All Sidekick Skills
865 free copy-paste prompts for Shopify Sidekick
Launch an Affiliate Marketing Program
Plan a complete affiliate program, then have Sidekick compare top Shopify affiliate apps and initiate installation of your chosen app directly.
Sidekick: Build Blog Post Grid Section
Use Shopify Sidekick to add a blog post grid section to any page, displaying recent or featured articles in a visually appealing layout.
Sidekick: Launch a Flash Sale Campaign
Get Sidekick to help you plan and execute a time-limited flash sale with discounts, urgency, and promotional content.
Automate Wholesale Reorder Reminders and Replenishment Campaigns
Design a reorder reminder sequence, then have Sidekick build the actual Shopify Flow that triggers reminder emails when an account lapses.
Sidekick: Build Bundle Landing Page
Ask Sidekick to draft bundle landing page copy — headline, description, benefit bullets, CTA — and save it as a draft Page for you to review and publish.
Build a Dropshipping Customer Service Playbook
Draft response templates for the top 10 dropshipping customer inquiries, for me to send manually or paste into my helpdesk.
Sidekick: Add Product Page Cross-Sell Section
Compare and install a Shopify App Store app for product-page cross-sell recommendations, since a rules-based cross-sell widget needs app/theme code Sidekick cannot write.
Analyze Product Performance
Deep-dive into individual product and collection performance with profit margins, sell-through rates, and inventory health metrics.
Set Up International Shipping and Customs
Configure international shipping with customs forms, duties, taxes, and HS codes.
SKU Organization System
Design a logical SKU naming convention for your entire catalog with category codes, variant identifiers, and scalable structure.
Configure In-Store Pickup
Enable buy online, pick up in store (BOPIS) with pickup locations, notifications, and ready times.
Auto-Tag Orders by Type
Create Shopify Flow automations to automatically tag orders based on value, products, location, risk level, and fulfillment needs.
Set Customer Shipping Expectations for Dropshipping
Write shipping policy and email content, then have Sidekick save the policy as a store page and build the Shopify Flow that sends the automated shipping emails.
Sidekick: Build Gift Set Bundle
Use Shopify Sidekick to create curated gift set bundles with optional gift wrapping and personalization.
Order Confirmation Email Template
Design a professional order confirmation email with branded styling, product recommendations, and clear details.
Sidekick: Write Blog Posts for Store Content
Have Sidekick draft SEO-optimized blog posts that drive organic traffic and support your product marketing.
Sidekick: Build Product Comparison Chart Section
Use Shopify Sidekick to create a comparison chart section that helps customers evaluate products or plans side by side.
Bulk Inventory Update Workflow
Apply a bulk inventory quantity update from a SKU list across specified locations — preview before/after, flag zero-stock items, then execute.
Sidekick: Set Up Store Policies and Legal Pages
Have Sidekick generate compliant and clear store policies including privacy policy, refund policy, and terms of service.
Configure Minimum Order Requirements for Wholesale Buyers
Explain MOV vs MOQ options, then have Sidekick create a real Shopify automatic discount with a minimum purchase requirement to enforce it.
Flag Delayed Dropshipping Orders with Shopify Flow
Build a Shopify Flow that tags and flags orders stuck in processing past a set number of days, for delayed-fulfillment follow-up.
Adapt Store Legal Pages for International Markets
Localize privacy policy, terms of service, and refund policy for GDPR/CCPA, then have Sidekick save the finalized policy as a live page on your store.
Build a Customer Testimonial Page
Draft a customer testimonial page — headline plus curated review excerpts you provide — and save it as a draft Page in Shopify admin.
Sidekick: Add Cart Drawer Upsell
Compare and install a Shopify App Store app for cart drawer upsells, since a dynamic in-drawer upsell slot needs app or theme code Sidekick cannot write.
Cross-Sell Email Recommendations
Pull real purchase-history data via ShopifyQL to ground cross-sell recommendations in live store data, then draft the email copy.
Optimize Product Page SEO
Generate SEO-optimized title, meta description, product description, alt text, and URL handle for any product.
Generate Video Testimonials Section
Create a video testimonials section with thumbnail grid, inline playback, customer info overlay, and featured video spotlight.
POD Product Launch Workflow
Build a POD product launch workflow, then have Sidekick create the launch-day discount code and publish the product listing live in Shopify.
Generate Social Media Feed Embed Section
Build a social media feed embed section pulling content from Instagram, TikTok, or Twitter with shoppable product tags and follow CTAs.
Create Warranty Extension Offers
Create warranty-extension products with tiered pricing, cart/product-page upsells, metafield tracking, and attachment-rate reporting.
Set Up Net Payment Terms and Invoicing for Wholesale Customers
Design net-30/60/90 terms and invoice templates, then have Sidekick create an actual draft order with net terms applied for a named key account.
Maintenance Coming Soon Page
Build a branded maintenance/coming-soon password-page template with countdown timer, email signup, and social links.
Restock Quantity Calculator
Calculate optimal reorder quantities for each product based on sales history, lead times, and safety stock levels.
Set Up Multi-Currency Pricing
Configure Shopify Markets with local currencies, rounding rules, and price adjustments for international customers.
Sidekick: Create Brand Timeline History Section
Use Shopify Sidekick to build a visual timeline section that highlights key milestones in your brand's history.
Draft a Gift Message Feature for Your Developer
Draft the Liquid snippet, packing-slip copy, and insert-card text for a gift-message field — for my developer to add to the theme.
Quick View Modal for Products
Add a quick-view modal that lets shoppers preview product details without leaving the page.
Supplier Lead Time Tracker
Track actual vs stated supplier lead times from order history to improve reorder point accuracy and compare supplier reliability.
Warehouse Slotting Data Report (SKU & Co-Purchase)
Build a ShopifyQL report analyzing order line-item co-purchase frequency and per-SKU order volume over a time period, to inform warehouse slotting decisions.
Set Up Abandoned Browse Flow
Create automated follow-up flows for visitors who browsed products but didn't add to cart, using browsing data to personalize outreach.
Discount Code Reward for Product Reviews
Draft a post-purchase review-request email offering a discount code as thanks, and create that discount code.
Ensure Dropshipping Legal and Tax Compliance
Draft Terms of Service and Privacy Policy text for a dropshipping business and fill them into Settings > Policies.
Draft Gift Wrapping Copy for Your Developer
Draft the fulfillment note wording and wrapping-style descriptions for a paid gift-wrap option — the priced add-on itself needs an app or checkout dev.
Subscription Box Curation Strategy
Plan a 6-month subscription box content calendar, then have Sidekick generate and save the product listing for the next confirmed month's box.
Build Bookkeeping Workflow
Pull today's and this week's Shopify sales, payouts, refunds, and chargeback data straight from your store to build a lightweight review routine — no accounting software required.
Build a Minimal Hero Section
Design a clean, minimalist hero section with simple typography and whitespace.
Low Stock Alert Configuration
Configure tiered low-stock alert thresholds by product category with email notifications and reorder suggestions.
Set Up Admin Access Controls
Configure role-based admin access controls for your Shopify store to ensure each team member has only the permissions they need for their role.
Mobile Bottom Navigation Bar
Build a fixed mobile bottom nav bar with icon+label items, active state highlighting, and a live cart count badge.
Configure Restocking Fee Rules
Configure restocking-fee rules by category and error cause, display them on store pages, and auto-deduct via Shopify Flow.
Analyze Affiliate Program Performance
Build a ShopifyQL report of revenue and orders grouped by discount code, using each affiliate's code as a proxy for performance since Sidekick can't read your affiliate app's data.
Social Media Share Rewards Program
Create a single discount code customers can get for sharing your store on social media, no share-verification needed.
Seasonal Inventory Planner
Plan inventory levels for upcoming seasons, holidays, or sales events based on historical data and projected demand.
Configure Suspicious Order Detection
Set up automated suspicious order detection workflows to identify potentially fraudulent orders based on multiple risk indicators and behavioral patterns.
Generate Trust Seal Footer Bar Section
Create a trust seal footer bar displaying payment icons, security badges, SSL certificates, and compliance logos in a slim persistent bar.
Calculate Customer Lifetime Value
Analyze customer lifetime value (CLV) by segment, acquisition channel, and product category to optimize marketing spend and retention.
Email Performance Analytics Dashboard
Build a live ShopifyQL report pulling actual revenue-per-email and campaign performance data, plus a framework for tracking and benchmarking.
Exit-Intent Popup with Email Capture
Exit-intent popup that captures email via the Shopify customer API, with cookie-based frequency control and a coupon reveal — full Liquid/CSS/JS build.
Create Hreflang Tags and International SEO Setup
Implement hreflang tags and international SEO best practices so each market version ranks in the correct regional search results.
Create Order Routing Automation
Automate order routing to the optimal fulfillment location based on inventory, proximity, shipping speed, and order type.
POD Niche Research and Validation
Research and validate a profitable POD niche using market signals, competitor analysis, and design demand data.
Set Up Trust Badges Across Your Store
Configure and place trust badges strategically on product pages, cart, and checkout to increase buyer confidence.
Dead Stock Identifier
Find products with zero or near-zero sales over 60-90 days that are tying up capital, with liquidation strategies for each.
Inventory Adjustment Workflow Guide
Set up a structured inventory adjustment process — reason codes, approval tiers, audit trail, and a review of recent adjustment patterns.
Generate Custom Hero Section Block
Create a full-width hero section with background image, overlay, headlines, dual CTAs, parallax effect, and mobile-responsive settings.
Create a Gift Registry for Your Store
Recommend and install a gift registry app from the Shopify App Store, then draft the registry landing page copy and promotional banner.
Integrate Loyalty App with Shopify Store
Install a loyalty app from the Shopify App Store and get a checklist for what to configure inside it once it's live.
Create a Storytelling Hero Sequence
Build a multi-part storytelling hero that reveals content as users scroll or interact.
Floating Action Button
Expandable floating action button with configurable child actions (chat, email, phone, WhatsApp) and stagger animation — full Liquid/CSS/JS build.
Review Request Email Sequence
Write a 2-email review request sequence, as copy for the merchant to send via Shopify Email (no third-party review app required).
POD Quality Control Process
Establish a quality control process for POD products including sample orders, design reviews, and customer issue handling.
Configure Early Access for VIP Members
Tag high-spend customers as VIP with a Shopify Flow and draft the early-access email you'll send manually before a launch.
Subscription Product Page Conversion Optimization
Optimize subscribe-and-save layout and copy, then have Sidekick write and save the subscription value-prop copy into the product description.
Create an Order Tracking Page
Customize your store's built-in order status page — messaging, branding, and content — directly in Shopify admin settings.
Generate Customer Quote Wall Section
Create a masonry-style customer quote wall with varied card sizes, highlight colors, and dynamic loading for social proof impact.
Generate Pricing Table Section
Create a pricing table with 2-4 tiers, feature lists, highlighted recommended plan, monthly/yearly toggle, and CTA buttons.
Seasonal Campaign Email Series
Create the seasonal sale discount code, then draft the 5-email campaign series (teaser, launch, reminder, spotlight, last chance) tied to it.
Sidekick: Set Up a Free Shipping Threshold Discount
Ask Sidekick to create a free-shipping discount with a spending threshold and draft the shipping policy copy explaining it.
Build a Branded Dropshipping Store
Develop a brand identity framework and a 90-day roadmap, then have Sidekick write and save the About Us page copy directly on your store.
Build a Brand Story Hero Section
Create an immersive brand storytelling hero with editorial-style layout and imagery.
Sidekick: Configure Bundle Discount Rules
Use Shopify Sidekick to set up automatic discount rules that apply when customers purchase product bundles.
Sidekick: Create Features List Section
Use Shopify Sidekick to design a features list section that highlights your product or service benefits with icons and descriptions.
Mega Menu with Multi-Column Dropdowns
Build a multi-column mega menu with hover/click dropdowns, featured images, mobile accordion fallback, and full ARIA support.
ROI Tracking Framework Template (Manual, Not Live)
Build a comprehensive ROI tracking system to measure the return on every marketing dollar, tool subscription, and operational investment.
Design VIP Customer Tier Structure
Design the VIP tier structure, then create a customer segment per tier based on annual spend thresholds so tiers exist as real store objects.
Optimize for Rich Snippets
Draft copy-paste-ready JSON-LD for products, FAQs, how-to content, and breadcrumbs to hand your developer for rich snippet eligibility.
Newsletter Email Template
Draft this newsletter directly inside a Shopify Email campaign — header, hero, content, product spotlight and footer sections, ready to send.
Write Hero Banner Headlines
Generate 3 homepage banner headline options — benefit-focused, emotion-focused, and urgency-focused with subheadlines and CTAs.
Sidekick: Optimize Checkout Discount Code Box
Create the discount code and generate the auto-apply link so influencer/email traffic never has to type a code at checkout.
Points Expiration Reminder Email Sequence
Draft a 3-email urgency sequence reminding customers a discount code is about to expire, ready to send as a Shopify Messaging campaign.
Product Story Section
Tell your product's origin story with alternating image and text blocks in a timeline layout.
Referral Campaign Strategy & Copy (Needs a Referral App)
Create a customer referral program with unique referral links, dual-sided rewards, and automated tracking and fulfillment.
Generate Social Proof Counter Section
Create an animated social proof counter section displaying key store metrics like customers served, orders shipped, and satisfaction rates.
Generate Footer Builder Section
Create a customizable multi-column footer with newsletter signup, social links, payment icons, and quick navigation links.
Multi-Location Inventory Balancing
Analyze demand by location and generate a stock rebalancing plan with specific transfer quantities and shipping cost tradeoffs.
Draft Orders Creation Workflow
Build a streamlined workflow for creating and managing draft orders for wholesale, phone, and custom orders.
Static Order Tracking Page Setup
Have Sidekick create a branded 'Track Your Order' Online Store page with carrier links and shipping FAQ — no live carrier-lookup widget, which needs a tracking app.
Design Tiered Affiliate Commission Structure
Design a tiered affiliate commission structure, then have Sidekick create matching tiered discount codes in Shopify for each tier.
Bot Protection: Cart Settings + App Shortlist
Have Sidekick tighten your store's native cart-reservation window to blunt inventory-hoarding bots, and shortlist bot-protection apps for the rest.
Customer Acquisition Cost Tracker
Calculate and track customer acquisition cost across all marketing channels with benchmarking and optimization recommendations.
