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3 min read

Setup & automation of CRM for subscription business

Forecasts predict this sales model is going to grow. Choosing the right CRM for the subscription business might be tricky, but there are some general tips.

Subscriptions are becoming incredibly popular, and every forecast predicts that this trend will not change soon. As this model grew in popularity, many software brands started to provide useful tools for managing it. With so much variety on the market, companies only need to choose the CRM for subscription business that best meets their requirements.

Our client, Schapira Medical Concierge, was precise about what they expected, but not sure which CRM would be the best fit. They considered, but were concerned if it would be possible to manage subscriptions with it.

Benefits of CRM for subscription business

Everyone is familiar with Netflix, Adobe, Spotify, or LinkedIn. Do you imagine them operating without the management tool that helps to organize users’ accounts, data and preferences, payment history, and automated messages? Most likely no.

A good CRM for a subscription business is one that can manage the entire process, or at least the majority of actions that must be performed. It improves efficiency and makes the company more scalable. Clients stay longer, and their relationship with the brand grows stronger.

On the other side, it also gives an excellent opportunity for upselling. Consider Amazon Prime Video. You buy access to the basic library of movies, but to watch some of them you need to pay extra. With a subscription model, it’s easier to estimate revenue and manage the cash flow. That’s what makes it very competitive compared to other business models.

Tim Little | & Integromat Expert

Tim Little's profile at SoftwareSupp

Setup & automation of CRM for subscription business – project details


  • Track signups, payments, and history
  • Pursue renewals for subscription service
  • Improve the efficiency of sales

Company: Schapira Medical Concierge

Project scope:

  • Setup workflows for subscription service with the following stages: signups, paid & up to date, renewals, canceled
  • Automate workflow stages
  • Automate tracking of payments
  • Automate email reminders for renewals to patients

Time of the project: 4 weeks 

Skills used: Business process analysis, automation & workflow setup, email automation, project management, quality assurance, and testing plan.

Setup of workflow

Schapira Medical Concierge approached SoftwareSupp with very precise requirements. For the start, the company needed to add data to CRM, such as names, the date the client signed up, payments history, and service expiration.

With this information in hand, the next step was to automate notifications. First, to keep employees informed, and second – to send emails to patients when they join the program or before the renewal.

A CRM expert was hired to build a workflow to track all subscription signups through the following stages:

  1. New sign-ups
  2. Activation and updates
  3. Renewals
  4. Cancelled subscriptions
Workspace Dashboard in CRM for subscription business

How CRM helps to manage subscriptions

The subscription model relies on automation, and CRM is all about that. You can organize, speed up and automate all necessary actions by using one tool. It helps to manage all communication and interactions between the company and clients. Every business using a subscription model needs to make sure that the process is fast, simple, and effortless. Otherwise, users will quickly switch to the competition’s services.

New sign-ups

First 24 hours after the client decides to use services are the most important. The relationship between the company and the client must begin right away. Schapira Medical Concierge needed to track payments, gather information about new patients, and onboard them. At this very first stage, it helps them in avoiding a situation in which the client is unsure of the next actions to take or how to properly use the service.

Paid subscriptions

Not everyone who registers on the platform makes the payment. That’s why it’s critical to exclude in CRM news signups from paid customers. Although it is obvious that only subscribers may use the service, reminders should be sent to individuals who abandoned the cart. Subscription usage history will also help with tracking the user behavior, personalization, and development of a long-standing relationship.


People are just people, and they tend to forget things. It’s always a good idea to remind them about the upcoming membership renewal. The client needed automated reminders and tracking payment collection to be organized in Entering this information into CRM simply saves time. Employees don’t have to send separate messages or remember who else needs to pay.

Canceled subscriptions

Last but not least. The customer who canceled the subscription might always come back. Tracking reasons for cancellation helps to establish what needs to be improved, fixed, or changed. Also, the communication with clients doesn’t end when they cancel. In this case, patients that resigned from the subscription were moved to a separate email list. That allowed to send them messages designed precisely to reactivate them.

Results of choosing CRM for subscription business

Subscription business requires more automation than any other sort of business. The data flow has to be extremely organized, and the communication must stay intact.

The expert integrated subscription management into single software to track each patient's subscription journey. He provided a scalable system and process for managing Schapira Medical Concierge processes. It enabled business intelligence reporting on subscription success and renewal for the custom bespoke process. Using CRM and implementing automated reminders for medical subscriptions, increased customer engagement and a number of renewals.

