strong image beats 5 mediocre slides.
Above-the-fold layout — desktop and mobile versions
8.2 Section Order
Build your homepage in this sequence, top to bottom:
| # | Section | Content |
|---|---|---|
| 1 | Hero | Headline + proof element + CTA + hero image (see 8.1) |
| 2 | Category navigation | 3-4 visual cards linking to main collections |
| 3 | Best sellers | 4-8 products with prices + star ratings |
| 4 | Social proof | 3-5 customer reviews, UGC photos, or press logos |
| 5 | Featured collection / New arrivals | 4-8 products |
| 6 | Trust strip | 3-4 icons: free shipping, returns, secure checkout, handmade/origin |
| 7 | About snippet | 1-2 sentences + link to About page |
| 8 | FAQ | 3-5 common questions, collapsible format |
| 9 | Newsletter signup | Bottom of page, not popup. Include a reason: "Get 10% off your first order" |
Do NOT include on your homepage: Instagram feed, blog posts, multiple carousels, brand manifestos, video backgrounds.
8.3 Email Popup Rules
| Rule | Standard |
|---|---|
| Timing | Never within the first 15 seconds. 30-60 second delay or scroll-depth trigger (50%+ of page). |
| Best trigger | Exit-intent (fires when visitor moves to close the tab) |
| Offer | Something real: 10% off, free shipping. Not "Sign up for our newsletter." |
| Close button | Clearly visible X. Not tiny or hidden. |
| Frequency | Show once per visitor. Cookie-suppress for 7-14 days after dismissal. |
| Mobile | Small banner (top or bottom), NOT full-screen popup. Google penalizes intrusive mobile interstitials. |
8.4 Mobile Homepage Rules
- Hero: Smaller/cropped image for mobile, minimum 18px text, full-width CTA button
- 2-column grids for both category cards and product sections
- No horizontal scrolling carousels — standard vertical scroll with 2-column grid is more reliable
- Remove or collapse non-critical sections on mobile: About snippet, newsletter signup, hover-dependent sections
- Max 10-12 thumb swipes to footer. If it takes longer, cut the weakest sections.
Section 8 Mistakes to Avoid
- Vague tagline hero headline instead of a clear product statement
- No CTA button visible above the fold
- Auto-rotating carousels or sliders in the hero section
- Hero image that does not show your actual product
- Newsletter popup firing within the first 5 seconds of a visit
Section 8 Checklist
- Write a clear headline stating what you sell and who it is for — replace any vague tagline
- Add one social proof element near the headline (customer count, star rating, or review quote)
- Set one primary CTA button above the fold linking to your best-selling collection
- Replace any carousel with a single hero image showing your product in use, compressed to under 200KB
- Build homepage sections in the order from 8.2
- Remove Instagram feed, blog section, auto-playing video, and other non-converting sections
- Configure email popup: 30-60 second delay or exit-intent, real offer, easy close, once per visitor, mobile banner not full-screen
- Test homepage on your phone: readable text (min 18px), full-width CTA, 2-column grids, fast load
- Verify homepage loads in under 3 seconds on mobile (check at pagespeed.web.dev)
- Confirm homepage takes max 10-12 thumb swipes to reach the footer on mobile
9. Store Cleanup / Speed
9.1 Speed Benchmarks
Check your scores:
- Google PageSpeed Insights: pagespeed.web.dev (enter your store URL, look at the Mobile score)
- Shopify speed report:
Online Store → Themes → View speed report
| Mobile Score | Status | Action |
|---|---|---|
| 80+ | Great | No urgent fixes needed |
| 60-80 | Good | Minor fixes, low priority |
| 40-60 | Worth an afternoon of fixes | Follow this section top to bottom |
| Below 40 | Losing sales to speed | Prioritize this section before other optimizations |
Main speed killers:
| Speed Killer | Impact |
|---|---|
| Apps loading scripts | Every app injects JavaScript on every page, even pages where it is not used |
| Uncompressed images | A single uncompressed phone photo can be 5-10MB |
| Custom code/animations | Parallax, animated reveals, hover zoom effects all add weight |
| Too many fonts | Stick to 1-2 font families. Each additional family adds a network request. |
| Embedded videos | A single auto-playing video can add 5-10MB to your page |
9.2 Image Compression
| Image Type | Max Size | Ideal Size | Max Dimensions |
|---|---|---|---|
| Product | 500KB | Under 200KB | 2048x2048px |
| Hero/banner | 300KB | Under 150KB | 1920px wide |
| Collection | 300KB | Under 150KB | 1920px wide |
| Logo | 50KB | Under 20KB | 400px wide |
Format rules:
- JPEG for photos (product shots, lifestyle, banners)
- PNG only when transparency is needed (logos, icons)
- WebP where supported (Shopify auto-serves WebP in many cases)
- Quality setting: 80%. Looks identical to 100%, roughly one-third the file size.