POD Pricing Strategy Calculator
Build a POD pricing formula and margin calculator, then have Sidekick update the actual product prices in Shopify to match the target margin.
Post-Purchase Follow-Up Emails
Build a Shopify Flow automation with shipped/delivered/day-count triggers that sends a 5-email post-purchase sequence, plus the email copy.
Abandoned Cart Email Sequence
Build a Shopify Flow abandoned-cart automation that sends an escalating email sequence, and draft the copy for each send.
Create Loyalty Program Email Campaigns
Build a Shopify Flow automation per trigger (enrollment, points earned, reward available, tier change, etc.) that sends each loyalty campaign email.
Process Partial Refunds for Returns
Configure partial-refund rules with condition-based percentage deductions, a warehouse assessment checklist, and Shopify Flow auto-calculation.
Safety Stock Calculator and Configuration
Calculate optimal safety stock levels per SKU using demand variability, lead time, and target service level, with scenario comparisons.
Back-in-Stock Notification Email
Check live inventory via ShopifyQL and build the Shopify Flow that fires when a product restocks, plus draft the notification copy.
Generate Sticky Add-to-Cart Bar
Create a sticky add-to-cart bar that appears when scrolling past the buy button, showing product image, title, price, variant selector, and ATC button.
Optimize Mobile Theme for Conversions
Apply one bounded mobile theme tweak at a time — e.g. make the add-to-cart button full-width and sticky — and review each before the next.
Order Merge and Split Process
Create processes for merging multiple orders from the same customer and splitting complex orders for fulfillment.
Analyze Store Conversion Issues
Use Sidekick to diagnose conversion rate problems — identify drop-off points, cart abandonment causes, and get actionable fixes.
Generate Size Chart Block
Create a size chart popup or inline table with measurement conversion, fit guide, and product-specific sizing data.
Transactional Email Customization
Update the Settings > Notifications templates directly with new branded copy for order, shipping, delivery, and refund confirmation emails.
Set Up Volume Discounts and Quantity Breaks
Configure native volume/quantity-break pricing tiers on a collection, with a per-product discount table and usage/revenue reporting.
Add a Shipping Deadline Countdown
Display a countdown timer showing the cutoff time for same-day or next-day shipping.
Filtered Collection Grid Section
Build a collection grid with client-side tag-based filtering and animated transitions.
Sidekick: Customize Shipping Method Display
Rename shipping rates to customer-friendly labels with delivery estimates and set up the free-shipping threshold in Shopify's native settings.
POD Shipping Configuration
Set up Shopify shipping zones, profiles, and rates for print-on-demand products once you supply the actual rates from your POD supplier account.
Sidekick: Customize Theme Sections and Layout
Ask Sidekick to apply one bounded theme tweak — a color change or text edit within an existing section — and confirm before you save/publish.
Sidekick: Design Brand Values Section
Use Shopify Sidekick to create a brand values section that communicates your company's core principles and what you stand for.
Sidekick: Add Gift Message Option at Checkout
Enable Shopify's native order-note field for gift messages and auto-tag gift orders with a Shopify Flow.
Sidekick: Configure Frequently Bought Together
Compare and install a Shopify App Store app for Frequently Bought Together bundles, since a dynamic checkbox bundle widget needs app/theme code Sidekick cannot write.
Inventory Channel Sync Audit
Audit inventory sync across sales channels (Online Store, POS, marketplaces) to catch mismatched stock and overselling risk.
Sidekick: Configure Express Checkout Options
Enable and configure express checkout methods like Shop Pay, Apple Pay, Google Pay, and PayPal Express for faster conversions.
Create Discount Code Campaign
Design and create discount code campaigns with tiered structures, urgency elements, and targeted customer segments.
Draft Return Notification Email Copy for Every Stage
Have Sidekick draft the copy for every stage of your return-status emails, for you to load into your own ESP and trigger manually — not an auto-send setup.
Sidekick: Create a Discount Code Campaign
Ask Shopify Sidekick to set up discount codes with specific rules, limits, and targeting for promotions.
Track and Analyze Return Reasons
Track return reason codes via tags and metafields, then build monthly reports and alerts on return-rate spikes by product.
Analyze Transaction Fees
Break down all transaction and payment processing fees to understand their true impact on profitability per order and overall.
Email Deliverability Optimization
Get a deliverability checklist covering authentication, list hygiene, and sender reputation — SPF/DKIM/DMARC changes are DNS/ESP-side, outside Shopify admin.
Create a Wholesale Buyer Onboarding Workflow
Design a multi-day wholesale onboarding sequence, then have Sidekick build the day-1 welcome email as an actual Shopify Messaging campaign.
Increase Average Order Value
Pull my real AOV and top co-purchased items via ShopifyQL, then get AOV tactics grounded in that data.
Inventory Shortage Prevention Plan
Analyze recent stockouts to find root causes and build a prevention plan with safety stock, reorder triggers, and backup suppliers.
Product Bundle Display Section
Show a product bundle with individual items, combined pricing, and an Add Bundle to Cart button.
Set Up a Dark Mode Hero Section
Create a striking dark-themed hero section with light text and high contrast elements.
Set Up Local Delivery
Configure local delivery options with delivery zones, fees, and minimum order requirements.
Generate UGC Gallery Section
Build a user-generated content gallery section displaying customer photos with product tags, social handles, and lightbox preview.
Sidekick: Create and Organize Collections
Ask Sidekick to create smart collections with automated rules, or reorganize existing collections for better navigation.
Create a Product Launch Hero Section
Design a hero section focused on launching a new product with imagery and urgency.
Sidekick: Generate Social Proof and Review Requests
Use Sidekick to create post-purchase review request emails and strategies to build social proof on your store.
Draft a Gift Card Balance FAQ & Reply
Explain how customers can check their Shopify gift card balance using the built-in balance display, and draft an FAQ answer for it.
Sidebar Filter Panel for Collections
Build a sidebar filter panel for collection pages — price slider, checkboxes, color swatches — using Shopify's storefront filtering API.
Analyze Traffic Sources
Break down store traffic by source, medium, and campaign to identify the most profitable acquisition channels and optimize marketing spend.
Transform Entire Store Theme Look
One-prompt complete theme style generation — typography, spacing, buttons, colors, and corners as CSS you paste in for a consistent look across your entire store.
Create a Full-Width Promotional Banner
Add a full-width promotional banner between sections to highlight offers or announcements.
Design a Gradient Hero Section
Create a hero section with a gradient background, bold typography, and a modern aesthetic.
Generate Logo Showcase/Carousel
Build an auto-scrolling logo carousel for press mentions, partner brands, or 'As Seen In' sections with grayscale hover effects.
Generate Star Rating Showcase Section
Build a star rating showcase section with aggregate score, rating breakdown, review platform badges, and highlighted top reviews.
Evaluate Dropshipping Supplier Reliability
Create a supplier evaluation checklist, red-flag list, and scoring rubric to vet a prospective dropshipping supplier.
Product Performance Report Builder
Build a detailed product performance report analyzing sales velocity, profitability, return rates, and lifecycle stage for every product in your catalog.
Find & Install a Gamified Loyalty App
Compare Shopify App Store loyalty apps that support gamification (badges, streaks, spin-to-win) so you can pick the right one to install.
Design Loyalty Program Landing Page
Write the section-by-section copy for a loyalty program landing page (headline through FAQ) for the merchant to implement via the theme editor.
Build Loyalty Tier Automation
Automate customer loyalty tier upgrades, downgrades, and reward distribution based on spending thresholds and engagement.
Sidekick: Generate Product Descriptions in Bulk
Use Shopify Sidekick to write or rewrite product descriptions for multiple products at once, matching your store's brand voice.
Multi-Column Footer Builder
Build a configurable multi-column footer with menu, text, newsletter, social, and image block types, plus a payment-icon bottom bar.
Heatmap-Ready UX Audit Checklist
Get a generic UX-audit framework and friction-point checklist for key store pages as planning advice — Sidekick cannot install Hotjar/Clarity or read real heatmap data.
Add a Scrolling Marquee Announcement Bar
Create a continuously scrolling marquee announcement bar with multiple rotating messages.
Create SEO Blog Post Outline
Generate a complete SEO-optimized blog post outline with title, meta description, headings, internal links, and content structure.
Customize Shipping Notification Emails
Customize shipping confirmation and out-for-delivery email notifications with branding and tracking info.
Create Exit-Intent Popup
Write copy for 3 exit-intent popup variants (discount, cart-abandonment, free-shipping) for my developer or popup app to implement.
Repeat Customer Analytics (Loyalty Proxy Report)
Build a ShopifyQL report comparing AOV, purchase frequency, and LTV between repeat and one-time customers.
Detect and Prevent Return Fraud
Set up return-fraud detection using customer tags, a watchlist, tiered responses, and Shopify Flow auto-flagging for suspicious patterns.
Customer Behavior Analytics Report
Deep dive into customer behavior patterns including browsing habits, purchase patterns, and engagement signals to optimize the shopping experience.
Packing Slip and Invoice Template
Design branded packing slip and invoice templates for professional order documentation and shipping.
Sidekick: Build Upsell Analytics Dashboard
Use Shopify Sidekick to create a dashboard that tracks upsell and bundle performance metrics.
Birthday and Anniversary Email
Create a customer birthday metafield, a birthday discount code, and the Shopify Flow trigger that sends the email, plus draft the copy.
Manage Payout Schedule and Timing
Optimize your Shopify payout settings and understand payout timing to better manage cash flow and bank reconciliation.
Implement Customer Data Privacy Compliance
Have Sidekick draft a first-pass privacy policy and data-handling notes for your store, for your own legal review — not a compliance certification.
Generate Newsletter Signup Section
Create an email signup block with inline/stacked layouts, background image support, GDPR compliance, and Shopify customer marketing integration.
Product Tabs Section
Add a tabbed content area on product pages for descriptions, specs, reviews, and shipping info.
Set Up Shipping Rates by Zone
Configure shipping rates for different zones based on weight, price, or item count.
Handle Warranty Claims Efficiently
Have Sidekick check warranty coverage against customer metafields, tag and route claims for staff, track SLA timers via Flow, and report on claim volume — no customer-facing claim form.
Sidekick: Add Terms and Conditions Checkbox
Enable the native terms-of-service agreement checkbox in Shopify checkout settings and flag which policy pages need updating.
Set Up Gift Cards for Your Store
Complete end-to-end Shopify gift card setup: enable the product type, set denominations, style the page, and configure email delivery.
Add Loyalty Points & Tier Status to Account Page
Add a points balance and tier-status line to the existing customer account order-history section — a bounded theme tweak, not a full dashboard rebuild.
Seasonal Stock Planning Calendar
Build a 12-month seasonal purchasing calendar from historical demand data, with order dates and budget allocation by quarter.
Run Cohort Analysis
Perform cohort analysis to track customer retention, repeat purchase rates, and revenue trends by acquisition month.
Build Customer Engagement Scoring System
Build a customer engagement score from live Shopify order/customer data only (recency, frequency, AOV, lifetime spend), saved to a metafield, with segments for each score band.
Collection List Section
Design a collection list section showcasing multiple collections with images and links.
Sidekick: Customize Checkout Form Fields
Toggle native Shopify checkout fields (company name, phone number, etc.) on or off for your business type.
Subscription Pricing Tier Strategy
Recommend 2-4 subscription pricing tiers with discount percentages, value-adds, and a 12-month revenue projection.
Sidekick: Add Downloadable Resources Section
Use Shopify Sidekick to create a downloadable resources section offering PDFs, guides, lookbooks, or other files for customers.
Dead Stock Identification and Clearance Plan
Identify dead stock tying up capital and build a tiered clearance plan with discounts, bundling, and liquidation timelines.
Design a Slideshow Banner Section
Create a rotating slideshow banner with multiple slides, transitions, and navigation dots.
Sidekick: Set Up BOGO Bundle Offer
Use Shopify Sidekick to configure a buy-one-get-one bundle deal for selected products.
Breadcrumb Navigation with Schema Markup
Add breadcrumb navigation with BreadcrumbList JSON-LD schema across product, collection, blog, and page templates.
Order Milestone Celebration Emails
Build Shopify Flow automations with order-count triggers that fire milestone celebration emails, plus draft the copy for each send.
Sidekick: Analyze Store Sales Performance
Use Sidekick to get quick sales analytics, identify trends, and surface insights from your Shopify store data.
Create an Image-with-Text Overlay Hero
Build a hero with a full-width background image and centered text overlay.
Generate Instagram Feed Section
Create an Instagram-style photo grid section with hover overlays, links, and a follow CTA — using manually uploaded images (no API needed).
Manage Invoices and Billing
Create a draft order invoice for a customer with line items, terms, and due date, then plan the rest of my wholesale invoicing workflow.
Translate Product Catalog for New Market
Create a translation plan and translate product titles, descriptions, and metadata for a new target language.
Barcode and SKU Management System
Build a SKU naming convention and barcode system — audit existing SKUs for gaps/duplicates, plan scanning workflows, and recommend compatible hardware.
Build a Corporate Gifting Program
Set up tiered bulk-pricing discounts and a corporate customer segment for B2B gifting orders.
Generate Product Comparison Table
Create an interactive product comparison table block with feature checkmarks, pricing columns, highlight best value, and responsive mobile layout.
Handle Damaged Goods Returns
Have Sidekick build an in-admin Flow that tags and routes damaged-goods claims once staff logs them, and a ShopifyQL report tracking damage rates by product and carrier.
Set Up an Exchange Flow for Returns
Set up an exchange flow using linked draft orders, price-difference handling, order tagging, and a Shopify Flow automation for common cases.
Track Cost of Goods Sold (COGS)
Update the cost-per-item field on named products with the landed costs I provide, then build a COGS tracking plan for the rest of my catalog.
Email List Segmentation Strategy
Create these customer segments directly in Shopify now, using precise engagement, purchase, behavior, and demographic filter criteria.
Affiliate Link UTM Naming Convention Guide
Get a written UTM naming convention and example links for your affiliate program — Sidekick can draft the standard but can't configure GA4 for you.
Bulk Order Editing Workflow
Set up a workflow to bulk edit multiple orders at once for tags, notes, shipping addresses, and fulfillment status.
Sidekick: Manage Inventory and Low Stock Alerts
Use Sidekick to review inventory levels, identify low-stock items, and plan restocking priorities.