Tim Little

Certified & Integromat Freelancer


4 min read

Automating workflow & lead generation with

CRM is a game changer for most companies. By automating workflow, lead generation & other operations, sales can be closed faster and more efficiently.

It's not a surprise that CRM is a game changer for most companies. Our client, an influencer marketing agency, needed to organize and speed up daily tasks, projects, and other operations. By automating workflow and lead generation, sales could be closed faster and more efficiently.

What is workflow automation in CRM

Automating workflow is all about business performance. You have a sequence of activities required to complete the process. Usually, it's used for repetitive tasks that don't need approval. With automation, they are accomplished by dedicated software. You no longer have to spend additional time doing things manually. If it's designed and implemented by a professional, you might be sure it will significantly improve your business efficiency.

Benefits of automating workflow

Automation is something that every entrepreneur should consider investing in. Even with the best idea for the business, you won't succeed if you waste time and energy on tasks that can be fully computerized.

By automating workflow, lead generation, and other operations you get:

1. More control over data: It's easier to gather, organize and analyze all the details. This way, you know what to improve, what to focus on, or how much revenue you can expect.

2. Improved efficiency: All repetitive tasks are automated, allowing team members to focus on other areas of improvement, communication, and development.

3. Reduced human errors: It's easy to make a mistake if there's a lot of data. Every automation minimizes errors that could cost you a lead, client, or image.

4. Smooth communication: Tasks are assigned, and all employees are kept up to date. As a result, it's easier to prioritize assignments and focus on goals.

5. All tasks organized and easier to manage: Instead of manual organization, you immediately gather information in relevant locations.

Tim Little | & Integromat Expert

Expert's profile on SoftwareSupp - Tim Little

Automating workflow & improving sales with – project’s details


  • Improving email tracking for lead generation
  • Automating workflow
  • Managing multiple currencies and lead pipelines based on the region (Spain and UK)

Company: Good Egg – an influencer marketing agency

As a marketing agency​, we need our projects organized into workload trackers where the team can see and update everything. We have so many ideas of how Monday can help us reduce our workforce efforts, but we're not very gifted on the tech side, such as optimizations​,​ integrations​,​ etc. – Sharmayne Anandarajah, Project Manager at Good Egg

Project’s scope:

  • Building a CRM in
  • Streamlining CRM automation to organize projects
  • Sales dashboard for a better workflow and forecasting
  • Combining Spanish & UK lead pipelines
  • Automating proposal assignments 
  • Automatically sync and merge lead emails into the sales pipeline

Project’s time: 3 weeks

Used skills: automation, sales funnel setup, business analysis & reporting, Integromat integration

Automating workflow using

Good Egg needed to improve the reporting dashboards and lead workflow for multiple sales channels across different regions. During the project, we consolidated multiple pipelines into a single pipeline for ease of use and visibility.

We set up two dashboards, one for each region and source of leads. This empowers the business to see where resources should be focused based on quarterly and monthly numbers of sales in each region.

Sales Dashboard of UK region
Results of automating workflow & lead generation in the UK region

Improving sales by automating lead generation

We also used Integromat for advanced email routing from the lead generation email provider into the sales pipeline in This saved the sales team time. It also provided a holistic context of conversations and information from lead emails into the lead pipeline. As a result, we were able to reduce the time to close sales and improve customer relationships.

Forecast revenue by month (target close date)
Forecast revenue in CRM


CRM can be extremely helpful with automating workflow and lead generation. The thing is, first it has to be properly implemented and integrated with other tools. If your business wants to benefit from CRM, hiring a professional is better than trying to solve technical issues on your own. It will simply save you time, and time is money.

An organized and simplified workflow made the software easier to use in this case. Automated e-mail generation organized and simplified workflow made the software easier to use. Automated e-mail generation saved time, and reduced errors through auto-syncing information into columns on CRM. It also decreased the time to connect with customers.

Sales dashboards created enable data-driven decisions specific to each region. The sales cycle was shortened by a quicker turnaround for proposal creation and delivery.

Tim Little

Certified & Integromat Freelancer


6 min read

SoftwareSupp integration – connect project with favorite tools

Hiring a freelancer has one serious flaw. You get lots of external data. SoftwareSupp integration gives a spotless data flow between tools & helps manage work.

Hiring a freelancer online has one serious flaw. You get a lot of external data and notifications that are hard to organize in one place without losing time. SoftwareSupp integration allows you to connect your favorite business tools with the project board to communicate with the expert. You can get automated updates on every new task, change, answer or estimated time on the project and significantly improve the workflow. 

