Guides

Planning checklists and guides

Free checklists for the big decisions and busy seasons, in plain English.

Thinking of switching platform? Check these firstA plain-English checklist for UK brands thinking about moving from WooCommerce, Magento or another platform: the questions to answer, what to protect and how to plan the move.Before you upgrade your Shopify planA checklist for UK brands deciding whether to move up a Shopify plan or to Shopify Plus: the questions to answer, the costs to compare and what to plan for.The eCommerce Platform Health CheckA free quarterly checklist to catch platform changes before they catch you out.Black Friday and ChristmasKey dates, posting cut-offs and a peak checklist.Trading calendar 2027Every key retail date for the year, with when to start planning.Customer message templatesCopy-and-paste wording for cut-offs, delays and outages.