Set Up a Manual Referral Discount Code & Invite Email
Create a referral discount code and draft the email inviting top customers to share it with friends.
Sidekick: Create a Product Bundle
Use Shopify Sidekick to create a product bundle that groups complementary items together at a discounted price.
Loyalty Program Strategy & Copy Pack (For App Setup)
Design and configure a customer loyalty/rewards program with points earning, tier levels, and redemption rules.
Enable Two-Factor Authentication
Set up and enforce two-factor authentication for all admin and staff accounts on your Shopify store to prevent unauthorized access.
Create Backup and Disaster Recovery Plan
Set up a comprehensive backup strategy and disaster recovery plan for your Shopify store including product data, theme files, customer records, and order history.
Check SSL Certificate Status
Have Sidekick confirm your domain's SSL/HTTPS status directly from Settings > Domains, instead of running a page-by-page mixed-content crawl it can't do.
Backorder Management System
Use Shopify Flow and tags to auto-tag backorders, prioritize restock fulfillment chronologically, and pull a live backorder report — no third-party tools.
Compare Shipping Carriers for Your Store
Have Sidekick build a ShopifyQL report of your store's actual shipping label costs and delivery times by carrier, using Shopify Shipping's built-in options.
Email Header and Footer Design
Apply a branded, CAN-SPAM/GDPR-compliant header and footer to a draft Shopify Email/Messaging campaign, not just a written spec.
Build Pricing Strategy Calculator
Pull my last 90 days of orders and report gross margin by product via ShopifyQL, then use it to recommend pricing across cost-plus, competitive, and value-based models.
Configure Refund Processing Rules
Configure refund methods, restocking fees, multi-payment handling, an approval chain, and weekly refund reporting for the store.
Set Up a B2B Wholesale Portal on Shopify
Compare technical approaches (native B2B, password page, separate store, app) to build a wholesale portal on Shopify.
Configure Package Weights and Dimensions
Set up accurate product weights and package dimensions for precise shipping rate calculations.
Wishlist Button and Page
Build a localStorage-based wishlist system: heart toggle button for product cards/PDP plus a wishlist page listing saved products.
Email Popup for Signup
Draft popup copy, timing rules, and targeting logic to grow your list — note Sidekick cannot install apps or edit theme code to build the popup itself.
Generate Image Gallery with Lightbox
Build a responsive image gallery with masonry or grid layout, lightbox zoom, lazy loading, and customizable columns.
Set Up Store Credit for Returns
Configure store-credit refunds via auto-generated gift cards, bonus incentives, expiration rules, and issuance/redemption tracking.
Inventory Counting and Audit Planner
Plan a physical inventory count or cycle count — count sheets, variance thresholds, and a report of your highest-variance SKUs.
Reduce Cart Abandonment
Build a Shopify Flow that emails customers who abandon their cart, using my real abandonment rate and cart value as inputs.
Sidekick: Add Checkout Address Validation
Compare Shopify App Store address-validation apps and start installing the best fit to cut failed deliveries.
Generate Social Media Content
Create platform-specific social media captions with hooks, body copy, CTAs, and hashtags for Instagram, Facebook, TikTok, and Pinterest.
Generate Video Background Section
Create a video background hero section with overlay, autoplay, text overlay, CTA buttons, and mobile fallback image.
Build an RMA Workflow for Returns
Design an RMA workflow with auto-numbering, stage tags, internal escalation rules, and volume/resolution-time reporting.
Plan and Execute Seasonal Promotions
Set up one seasonal discount — e.g. a Black Friday automatic discount with exact dates and rules — as a single concrete skill.
Custom Report Builder
Create custom Shopify reports tailored to your specific business questions with automated data collection and visualization.
Optimize Collection Page for Browsing & CRO
Adjust my collection page's products-per-row, sale badges, and product count display using settings my theme already exposes.
Order Export and Reporting Setup
Configure order data exports and custom reports for accounting, inventory planning, and performance analysis.
Pagination Styles Section
Build a styled pagination component with numbered, load-more, and infinite-scroll modes replacing default collection pagination.
Build a Promotional Banner with Countdown
Add a promotional banner with a live countdown timer for sales and limited-time offers.
Mini Cart Drawer
Build a slide-in cart drawer with AJAX line-item updates, free shipping progress bar, and an upsell product slot.
Sidekick: Optimize Store Speed and Performance
Ask Sidekick to review your store's performance and suggest improvements for faster loading and better conversion rates.
Set Up Multi-Origin Fulfillment
Configure fulfillment from multiple warehouse or store locations with smart routing and split shipments.
Manage and Grow a Wholesale Trade Account Portfolio
Pull real per-customer revenue via ShopifyQL, then have Sidekick segment wholesale accounts into A/B/C tiers and build a growth plan from that live data.
Run PCI Compliance Checklist
Ask Sidekick to explain PCI DSS basics for Shopify merchants and list who currently has payment-settings access — not a certified compliance audit.
Shoppable Image Section
Turn any lifestyle image into a shoppable experience with tagged product overlays.
Sidekick: Add Store Locator Map Section
Use Shopify Sidekick to create a store locator section with an embedded map, location details, and search functionality.
Generate Case Study Section
Create a detailed case study showcase section with challenge/solution/results format, key metrics, and customer quotes.
Generate Partner Logos Section
Create a partner and collaborator logos section with categorized display, hover descriptions, and linked partnership pages.
Win-Back Email Campaign
Create a lapsed-customer segment (last order date over N days ago), then draft a 3-email win-back campaign targeted at it.
Write Full Blog Posts
Write a complete SEO-friendly blog post and save it as a draft in Online Store > Blog posts.
Generate Press and Media Logos Section
Build an 'As Seen In' press and media logos section with grayscale-to-color hover effect, optional links, and auto-scrolling marquee.
Generate Popup/Modal Section
Create a customizable popup modal for promotions, email capture, or announcements with timing controls and cookie-based frequency.
Traffic Source Deep Analysis
Analyze organic search, direct, and referral traffic to your Shopify store using native session and order data — no ad platform or Search Console access needed.
Add an Animated Text Hero Section
Create a hero section with rotating or typing animated text to grab visitor attention.
Manage API Keys Securely
List all installed custom/private apps in your store and their granted Admin API access scopes, for a quick security review.
ShopifyQL Revenue-by-UTM Report (No GA4/FB Setup)
Pull a ShopifyQL revenue-by-UTM-source report and tag campaign orders using Shopify's own order and traffic-source data — no GA4 or Facebook Conversions API setup.
Run Account Security Audit
Perform a comprehensive security audit of all admin, staff, and collaborator accounts on your Shopify store to identify vulnerabilities and enforce best practices.
Generate Customer Stats Counter Section
Build a customer-focused statistics counter section with animated numbers, comparison metrics, and milestone achievements.
Design a Multi-CTA Hero Banner
Create a hero banner with multiple call-to-action buttons pointing to different collections or pages.
Set Financial Goals and KPIs
Define clear financial targets, milestones, and KPIs for your Shopify store with tracking dashboards and progress reviews.
Configure Rewards Redemption Flow
Create a discount code members can redeem manually, plus the email explaining how, as a native alternative to points-based checkout redemption.
Sidekick: Set Up Automated Email Flows
Use Sidekick to configure Shopify Email automation flows for welcome series, post-purchase, and win-back campaigns.
Add a Collection Highlight Hero
Create a hero section that spotlights a featured collection with category imagery.
Cookie Consent Banner
Add a cookie consent banner with Accept All and Manage Preferences options, storing category choices in a cookie.
Password Page Design
Build a fully branded storefront password page with logo, background image, launch signup form, and social links.
Sidekick: Post-Purchase Upsell App + Follow-Up Email
Recommend a post-purchase upsell app and draft the follow-up upsell email/Flow, since the native one-click post-payment upsell page needs Plus checkout extensibility.
Add Urgency Messaging to Your Announcement Bar
Update my theme's existing announcement bar with urgency messaging and colors for a specific sale.
A/B Testing Roadmap & ICE-Scored Backlog
Get a CRO testing roadmap — prioritized test ideas, ICE scoring, and a documentation template — as planning advice; Sidekick cannot install or run a testing tool.
Partial Fulfillment Process
Create a process for partially fulfilling orders when some items ship separately or are temporarily out of stock.
Sidekick: Build Customer Segments for Marketing
Use Sidekick to create customer segments based on purchase behavior, location, and engagement for targeted marketing.
Customize Gift Card Email Templates
Customize the native gift card notification email with branded copy, sender/recipient details, a clear CTA, and redemption instructions.
Swatchified Collection Section
Display a collection grid with interactive color swatches that swap the product image on hover.
Generate Before-After Comparison Slider Section
Build an interactive before-and-after image comparison slider with draggable divider, labels, and multiple comparison pairs.
Develop Customer Retention Strategy Plan
Build the segments and Flow automations behind a retention plan: at-risk/churned segments, onboarding and win-back Flows, tied to real targets.
Back-to-Top Scroll Button
Add a floating button that appears after scrolling and smoothly scrolls the page back to top.
Optimize Shipping Costs
Build a ShopifyQL report on shipping costs by carrier, service, and zone from your store's live order data to find the highest-cost segments.
Restructure Homepage for Maximum Impact
Reorder my homepage's existing sections — e.g. move testimonials above the FAQ — using the sections my theme already has.
Sidekick: Set Up Bundle Inventory Management
Use Shopify Sidekick to configure inventory tracking and management rules for product bundles.
Generate Certification Badges Section
Build a certification badges display section with official logos, verification links, expiry dates, and organized category grouping.
POD Product Mockup and Upload Workflow
Build a repeatable workflow for creating professional product mockups and uploading new POD products to Shopify.
Product Video Gallery Section
Showcase product videos in a gallery grid with lightbox playback support.
Write Copy for a Promotion Landing Page
Write the headline, body copy, FAQ, and product picks for a promotion landing page — for me or my developer to build the actual page.
Generate Satisfaction Guarantee Section
Create a satisfaction guarantee section with guarantee seal, policy details, process steps, and confidence-building messaging.
Build a Wholesale Buyer Application and Approval Process
Design a wholesale application and approval process, then have Sidekick tag each approved buyer's Shopify customer account with the correct wholesale tier.
Compare Sales Across Marketing Channels
Generate a ShopifyQL report comparing sessions, orders, revenue, and conversion rates across all marketing channels.
Sidekick: Create Recipe or Usage Guide Section
Use Shopify Sidekick to build a recipe or product usage guide section that helps customers get the most value from your products.
Sidekick: Build About Us Page Section
Use Shopify Sidekick to design a compelling About Us page section that tells your brand story and builds trust with visitors.
Create Free Shipping Progress Bar
Turn on my theme's built-in free shipping progress bar and set the threshold and messaging.
Sidekick: Create Tiered Pricing Bundle
Use Shopify Sidekick to set up tiered pricing that offers bigger discounts for larger bundle quantities.
Generate Scrolling Announcement Banner
Create a scrolling marquee announcement banner with multiple messages, adjustable speed, pause on hover, and dismissable option.
Subscription Analytics and KPI Dashboard
Have Sidekick run a ShopifyQL report on real subscription order revenue, then build the KPI framework and dashboard layout from that live data.
Add a Parallax Hero Banner
Set up a parallax scrolling hero banner with a fixed background image and floating text.
Set Up Digital Gift Cards with Custom Designs
Set up digital gift cards with custom denominations, occasion-based designs, a branded delivery email, and scheduled/instant delivery.
Localize Product Pricing Strategy by Market
Develop market-specific pricing strategies that account for purchasing power, competition, taxes, and local pricing psychology.
Generate Trust Badges Bar Section
Create a horizontal trust badges bar with icons, labels, and tooltips for payment security, shipping guarantees, and return policies.
Set Up Password-Protected Pages
Create and configure password-protected pages for wholesale portals, VIP access, pre-launch content, or private sections of your Shopify store.
Sidekick: Handle Order Issues and Refunds
Get Sidekick to help process refunds, exchanges, and order modifications while drafting customer communication.
Order Tagging Automation Rules
Create automated rules that tag orders based on value, product type, location, and customer segment.
Product Comparison Table Section
Build a side-by-side product comparison table highlighting features across multiple products.
Set Up a Comprehensive Return Policy
Generate a complete, ready-to-publish return policy page covering window, eligibility, fees, shipping, and international rules.
Sidekick: Create Volume Discount Bundle
Use Shopify Sidekick to create volume discount bundles that reward customers for buying in larger quantities.
Build a Shipping Analytics Dashboard
Build a ShopifyQL report on shipping costs, delivery times by carrier, and fulfillment data straight from your store's live order data.
Sidekick: Build Size Chart Section
Use Shopify Sidekick to create a detailed size chart section with measurement tables, fit guides, and conversion between sizing systems.
Forecast Cash Flow
Pull my last 12 months of revenue via ShopifyQL to build a real sales trend, then project cash inflows/outflows against my expenses to flag shortfall weeks.
Design a Seasonal Banner Section
Create a themed seasonal banner for holidays, events, or seasonal promotions.
Inventory Analytics Report
Generate a comprehensive inventory analytics report covering turnover rates, stock health, carrying costs, and demand forecasting insights.
Order Priority Flagging System
Create an order priority system with automated flags for VIP, rush, high-value, and time-sensitive orders.
Shipping Insurance App Shortlist & Comparison
Get Sidekick to shortlist and compare shipping protection apps for your store, sized to your order value and damage-risk profile.
Sidekick: Build Knowledge Base Section
Use Shopify Sidekick to create a knowledge base or help center section organized by category with searchable articles.
Generate Collapsible Mega Menu
Build a multi-column mega menu dropdown with featured images, collection links, promotional banners, and mobile accordion fallback.
Sticky Header with Scroll Behavior
Build a sticky/shrinking header with logo, menu, utility icons, mobile hamburger drawer, and an auto-hide announcement bar.
Sidekick: Store Performance Quick Audit
Ask Sidekick to run a quick health check on your store covering conversion, SEO, speed, and customer experience.
Build Customer Segments for Campaigns
Create targeted customer segments based on spend, purchase history, location, and behavior for email campaigns and special offers.
Create a Dropshipping Returns and Refund Policy
Draft a returns and refund policy and email templates, then have Sidekick save the finished policy as a live page on your store.
Order Fulfillment Workflow Setup
Design a complete order fulfillment workflow from payment to delivery with automation and team assignments.