Power up your project with SoftwareSupp integration

We know how valuable is our customer’s time. Integration with SoftwareSupp gives a chance to connect your project board with apps you use every day. It empowers your business with a spotless data flow between tools that help manage the work. It doesn’t matter if you’re running the company independently or have a large team and various departments. Automatization saves your time on unnecessary actions, so you can focus on growth.

Benefits of integrating project board with your tools

It’s not only about getting notifications on every project’s update. Yes, it keeps you informed, but also offers a lot more. You’re able to customize the flow of information between apps. This way you can store all important data in one place or make it a part of project management in your company. By automation, you not only save time but also avoid human mistakes. Having a lot of information makes it easy to cause errors. Integration with SoftwareSupp improves internal communication and keeps everyone in the team updated.

Key features

The project board, which is a co-working space with your freelancer, stores all the information about the work that is planned, ongoing, or done. Naturally, it changes as the project develops. To stay updated, you can choose what you want to be notified about. It includes a new task, task update, new answer (comment), project description, and time reports.

What you need to integrate SoftwareSupp with your apps

First, you need to be registered on SoftwareSupp and have an active project. You can see what pricing plans we offer and create the project here. Once you have the access to your dedicated project board, there are two methods you can integrate SoftwareSupp with your apps.

We highly recommend the first solution – an API-based native integration. If you are a web developer (or have one on your team), it seems like the best choice. Why? This way, you are able to fully customize the process, based on your specific needs. You can control and manage the entire integration lifecycle, without relying on third-party software and its technical issues.

The second option is to integrate the project board with your tools through Zapier. It's software that allows you to build customized workflows (so-called Zaps). This option is recommended if you have a very limited budget. You can integrate projects on SoftwareSupp with your apps, but it comes with a few drawbacks, such as only five integrations in a free plan. Plus, you need to get familiar with the platform, which takes time. It's worth considering whether to invest in native integration development, rather than paying subscriptions for third-party software.

To use the second solution, you need to wait a little longer. SoftwareSupp is currently awaiting approval as a public app on Zapier. Follow us on social media to stay updated.

Method 1: Native SoftwareSupp integration

SoftwareSupp integration is possible to implement in your company by a developer right away. If you don't have a dedicated team, you can always hire a certified freelancer with us and be sure that integration works perfectly. Below, you will learn what steps to take and where to find the necessary information.

1. Log in to your SoftwareSupp account

Go to your account settings and follow the next steps.

Go to your account settings at SoftwareSupp.

2. Get the API key

You will find here the unique API key and endpoints list that will allow you to integrate your business tools with SoftwareSupp.

Get the API key.

3. Create integration with SoftwareSupp

Once you have the API key and endpoints, you can finally create the integration of your favorite tools with SoftwareSupp. Below are example requests to implement.

Follow this link to see the full documentation.

Method 2: SoftwareSupp integration using Zapier

Whenever our app goes public in Zapier, you will find here an instruction. We will guide you on how to create a Zap (workflow) that allows integrating the SoftwareSupp project board with any app you want. To stay updated, follow us on LinkedIn or Facebook.

4 integrations that might help to grow your business

You already might have your favorite business tools. If not, below you will find 4 integrations that can make working with freelancers easier. Remember that every app gives different opportunities. It’s good to consult with an expert which of them are going to be useful for your purposes. This way, you can save time and money on testing irrelevant tools.

Integrate the SoftwareSupp project board with your CRM

You might be asking yourself: is it possible to manage a business without a CRM? Clearly, it gives a lot of benefits and makes companies’ processes faster. If you are already using a CRM platform, we have good news! You can now integrate it with SoftwareSupp. You don’t have to spend time updating your CRM system with external information about freelance projects anymore. They will flow over there, while you focus on different things.

CRM you can integrate with SoftwareSupp:, Salesforce, Zoho, Pipedrive, HubSpot

Improve project management and achieve business goals

Project management tools provide an overall view of all processes taking place in the company. The problem is, that without automation, it can give a headache. Updating data manually is not only slower, but there is always room for human error. When managing a lot of information, it’s easy to lose track of changing the project status or notifying the right team. Using SoftwareSupp integration, you can easily combine a freelance project with internal work easily.

Project management tools you can integrate with SoftwareSupp: Jira Software, ClickUp, Asana, Trello

Get e-mail notifications on every update

Do you run a business on your own without using any additional software, such as CRM platforms or other project management tools? Or maybe not, but you still use e-mail as the primary tool for communication? In either case, you can swiftly integrate SoftwareSupp and receive notifications about every change or progress in the project.