Compression tools:
- TinyPNG (tinypng.com): Drag and drop up to 20 images, download compressed versions
- Squoosh (squoosh.app): One image at a time, manual quality control
- Crush.pics / TinyIMG (Shopify apps): Auto-compress on upload
Process: Resize to max dimensions first → compress with tool above → re-upload to Shopify → verify on your phone that images still look sharp.
9.3 App Cleanup
Step 1: List all apps. Go to Settings → Apps and sales channels.
Step 2: Categorize every app:
| Category | Action | Examples |
|---|---|---|
| Essential | Keep | Payment processor, shipping app, review app, email app |
| Nice-to-have | Evaluate — remove if speed is poor | Wishlist, size chart, social sharing |
| Remove immediately | Uninstall now | Trial apps never configured, duplicate apps, forgotten installs |
Step 3: Uninstall apps in the "remove" category. Test your store after each removal (homepage, product page, cart).
Step 4: Check for leftover code. Go to Online Store → Themes → Edit code → theme.liquid. Look for <script> tags or comments referencing apps you already removed. Also check Snippets for files named after removed apps. Delete leftover code or contact the app's support team for cleanup.
Common speed-killing apps: Chat widgets, popup/modal apps, social media feed embeds, countdown timers, multiple analytics/tracking tools stacked together.
9.4 Mobile Speed Check
Run these 5 tests on your actual phone using mobile data (not WiFi):
| Test | What to Check | Target |
|---|---|---|
| 1. Homepage load | Time from tap to fully loaded (all images visible, no content jumping) | Under 4 seconds |
| 2. Product page load | Time from tapping a product to seeing all images + ATC button | Under 4 seconds |
| 3. Scroll smoothness | Scroll homepage and a collection page — any jitter or image pop-in? | Smooth, no visible loading |
| 4. Checkout flow | Add to cart → cart → checkout. Any pauses between steps? | No noticeable delays |
| 5. Image gallery | Swipe through product images. Any blur-then-sharpen loading? | Instant, no blur |
Fix order when speed is poor:
- Compress images (Section 9.2)
- Remove unused apps (Section 9.3)
- Disable unused theme features (
Themes → Customize— turn off animations, parallax, auto-play video) - Reduce fonts to 1-2 families (
Theme settings → Typography) - Consider switching to a lighter theme (Shopify's Dawn is fast and free)
Re-test after each change. One change at a time so you know what helped.