Affiliate Payout Policy & Process Document
Get a written affiliate payout policy — schedule, payment method comparison, tax compliance checklist — as reference text; automation setup happens in your affiliate app.
Sidekick: Create Newsletter Signup Section
Use Shopify Sidekick to design an email newsletter signup section with compelling copy and a clean form layout.
Generate FAQ Accordion Section
Build an expandable FAQ accordion with smooth animations, Schema.org markup for SEO, rich text answers, and keyboard accessibility.
Sidekick: Create Store Policies Display Section
Use Shopify Sidekick to design a store policies display section that presents your refund, privacy, terms, and other policies in a clear and accessible format.
Build a Ken Burns Effect Hero
Create a hero section with slow Ken Burns zoom and pan animation on the background image.
Multi-Location Inventory Transfer
Plan and execute inventory transfers between store locations based on demand, stock levels, and geographic sales patterns.
Sidekick: Add Cart Upsell Popup
Compare and install a Shopify App Store app for add-to-cart upsell popups, since a custom triggered popup needs theme/app code Sidekick cannot write.
Generate Product Image Alt Text
Bulk-generate SEO-optimized alt text for all product image types — front, back, detail, lifestyle, and scale shots.
Generate Review Highlights Section
Build a review highlights section showcasing top-rated reviews with filtering, summary stats, and verified buyer badges.
Build Store Performance Dashboard
Create a unified store performance dashboard combining sales, traffic, conversion, and customer metrics for executive-level reporting.
Back-in-Stock Notification Flow (Manual Waitlist)
Build a Shopify Flow that triggers when a product/variant's inventory goes from 0 to positive and sends a notification to a customer segment interested in it.
Cohort Retention Analysis
Build a detailed customer cohort retention analysis to understand long-term customer value, identify retention patterns, and reduce churn.
Generate Tabbed Content Section
Create a tabbed content section with horizontal/vertical tabs, rich text panels, icons, and smooth transitions for product details or FAQs.
Calculate Profit Margins by Product
Calculate and compare profit margins across all products, collections, and variants to identify your most and least profitable items.
Affiliate Fraud Prevention Checklist & Terms
Get a written affiliate-fraud checklist and program-terms language to review manually — Sidekick can't read affiliate-app data or configure fraud rules there directly.
Staff Performance Scorecard Template
Build a staff performance tracking system for your Shopify store team measuring productivity, accuracy, customer satisfaction, and goal achievement.
Product Spotlight Section
Create a cinematic product spotlight with large imagery, storytelling text, and a CTA.
Checkout Page Speed Audit Checklist (DIY)
Speed up your Shopify checkout page load time to reduce abandonment and improve conversion rates.
Subscription Churn Win-Back Campaign
Segment cancelled subscribers and draft a win-back sequence, then have Sidekick create the reactivation discount and the actual Messaging campaign.
Build a Gift Finder Quiz for Shoppers
Recommend and install a gift-finder quiz app from the Shopify App Store, then draft the question copy and product mapping for the merchant to configure inside it.
Inventory Turnover Analysis Dashboard
Calculate inventory turnover, DSI, and ABC classification by category and vendor to spot slow-moving capital.
Sidekick: Set Up Checkout Abandoned Cart Recovery
Enable Shopify's native abandoned checkout email, set its send delay, and customize the template copy with my branding.
Sidekick: Set Up Subscription Bundle
Compare and install a Shopify App Store subscription app for recurring bundle delivery, since selling-plan bundle logic needs app/theme code Sidekick cannot write.
Sidekick: Customize Payment Method Display
Enable the right mix of payment providers and buy-now-pay-later options, and draft the trust copy shown near the card form.
Sidekick: Customize the Thank You Page
Draft a post-purchase review-request and social-share email and set up the Flow automation that sends it after delivery.
Track and Categorize Business Expenses
Pull my current Shopify app and subscription costs live from admin billing, then build a template to track the remaining expense categories manually.
Order Status Page Copy Draft
Have Sidekick draft branded thank-you copy, FAQ text, and a social/loyalty prompt for your order status page for you to add via checkout editor or app.
Set Up Flat Rate Shipping
Configure simple flat rate shipping for predictable shipping costs across zones.
Generate Customer Testimonials Slider Section
Create an auto-rotating testimonials slider with customer photos, star ratings, quotes, and navigation dots for social proof.
Sidekick: Customize Checkout Page Layout
Update my checkout branding settings: logo, accent colour, and the order-status page message.
Reorder Point Automation Setup
Calculate reorder points and safety stock per SKU using sales velocity and supplier lead time, with draft purchase order alerts.
Manage Return Window Policies
Configure standard, holiday, VIP, and category-specific return windows with override tags and timing-pattern tracking.
Build Seasonal Campaign Planner
Create a 12-month seasonal marketing calendar with campaign timelines, discount strategies, content plans, and promotional assets for each key date.
Create Win-Back Campaigns for Lapsed Members
Create win-back customer segments based on last-order-date and draft a 3-email Shopify Messaging sequence for each.
Featured Product Section
Create a featured product section that highlights a single product with rich details and a strong CTA.
Sidekick: Set Up Checkout Conversion Tracking
Connect Shopify's native Google and Facebook sales channels for checkout conversion tracking, then build a ShopifyQL funnel drop-off report.
Configure Geolocation and Market Redirects
Set up automatic geolocation detection to redirect visitors to the right language and currency based on their location.
Email A/B Testing Plan
Draft a 30-day email A/B testing plan for you to run manually in your own ESP — Sidekick has no native split-testing feature to execute it.
Shopify-Data Financial Audit Checklist
Run a Shopify-only revenue, discount, refund, and tax-collection health check using live store data — pulls real numbers, not a full compliance or bank-reconciliation audit.
Order Refund Process Setup
Create a complete refund process with approval rules, customer communication, and accounting integration.
Analyze Revenue by Channel
Break down revenue attribution across all sales channels including online store, POS, social commerce, and marketplaces.
Design a Review Incentive Program
Design a compliant review incentive program and create the actual discount code rewards for each tier in Shopify Admin.
Launch a Niche Dropshipping Store from Scratch
Create the first 10 product listings with SEO-optimized descriptions for a new niche dropshipping store.
Inventory Reconciliation Report
Compare expected vs actual inventory levels, identify discrepancies, find shrinkage patterns, and create a reconciliation action plan.
Product Carousel Section
Build a swipeable product carousel with autoplay, navigation arrows, and dot indicators.
New Subscriber Onboarding Flow
Design a new-subscriber onboarding sequence, then have Sidekick build the actual Shopify Flow or Messaging campaign that sends the day-1 welcome email.
Sidekick: Create FAQ Accordion Section
Use Shopify Sidekick to build a collapsible FAQ accordion section that answers common customer questions directly on your storefront.
Create First Purchase Reward Incentive
Design and implement a reward system that incentivizes and celebrates a customer's first purchase.
Collection Banner Section
Design a hero banner for collection pages with image overlay, title, and description.
Set Up a Flash Sale Campaign
Set up a time-boxed flash sale — automatic discount, compare-at pricing on affected products, countdown banner, and email/social promotion.
Create a Negative Review Handling Playbook
Build a systematic process for handling negative reviews including response protocols, escalation paths, and recovery strategies.
Page Speed Optimization Checklist
Get a generic app-bloat and image/code optimization checklist for faster Shopify page loads as planning advice — Sidekick cannot measure live Core Web Vitals or PageSpeed scores.
Create a Video Hero Section
Add a full-width video hero section to your homepage with autoplay background video and overlay text.
Build Customer Lifecycle Automation
Create end-to-end customer lifecycle automations from first visit to loyal advocate, with targeted messaging at each stage.
Sidekick: Optimize Product SEO Metadata
Have Sidekick review and improve SEO titles, meta descriptions, and URL handles across your product catalog.
Calculate Break-Even Point
Pull my real AOV and last 90 days of revenue via ShopifyQL, then calculate my store's break-even point in units and revenue using those live numbers plus my fixed costs.
Set Up Fraud Detection Flow
Build automated fraud detection workflows that flag suspicious orders, notify staff, and hold high-risk orders for manual review.
Low Stock Alert Report
Generate a prioritized low stock report based on sales velocity, showing exactly which products need reordering and how urgently.
Generate Financial Reports
Create professional financial reports including profit and loss, balance sheet summaries, and key financial ratios for your store.
Create Spend-and-Save Discount Tiers
Create 3-tier automatic spend-and-save discounts with escalating savings and precise thresholds/dates.
Create Gift Bundles and Curated Gift Sets
Create curated gift bundle products with combined pricing, a dedicated bundles collection, upsell placement, and bundle-sales analytics.
Build Revenue Dashboard
Create a comprehensive revenue tracking dashboard with multi-period comparisons, channel breakdowns, and growth trend analysis.
Manage Tiered Wholesale Pricing for Different Buyer Levels
Design a multi-tier wholesale pricing structure, then have Sidekick create the matching tiered discount codes or customer segments in Shopify.
Create Review Response Templates Library
Build a library of professional review response templates for positive, neutral, and negative reviews.
Sidekick: Create Upsell Email Recommendations
Use Shopify Sidekick to set up automated upsell and cross-sell product recommendations in email campaigns.
Set Up Exclusive Member-Only Pricing
Create a VIP customer segment and a discount code with member-only pricing for a target collection — no theme Liquid or checkout-extension code required.
Order Fraud Review Workflow
Set up a fraud review workflow with risk scoring, manual review triggers, and escalation procedures.
Recently Viewed Products Row
Display a row of recently viewed products using browser local storage for personalization.
Create Security Incident Response Plan
Develop a comprehensive security incident response plan for your Shopify store covering detection, containment, recovery, and communication procedures.
Create an Announcement Bar
Add a top-of-page announcement bar with custom message, colors, and optional link.
Write Affiliate Recruitment Email Sequence
Create a 5-step email sequence to recruit bloggers, content creators, and micro-influencers into your Shopify affiliate program.
Configure Automatic Discounts at Checkout
Configure an automatic checkout discount with real conditions (minimum spend/quantity, dates, collections), cart-visible savings, and a promo email.
Sidekick: Build Contact Form Page Section
Use Shopify Sidekick to create a professional contact form section with custom fields, business details, and clear instructions.
Set Up a Loyalty Points Program
Build a Shopify Flow that gives repeat customers an automatic discount code after every Nth purchase — a native alternative to a points ledger.
Find Your Most-Returned Products (Return Data Report)
Build a ShopifyQL report of the top 10 most-returned SKUs with return reasons for a given time period, pulled from live store data.
Conversion Funnel Deep Analysis
Analyze your Shopify store conversion funnel from landing page to purchase, identifying drop-off points and optimization opportunities.
Search Analytics and Optimization
Analyze my store's on-site search data (queries, zero-result searches, click-through) and fix zero-result terms with synonyms/redirects; GSC analysis needs my manual export.
Custom 404 Error Page
Custom branded 404 page with search bar, suggested links, and optional featured products — full Liquid section with schema, CSS, and JS.
Sidekick: Design How It Works Steps Section
Use Shopify Sidekick to create a step-by-step How It Works section that visually walks customers through your process or product usage.
Improve Product Page Layout for Conversions
Apply one bounded product-page tweak at a time — e.g. move the add-to-cart button above the fold — and review each before the next.
Localize Checkout and Email Notifications
Translate and localize checkout flow, order confirmation emails, and shipping notifications for international customers.
Blog Comment Moderation + Spam App Shortlist
Have Sidekick turn on native blog-comment moderation in your store's blog settings, then shortlist apps for the form/review/registration spam it can't block directly.
Add Trust Signals to Product Pages
Write one trust-reassurance line for a product and update it directly into that product's description field in Shopify admin.
Generate Return Shipping Labels Automatically
Set up automatic prepaid return-label generation by weight and region, with expiration rules and monthly shipping-cost reports.
Write Marketing Email Campaigns
Write a marketing email and build it as a Shopify Messaging campaign, ready for me to review and send.
Age Verification Popup
Add a fullscreen age-gate modal that blocks store access until visitors confirm they meet the minimum age requirement.
Sidekick: Create Shipping Information Section
Use Shopify Sidekick to build a clear shipping information section displaying rates, delivery times, and policies.
Bestseller Showcase Section
Highlight your top-selling products in an eye-catching showcase section with badges.
Set Up Free Sample with Purchase Promotion
Create a zero-dollar sample product and a Buy X Get Y automatic discount that gives it away above a minimum spend.
Create Limited-Time Offers with Urgency
Create a time-boxed discount with exact start/end times and draft the Shopify Messaging emails announcing it.
Sidekick: Product Tag and Organization System
Use Sidekick to create a consistent product tagging system for better filtering, collections, and store organization.
Set Up Currency Conversion Management
Configure multi-currency selling on Shopify with optimized conversion rates, rounding rules, and pricing strategies by market.
Order Cancellation Flow
Build a structured order cancellation workflow with customer communication, refund handling, and restocking rules.
Add Structured Data Schema Markup
Draft JSON-LD structured data for products, collections, articles, FAQs, and organization info for your developer to add to the theme.
Create SMS Marketing Campaign
Plan and write SMS marketing campaigns for promotions, abandoned carts, order updates, and flash sales with compliance best practices.
Sidekick: Abandoned Cart Recovery Emails
Use Sidekick to write and configure abandoned checkout email sequences that recover lost sales.
On-Demand Weekly Performance Report (Not Auto-Scheduled)
Pull a one-shot weekly Shopify performance report on demand via ShopifyQL — revenue, AOV, top products, traffic sources. No delivery scheduling/automation to email or Slack.
Improve Header and Navigation
Generate the Liquid, CSS, and JavaScript for a sticky nav, announcement bar, search expansion, cart count badge, hover dropdowns, and social icons to add to your header yourself.
Generate Before/After Image Slider
Build a draggable before/after image comparison slider for product transformations, results showcases, and visual demonstrations.
Inventory Forecast Report Generator
Generate a purchasing forecast by SKU using sales velocity, upcoming promotions, and supplier lead time.
Language and Currency Selector
Build a Shopify Markets language and currency selector — dropdown or flyout listing locales and currencies, mobile fullscreen modal, ARIA-accessible.
Sidekick: Plan Holiday and Seasonal Campaigns
Ask Sidekick to create a complete holiday or seasonal marketing campaign with timelines, discounts, and content.