E-mail tools you can integrate with SoftwareSupp: Gmail, Microsoft Outlook, MailChimp, Zoho Mail

Make your workflow flawless

Internal communication is key to getting work done faster, more efficiently, and seamlessly. Automated and customized notifications about your project with a freelancer will allow you to be always up-to-date. With SoftwareSupp integration, messages can be sent in a direct message or to a specific channel, such as your development team.

Workflow management tools you can integrate with SoftwareSupp: Slack, Microsoft Teams, Discord, Google Chat

Start getting profits from SoftwareSupp integration today

Do you have an ongoing project on SoftwareSupp? Great! You can start using the integration immediately. Connect your favorite tools with the freelance project board and start saving time now. If you don’t have any projects, you can always try the service. SoftwareSupp offers a 14-day trial in case you couldn’t find the right freelancer (which honestly doesn’t happen). During this time period, you will be able to test the integration and the platform itself to see if it works for you. We have a little warning, though. You might never want to use other platforms again.

Łukasz Bartoszewicz

Back-end Developer


5 min read

HubSpot CRM implementation & sales tools integration

Dedicated platforms make it easier to organize, manage and analyze data. HubSpot CRM implementation helps with automating work and growing sales.

When the company grows, it will ultimately need to structure its data. Dedicated software makes it easier to organize, manage and analyze contacts. One of the most popular, all-in-one choices is HubSpot. CRM implementation and functionalities of these platforms allow businesses to focus on automating work and growing sales.

If you’re considering exporting your database to the CRM but have no idea how to do it right, go to our Guide to Data Migration. We explain here the types of data migration, strategies you can use, and the whole process.

For those who want to integrate and manage the CRM by themselves, we prepared the following step-by-step guides:

I’m not only using HubSpot CRM but integrating, implementing and optimizing it. I prepare an entire strategy behind and do trainings for team members. – Roman Yakovchuk, HubSpot Expert

Roman Yakovchuk | HubSpot Expert

Hubspot CRM implementation | Roman Yakovchuk


  • Choose the CRM platform that meets the company's needs
  • Set up the CRM and necessary tools
  • Improve sales by automated cold email campaigns
  • Store the interaction history in one place
  • Match the pipeline structure and logic to the existing sales process
  • Find a good approach for filtering the data inside the CRM

Company: GGK Grundbesitz

Project’s scope:

  • Defining initial CRM setup (pipelines, custom fields, stages, labels)
  • Importing data to CRM
  • CRM audit and defining areas of improvement
  • CRM setup
  • Team training

Project’s time: 9h

Benefits of HubSpot CRM implementation

Unlike other CRM platforms, HubSpot offers a 100% free basic plan. It might be a perfect option for small or medium-sized businesses that have a limited budget or want to try the CRM in the company. It has some limitations, such as only five e-mail templates, HubSpot branding included or a limited segmentation list.

However, HubSpot offers different products. Depending on needs, companies can choose between so-called "Hubs": Marketing, Sales, Service, CMS and Operations. Each expands functionalities based on the selected plan (Starter, Professional, or Enterprise).

Hubspot CRM products and paid plans
Hubspot CRM products and paid plans

HubSpot CRM implementation gives a business a centralized database with contact segmentation. It helps to manage relationships, follow-ups with clients, download reports, forecast performance and simply grow sales. 

If you're looking to start with a CRM in your company, the best you can do is consult with a CRM Expert. They will advise you on what platform to use based on your specific needs and budget.

Reasons of HubSpot CRM implementation

The CEO of GGK Grundbesitz, a real estate company based in Germany, was looking for someone to guide them through the process of implementing a new CRM. Contactually, the platform they had been using previously, officially shut down in March 2022. They had over 10k+ contacts in the database that needed to be filtered and migrated. The main goal was to identify those relevant to their company.

Before the project started, the client was unsure what CRM to choose. He was thinking of HubSpot, but didn't know how it works or which plan to select. The budget for this project was limited, and the company needed someone to advise them and teach them how to use the platform.

HubSpot CRM implementation

After a short scoping session, the client decided to use the HubSpot CRM and their "Marketing Starter Hub" plan. The main reason for such a choice is the size of the campaigns. It would be impossible to handle so many emails through the "HubSpot Sales Sequences" in a short time.