Section 9 Mistakes to Avoid
- Obsessing over a perfect PageSpeed score (getting from 35 to 55 matters; getting from 85 to 95 does not)
- Testing speed only on WiFi (your customers are on mobile data)
- Installing a "speed optimization" app to fix speed problems caused by too many apps
- Using PNG format for product photographs (3-5x larger than JPEG with no visible benefit)
- Making multiple changes at once without testing between them
Section 9 Checklist
- Check mobile PageSpeed score at pagespeed.web.dev and note the number
- Check Shopify speed report at
Online Store → Themes → View speed report - Identify and compress all product images over 500KB (use TinyPNG or Squoosh, target under 200KB)
- Compress homepage hero and collection banner images to under 150KB
- Audit all installed apps: list, categorize, and uninstall everything in the "remove" category
- Check
theme.liquidand Snippets for leftover code from removed apps — delete or request cleanup - Disable unused theme features: animations, parallax, auto-playing videos, excess hover effects
- Verify font count is 1-2 families max in
Theme settings → Typography - Run the 5-point mobile speed check on your actual phone using mobile data
- Re-check PageSpeed score after all changes and compare to your original score
10. 30-Day Plan
This plan assumes one to two focused hours per day. If your schedule is tighter, stretch it to 60 days by completing one row every two days instead of one. The order is intentional: trust and product pages first (highest conversion impact), then checkout and cart, then email recovery, then collection and homepage polish, then speed. Do not skip ahead.
10.1 Day-by-Day Schedule
| Day(s) | Task | Section |
|---|---|---|
| 1 | Record baseline metrics: sessions, ATC rate, checkout rate, conversion rate, revenue. Set up a tracking spreadsheet. | 1 |
| 2 | Create or fix shipping policy, returns policy, and contact page. Link all three in the site footer. | 2 |
| 3 | Create or fix about page. Run site-wide trust checklist. Fix broken links, spelling errors, placeholder text. Verify SSL. | 2 |
| 4 | Audit product images for top 3–5 products against shot list. Plan photo shoot. | 3 |
| 5–6 | Shoot minimum 5 images per top product. Compress and upload. | 3 |
| 7 | Optimize buy box: add shipping + returns snippets near ATC. Fix variant selectors. Verify ATC button prominence. | 3 |
| 8 | Rewrite product descriptions for top 3–5 products using template. Add FAQ sections. | 3 |
| 9 | Install review app (Judge.me recommended). Configure auto-request emails. Send manual requests to past customers. | 3 |
| 10 | Mobile product page audit: sticky ATC, image speed, text readability, tap all buttons. | 3 |
| 11 | Enable guest checkout. Enable express payments (Shop Pay, Apple Pay, Google Pay, PayPal). | 5 |
| 12 | Minimize checkout form fields. Add trust elements. Test full checkout on mobile. | 5 |
| 13 | Run checkout mistakes checklist. Test all payment methods. Verify no surprise costs. | 5 |
| 14 | Choose cart type (drawer recommended). Configure in theme settings. | 4 |
| 15 | Set up free shipping threshold messaging. Add one cart upsell if appropriate. | 4 |
| 16 | Audit cart: verify all elements display correctly. Test on mobile. Run cart checklist. | 4 |
| 17 | Set up 3-email abandoned cart flow (1hr / 24hr / 72hr). | 6 |
| 18 | Set up post-purchase email flow + review request flow. Test all with test order. | 6 |
| 19 | Mid-point review: record metrics, compare to Day 1 baseline. | 1 |
| 20 | Identify biggest wins and remaining weak spots. Catch up on incomplete items. | — |
| 21 | Audit product cards: images, titles, prices, star ratings. Fix inconsistencies. | 7 |
| 22 | Set up filters and default sorting. Write category banner/description for top collections. | 7 |
| 23 | Test category pages on mobile: 2-column grid, filters, tappable cards. | 7 |
| 24 | Rewrite homepage above-the-fold: specific headline + proof element + one CTA. | 8 |
| 25 | Reorganize homepage sections in recommended order. Remove non-converting sections. | 8 |
| 26 | Compress all homepage images. Add alt text. | 8 |
| 27 | Test homepage on mobile: readable text, tappable CTAs, fast load. | 8 |
| 28 | Full image compression sweep across store. Audit and remove unused apps. Check for leftover code. | 9 |