Re-engage Dormant Customers (Win-back Flow)
Create a Shopify Flow automation to win back inactive customers with personalized discount codes and timed email sequences.
Subscription Pause and Skip Optimization
Build a cancellation-interception decision tree offering pause, skip, or discount to reduce subscription churn.
Configure Shipping Zones for Regional Pricing
Set up granular shipping zones with region-specific rates for domestic and international destinations.
Enable Content Protection
Implement content protection measures including right-click disable, image protection, and copy prevention to safeguard your store content and images.
Generate Influencer Showcase Section
Create an influencer showcase section with profile cards, social stats, featured content, and product collaboration highlights.
Order Notes Management System
Organize internal order notes with templates and conventions for consistent team communication.
Product Launch Email
Draft and schedule a 3-email product launch series as real Shopify Email campaigns (teaser, launch day, follow-up) with send dates set.
Warranty Registration Tracking (After Manual Staff Entry)
Have Sidekick store warranty registrations as customer metafields and tags once staff enters them, build an expiration-tracking Flow, and draft (not auto-send) reminder copy.
Track Sales Commissions
Create a unique discount code per earner as their commission tracking link, then design the calculation, payout, and reporting rules around it.
Sidekick: Design Team Members Grid Section
Use Shopify Sidekick to create a team members grid section showcasing your staff with photos, roles, and short bios.
Create a Discount Code Campaign
Create a discount code with spend minimums, collection scope, usage limits, and a date range, plus matching email/social promo and tracking.
Optimize Product Page for Conversions
Pull my actual product page conversion rate and AOV via ShopifyQL, then get layout suggestions cited to that data.
Set Up Redirect Manager
Create 301 redirects in Shopify Admin from a list of old-to-new URLs for deleted products, renamed collections, and moved pages.
Failed Payment and Dunning Recovery
Design a dunning email sequence, retry schedule, and self-service payment-update page to recover failed subscription payments.
Bundle Inventory Tracking Setup
Create metafield entries on each bundle product mapping it to its component SKUs and quantity-per-bundle, as a manual reference for checking bundle availability.
New Arrivals Section
Showcase newly added products with a New badge and optional countdown timer.
Optimize Collection Page SEO
Create SEO-optimized collection title, meta tags, description, and URL handle to rank collection pages higher.
Generate Customer Success Stories Section
Build a customer success stories section with narrative cards, transformation highlights, product journeys, and expandable full stories.
Research Winning Dropshipping Products
Pull my best-selling products this quarter via ShopifyQL, then use that real sales data to find adjacent products worth testing.
Build Conversion Funnel Analysis
Map and analyze your store's conversion funnel from landing page to purchase, identifying drop-off points and optimization opportunities.
Generate Sale Countdown Timer
Create a real-time countdown timer block for sales with animated numbers, expiry messages, and responsive sizing for any page or announcement bar.
Product Page A/B Test Diagnosis & Copy
Diagnose which product pages have weak add-to-cart rates using live store data, then draft headline/CTA/price-display variants to test manually in Shopify Rollouts.
Order Routing Rules Configuration
Configure intelligent order routing rules to direct orders to the optimal fulfillment location automatically.
Set Up Tax Collection by Region
Get a region-by-region walkthrough for turning on tax collection in Shopify (US states, EU VAT, UK, Canada, Australia) for jurisdictions you've already confirmed you're registered in.
Inventory Tracking Setup Guide
Configure inventory tracking foundations — oversell policy, location mapping, SKU assignment — and flag current setup gaps.
Set Up Shipping Label Printing
Configure Shopify Shipping for purchasing and printing shipping labels directly from the admin.
Announcement Ticker Bar
Add a scrolling marquee bar above the header showing rotating announcement messages with pause-on-hover and mobile fallback.
Auto-tag VIP Customers
Create a Shopify Flow to automatically tag high-value customers as VIP based on total spend or order count, with email notifications.
Sidekick: Build Sustainability Commitment Section
Use Shopify Sidekick to create a sustainability section that highlights your environmental and social responsibility efforts.
Bulk Inventory Update Helper
Guide you through bulk inventory adjustments — update quantities, set inventory levels, and manage stock across multiple products efficiently.
Set Up International Shipping Zones and Rates
Configure shipping zones, rates, and delivery promises for international markets with local currency display.
Product Grid Layout Section
Build a responsive product grid with customizable columns, hover effects, and quick-add buttons.
Sidekick: Low-Stock Transfer Alert (Shopify Flow)
Build a Shopify Flow that triggers when a location's inventory for a product/collection drops below a threshold, tagging the product/order or sending an alert.
Build Affiliate Onboarding Welcome Kit
Create a complete affiliate onboarding package including welcome email, quick-start guide, brand assets list, and a 90-day success roadmap.
Sidekick: Create Storefront Pages
Use Sidekick to generate content for essential store pages like About Us, FAQ, Contact, and policy pages.
Calculate True Dropshipping Profit Margins
Pull real order revenue and volume via ShopifyQL, then calculate true per-order dropshipping profit margins and pricing adjustments from that live data.
Inventory Turnover Analysis
Analyze inventory turnover rates by product and collection to identify your most and least capital-efficient items.
Optimize Homepage Meta Tags
Craft the perfect homepage title, meta description, and Open Graph tags to boost search visibility and click-through rates.
Set Up Subscription Management
Build automated workflows for subscription product management including renewals, skips, cancellation prevention, and win-back flows.
On-Demand Sales Snapshot & High-Value Order Alerts
Get an on-demand snapshot of today's sales via ShopifyQL, and build a Shopify Flow that tags and emails you about high-value orders in real time.
Sidekick: Configure Smart Product Recommendations
Compare and install a Shopify App Store AI/ML personalized recommendation app, since cross-store dynamic personalization needs app/theme code Sidekick cannot write.
Generate Testimonial Carousel Section
Build an auto-rotating testimonial carousel with customer photos, star ratings, navigation dots, and responsive mobile layout.
Search Overlay with Predictive Results
Build a fullscreen predictive search overlay using Shopify's Predictive Search API, grouped results, debounce, and keyboard navigation.
Welcome Email Series Setup
Create the welcome discount code and a Shopify Flow triggered on signup that sends the welcome series, plus the email copy.
Add a Post-Checkout Upsell Email Offer
Build a Shopify Flow that emails customers a discounted complementary-product offer right after checkout to lift AOV.
Configure Free Shipping Threshold
Set up a free shipping offer that activates when customers reach a minimum order value.
Sidekick: Create Ingredient Material Info Section
Use Shopify Sidekick to build an ingredient or material information section that educates customers about what goes into your products.
Sidekick: Speed Up Checkout with Express Pay Buttons
Shorten checkout with express payment buttons (Shop Pay, Apple Pay, Google Pay) instead of restructuring Shopify's fixed checkout into one page.
Sidekick: Add Order Notes Field at Checkout
Enable Shopify's native order-notes field at checkout and auto-tag orders that contain a note with a Shopify Flow.
Configure Buy One Get One (BOGO) Deals
Configure a Buy-X-Get-Y (BOGO) automatic discount with qualifying and free-item collections, usage limits, and promotional messaging.
Inventory Valuation and COGS Report
Generate an inventory valuation and COGS report by product/category for financial reporting and margin analysis.
Manage Shipping Profiles
Create and manage shipping profiles for different product types with custom rates and rules.
Product Recommendation Row
Add a dynamic product recommendation row using Shopify's native recommendation API.
Sidekick: Build Mix-and-Match Bundle
Compare and install a Shopify App Store mix-and-match bundle builder app, since a build-your-own bundle picker needs app/theme code Sidekick cannot write.
Optimize Your Store Return Rate
Analyze store return-rate data by product and segment, build an action plan per high-return item, and track a discount-to-keep test.
Add Trust-Building Branding to Checkout
Update your Shopify checkout branding — logo, accent colour, and the order-status page message — to build buyer trust at checkout.
Build a Split-Content Hero Section
Create a two-column hero with image on one side and text content on the other.
Build Internal Linking Strategy
Create a systematic internal linking plan connecting products, collections, and blog posts to improve site structure and SEO authority flow.
Audit File Security & Shortlist a Downloads App
Have Sidekick audit the files actually sitting in Settings > Files for public exposure and clutter, then shortlist a digital-downloads app for anything it can't protect natively.
Generate Trust Badges Section
Create a trust badges/certifications display block with image uploads, tooltips, hover descriptions, and flexible horizontal layout.
Find Low-Stock Products for Urgency Copy
Report which products have under 10 units left in stock so I can add urgency messaging or restock them.
Order Timeline Annotations
Set up a system for adding structured timeline annotations to orders for team visibility and audit trails.
Set Up Birthday Rewards for Customers
Create an automated birthday rewards system that sends personalized offers to customers on their special day.
Generate Breadcrumb Navigation
Build a breadcrumb navigation component with Schema.org markup, customizable separators, and automatic page hierarchy detection.
Generate Recently Viewed Products
Build a recently viewed products section using localStorage to track and display products the customer has browsed.
KPI Dashboard Configuration
Design and build a comprehensive KPI dashboard tracking all essential Shopify store metrics with targets, trends, and health indicators.
Sidekick: Brand Your Checkout Page
Apply your brand identity to the Shopify checkout with custom colors, fonts, logo, and styling for a seamless brand experience.
Request Reviews After Delivery
Set up an automated Shopify Flow to request product reviews from customers 7 days after order fulfillment.
Automate Sales Tax Collection
Get step-by-step guidance for enabling Shopify Tax and setting product tax codes for jurisdictions you're already registered in — not a nexus or filing determination.
Generate Team/Staff Section
Create a team member showcase with photos, names, roles, bios, social links, and hover card effects.
Build Sales Dashboard Report
Generate a comprehensive sales dashboard with KPIs, trends, top products, and actionable insights from your Shopify data.
VIP Exclusive Email Campaign
Create a VIP customer segment (spend or order-count threshold), then draft a 3-email campaign targeted at it.
Create Customer Story Spotlights
Have Sidekick write a customer story spotlight from your customer's answers, then save it as a draft blog post ready to review and publish.
Set Up Express and Priority Shipping
Add express and priority shipping options with accurate delivery estimates and premium pricing.
Sidekick: Add Tip or Donation Option at Checkout
Recommend and install a charity-donation checkout app, and check whether native tipping is available for your store.
Checkout Fraud Filters: Risk Report, Not Custom Rules
Have Sidekick surface Shopify's built-in fraud analysis score on your orders and build a report of flagged orders, instead of configuring filters Shopify doesn't expose.
Set Up Fraud Prevention Rules
Configure comprehensive fraud prevention rules in your Shopify store to automatically flag or block suspicious orders before fulfillment.
Automate Return Request Processing
Have Sidekick build a Shopify Flow that checks return eligibility and tags/routes orders for staff review, stopping short of auto-sending approval or denial emails to customers.
Generate Award Badges Section
Build an awards and recognition section displaying industry awards, competition wins, and accolades with year and category details.
Plan Influencer Outreach Campaign
Create an influencer marketing strategy with outreach templates, compensation structures, content briefs, and performance tracking.
Create Inventory Forecasting Report
Forecast inventory needs based on sales velocity, seasonality, lead times, and upcoming promotions to prevent stockouts and overstock.
Inventory Health Dashboard
Get a complete inventory health overview showing low stock, dead stock, overstock, and sales velocity across your entire catalog.
Lookbook Grid Section
Create a lifestyle lookbook grid with hotspot pins linking to featured products.
Add a New Variant Option Axis to a Product Line
Add a new variant option (e.g. Material or Finish) to every product in a collection, generating the expanded variant matrix with inherited pricing and inventory.
Restructure Variant Options from Single to Size + Color
Rebuild a product's variant structure from a single option into two axes (Size and Color) without losing existing inventory, pricing, or SKU data.
Standardize Variant SKU Naming Convention Across a Collection
Rewrite every variant SKU in a collection to follow one naming pattern, mapping option values to codes without breaking existing order history.
Bulk Update Variant Prices by Percentage or Fixed Amount
Adjust variant prices across a filtered set of products by a percentage or flat amount, with a before/after preview before anything is applied.
Compare-At-Price Hygiene Audit
Find variants with stale, missing, or misleading compare-at prices (equal to or below price, or left over from an old sale) and propose fixes for each.
Reorder Variant Option Values for Correct Display Order
Fix the display order of variant option values (e.g. sizes appearing as XL, S, M, L instead of S, M, L, XL) across a collection.
Assign Variant-Specific Images by Color
Link the correct product image to each color variant so the gallery updates automatically when a shopper picks a color option.
Bulk Populate Variant Weight for Shipping Accuracy
Fill in missing variant weights across a collection using a rule set or reference table, so shipping rates calculate correctly at checkout.
Merge Duplicate Variant Option Values
Find and merge near-duplicate variant option values (e.g. "Red", "red", "RED") that are fragmenting inventory and filtering across a collection.
Audit Variants Missing SKU or Barcode
Scan a scope of products for variants with a missing SKU or barcode and generate a prioritized gap list for fulfillment and POS reliability.
Split a Combined Variant Option into Size and Color
Break apart a single option whose values combine two attributes (e.g. "Small / Blue") into two clean, separately filterable options.
Backfill Variant-Level Cost-Per-Item for Margin Tracking
Fill in missing cost-per-item values at the variant level using a supplier cost sheet, so profit and margin reports are accurate.
Bulk Rename Variant Option Labels Store-Wide
Rename a variant option label consistently across every product that uses it (e.g. "Colour" to "Color") without touching the option's values.
Deactivate Discontinued Variants Without Deleting Order History
Take specific discontinued variants out of sale (hidden, zero inventory, not deleted) while preserving them for historical order and reporting integrity.
Set Up Pre-Order Variants with Ship Date Messaging
Configure specific variants to remain purchasable while out of stock, with pre-order messaging and an expected ship date, without affecting other variants.
Rewrite Product Descriptions to Add a Missing Element in Bulk
Insert a specific missing element (e.g. sizing note, materials line, shipping blurb) into every product description in a scope, without rewriting the rest.
Bulk Update SEO Title and Meta Description Fields
Rewrite the SEO title and meta description fields across a collection to a consistent template, targeting a keyword per product.
Normalize Product Type Field Across the Catalog
Clean up inconsistent Product Type values (typos, near-duplicates, overly specific one-offs) into a controlled taxonomy that supports filtering and reporting.