HubSpot CRM implementation – Marketing Hub Starter plan
HubSpot CRM implementation – Marketing Hub Starter plan

Before the expert started HubSpot CRM implementation, he worked a little with the Excel database. It contained all the contacts that had to be imported. First, he filtered the list by selecting the most valuable contacts by postcode and location. It might sound easy, but there was a lot of manual work. In the end, out of 10,000 contacts, only 1,400 were imported. That means the company saved a lot of time by avoiding sending at least 8,600 emails to irrelevant people. Additionally, the more leads are imported to HubSpot, the more price grows. By filtering data manually in the first place, the freelancer could save some of the client's money.

The HubSpot expert set up the trial version, established deal stages and configured the pipeline automation. After that, he analyzed all valuable approaches to filter the database. The best option was automatically updated lists with predefined filters. Also, some filters were created and saved, so the customer can use them later.

HubSpot CRM configuration
HubSpot CRM configuration

HubSpot and Mailshake integration

At some point, as a result of the discussions with the customer, a new idea appeared. Why spend €360 per month for the HubSpot Marketing Starter plan if they could use a Mailshake. It's a cold mailing tool that gives them the functionalities they need for €41 a month. There was no reason to pay more, especially with the limited budget.

The company ultimately continued with a free version of the HubSpot CRM. The freelancer integrated the Mailshake, saving the client €319 per month.

Training session & after-sales support

After the HubSpot CRM implementation, the whole system and functionalities were tested. Once everything worked properly, the expert had a training session with the company's team members. He guided them on using the HubSpot, filtering the data, and setting up cold email campaigns.

The client received support after the first email campaign. An expert identified the challenge with a high bouncing rate. Mainly it was caused by a weak email addresses research and bounce testing. To reduce it, the freelancer suggested using sales tools like:,,,,, and

Measuring the engagement of campaign after HubSpot CRM implementation
Measuring the engagement of campaign after HubSpot CRM implementation


The basic HubSpot CRM implementation and integration of sales tools were completed in 9 hours. The customer got a ready-to-use system for managing client relationships and sending massive cold email campaigns. The expert could not only spend less budget than expected, but he also saved some client’s money for future operations.

Roman Yakovchuk

CRM & Sales Expert


5 min read

Shopify Product Variants: Manage out-of-stock products

The average conversion rate that leads to purchases is 2.86%. Make sure your Shopify product variants are displayed correctly and avoid losing clients.

A customer contacted SoftwareSupp regarding the problem on the product page on Shopify. Product variants of out-of-stock items were still displayed as available. It led to confusion and unsatisfied customers, who were unable to get purchased goods. A Shopify expert was hired to fix the issue and prevent losing more clients.

Krzysztof Wojciechowski | Certified Shopify Freelancer

Krzysztof Wojciechowski | Expert responsible for Shopify Product Variants project

Goal: Blocking a non-existing product variant to avoid customers choosing an unavailable combination of size and color.

Client: RoyalPets

Project's scope:‍

  • Improvement of user experience by customizing Shopify theme
  • Modifications in script’s logic and code
  • Corrections of displaying options without making changes in the website’s code
  • Final recommendations

Technology stack: Shopify, JavaScript

Project's time: 12h

What are Shopify product variants

Products often come in different sizes, shapes, colors, etc. Moreover, assume a brown dog bedding in size “L” is sold out, but the same color is still available in other sizes. These are product variants. It’s different options for one item that customers might choose between. Store owners can easily add or edit them when using Shopify. Product variants are an essential option for giving clients a varied offer and customizing their shopping experience.

Why Shopify product variants are important

There are over 25 million e-commerce stores around the world. According to BuiltWith Web Technology Usage Report, almost 4 million are using Shopify. Customers have a lot to choose from. They have different preferences, so diversifying products is a minimum that sellers should do. If you want to stay in the game, give clients several choice options.

Improvement of customer satisfaction as main goals of the Shopify Product Variants project

E-satisfaction is one of the most important factors determining business success. Without face-to-face contact with the seller, customers rely on them for other reasons. For example, trust. In e-commerce, it really takes a little time to lose client’s confidence. It might be a lack of secure payments, “About us” page, contact information or no reviews of the store. The User Experience design, in general, significantly impacts customer loyalty. You can find the best UX practices prepared by a Shopify expert here.

In this case, what caused the dissatisfaction, were issues with showing unavailable product variants. Consider the following scenario: you have finally purchased the product you have been haunting for a long time. Instead of the e-mail confirming the package was sent, you receive the information that the shipping time will extend because it’s out of stock. How would you react? Most likely, request a refund and look for a different store. This is exactly what most of the customers would do. 