| 29 | Mobile speed check on cellular data: homepage, product page, collection, checkout. | 9 |
| 30 | Final review: record metrics, compare to Day 1. Set up weekly review routine. Plan next priorities. | 1 |
10.2 After Day 30
Next priorities (Days 31–60):
- Continue collecting reviews until every top product has at least 5
- Run a 15-minute weekly analytics review every Monday
- Identify high-traffic, low-conversion product pages and optimize them next
- Test a different hero image or headline every 2–4 weeks
- Review email flow performance (open rates, click rates) and adjust subject lines or timing
Ignore for now:
- A/B testing tools (you need at least 1,000 sessions per month per variant for reliable results)
- Complex personalization engines
- Heatmap and session recording tools (Hotjar, Lucky Orange)
- Multi-variant testing
- Full theme redesign or migration
- Advanced analytics platforms (Mixpanel, Triple Whale, Northbeam)
Section 10 Checklist
- Day 1 baseline recorded in tracking spreadsheet (sessions, ATC rate, checkout rate, conversion rate, revenue)
- Trust foundation complete: shipping, returns, contact, and about pages live and linked in footer
- Top 3–5 product pages optimized: images, descriptions, reviews app, buy box, mobile audit done
- Checkout cleaned up: guest checkout on, express payments enabled, no surprise costs, mobile tested
- Cart configured: drawer cart active, free shipping threshold messaging live, mobile tested
- Email flows live: abandoned cart (3 emails), post-purchase, and review request all tested
- Mid-point metrics recorded on Day 19 and compared to Day 1 baseline
- Homepage and collection pages optimized: above-the-fold rewrite done, sections reordered, images compressed, mobile tested
- Day 30 final metrics recorded and compared to Day 1, weekly review routine scheduled
11. Templates & Checklists
11.1 Product Page Copy Templates
Use these templates as starting points — paste into your Shopify product description editor and replace every [bracketed placeholder] with your own copy. For guidance on what makes product copy convert, see Section 3.
Template A: Physical Products (General)
[One-sentence hook that names the problem your product solves.]
[One to two sentences expanding on the transformation — what life looks like
after using this product.]
WHY CUSTOMERS LOVE THE [PRODUCT NAME]
• [Benefit 1 — lead with the strongest, most specific benefit]
• [Benefit 2 — quantify where possible, e.g., "saves 20 minutes a day"]
• [Benefit 3 — address a common frustration this product eliminates]
• [Benefit 4 — highlight quality, materials, or durability]
• [Benefit 5 — mention convenience, portability, or ease of use]
HOW TO USE
1. [Step 1 — keep to one sentence, start with a verb]
2. [Step 2]
3. [Step 3]
WHAT'S IN THE BOX
• 1 × [Product Name]
• [Accessory or component, if any]
• [User guide / quick-start card, if included]
SPECIFICATIONS
| Detail | Value |
|---------------|----------------------|
| Dimensions | [L × W × H] |
| Weight | [Weight with unit] |
| Material | [Primary material] |
| Color | [Color name(s)] |
| Power | [Battery / adapter / N/A] |
| Warranty | [Duration + type] |
FREQUENTLY ASKED QUESTIONS
Q: [Most common pre-purchase question]?
A: [Direct answer. One to two sentences.]
Q: [Question about size, fit, or capacity]?
A: [Answer.]
Q: [Question about shipping, delivery, or returns]?
A: [Answer — link to your shipping/returns policy.]
Q: [Question about care, maintenance, or durability]?
A: [Answer.]
WHAT OUR CUSTOMERS SAY
"[Short, specific quote that mentions a result or feeling.]"
— [First Name], Verified Buyer ★★★★★
"[Quote addressing a common objection.]"
— [First Name], Verified Buyer ★★★★★
"[Quote that highlights a use case or specific feature.]"
— [First Name], Verified Buyer ★★★★★Template B: Beauty / Skincare
[One-sentence hook that speaks directly to the skin concern.]
[One to two sentences describing the transformation or result.]
WHAT IT DOES
[Two to three sentences: product purpose, skin concerns it targets,
visible results with regular use.]
KEY INGREDIENTS
• [Ingredient 1] — [What it does for the skin in plain English]
• [Ingredient 2] — [Explanation]
• [Ingredient 3] — [Explanation]
• [Ingredient 4] — [Explanation]
HOW TO USE
1. [Step 1 — e.g., "Cleanse your face and pat dry."]