Backfill Cost-Per-Item Across the Product Catalog
Fill in missing cost-per-item at the product level from a supplier cost sheet so profit reporting and margin analysis are complete and accurate.
Clean Up and Consolidate Tag Taxonomy
Audit every tag in use across the catalog, merge near-duplicates and one-off tags, and consolidate into a controlled tag taxonomy.
Normalize Vendor Field Across the Catalog
Clean up inconsistent Vendor field values (spelling variants, casing, blank entries) so vendor-based reporting and filtering are reliable.
Audit Products Missing a Primary Image
Find every active product with no image (or only a placeholder) so they can be fixed before they hurt conversion or get hidden by merchandising rules.
Backfill Product Weight and Dimensions for Shipping Accuracy
Fill in missing product weight and package dimensions across the catalog using sibling products or a reference table, to fix inaccurate shipping rates.
Set Up Automated Collection Rules from Tags or Metafields
Build an automated (smart) collection using tag, metafield, or product-attribute conditions, and preview which products would match before publishing.
Audit Product Status Across Draft, Active, and Archived
Find products stuck in the wrong status -- drafts that should be live, active products that are actually discontinued, archived products still linked from collections.
Curate Manual Collection Order and Merchandising
Reorder the products inside a manual collection for better merchandising (e.g. bestsellers first, out-of-stock pushed down) based on stated priorities.
Detect and Merge Duplicate Product Listings
Find products that are true duplicates of each other (same item listed twice) and consolidate them into one listing without losing reviews or SEO history.
Bulk Populate Metafield Values for Product Specs
Fill in values for existing spec metafields across a collection, sourced from product descriptions or a supplied spec sheet, with gaps flagged for review.
Define New Metafield Definitions for a Product Type
Design and create a set of structured metafield definitions for a product type so specs display consistently and can be used in filters and comparison tables.
Publish a Product Set Across Multiple Sales Channels
Add or remove a set of products from specific sales channels in bulk, with a preview of current channel status before anything changes.
Clean Up Product Handles and URLs for SEO Consistency
Standardize messy product URL handles (auto-generated suffixes, inconsistent casing, keyword stuffing) while setting up redirects so no SEO equity is lost.
Set Up Market-Specific Product Visibility Rules
Restrict or expose a specific product set to particular Markets (e.g. hide restricted items from certain countries) based on stated eligibility rules.
Structure a Parent-Child Bundle Using Metafield References
Set up a metafield-based parent-child relationship between a bundle listing and its component products, so the bundle references live product data.
Build Size-Chart Metaobject Content for Apparel
Create a reusable size-chart metaobject with measurement data and link it to every relevant apparel product, instead of pasting a chart into each description.
Create Reusable Care-Instruction Content Blocks
Build a set of standardized, reusable care-instruction text blocks (by material) and attach the correct one to every product via metafield, instead of retyping it per listing.
Plan Seasonal Catalog Rotation (Activate/Archive by Season)
Plan and execute the switch between two seasonal product sets -- archiving/hiding the outgoing season and activating/publishing the incoming one on a schedule.
Audit Products Missing Required Fields Before Publish
Scan draft or soon-to-launch products against a required-field checklist and produce a gap list so nothing goes live incomplete.
Set Up Digital Product Listings (No Shipping Required)
Configure a product as a non-shippable digital item -- shipping disabled, tax treatment set correctly, and delivery instructions in place.
Standardize Discontinued-Product Handling
Apply one consistent process to every discontinued product -- archive status, URL redirect, collection removal -- instead of ad hoc handling per item.
Apply a Product Template and Metafield Set to a New Product Type
Roll out a standardized field/metafield template to every product of a newly introduced product type, so the first batch launches with consistent structure.
Sidekick: Write and Publish an About Us Page
Have Sidekick draft a founder-story About Us page and publish it live to Content > Pages.
Sidekick: Draft a Country-by-Country Shipping Policy
Have Sidekick write a shipping policy with per-country delivery tables and save it to Settings > Policies.
Sidekick: Write a Product Warranty Page
Have Sidekick draft a warranty coverage and claims page and publish it to Content > Pages.
Sidekick: Write a Product Care Instructions Page
Have Sidekick draft a store-wide care and maintenance page and publish it live to Content > Pages.
Sidekick: Write a Size Guide Page
Have Sidekick draft a sizing chart and fit-advice page and publish it live to Content > Pages.
Sidekick: Draft a Terms of Service Page
Have Sidekick draft a Terms of Service and save it to Settings > Policies — flagged for lawyer review before relying on it.
Sidekick: Build a Blog Category and Tag Structure
Have Sidekick propose a blog tag taxonomy from existing posts, then apply the tags directly to each post.
Sidekick: Build an Editorial Calendar as Saved Blog Drafts
Have Sidekick draft a month of blog posts from a content calendar and save each as a scheduled draft in Blog posts.
Sidekick: Draft a Privacy Policy Page
Have Sidekick draft a GDPR/CCPA-aware Privacy Policy and save it to Settings > Policies — flagged for lawyer review before relying on it.
Sidekick: Define Metaobjects for Reusable Content
Have Sidekick design and create metaobject definitions (size charts, ingredient lists, care guides) so content can be reused across products.
Sidekick: Clean Up the Files Library
Have Sidekick audit the Content > Files library for messy filenames and duplicates, then add descriptive alt text to what stays.
Sidekick: Populate Metaobject Entries in Bulk
Have Sidekick create individual metaobject entries in bulk from a data table, using an existing metaobject definition.
Sidekick: Plan and Publish Seasonal Content Rotation
Have Sidekick draft a season's worth of landing page copy and schedule each page to publish and unpublish on the right dates.
Sidekick: Add Alt Text to Images Inside Pages and Blog Posts
Have Sidekick review images embedded inside specific Pages and blog posts and update each one's alt text for accessibility and SEO.
Sidekick: Write a Gift Card Terms Page
Have Sidekick draft the terms and conditions for store gift cards and publish them live to Content > Pages.
Sidekick: Write a Holiday Gift Guide Blog Post
Have Sidekick pull best-selling products and draft a gift guide blog post around them, then save it to Blog posts.
Sidekick: Write a How-To Tutorial Blog Post
Have Sidekick draft a step-by-step how-to tutorial that naturally uses your products, then save it to Blog posts.
Sidekick: Write a Product Comparison Blog Post
Have Sidekick write a side-by-side comparison of two or three of your own products and save it as a blog post.
Sidekick: Restructure the Main Menu Around Top-Selling Collections
Have Sidekick pull your best-selling collections from live sales data, then rebuild the main navigation menu around them.
Sidekick: Write a Customer Spotlight Blog Post Series
Have Sidekick turn a customer quote or story into a spotlight blog post, saved to Blog posts as a recurring series.
Sidekick: Write a Sustainability and Ethics Page
Have Sidekick draft a sustainability/ethics practices page and publish it live to Content > Pages.
Sidekick: Build a Footer Menu Structure
Have Sidekick design and build a complete footer menu covering support, policy, and company links.
Sidekick: Set Up Collection-Based Navigation
Have Sidekick map your collection hierarchy directly into a navigation menu with parent categories and dropdown subcollections.
Sidekick: Plan Search Synonyms from Real Search Data
Have Sidekick analyze your on-site search terms report and draft a synonym list so near-miss queries return real results.
Sidekick: Clean Up Product and Collection Handles
Have Sidekick rewrite messy product/collection URL handles into clean, SEO-friendly slugs and create a redirect for every change.
Sidekick: Add Internal Links Between Blog Posts and Collections
Have Sidekick audit existing blog posts for missing internal links and add contextual links to relevant collections and products.
Sidekick: Set Up Filter-Ready Tags and Metafields
Have Sidekick review a collection's products and bulk-apply consistent tags and metafield values so storefront filtering works cleanly.
Sidekick: Audit and Fix Broken Menu Links
Have Sidekick check every menu item across your main and footer navigation for dead links and fix or remove each one.
Sidekick: Build a Temporary Campaign Shortcut Menu Item
Have Sidekick add a time-limited shortcut menu item pointing to a sale or campaign collection, with a reminder to remove it after the campaign ends.
Sidekick: Turn Zero-Result Searches into New Pages or Redirects
Have Sidekick pull the zero-result on-site search queries and convert each one into a new collection, tag, or redirect.
Create a Collection-Scoped Discount Code with Exclusions
Create a discount code limited to one collection, with tag-based exclusions so items already on sale don't get double-discounted.
Create a Discount Code with a Hard Usage Cap
Create a discount code with a total redemption cap and a one-per-customer limit to prevent abuse and control promo cost.
Create a Welcome Discount Code for New Subscribers
Create a first-order-only discount code for new email/SMS subscribers and a Shopify Flow that emails it automatically after signup.
Configure a Cart-Value Shipping Rate Discount
Discount the shipping RATE (or upgrade the shipping method) once cart value crosses a threshold — distinct from a free-shipping-only offer.
Create a Fixed-Amount-Off Discount Code for One Product
Create a flat dollar-amount discount code scoped to a single SKU with a minimum quantity requirement, distinct from a percentage-off code.
Set Up a Shopify Markets Region-Specific Discount
Create an automatic discount scoped to a single Shopify Market so pricing adjusts for one region's currency and purchasing power.
Run a Quiet Sale via Compare-At Pricing
Mark down a collection using compare-at prices instead of a discount code, with a scheduled revert date and no promotional banner.
Audit and Clean Up Expired Discount Codes
Find every expired or zero-redemption discount code in the store and deactivate or delete them to keep the discounts list clean.
Configure Discount Stacking and Combination Rules
Configure which product, order, and shipping discounts are allowed to combine so multiple active promotions don't stack unintentionally.
Create a Recovery-Only Discount Code for Abandoned Checkouts
Create a discount code reserved specifically for abandoned-checkout recovery and a Flow that includes it only in that recovery message.
Generate a Batch of Unique Single-Use Discount Codes
Generate a batch of unique, single-use discount codes for distribution to individual influencers or affiliates, each with its own cap.
Create an Employee-Only Discount Code
Create an internal staff discount code restricted to a tagged employee customer segment, hidden from general marketing.
Create an SMS-Subscriber-Exclusive Discount Code
Create a discount code and segment exclusive to SMS marketing subscribers, separate from the email-subscriber welcome offer.
Build a Tiered Gift-With-Purchase Ladder
Create a multi-tier spend ladder where each higher spend threshold unlocks a different free gift, not just a bigger percentage discount.
Set Up an Ongoing Verified-Group Discount
Create a standing discount code and customer segment for a verified group like students, military, or healthcare workers.
Create a Mobile-App-Exclusive Discount Code
Create a discount code exclusive to customers ordering through the store's mobile app, with a matching customer segment.
Configure a Cross-Sell Pair Discount
Create an automatic discount that reduces the price of a specific complementary product only when a paired product is also in the cart.
Set Up a Pre-Order Early-Bird Discount
Create a discount that rewards customers who pre-order or pay a deposit on an upcoming product before it officially launches.
Set Up a Customer Anniversary Discount
Build a Shopify Flow that automatically issues a discount code to customers on the anniversary of their first purchase.
Build a Discount Expiry Reminder Flow
Build a Shopify Flow that emails customers a reminder before their personal discount code expires unused.
Create a First-Box Discount for New Subscriptions
Create a discount that applies only to a subscriber's first box, reverting to full price from the second shipment onward.
Generate an Admin App to Flag Discount Abuse
Generate a custom Grow/Advanced/Plus-plan admin app that flags orders with unusually large or stacked discounts for manual review.
Check Discount Value Parity Across Currencies
Verify a percentage or fixed discount produces a fair, consistent effective value across every currency the store sells in before launch.
Apply a Goodwill Discount Credit to an Existing Order
Edit an existing order to apply a retroactive discount or credit as a service-recovery gesture, distinct from creating a new promo code.
Set Up a Country-Specific Holiday Discount
Create an automatic discount scoped to one country's shipping zone for a local holiday, timed to that country's calendar.
Create a Re-Engagement Discount for Dormant Subscribers
Create a segment of email subscribers who have never purchased despite being on the list for months, and a discount code to convert them.
Set Up a Fixed-Price Product Pairing Discount
Create an automatic discount that overrides the combined total of two or three specific named products to one flat price, not a percentage off.
Launch a Charity-Linked Discount Campaign
Create a discount code tied to a cause-marketing campaign, with messaging framing the offer alongside a donation commitment.
Create a Limited-Redemption Urgency Discount Code
Create a hard-capped discount code paired with live "X redemptions left" messaging pulled from actual usage data.
Build a Two-Sided Referral Reward Flow
Build a Flow that automatically issues a reward discount to the referring customer once their referred friend's order completes.
Create a Private Discount Code for One Wholesale Account
Create a discount code scoped to a single named wholesale company account, rather than a general tiered price list for all B2B buyers.
Set Up a Low-Stock Liquidation Discount
Create an automatic discount that activates on a specific product only once its inventory drops below a defined threshold, to accelerate the sell-through of remaining units.
Set Up a Trade-In Discount Code
Create an old-for-new trade-in discount code that customers redeem after returning or providing proof of an eligible old item.
QA-Test a Discount Code Before Launch
Check a new discount code for name collisions with existing codes and test it on a draft order before sharing it publicly.
Decide: Discount Code vs. Automatic Discount
Get general advice on when a promotion should be a manually-entered code versus an automatic discount applied without customer input.
Choose Between Percentage-Off and Fixed-Amount-Off Discounts
Get general guidance on when a percentage discount versus a flat dollar-amount discount performs better, based on price point and margin.
Build a Promo Cadence That Avoids Discount Fatigue
Get general strategic guidance on spacing out promotions so customers don't learn to wait for a sale instead of buying at full price.
Pick a Minimum-Spend Threshold to Lift AOV
Get general strategic guidance on how to set a discount's minimum-spend threshold so it nudges average order value up without feeling unreachable.
General Guidance on Advertising a Sale Price
Get general, non-binding guidance on common considerations when advertising a discounted or 'was/now' sale price — not a legal compliance determination.
Flag Risky Orders for Manual Review
Build a Flow that holds fulfillment and alerts staff when Shopify's fraud analysis rates an order as high risk.
Tag First-Time vs. Repeat Buyers
Build a Flow that tags customers as first-time or repeat buyers on every paid order, based on their lifetime order count.
Tag High-Value Orders Automatically
Build a Shopify Flow that tags orders as high-value when they cross a spend threshold, so fulfillment and CS can spot them instantly.
