Planning checklist

Before you upgrade your Shopify plan

A bigger plan can lower your fees and unlock features, but it only pays off if you’ll use what you’re paying for. Run through these before you upgrade.

01Do the sums

  • Check your current plan’s transaction and card fees against the plan you’re looking at, using Shopify’s own pricing page.
  • Work out your monthly sales at which the bigger plan becomes cheaper overall.
  • Add up the apps you pay for that the bigger plan might replace.

02Which features will you actually use?

  • List the features you want from the bigger plan and who will set each one up.
  • If you’re looking at Shopify Plus, check which features you need, such as checkout changes, B2B or running several stores.
  • Ask whether any of your must-have features could be done with an app on your current plan instead.

03People and time

  • Decide who in your team (or your agency) will own the new features.
  • Plan the setup work and testing, and avoid doing it in your busiest trading weeks.

04After you upgrade

  • Check your fees on the first invoice match what you expected.
  • Review after three months: are you using the features you upgraded for?

Ad Want someone to plan it with you?

Create8, who run The Ecom Wire, help UK brands plan and run platform moves and Shopify upgrades.

Talk to Create8

Also see: Thinking of switching platform? Check these first · the free Platform Health Check

General guidance to help you plan, not professional advice. Last checked 13 November 2026.