2. [Step 2 — e.g., "Apply 2–3 drops to fingertips."]
3. [Step 3 — e.g., "Gently press into skin."]
4. [Step 4 — e.g., "Follow with moisturizer and SPF (AM)."]
Pro Tip: [One sentence with an insider usage tip.]
PRODUCT DETAILS
| Detail | Value |
|----------------|------------------------------------------|
| Size | [Volume — e.g., 30 ml / 1.0 fl oz] |
| Skin Type | [e.g., All skin types / Oily / Dry] |
| Scent | [e.g., Unscented / Light lavender] |
| Texture | [e.g., Lightweight gel / Rich cream] |
| Free From | [e.g., Parabens, sulfates, phthalates] |
| Certifications | [e.g., Cruelty-free, vegan] |
FULL INGREDIENT LIST
[Paste your INCI ingredient list here.]
FREQUENTLY ASKED QUESTIONS
Q: [Question about skin type suitability]?
A: [Answer.]
Q: [Question about results timeline]?
A: [Answer.]
Q: [Question about routine placement or layering]?
A: [Answer.]
Q: [Question about ingredients or safety]?
A: [Answer.]
WHAT OUR CUSTOMERS SAY
"[Quote mentioning a visible result.]"
— [First Name], Verified Buyer ★★★★★
"[Quote about texture, scent, or experience.]"
— [First Name], Verified Buyer ★★★★★
"[Quote from someone with a specific skin type.]"
— [First Name], Verified Buyer ★★★★★Template C: Apparel
[One-sentence hook that captures the feeling of wearing this piece.]
[One to two sentences on the vibe, versatility, or craftsmanship.]
WHY YOU'LL LOVE IT
• [Fabric feel — e.g., "Brushed fleece that gets softer with every wash"]
• [Fit — e.g., "Relaxed fit that flatters without looking baggy"]
• [Versatility — e.g., "Works for weekdays and weekends"]
• [Durability — e.g., "Pre-shrunk fabric that holds its shape"]
• [Detail — e.g., "Hidden zip pocket for your phone"]
SIZE & FIT
• Fit type: [e.g., Relaxed / Slim / Oversized / True to size]
• Model info: [e.g., "Model is 5'10" / 175 cm and wears size M"]
• Sizing advice: [e.g., "Between sizes? Size up for relaxed, down for fitted."]
SIZE CHART
| Size | Chest (in) | Chest (cm) | Length (in) | Length (cm) |
|------|-----------|-----------|------------|------------|
| XS | [value] | [value] | [value] | [value] |
| S | [value] | [value] | [value] | [value] |
| M | [value] | [value] | [value] | [value] |
| L | [value] | [value] | [value] | [value] |
| XL | [value] | [value] | [value] | [value] |
| XXL | [value] | [value] | [value] | [value] |
DETAILS
| Detail | Value |
|-----------|--------------------------------------------||
| Material | [e.g., 80% cotton, 20% polyester] |
| Weight | [e.g., 280 GSM / midweight] |
| Care | [e.g., Machine wash cold, tumble dry low] |
| Origin | [e.g., Ethically made in Portugal] |
FREQUENTLY ASKED QUESTIONS
Q: [Sizing question]?
A: [Answer.]
Q: [Fabric or care question]?
A: [Answer.]
Q: [Styling question]?
A: [Answer.]
Q: [Return/exchange question]?
A: [Answer — link to returns policy.]
WHAT OUR CUSTOMERS SAY
"[Quote about fit.]"
— [First Name], Verified Buyer ★★★★★
"[Quote about quality.]"
— [First Name], Verified Buyer ★★★★★
"[Quote about styling or versatility.]"