Low-Stock Internal Alert
Build a Flow that emails staff the moment a product variant's inventory drops below a reorder threshold.
Release Held Orders When Backordered Item Restocks
Build a Flow that finds orders held for a backordered item and releases their fulfillment hold the moment that variant is back in stock.
Tag Customers by Lifetime Spend Threshold
Build a Flow that tags customers when their lifetime spend crosses defined thresholds, so a tag-based segment can track them automatically.
Hold Orders Containing Pre-Order Items
Build a Flow that automatically holds fulfillment for any order containing a pre-order or backordered product.
Notify Staff on Large Refunds
Build a Flow that emails a manager and logs a note whenever a refund above a set amount is issued.
Tag Orders by Shipping Destination
Build a Flow that tags every order by shipping country or region, so fulfillment can filter and batch orders by destination.
Auto-Archive Old Fulfilled Orders
Build a scheduled Flow that archives orders that are paid, fulfilled, and older than a chosen age, to keep the order list clean.
Escalate Delayed Fulfillments
Build a scheduled Flow that finds unfulfilled orders older than a set number of days and alerts the fulfillment team.
Tag Customers as Review Candidates After Fulfillment
Build a Flow that tags customers as review candidates a set number of days after fulfillment, for staff to follow up manually.
Apply Order Notes by Rule
Build a Flow that writes standardized internal order notes based on line item properties, so packing staff see consistent instructions.
Flag Price-Error Orders for Review
Build a Flow that holds and flags orders where a line item's price looks abnormally low compared to the product's normal price, catching pricing mistakes before they ship.
Tag Low-Inventory Products for Reorder Review
Build a Flow that tags products at the product level (not just variant alerts) when stock falls below a reorder point, for a purchasing dashboard view.
Route Orders to a Fulfillment Location by Rule
Build a Flow that moves an order's fulfillment to a specific location based on product type or SKU prefix, for merchants running more than one warehouse.
Tag B2B / Wholesale Orders
Build a Flow that tags orders placed by wholesale/B2B customers or company accounts, separating them from retail orders for reporting and fulfillment.
Tag Gift-Note Orders for the Packing Team
Build a Flow that detects gift-message line item properties and tags the order plus writes packing instructions automatically.
Birthday Tagging from Customer Metafield
Build a scheduled Flow that tags customers whose stored birthday metafield matches today's date, so a birthday segment/campaign can target them.
Flag Chargebacks and Disputes for Finance Review
Build a Flow that tags the order and alerts finance the moment a payment dispute or chargeback is filed.
Tag Frequent Repeat Buyers
Build a scheduled Flow that finds customers ordering unusually often in a short window and tags them for a loyalty or subscription-conversion outreach list.
Alert Staff on a New VIP Customer Order
Build a Flow that sends an internal notification and tags the order whenever a customer already tagged VIP places a new order.
Archive Cancelled and Refunded Orders
Build a Flow that archives an order automatically once it has been both cancelled and fully refunded, keeping the open-orders list free of closed-out cancellations.
Log Inventory Adjustments to a Product Metafield
Build a Flow that stamps a product metafield with the date and new quantity every time inventory changes, giving staff a lightweight last-adjusted log without a separate system.
Alert Team on Subscription Billing Failure
Build a Flow that tags the customer and notifies staff internally the moment a recurring subscription billing attempt fails, so the team can follow up before the subscription lapses.
Notify Fulfillment Team When an Order Splits
Build a Flow that tags the order and alerts the fulfillment team whenever an order's fulfillment gets split across multiple shipments.
Tag Stale Draft Orders for Follow-Up
Build a scheduled Flow that finds draft orders left open too long and tags them plus alerts sales to follow up or close them out.
Auto-Unpublish Products When Fully Out of Stock
Build a Flow that hides a product from sales channels the moment every variant is out of stock, preventing sales of items you can't fulfill.
Flag Orders with Billing/Shipping Name Mismatch
Build a Flow that holds and tags orders where the billing name and shipping name don't match, a common fraud signal worth a manual look.
Tag New Subscription Contracts by Plan Tier
Build a Flow that tags customers by which subscription selling plan they signed up for, so each tier can be reported and targeted separately.
Auto-Republish Products When Restocked
Build a Flow that republishes a product and clears its sold-out tag automatically the moment stock is added back.
Escalate High-Value Returns
Build a Flow that immediately alerts finance and leadership whenever a return request above a set dollar amount comes in.
Tag Returns Needing Manager Approval
Build a Flow that tags incoming return requests above a value threshold or with a flagged reason, routing them to a manager instead of auto-processing.
Alert Team When a Customer's Payment Method Is Revoked
Build a Flow that tags the customer and notifies staff internally when a stored payment method is revoked, useful for catching subscription or wholesale accounts about to fail billing.
Notify Team When a Customer Joins a Segment
Build a Flow that alerts the right internal team the moment a customer newly qualifies for a segment you've defined, so high-intent customers get timely human follow-up.
Tag Returned Orders and Log the Reason
Build a Flow that tags an order once its return is approved and appends the return reason to the order note, for a lightweight return-rate view without a separate app.
Tag New B2B Company Accounts for Account Manager Assignment
Build a Flow that alerts sales and logs a note the moment a new B2B company account is created, so it gets an account manager assigned promptly.
Tag Orders Needing Special Handling
Build a Flow that tags and annotates orders containing fragile, oversized, or hazardous products so warehouse staff know to handle them differently.
Weekly Internal Digest of Orders on Hold
Build a scheduled Flow that emails staff a weekly digest of every order currently on fulfillment hold, so nothing gets forgotten.
Notify Staff When a New Automatic Discount Goes Live
Build a Flow that emails the team internally whenever a new automatic discount or discount code is created, as a lightweight guardrail against accidental or unauthorized launches.
Open Purchase Order & Incoming Inventory Tracker
List every open purchase order with expected arrival dates and quantities so you know what inventory is in transit before it's on the shelf.
Draft Purchase Order from Low-Stock List
Pull SKUs below reorder point for a specific vendor and draft a Shopify purchase order with quantities, cost, and expected arrival date for review.
Purchase Order Receiving & Partial Fulfillment
Record a partial or full receipt against an open purchase order, update inventory on hand, and flag quantity discrepancies from what was ordered.
ABC-Based Reorder & Count Policy
Classify every SKU into A/B/C tiers by revenue contribution, then assign each tier a reorder frequency and safety-stock rule instead of treating all products the same.
Purchase Order Cost Variance Report
Compare the unit cost on file against what was actually paid on received purchase orders to catch supplier price creep before it erodes margin.
Supplier PO Consolidation by Vendor
Group everything due for reorder across multiple product lines from the same vendor into one consolidated purchase order instead of several small ones.
Committed vs Available Stock Audit
Check how much on-hand inventory is locked up as committed to unfulfilled orders versus truly available to sell, to catch a false sense of stock coverage.
Flash Sale / Promotion Stock Pre-Check
Before a planned promotion goes live, check available stock for every featured SKU against a projected demand multiplier and flag anything likely to sell out or oversell.
Inventory Ageing Report
Break down on-hand stock by how long it's sat since last received, flagging SKUs aging past your threshold as capital tied up in slow-moving inventory.
Low-Stock Auto-Tag Flow Automation
Build a Shopify Flow that automatically tags a product 'Low Stock' when inventory drops below a threshold, and removes the tag once restocked, for storefront merchandising.
Pre-Order & Backorder Stock Setup
Configure an out-of-stock SKU to continue selling as a pre-order or backorder, with a clear availability message and a plan to revert once stock lands.
Product Discontinuation Sell-Through Plan
Build a wind-down plan for a product you're discontinuing — stop reordering, sell through remaining stock, and know exactly when to unpublish it.
Per-Location Fulfillment Priority Setup
Review sales and inventory-depth data to recommend and set the fulfillment priority order across your locations, so orders route to the right warehouse by default.
New Location Initial Stock Allocation
Plan how to split existing inventory across a newly added location using demand data from comparable regions, then execute the transfer.
Unit Cost Bulk Update
Bulk update the cost-per-item field across a list of SKUs from a new supplier price list, previewing the margin impact before applying anything.
Purchase Order Split Across Multiple Locations
Build one purchase order from a supplier that receives into several different locations at once, with per-location quantities allocated by need.
Return-to-Stock Restocking Workflow
Process a batch of customer returns back into sellable inventory, separating resellable items from damaged ones that need to be written off instead.
Transfer Receiving Discrepancy Check
Compare what was sent versus what arrived on an inventory transfer between your own locations, and flag shortages before they're mistaken for a supplier issue.
Inbound Transfer Status Tracker
List every inventory transfer currently in transit between your locations, so you know what stock is on the way before deciding to place a new purchase order.
Location Closure Stock Consolidation
Plan the full inventory wind-down for a location you're closing — where every remaining SKU should go, weighted by demand at the receiving locations.
Margin-Weighted Reorder Prioritization
When purchasing budget is limited, rank everything due for reorder by margin dollars contributed instead of just sales volume, so cash goes to the most profitable restocks first.
Bundle Component Depletion Forecast
Using bundle-to-component metafield mappings and bundle sales velocity, forecast which component SKU will run out first and constrain bundle availability.
Shrinkage & Damage Write-Off Workflow
Process a batch of confirmed shrinkage or damaged-goods findings into formal inventory adjustments with reason codes, instead of leaving stock counts silently wrong.
Vendor Reorder Pattern Report
Analyze historical purchase order cadence and size per vendor to show how often you actually reorder from them and whether that matches their lead time and your stock cycles.
B2B Wholesale Inventory Hold
Reserve a fixed quantity of stock for a B2B/wholesale company account so retail/online demand can't sell through it before the wholesale order ships.
New Product Launch Stock Split
Before a brand-new SKU with no sales history goes live, split initial inventory across locations using the launch performance of comparable past products.
Post-Peak-Season Inventory Rebalancing
After a seasonal peak or promotion ends, review what's left across locations and decide what to transfer, discount, or hold for next season instead of leaving it where it landed.
Cost Change Margin Impact Report
After updating unit costs from a new price list or PO, recalculate margin across every affected SKU and flag which retail prices need to move to protect target margin.
Expiring/Perishable Stock Priority (FEFO)
Using an expiry-date metafield, rank stock oldest-to-newest per SKU and flag units approaching expiry so fulfillment picks them first and markdowns go out before they're wasted.
Non-Sellable / Reserved Stock Tracking
Move samples, photography units, and damaged-but-not-yet-written-off stock into a dedicated non-sellable location so sellable inventory numbers stop overstating what you can actually ship.
Freight Forwarder Address Flag
Tag and hold orders shipping to known freight-forwarder addresses for manual verification before fulfillment.
Local Pickup Order Queue
Set up a filtered queue and ready-for-pickup workflow for orders using in-store or local pickup.
Order Fulfillment Hold and Release Rules
Build Shopify Flow rules that automatically hold orders for review and release them once conditions clear.
Duplicate Order Detection Rules
Flag likely duplicate orders from the same customer placed close together so staff can confirm before shipping both.
Local Delivery Route Sheet
Pull a daily exportable list of local-delivery orders with addresses and notes for route planning.
Order Risk Score Tagging
Build a tag-based risk tiering system on orders using order value, customer history, and address signals for a review queue.
Age-Verification Order Flag
Tag and hold orders containing restricted, age-verified products for a manual ID-check step before fulfillment.
Delivery Exception Alert Rules
Flag orders whose fulfillment has gone stale — no tracking update, no delivery scan — so staff can triage before customers complain.
Gift Order Handling Checklist
Draft a staff checklist and internal note convention for identifying and correctly packing gift orders.
B2B Standing Order Template
Set up a reusable draft order template for recurring wholesale customers who order the same items on a schedule.
Consolidated Shipping Rules
Tag same-customer, same-day orders for shipment consolidation so they can ship together instead of in separate boxes.
Draft Order Approval Workflow
Require internal approval before a staff-created draft order above a discount threshold can be sent to the customer.
Abandoned Cart to Phone Follow-Up Draft Order
Rebuild a customer's abandoned cart as a ready-to-send draft order so staff can complete the sale by phone.
Multi-Package Shipment Consolidation
Standardize how orders shipped in multiple boxes get tracked, noted, and communicated internally as one order.
Order Address Correction Workflow
Set up the process and audit trail for correcting a shipping address on an order before it ships.
On-Time Delivery Rate Report
Pull a live report of what share of orders arrived within their promised delivery window, by carrier and method.
Order SLA Breach Report
Build a live report of orders that missed your internal ship-by or process-by service-level target.
Unfulfilled Orders Aging Report
Build a live aging report bucketing unfulfilled orders by how long they've been waiting to ship.
Customer Order History Lookup
Pull a full order history summary for a specific customer to answer support or sales questions quickly.
Order Archiving Policy Automation
Automate archiving of fully completed orders after a set window to keep the active Orders list clean.
Repeat Order Recreation for a Customer
Rebuild a customer's exact previous order as a new draft order for reorder requests taken by phone or email.
High-Value Order Verification Checklist
Draft a manual verification checklist staff follow before shipping unusually large orders.
Pre-Order Item Handling Rules
Set up tagging and hold rules for orders that mix pre-order items with in-stock items so fulfillment timing stays correct.
Warehouse Pick Location Tagging
Tag orders by warehouse zone or bin location so pickers can batch and route their walk efficiently.
Cash on Delivery Order Tracking
Tag and report on cash-on-delivery orders separately so unpaid COD balances stay visible until collected.
Gift Card Order Fulfillment Rules
Auto-route digital-only gift card orders so they skip physical fulfillment and warehouse processing entirely.
Order Weight-Based Shipping Fee Correction
Correct an existing order's shipping charge when the actual packed weight differs materially from checkout estimate.
International Order Customs Documentation Notes
Draft an internal reference for what customs documentation and product declarations each international order needs.
Order Cutoff Time Automation
Tag orders as same-day or next-day processing based on your daily fulfillment cutoff time.
Sample and Replacement Order Creation
Create no-charge draft orders for product samples, influencer gifting, or replacement shipments with correct tracking.
Fulfillment Center Capacity Report
Pull a live report of order volume per fulfillment location to spot capacity strain before it causes delays.
Return-to-Sender Recovery Workflow
Handle packages the carrier returns as undeliverable with a clear reship-or-refund decision process and tagging.
Staff Order Assignment Rules
Tag orders to route them to the right staff member or team based on product type or order complexity.
