Shopify Store Setup Intake Form

Shopify Store Setup Intake Form
Contact Info
Name

First NameLast Name
Business Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
What Are You Booking?

Basic Shopify Setup – $850Add Hero Video Editing – $99Add SEO + Copywriting Bundle – $299
Shopify and Domain Access
Shopify Login Email
Shopify Access
Domain Name
Domain Provider
Domain Login Email
Domain Login Access
How to Purchase a Domain
Use Google Domains or GoDaddy
Choose a short, simple domain ending in .com.
Once purchased, provide your domain name, login email, and access above.
Branding
Upload Logo

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Brand Colors (hex or descriptions)
Font Style or Brand Vibe (e.g., minimalist, clean, soft, bold)
Upload Brand Guide or Inspo Images (optional)

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Product Upload
Upload your product spreadsheet

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Upload product images

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SEO + Copywriting (if selected)
What do you sell?
Who is your ideal customer?
What makes your brand/products unique?
What is your brand story or mission?
Tagline (if you have one)
What keywords should your site rank for?
Any target cities/regions
Shipping + Payments
Shipping Zones

U.S. OnlyU.S. + CanadaInternational
Shipping Method

Flat RateFree ShippingReal-Time Carrier Rates
Will you offer free shipping over a certain amount?

YesNo
If yes, what is the order amount?
Are you using a third-party shipping service like ShipStation or Stamps.com?

NoYes – we’ll send you a quick setup video to help connect it to your store!
Payment Setup

Shopify PaymentsPayPalOther
Log in to Shopify → Go to “Settings” → Click “Payments” → Under Shopify Payments, click “Complete Account Setup” and enter your business and banking details.
Has your bank account been connected to Shopify?

YesNot yet – I will set it up ASAP
Hero Video
Clip Upload

Yes – I'll upload clipsYes – I added Hero Video Editing ($99)No
Upload 6-10 horizontal clips

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Team Section (Optional)
Upload team headshots

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Upload team bios

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Policy Templates
Policies

Privacy Policy -At [Business Name], your privacy is important to us. We collect personal information to process orders and enhance your shopping experience. Your information is never sold or shared, except with trusted partners like payment processors and shipping carriers. For any questions, contact [EMAIL].I'll upload my own
Terms and Conditions

By using our site and purchasing [Business Name] products, you agree to our terms: Products are for personal use only. We may refuse service at any time. Prices & availability may change. Review ingredients for allergies. All content/products are property of [Business Name]I'll upload my own
Return & Refund Policy

All sales are final due to the nature of personal care products. No returns or exchanges on opened/used items. If your item arrives damaged or incorrect, contact us within 7 days with your order number and a photo. We’ll arrange a replacement or store credit.I'll upload my own
Shipping Policy

[Business Name] ships orders in 2–5 business days after order confirmation. Standard: 5–7 business days. Expedited: 2–3 business days. Shipping rates are calculated at checkout. Tracking info provided once shipped. We use eco-friendly packaging when possible.I'll upload my own
Final Notes
Anything else we should know?
Should be Empty:

Shopify Store Setup Intake Form

Contact Info

Shopify and Domain Access

How to Purchase a Domain

Branding

Product Upload

SEO + Copywriting (if selected)

Shipping + Payments

Hero Video

Team Section (Optional)

Policy Templates

Final Notes