Client Onboarding Form — Shopify Pro Services

Step 1 of 6 — Business Information 16% Complete
🎊 🎉 🎊

Onboarding Complete — We're on It!

Your onboarding form has been submitted successfully. Sophie, your Project Manager, will review everything and reach out within 24 hours to schedule your kickoff call.

1
Check Your Email

A confirmation copy of your form has been sent to your email address.

2
PM Reviews Within 24 Hours

Sophie will review your details and send you any follow-up questions if needed.

3
Kickoff Call Scheduled

Your kickoff call with the team will be booked within 48 hours of your form submission.

Access Your Client Portal

Tell Us About Your Business

Basic information so we can set up your project correctly from day one

Step 1 of 6

Don't worry if you don't have everything ready — fill in what you know and we'll follow up on the rest during your kickoff call.

Please enter your business name
Please enter your full name
Please enter a valid email address
Please enter your phone number
Please select your country
Please select your industry

Business Structure
Sole Trader
Limited Company
Partnership
Other

Online Presence

Tell Us About Your Brand

Help us understand your brand personality so we can design something that truly represents you

Step 2 of 6
Helps us capture your visual identity immediately
Please describe your brand
Google Fonts name or description of style you like
Please describe your target customer
Please describe your differentiator

Brand Colours

If you already have brand colours, enter the hex codes below. If not, leave blank and we'll create a palette for you.


Logo Upload
Drop your logo here or click to browse
Upload your logo file in the best quality you have
SVG PNG JPG PDF AI / EPS
logo.svg

Brand Tone of Voice
🏢 Professional & Corporate — authoritative, formal, trustworthy
😊 Friendly & Casual — warm, approachable, conversational
✨ Luxury & Premium — exclusive, refined, aspirational
🎉 Fun & Playful — energetic, vibrant, youthful
⚡ Bold & Edgy — daring, confident, disruptive

Design Inspiration

Tell Us About Your Products

Product details help us build the right structure and design for your store from day one

Step 3 of 6
Product Volume
1 – 10
11 – 50
51 – 200
200+

Product Images
✅ Yes — professional photos ready
📱 Yes — basic photos on my phone
❓ No — need guidance on photography
Upload Sample Images
Upload product images or a ZIP folder
Optional now — you can send more via Google Drive after submission
JPGPNGWEBPZIP
products.zip

Content Readiness
✅ Yes — fully written and ready
📝 Partially — need help finishing
❓ No — need help writing them
✅ Yes — all prices confirmed
⏳ Still working on pricing

Supply & Fulfilment
🏭 Own products / manufactured
🇬🇧 UK / Local supplier
📦 Dropshipping
🖨️ Print on demand
Other
Sizes, colours, bundles, or any other variants — describe them here

Your Goals & Vision

The clearer your goals, the more targeted we can make your strategy — be as specific as possible

Step 4 of 6

Specific goals produce specific results. "I want to make £10K/month in 90 days" is infinitely more useful than "I want to grow". Be bold and honest — we build plans around what you actually want to achieve.

Please select your current revenue
Please enter your target revenue

Primary Goal
🚀 Launch my first Shopify store
📈 Increase traffic to my store
💰 Improve my conversion rate
📊 Grow revenue and scale my store
⚡ Improve store design and speed
Please share at least one challenge

Current Marketing
📘 Meta Ads
🔍 Google Ads
✅ Both
❌ Not yet
✅ Yes — using Klaviyo
✅ Yes — using Mailchimp
❌ No — need help setting this up
Please describe your 90-day success vision

Store Access & Technical Setup

Help us get access to your Shopify store so we can start building immediately after your kickoff call

Step 5 of 6

We use Shopify Collaborator Access — the safest method. We never ask for your admin password. Learn how collaborator access works →

Store Status
✅ Yes — store is live and taking orders
🔧 Yes — store set up but not yet live
❌ No — we need to create it from scratch

Collaborator Access
✅ Yes — already done
❓ No — please send me instructions on how to do it

Our collaborator request email is [email protected]. In your Shopify Admin go to: Settings → Users → Collaborators → Add collaborator and enter this email. Step-by-step guide →


Shopify Plan
Starter ($5/mo)
Basic ($29/mo)
Shopify ($79/mo)
Advanced ($299/mo)
Not sure

Domain
✅ Yes — already connected to Shopify
🔧 Yes — need help connecting it to Shopify
❌ No — need to purchase one

Apps

Almost Done — Review Your Details

Check everything looks correct before you submit. You can edit any section by clicking "Edit"

Step 6 of 6

Confirm & Submit
I confirm that all information provided in this form is accurate and up to date to the best of my knowledge.
I agree to the project terms of service and understand that my project will begin within 48 hours of kickoff call.