Unfortunately, purchasing unavailable products is still very common. Due to the lack of an automated ordering system or website issues, online retailers suffer from lost clients in this process. In this case, the Shopify expert found a simple solution to improve displaying product variants. It allowed the development of options in a way that complies with the Shopify specification without generating additional costs.

Shopify developer's tasks:

  • Customization of modified theme to activate the script that displays the variant
  • Implementation of new script logic
  • Modifications in the script code displaying product variants
  • Hiding the display of unavailable options

The latest research from 2020 shows that the average conversion rate on e-commerce stores that leads to purchases is 2.86%. It’s extremely difficult to convince customers to buy products online. This is why Shopify business owners must ensure that the shopping process goes smoothly. Otherwise, it might cost them the shutdown.

Reason of displaying unavailable product variants

After checking how the Shopify product variants were configured​,​ it turned out that they were created incorrectly. It was the main reason why unavailable options were displayed. As an experiment, changes were made to one product page with the original “Debut” theme. The expert followed steps from the documentation available on Shopify. Product variants were properly added to the product page, and the next step was to see how they could be easily applied to the rest.

In this case, the original Shopify template – Debut – was modified by a client. Because of that, adjustments to displaying non-existing product variants were impossible. As it turned out, the whole product page template, with 800 lines of code, was changed. It included the logic of displaying “Color” and “Size” variants that needed to be modified. Only that would block showing unavailable options to customers.

Unavailable Shopify product variants
Unavailable Shopify product variants

Improvements of Shopify product variants

After checking other product pages, the perfect solution was to adjust the template, so the store logic itself excluded the unavailable variants. With the existing theme, using the same script logic for other products, was impossible.

However, changing the template was not an option in this case. After evaluating the Shopify theme the customer used, the expert proposed an easy way to improve displaying product variants. He decided that the best option was to customize the modified theme – Debut – and activate the script that displays the variant. In the end, there was no need to make changes to the website's code. Instead of this, the script logic was changed. Variants “Color” and “Size” were replaced by “Available options”, where color and size were related according to available options. It helped to avoid generating unnecessary costs and reworking the product page​.

Available Shopify product variants
Available Shopify product variants

The result of the project

Because of the modified template, the project was extended. There were many items and no possibility to integrate the created script. As a result, the expert had to improve all products in the store manually.

The project was completed, and the "Available options" logic with the number of available products was implemented on all product pages. Depending on the selected option, the product variant will be added or removed on the product page automatically. Additionally, when the stock of a certain variant is 0, it will be displayed next to it.

Final recommendations

After analyzing the website, the expert recommended changing the Shopify theme. In this scenario, the best and simplest option would be to restore to the original "Debut" template. The logic to block unavailable variants is ready; thus, restoring would take less time.

Of course, the template must be adjusted and filled with content. It'd take additional work, but implemented functionality would be beneficial.

While working on fixing product variants, the expert noticed that the page speed was very slow.  A terrible code optimization resulted in the poor performance of the website. Restoring the original "Debut" template would significantly increase page load speed.


Shopify product variants are one thing, but there’s a lot more that can go wrong. To maintain a high conversion rate, you must systematically revise your store. If you’re not a specialist, it’s recommended to take the UX audit of the website if you have never done it before. Even if you did, you should still optimize the store. Especially in terms of the final step of purchase, which is a payment. Adding Google Tag Manager to the Shopify checkout page might help avoid issues and improve customers' journey to maintain high sales.

Krzysztof Wojciechowski

Certified Freelance Web Developer


9 min read

Shopify Launch Checklist: 7 key steps before launching the store

Are you about to launch Shopify store? Follow this Shopify Launch Checklist to make sure your website is customized, user-friendly and optimized.

Every concept of a successful online store starts with a vision, dream or aspiration. But, in order to make it work, you need to do a few things before starting the business. In this guide, we will walk you through 5 key steps to take before launching your Shopify store. Follow this Shopify Launch Checklist to stay one step ahead of the competitors who have no idea what they’re doing.

At the end of this post, you will be ready to make your store user-friendly, properly market it and overcome common problems Shopify store owners usually face. What’s next? Becoming one of them. To make sure, you set up the website well, follow our guide: how to start an online store using Shopify and integrated software.

