Shopify CRO Sprint Scope Template

CRO work is scoping-sensitive because "improve conversion" isn't a deliverable.

A solid CRO sprint scope defines:

• what you will do (research, hypotheses, experiments)
• what you will not do (full redesign, rebuild)
• what inputs you need (analytics access, baseline data)

Without that structure, a CRO sprint becomes an open-ended engagement where the client expects a conversion rate guarantee and your team has no clear definition of done.

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• Sprint objective (one sentence) — A single clear statement of what the sprint is trying to achieve, tied to a specific metric or funnel stage.
• Access requirements (Shopify, GA, heatmaps) — List every tool and account the team needs access to before work can begin, including GA4, GTM, and any heatmap or session-recording platform.
• Audit/research activities (what you will review) — Define the research phase: analytics review, heatmap analysis, user flow mapping, or competitor benchmarking.
• Hypothesis & prioritisation method (explicit) — State how you'll generate hypotheses and how you'll rank them (ICE, PIE, or another framework), so the client understands why certain tests are chosen.
• Experiment design + implementation (what counts as an "experiment") — Define whether experiments are A/B tests, multivariate tests, or sequential changes, and who implements them in the theme.
• QA process — Describe how experiments are validated before going live, including cross-browser checks, mobile testing, and analytics verification.
• Results reporting + next steps — Specify what the final deliverable looks like: a results report with statistical analysis, learnings, and recommended next actions.
• Exclusions (full theme rebuild, large feature dev unless stated) — Make clear that the sprint does not include full redesigns, large feature builds, or ongoing optimisation beyond the agreed sprint window.

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• "Improve conversion" as the entire scope. That's an objective, not a deliverable. The scope needs to define what research, experiments, and reporting the team will actually produce during the sprint.
• No success criteria defined before the sprint starts. If you don't agree upfront on what constitutes a successful sprint (e.g., three experiments run to statistical significance, not "conversion rate went up"), the engagement ends in disagreement.
• Testing plan that doesn't account for traffic volume. Running A/B tests on a store with 500 monthly visitors won't reach statistical significance in a two-week sprint. The scope should acknowledge traffic constraints and adjust the testing approach accordingly.

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• Rules-based assembly — RuleDox uses your intake answers (traffic level, tooling stack, experiment count, implementation mode) to assemble the correct sprint scope inside Google Docs, including the right deliverables and exclusions.
• Consistent sprint structure — Every CRO sprint your agency scopes follows the same format, so clients receive a professional, predictable document regardless of which team member creates it.
• Exclusions that match the engagement — When inputs indicate low traffic or limited tooling, RuleDox adjusts the scope language to set appropriate expectations rather than over-promising.

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• SEO scope
• Performance scope
• Store build scope