— [First Name], Verified Buyer ★★★★★11.2 Image Shot List Tables
Minimum Shot List (5 Images)
| # | Shot Type | What to Capture | Why It Matters |
|---|---|---|---|
| 1 | Hero / Front | Product centered, clean background, full view | First image shoppers see; sets quality expectations |
| 2 | Lifestyle / In-Use | Product being used by a real person in context | Helps shoppers picture themselves using it |
| 3 | Scale / Size Reference | Product next to a common object or held in hand | Eliminates size uncertainty — a top return driver |
| 4 | Close-Up / Detail | Texture, stitching, material, label, or key feature | Builds confidence in quality and craftsmanship |
| 5 | Packaging / What's Included | Everything the customer receives — box, accessories, docs | Sets delivery expectations; supports gifting appeal |
Extended Shot List (8–10 Images)
| # | Shot Type | What to Capture | Why It Matters |
|---|---|---|---|
| 6 | Back / Alternate Angle | Rear or 45-degree angle | Shows complete product shape |
| 7 | Color Variants | All color options side by side or individually | Reduces variant-switching friction |
| 8 | Infographic | Text overlays calling out features, dimensions, materials | Combines visual and written info in one image |
| 9 | Before & After | Comparison showing the product's effect (if applicable) | Visual proof of results — strong converter |
| 10 | User-Generated Content | Real customer photo with permission | Social proof in image form; builds trust |
Quick Reference: Photo Tips
- Shoot near a large window — natural light produces the most accurate colors
- Use a white poster board or seamless paper backdrop for clean shots
- Wipe your lens before every session
- Take 10+ shots per angle — storage is free; reshooting is not
- Steady your phone against a stack of books or use a $15 tripod
- Edit minimally — adjust brightness and crop, do not over-filter
- Compress final images to under 200KB using TinyPNG or Squoosh
- Aim for square (1:1) at minimum 2048×2048px for Shopify zoom
11.3 Shipping + Returns Microcopy
ATC Microcopy — Pick 2–3 lines to display below your Add to Cart button (see Section 3.6):
✓ Free shipping on orders over $[amount]✓ Ships within [1–2] business days✓ Free returns within [30] days✓ [Number]+ happy customers✓ Secure checkout — SSL encrypted✓ No-hassle [30]-day money-back guarantee✓ Tracking number provided with every order✓ Questions? Email us at [your@email.com]
SHIPPING POLICY
Processing Time
All orders are processed within [1–2] business days (Monday–Friday,
excluding holidays). You'll receive a confirmation email with tracking
as soon as your order ships.
Domestic Shipping
| Method | Estimated Delivery | Cost |
|---------------------|------------------------|-------------------------------------|
| Standard Shipping | [5–7] business days | $[amount] (free over $[threshold]) |
| Expedited Shipping | [2–3] business days | $[amount] |
| Overnight Shipping | [1] business day | $[amount] |
International Shipping
| Region | Estimated Delivery | Cost |
|-----------------------|------------------------|------------|
| Canada | [7–14] business days | $[amount] |
| Europe | [10–20] business days | $[amount] |
| Australia / NZ | [10–20] business days | $[amount] |
| Rest of World | [14–30] business days | $[amount] |
International orders may be subject to customs duties and taxes, which
are the responsibility of the recipient.
Order Tracking
Once your order ships, you'll receive an email with a tracking number.
Allow [12–24] hours for tracking to update.
Order Issues
If your order arrives damaged, is missing items, or doesn't arrive within
the estimated window, contact us at [your@email.com] within [7] days.
Questions? Email: [your@email.com]
Response time: within [24] hours on business days.RETURNS & REFUNDS
Our Promise
We want you to love your purchase. If you're not completely satisfied,
we make returns simple.
Return Window
You have [30] days from the date of delivery to initiate a return.
Return Conditions
To be eligible, items must be:
• Unused and in original condition
• In original packaging with all tags attached
• Accompanied by your order number or receipt
Not eligible for return:
• [Gift cards]
• [Final sale / clearance items]
• [Personalized or custom-made items]
How to Start a Return
1. Email us at [your@email.com] with your order number and reason.
2. We'll respond within [24] hours with return instructions.
3. Pack the item securely in its original packaging.
4. Ship to the address we provide and share the tracking number.
Refunds
Once we receive and inspect your return, we'll process your refund
within [3–5] business days to your original payment method.