Muhammad Asad Ullah Baig | Shopify Developer | Front-end Developer | Liquid Expert

Profile view of Muhammad Asad Ullah Baig, an expert that prepared Shopify Launch Checklist
If you want to start your eCommerce business on Shopify, it provides you with the ability to easily log in or customize your store, integrate it with payment methods and social media. – Muhammad Asad Ullah Baig, Shopify Developer

Why the Shopify Launch Checklist is so important

It allows you to step-by-step get your Shopify store ready to launch. Not just from the technical point of view, but also from the marketing perspective, which is crucial in running a business. Remember, even the top brands understand that customers' decisions are rarely rational. That's why they invest so much in exceptional design and communication. However, even the finest product will not be purchased if users are unable to browse or filter items as they do in other stores such as Zalando or Amazon.

Going live with the eCommerce takes a lot of work and things to remember. With this Shopify Launch Checklist, you can be sure that you did everything to set up a customized, user-friendly and optimized online store.

6 common problems Shopify store owners face

After launching your Shopify store, you will be busy answering customers, communicating with business partners, advertising your brand and distributing products. Or perhaps you won’t, because the store isn't getting any conversions. Traffic but no sales is a common issue that new stores experience. That is why, rather than solving problems, it's essential to avoid them in the first place. Knowing these most common 6 problems that Shopify store owners face will allow you to focus on growing and scaling your business rather than resolving basic issues. It simply saves time, reputation and money.

Undefined brand identity

Branding is a key to marketing activities, but it's also necessary for the store to perform. After doing market research and defining your niche and audience, you need to design the relevant brand identity. The only way to attract targeted customers is to clearly communicate your business goals, mission, and vision. The value proposition you provide by purchasing your products or services need to be visible in every aspect of the Shopify store. Starting with the content, moving on to the website design and how they explore it, concluding with the package they receive purchased product in.

Poor user experience

There are plenty of Shopify stores that are not user-friendly. Don’t be one of them. It’s clear the business you run is your source of income. But consider customers that want to purchase your products. They have their own needs and habits, and if they are dissatisfied with your shop, they might leave and never return. As the saying goes – you never get a second chance to make a first impression, so make sure that users have a positive experience on your website.

Remember that customers’ behaviors change over time, so there will always be a need to optimize it. Still, there are a few rules to uplift your store’s customer experience that stay timeless.

No customized homepage

Shopify is a platform that gives you a wide range of opportunities to customize your store. Make sure the design represents your brand well and that users understand your product and its benefits completely. The homepage is usually the first page customers arrive at. Allow customers to go swiftly from the homepage to specific products, such as “bestsellers” or “new collection”, where they may begin to explore the store.

Sometimes users want to find specific information quickly. Live chat software for e-commerce might help not only meet their expectations and develop trust, but it can also provide you with valuable data to help with store optimization.

Lack of collections and filtering

Consider how time-consuming it would be for you to search through Amazon's 12 million goods to find one specific product. That would be crazy, right? Even if you have 50 items in your Shopify store, customers will likely leave if they can't locate what they're looking for fast. Collections and filtering are not so challenging to implement, but you can save your customer's time and patience by doing so.

Slow website loading speed

Poor website speed can damage the customer’s experience, lower conversions and affect search engine ranking. In a perfect scenario, 1 second response time is a maximum that customers probably won’t notice. With every extra second, mobile user bouncing increases. There are several factors for a bad website loading speed. It might be a slow e-commerce platform or hosting, large graphic and file sizes, broken links, slideshows, pop-up windows, etc.

This Shopify official guide will help you establish what elements on the website might need improvement to speed it up.

No mobile optimization

In 2020, according to e-commerce statistics, 60.1% of all customers used their smartphones to shop online. This number is still growing, so don’t consider mobile optimization an extra benefit for your clients. If they’re not satisfied with your website, 9 out of 10 will go to another store that offers a better user experience. Make sure all critical buttons are visible, fast loading speed, buyers can easily choose different collections and filters, and the purchase process is quick.

Shopify Launch Checklist: 7 key steps before launching the store

1. Find your niche and target the audience

First, decide what you want to sell online and conduct research on your competition. It’s critical to identify the market niche in which you will place your store. Consider it in terms of restaurants. Where do people go more often, and what is more popular – a certain cuisine, such as a classy Italian restaurant serving seafood, or a no-name short-order bar? The answer is rather simple. After you've determined your niche, target your audience and design all processes to reach them as effectively as possible.

It’s a good practice to create a list of dos and don’ts, where your “dos’ are benchmarks (online stores you aspire to) and don’ts – websites you don’t want to take an example from. Sometimes you don’t really need to differ the product a lot, but make sure to find a unique value proposition that will help you to stand out.

