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Shopify Scope of Work Template

A Shopify scope of work template that defines deliverables, responsibilities, and exclusions for ecommerce projects before implementation starts.

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Why this template

Designed for the way agencies work—built for your workflow, not just a generic doc.

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Defines Shopify delivery scope in operational terms

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Clarifies client and agency responsibilities

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Protects timelines with dependency planning

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Handles migration and launch constraints

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Reduces scope creep through change control

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What's Included

Project goals and scope boundaries
Template and page coverage
Theme and app implementation tasks
Client inputs and approval responsibilities
Testing, QA, and launch workflow
Out-of-scope items and change control
Timeline, milestones, and dependencies
Commercial assumptions and acceptance criteria

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Example Scope of Work Structure

Scope Purpose

This document defines the Shopify services included in the engagement, the client-side inputs required for delivery, and the process used to manage approvals and changes.

Included Deliverables

Implementation planning and milestone schedule
Theme setup and template development for agreed pages
App configuration and integration checks
Store QA across devices and key user flows
Launch support and post-launch stabilization tasks

Roles and Responsibilities

Agency Responsibilities

The agency delivers the agreed implementation scope, executes QA, and reports progress at defined checkpoints.

Client Responsibilities

The client provides timely approvals, complete content/assets, product data validation, and access to required systems.

Change Management

Any change to template count, integrations, workflows, or timeline assumptions is documented and approved before delivery plans are revised.

When to use this Scope Of Work Template

A Shopify scope of work template converts an approved proposal into an operational agreement teams can execute against.

It defines what is included, who owns each dependency, and how changes are controlled across design, development, and launch.

Use it after proposal approval and before production begins.
Use it when store design, development, and app setup are bundled.
Use it when the client has multiple reviewers with approval checkpoints.
Use it when migration, redirects, or complex product data are involved.
Use it when legal or procurement needs precise delivery terms.

How to write a winning scope of work

Shopify projects often fail when assumptions around product data, content quality, and app compatibility are left implicit. Scope language should treat those as delivery dependencies, not afterthoughts.

International, B2B, or subscription stores usually require additional detail around tax, shipping logic, and app behavior across markets. Naming these constraints early protects both schedule and budget.

For replatforming work, define redirect ownership and QA depth so SEO and conversion continuity are not compromised during launch.