Allow [5–10] additional business days for your bank to reflect it.
Exchanges
Want a different size or color? Email us at [your@email.com] and
we'll help set up an exchange, subject to availability.
Damaged or Defective Items
Email us at [your@email.com] with a photo of the issue within [48]
hours of delivery. We'll send a replacement or full refund at no
cost — no return required.
Questions? Email: [your@email.com]
Response time: within [24] hours on business days.11.4 Abandoned Cart Email Templates
Three-email sequence. Paste into your email tool and replace all [placeholders]. For strategy, see Section 6.
Subject: You left something behind
Preview text: Your cart is waiting for you.
Hi [First Name],
Looks like you didn't finish checking out. No worries — we saved your cart.
-------------------------------------------
[PRODUCT IMAGE]
[Product Name]
$[Price]
-------------------------------------------
[Complete Your Order →] (button linking to checkout)
If you had any trouble, just reply to this email — we're happy to help.
[Your Brand Name]Subject: People love this — here's why
Preview text: See what other customers are saying.
Hi [First Name],
Still thinking it over? Here's what people are saying about the
[Product Name]:
★★★★★
"[Short, specific review quote from a real customer.]"
— [Reviewer First Name]
★★★★★
"[Second review quote, ideally addressing a common hesitation.]"
— [Reviewer First Name]
-------------------------------------------
[PRODUCT IMAGE]
[Product Name]
$[Price]
-------------------------------------------
✓ [Free shipping over $X / Free shipping included]
✓ [30-day hassle-free returns]
✓ [Secure checkout]
[Complete Your Order →] (button linking to checkout)
[Your Brand Name]Subject: Last chance — your cart is about to expire
Preview text: Don't miss out on [Product Name].
Hi [First Name],
Your cart is about to expire, and we'd hate for you to miss out.
-------------------------------------------
[PRODUCT IMAGE]
[Product Name]
$[Price]
-------------------------------------------
[Choose ONE — delete the others:]
Option A (no discount):
Your [Product Name] is still available, but we can't guarantee stock.
Option B (percentage discount):
Use code [SAVE10] at checkout for [10]% off. Expires in [48] hours.
Option C (free shipping):
Use code [FREESHIP] at checkout for free shipping. Expires in [48] hours.
[Complete Your Order →] (button linking to checkout)
This is our last reminder — we won't email about this cart again.
[Your Brand Name]Implementation Notes:
- Include an unsubscribe link in every email (legally required; your email tool adds it automatically)
- Send yourself a test of each email before activating
- If using Option B or C in Email 3, create the discount code in Shopify Admin → Discounts first
- Never offer a discount in Email 1 or 2
- Healthy cart recovery rate: 5–15%
11.5 Review Request Templates
Subject: How are you liking your [Product Name]?
Preview text: We'd love to hear your thoughts.
Hi [First Name],
You've had your [Product Name] for a little while now — we'd love
to hear what you think!
[Leave a Review →] (button linking to review page)
Bonus: Attach a photo with your review and get [10% off / free
shipping on] your next order.
Not happy? Skip the review and reply to this email — we'll make
it right.
[Your Brand Name]Subject: Quick favor? (takes 30 seconds)
Preview text: Your opinion matters to us.
Hi [First Name],
Just a friendly nudge — a quick review of your [Product Name] takes
about 30 seconds and makes a big difference for our small business.
[Leave a Review →] (button linking to review page)
No pressure — thanks either way for your support.
[Your Brand Name]+--------------------------------------------------+
| |
| Thank you for your order! |
| |
| We'd love to hear about your experience. |
| |
| Leave a review: |
| [QR CODE] [yourstore.com/review] |
| |
| Follow us: @[YourHandle] |
| |
| Need help? [your@email.com] |
| We respond within 24 hours. |
| |
+--------------------------------------------------+11.6 Page-by-Page QA Checklists
Run through every checklist after making design changes, adding products, or switching themes.