2. Invest in the development

Treat your Shopify store as if you only have one chance to attract customers; therefore, make sure everything is correct before launching it. It’s not only a beautiful layout you use on the website. Of course, web design is essential for making an excellent first impression, but it also includes UX design, integrations, theme development, SEO optimization, etc. Hiring an expert and getting access to their knowledge in areas you are unsure about is incredibly helpful. They deal with it every day and can offer not only professional development of your Shopify store, but also first-hand, useful tips.

3. Optimization for mobile devices

Most of the conversions and customers are coming from mobile devices, so it’s very important to make your store responsive to all of them. This is why most of the merchants fail in making any conversions – they don’t have a proper website design for different types of devices. – Muhammad Asad Ullah Baig, Shopify Developer

You can also learn more about the UX best practices for mobile devices to implement on the store and boost conversion rate. You will find here specific recommendations to apply to your Shopify store before launching it.

4. Make sure the website is responsive

Searching should be flawless. Otherwise, users might get frustrated after a few attempts and exit the website. It’s not only the response time or how you design the customer’s path. Every link must lead to the right page, and every button must allow the user to take the proper action. A non-responsive store might be the reason for you struggling in the future with abandoned carts or no clients registered.

Before going live, browse through your website and take every possible action to find errors. If you’re the curious type of store owner, you can learn more about how to reduce shopping cart abandonment.

5. Integrate the store with apps

Your first thought might be Facebook or Instagram, and that’s true. Nowadays, social media is a must. Consider where your customers spend time between work breaks or where they go to interact with friends online. Introducing your brand to the place they naturally use might be a smart idea to promote it.

But that’s not all. You can install different free and premium apps on your Shopify store to extend the functionality and improve the customer experience. On Shopify App Store, you can get plugins that will help you implement the web design, add payment methods, connect with social media, create a mobile app, support upselling, and many others.

If you want to empower your brand, rank higher on search engines and improve the conversion rate, think of custom app development. In that case, you will need help of a Shopify expert who’s going to develop a customized app tailored to your business needs.

Speaking of integrations – CRM (Customer Relationship Management) is the integral aspect of e-commerce. It helps to automate procedures, manage relationships, and determine possible sales opportunities. Are you interested in speeding up procedures in your Shopify store and saving finances as a result? Learn 5 smart CRM tricks for e-commerce and focus on different things, or simply enjoy time you’ve just saved. 

6. Promote your business

There are many ways you can market your store for free. Start on Facebook, Instagram, Twitter or TikTok, depending on where you can meet your target audience. Shopify also has its own community. There are groups where merchants often share links to their stores and ask Shopify experts questions. That is the point at which you may increase the traffic in your shop. Also, don’t underestimate your network. Share your store on social media. The world of mouth is the best kind of marketing you can get.

To effectively market your Shopify store, create some eye-catching visuals, such as graphics, product pictures, etc. Videos are a great idea, but keep them short. Around 10-30 seconds will be enough. Show how and in what situations your product can be used and how it can help customers resolve their problems.

7. Test before launching

Let’s say you set up a launch date. Before it happens, test your Shopify store: go over it one more time or ask someone else to do that and try it on different sorts of devices. It’s better if you identify any bugs or errors rather than the potential customer.

Extra tip: Don't stop tracking traffic and conversions once you've launched your Shopify store. The data you collect will be beneficial for learning about users' behaviors and optimizing the website. You can learn more on our blog about maximizing your store’s conversion rate with the most popular e-commerce analytics tools.

Do you need to hire a Shopify developer before the store launch?

You can have your own idea or design in mind. But when you hire a Shopify developer, you get an expert that:

  • specializes in developing stores
  • have the knowledge of web design
  • knows how to make the website responsive
  • understands how to attract your customers
  • will tell you how to increase conversion rate

Shopify's experts will explain to you everything about launching the Shopify store. It’s good to take advice from a professional rather than customizing sections, adding content and applying products on your own.

Congrats! You’re ready to launch the Shopify store

What now? After completing this Shopify Launch Checklist, you are ready to start an online store using Shopify and integrated software. You can try to do it on your own, but if you don’t have much experience and want the store to be top-notch from the start, consider hiring the Shopify expert. In both cases – good luck with your business!

Muhammad Asad Ullah Baig

Certified Shopify Developer

SoftwareSupp is trusted by 100+ customers worldwide, including leaders in their industries

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