Homepage QA — Desktop:
- Hero loads within 3 seconds; image is not blurry or stretched
- Headline clearly communicates what you sell and who it is for
- CTA button is visible, clickable, and links to the correct collection
- Featured products display with correct images, names, and prices
- All navigation links lead to the correct pages
- Social proof section is visible without excessive scrolling
- Trust elements (shipping, returns, security) are displayed
- Footer contains links to shipping policy, returns policy, contact, about
- No placeholder text, broken images, or "Lorem ipsum"
- Email signup form works
- Page loads fully in under 5 seconds
Homepage QA — Mobile:
- Hero headline is readable without zooming (min 18px)
- CTA button is easily tappable (min 44×44px)
- No horizontal scrolling at any point
- Product cards display in a 2-column grid
- All images load completely
- Hamburger menu opens, closes, and all links work
- Footer links are tappable and correctly spaced
- Page loads in under 5 seconds on cellular
Product Page QA — Desktop:
- Product images are high quality (not blurry or pixelated)
- Image gallery/carousel works (arrows, thumbnails, or dots)
- Image zoom functions on hover or click
- Product title is clear and descriptive
- Price is prominent; compare-at price shows strikethrough if on sale
- All variants work and update price/image correctly
- ATC button works and provides visual confirmation
- Description is formatted (headings, bullets, spacing)
- Shipping and returns microcopy visible near ATC
- Reviews display correctly with star ratings and customer photos
- FAQ section works (expand/collapse)
- Related products section loads
- Page loads in under 4 seconds
Product Page QA — Mobile:
- Images are swipeable with smooth transitions
- ATC button is easy to find (sticky or prominently placed)
- Variant selectors are tappable (min 44px)
- Description text is readable without zooming (min 16px)
- Price is visible without scrolling past the fold
- Reviews load and are readable
- FAQ works with tap
- Shipping/returns info visible without deep scrolling
- Page loads in under 4 seconds on cellular
Cart QA — Desktop:
- Product images, names, and prices display correctly
- Quantity selector works (increase, decrease, manual entry)
- Remove button works and updates cart instantly
- Cart total updates correctly when quantities change
- Free shipping threshold message displays correctly
- Discount code field is present and functional
- Checkout button is prominent and leads to checkout
- Express checkout buttons appear and work
- "Continue Shopping" link is available
- No full-page reloads when updating quantities
Cart QA — Mobile:
- Cart items display clearly with images, names, and prices
- Quantity buttons are large enough to tap accurately
- Checkout button is visible and sticky
- Free shipping message is visible
- Express checkout buttons work
- Cart drawer opens and closes smoothly
Checkout QA — Desktop:
- Store logo displays at top of checkout
- Guest checkout works without account creation
- Email field accepts input and auto-fills
- Address auto-complete functions
- Shipping methods display with prices and timeframes
- Order total updates when shipping method changes
- All payment methods work
- Express checkout options visible and functional
- Order summary shows correct items, quantities, and prices
- Discount code field works
- Trust indicators visible (SSL, secure badge)
- Order confirmation page displays with order number
Checkout QA — Mobile:
- Input fields are large enough to tap and type
- Correct keyboard types appear (numeric for phone, email for email)
- Shipping method options are tappable
- Payment entry is smooth with no layout shifts
- Express checkout buttons work
- Order summary is visible or expandable
- Pay/Place Order button is clearly visible and tappable
Section 11 Checklist
- Chose and customized a product page copy template (A, B, or C) for each product type
- Planned product photography using the shot list tables
- Selected 2–3 ATC microcopy lines and added them below every Add to Cart button
- Published a shipping policy page using the template (linked in footer)
- Published a returns policy page using the template (linked in footer)
- Set up a 3-email abandoned cart sequence with all placeholders replaced
- Configured automated review request emails (first request + follow-up)
- Designed physical review insert cards for shipments
- Ran through all five QA checklists on both desktop and mobile
- Bookmarked this section for use before every new product launch or theme update