Multichannel Order Identification Tags
Tag orders by sales channel (POS, online, wholesale) so fulfillment and reporting can treat each channel differently.
Payment Method Risk Flags
Flag orders paid via higher-risk payment methods for an extra verification step before fulfillment.
Custom Engraving and Personalization Order Checklist
Draft a verification checklist for confirming personalization details are correct before production starts.
Holiday and Weekend Processing Schedule Policy
Draft a written policy for how order processing timelines shift around holidays and warehouse closures.
Order Volume Spike Alert
Monitor live order volume against your normal baseline and alert staff when a sale or launch causes a surge.
Purchase Order Number Matching
Attach and track customer purchase order numbers on B2B orders so invoicing and reconciliation stay accurate.
Order Tag Cleanup and Audit
Draft a periodic review process for catching stale, duplicate, or inconsistent order tags before they undermine automations.
Report Average Order Value Trend
Track average order value week over week or month over month and flag what's driving the trend.
Report Product-Level Gross Margin
Rank every active product by gross margin dollars and percentage using logged cost data.
Report Repeat Purchase Rate
Calculate what share of customers buy again within a set window and how that rate is trending.
Report Discount Impact on Margin
Quantify how much gross margin discount codes and automatic discounts are giving away, by code and by product.
Report Refund Rate by Product
Rank products by refund rate and refunded dollar amount to spot quality or listing problems.
Report Revenue vs COGS Trend
Chart revenue against cost of goods sold over time to see if margin is expanding or compressing.
Report Sell-Through Rate by Product
Calculate what percentage of received inventory has sold for each product to flag over- and under-buying.
Report Stockout Risk Forecast
Project which in-stock products will run out within a set window based on recent sales velocity.
Report Best and Worst Sellers by Period
Rank every product by revenue and units for a chosen period and highlight the biggest movers vs last period.
Report Sales by Customer Segment
Compare revenue, AOV, and order frequency across existing customer segments to find the segments worth doubling down on.
Report Sales by Store Location
Break down revenue, order count, and AOV across every POS and fulfillment location on the account.
Report Checkout Drop-off by Funnel Stage
Break the online store funnel into stages and show the drop-off rate at each step, from session to completed order.
Report Conversion Rate by Device Type
Compare session-to-order conversion rate across mobile, desktop, and tablet visitors.
Report New vs Returning Customer Revenue Split
Split revenue and order volume between first-time and returning customers to see how reliant the store is on new acquisition.
Report Gift Card Liability
Total outstanding gift card balances by issue date to show the store's current redemption liability.
Report Payout Reconciliation
Match each Shopify Payments payout to the underlying orders, fees, and refunds so the deposited amount ties out.
Report Tax Collected Summary
Summarize tax collected by region and period from completed orders, ready to hand to a bookkeeper.
Report Repeat Revenue from Loyal Buyers
Isolate the revenue coming from customers with 3+ past orders to show how much of the business is recurring-like, without a formal subscription program.
Report Week-over-Week Sales Anomalies
Flag any week where revenue, orders, or a key product's sales moved outside the normal range versus recent history.
Report Year-over-Year Seasonality Comparison
Compare this year's sales pattern to last year's for the same calendar window to separate seasonal effects from real growth or decline.
Report Top Co-Purchased Products
Find which product pairs are most frequently bought together in the same order to inform bundling and cross-sell placement.
Report Collection Performance
Rank every collection by revenue, conversion rate, and average order value to see which are pulling their weight.
Report Price-Point Performance
Group products into price bands and compare units, revenue, and margin per band to find the sweet spot.
Report Customer Concentration Risk
Show what share of total revenue comes from the top handful of customers, to flag over-reliance on a small buyer base.
Report Order Size Distribution
Bucket all orders by dollar value to show the real spread behind the average order value number.
Report Variant-Level Performance
Break sales down to the size/color/style variant level to find which specific variants sell and which sit dead.
Report First-Order Discount Dependency
Measure what share of new customers only convert with a discount code, and whether those customers come back at full price later.
Report Fulfillment Time Analysis
Measure the actual time from order placed to order fulfilled, broken down by product type and shipping method.
Report Items per Order Trend
Track average number of line items and units per order over time as a proxy for cross-sell and bundle effectiveness.
Report Customer Order Frequency Distribution
Bucket all customers by lifetime order count to show the real shape of the buyer base, from one-time to highly frequent.
Report Revenue by Hour of Day
Break down order volume and revenue by hour of day to time flash sales, emails, and support staffing.
Report Revenue by Day of Week
Compare revenue, order count, and AOV across each day of the week to spot the strongest and weakest sales days.
Report Discount Code Usage and ROI
Rank every active and recent discount code by usage, revenue generated, and incremental value versus its cost.
Report Product Return Rate Trend
Track the store-wide return rate over time by month to show whether returns are getting better or worse, independent of reasons.
Report Shipping Cost vs Revenue
Compare shipping revenue charged to customers against actual shipping label cost to show whether shipping is a profit center or a loss.
Report Draft Order Conversion
Show what share of draft orders created get sent, paid, and completed versus left open or abandoned.
Report Mobile vs Desktop Revenue Split
Compare revenue share, AOV, and top products between mobile and desktop shoppers.
Report Wholesale and B2B Order Share
Separate B2B/wholesale company orders from consumer orders to see how much revenue, margin, and volume each channel contributes.
Report Product Bundle Attach Rate
Measure how often an existing bundle or 'frequently bought together' offer actually gets added to cart versus the base product alone.
Report First-Time vs Repeat Customer AOV Comparison
Directly compare average order value between first-time buyers and repeat buyers to size how much more a returning customer is worth per order.
Report Out-of-Stock Lost Sales Estimate
Estimate revenue missed while top products were out of stock, using pre-stockout sales velocity.
Report Customer Revenue by Geography
Break revenue down by customer shipping country and region to see where the real demand is concentrated.
Report High-Value Order Watchlist
List every order above a set dollar threshold for a period, so large orders get a manual look before or after fulfillment.
Report Order Edit and Adjustment Impact
Quantify how often orders get edited after creation and how much net revenue those edits add or remove.
Segment First-Time Buyers for a Second-Purchase Nudge
Create a segment for first-time buyers (exactly 1 order) and draft a Shopify Messaging email nudging a second purchase.
Build a Top-Spend Segment for High-LTV Customers
Create a segment of customers in the top percentile of lifetime spend and pull a ShopifyQL report on what makes them different.
Flag One-and-Done Buyers Who Never Returned
Segment customers with exactly 1 order placed over a set number of days ago who never ordered again, and tag them for a distinct win-back track.
Segment Customers Who Have Never Ordered Without a Discount
Identify customers whose every order used a discount code, to separate margin-sensitive buyers from full-price buyers before planning promotions.
Segment Full-Price Buyers Who Never Use Discount Codes
Create a segment of customers who have never used a discount code, to exclude from promos and instead offer a no-discount early-access perk.
Tier Lapsed Customers by Days Since Last Order
Create three lapsed-customer segments across escalating day thresholds, so win-back intensity can scale with how cold each tier is.
Segment Customers by Shipping Region for Localized Offers
Create customer segments by city, state, or country from shipping address data, for regional promotions or event announcements.
Build Category-Affinity Segments by Purchase History
Create separate segments for customers whose order history concentrates in a specific product category, for category-relevant campaign targeting.
Segment Customers by Above-Average Order Value
Build a segment of customers whose average order value exceeds the store average, to target with bundle and upsell campaigns.
Build an At-Risk Churn Segment from Declining Order Frequency
Identify repeat customers whose ordering pace has slowed relative to their own history, flagging churn risk before they go fully lapsed.
Segment Customers by Marketing Consent State
Create segments for subscribed vs. non-subscribed customers so campaigns only ever target people who can legally be messaged.
Segment Customers with Above-Average Refund Rates
Build a segment of customers whose refund rate exceeds the store average, to flag for review before future discount or VIP offers.
Segment Customers with Abandoned Checkouts But No Completed Order
Identify customers who started checkout but never completed any order, distinct from customers who abandoned a cart mid-browse.
Segment B2B Companies with No Recent Order
Identify company accounts with no order in a set window, to prioritize wholesale account-management outreach before they go fully dormant.
Segment Seasonal Buyers Who Only Order in Specific Months
Identify customers whose order history clusters in specific months, for timed reminder campaigns ahead of their usual buying window.
Build a Flow to Tag and Message Customers on Their Birthday
Create a Shopify Flow that tags customers on their birthday date from a metafield and drafts a Shopify Messaging birthday email.
Segment Buyers of a Specific Product for a Targeted Follow-Up
Create a segment of everyone who purchased a specific product, for replenishment reminders or complementary-product campaigns.
Build Win-Back Segments Tiered by Historical Value
Create lapsed-customer win-back segments split by historical spend tier, so high-value lapsed customers get a stronger offer than low-value ones.
Automate VIP Tier Re-Assignment as Spend Crosses Thresholds
Build a Shopify Flow that re-tags customers into the correct VIP tier automatically whenever a new order pushes their spend across a threshold.
Create a Segment-Scoped Automatic Discount for Targeted Pricing
Build a customer segment, then create an automatic discount that applies only to that segment at checkout, without a code to remember.
Sequence Multi-Step Re-Engagement Touchpoints Without Fatigue
Build a multi-touch re-engagement Flow sequence for at-risk customers with escalating offers and a frequency cap to avoid over-messaging.
Audit Customer Tags for Duplicates, Typos, and Dead Tags
Pull every distinct customer tag in use, flag near-duplicates and typos, and identify tags no longer applied to any active customer.
Find and Merge Duplicate Customer Records
Identify customer records that likely represent the same person under different accounts, and merge only the confirmed duplicates I approve.
Report Segment Growth and Shrinkage Over Time via ShopifyQL
Pull a ShopifyQL report tracking how a named customer segment's size and value has changed over recent periods, to catch growth or churn early.
Segment New vs. Returning Customers by Acquisition Channel
Build segments comparing new and returning customers by referring channel, to see which acquisition source produces repeat buyers.
Tier Customers into Light, Medium, and Heavy Buyer Segments
Split repeat customers into frequency tiers by orders-per-period, so campaign cadence can match how often each group actually buys.
Segment Subscription Customers vs. One-Time Product Buyers
Separate customers on an active recurring subscription from one-time purchasers of the same products, for different lifecycle messaging.
Segment Customers Who Buy Across Multiple Collections
Identify customers who purchase from 2 or more distinct collections, distinguishing cross-category shoppers from single-category loyalists.
Segment Customers Who Purchased as a Gift
Identify orders that used gift messaging or a different ship-to than the buyer, to segment gift-givers for a distinct seasonal campaign.
Segment Customers Who Placed One Unusually Large Order
Identify customers whose single order far exceeds typical order value, a distinct pattern from steady high-AOV repeat buyers.
Flag VIP Customers Eligible for Tier Downgrade at Renewal
Build a Flow that tags VIP customers who will fall below their tier's spend threshold at the next qualification reset, before the tier changes.
Segment Happy Repeat Customers for a Referral Ask
Identify repeat customers with no refunds or negative-signal history, the best candidates to ask for a referral or public review.
Segment Customers Who Use Local Pickup or Local Delivery
Identify customers who have used local pickup or local delivery at checkout, a distinct local-community segment worth event invitations.
Choose a Lifecycle Segmentation Cadence for My Store's Size
Get general guidance on how many lifecycle segments to run and how often to refresh them, based on store size and order volume, before building any.
Explain RFM Scoring vs. Simple Recency Segmentation
Get a plain-language explanation of RFM scoring versus simple recency-based segments, and when each is worth the added effort.
Translate Collection Descriptions for a Market
Translate collection titles, descriptions, and SEO fields into a target language for a new market.
Translate Product FAQ and Size Guide Content
Translate a product's FAQ section and size guide into a target language with correct unit conventions.
Translate Refund & Return Policy for a Target Market
Translate your refund and return policy page into a target language and flag terms that may need local legal review.
Adapt Tone and Formality for a Regional Audience
Rewrite already-translated store copy so its tone and formality match cultural expectations in the target market.
Generate Market-Specific Product Landing Copy
Generate a localized landing page blurb for a product tailored to a specific market's language and preferences.
Localize Measurement Units in Product Copy
Rewrite product descriptions to use the measurement conventions (metric/imperial, sizing) of a target market.
Translate Blog Content for a New Market
Translate an existing blog post into a target language and publish or draft it for a new market's storefront.
Translate Collection SEO Metadata
Translate and localize SEO titles and meta descriptions for collection pages targeting a new language market.
Translate Product Metafields for a Market
Translate custom product metafield values (ingredients, care instructions, specs) into a target language and save them.
Audit and Fix Currency Format in Product Copy
Scan product descriptions for incorrect currency symbol or number formatting for a target market and fix them.
Draft Region-Specific Policy Variations
Draft market-specific variations of your store policies (return window, warranty terms) with a local legal review caveat.
Translate Size and Fit Chart Copy
Translate a product's size and fit chart labels and guidance text into a target language market.
Generate Translated Storefront UI Microcopy Set
Generate a translated set of storefront UI strings (buttons, labels, errors) for you to apply in the theme editor.
Translate Email Marketing Campaign for a Market
Translate a Shopify Messaging email campaign into a target language for a specific market segment.
Translate Gift Message Templates
Translate your gift note and gift-wrap option copy into a target language for a new market's checkout.
Translate Customer Reviews for a Market
Translate existing customer review excerpts into a target language for display on a localized storefront.
Translate Holiday Bundle Copy for a Market
Translate and localize gift-bundle or holiday-set product copy for a specific market and holiday calendar.
Translate Shipping and Customs Disclaimer Text
Translate shipping, duties, and customs disclaimer text into a target language for international customers.
Draft Abandoned Checkout Notification Copy
Draft abandoned checkout recovery email copy with subject line variations, ready to review before it's saved or sent.
Draft Order Confirmation Notification Copy
Draft the order confirmation email template content with your brand's tone, ready to save in Settings > Notifications.
Draft Refund Processed Notification Copy
Draft clear, reassuring refund-processed notification email copy for Settings > Notifications.
Audit Notification Template Branding Consistency
Review all your store's notification email templates for consistent tone, branding, and formatting, then fix mismatches.
Draft Local Pickup Ready Notification Copy
Draft the notification customers get when their local pickup order is ready for collection.
Draft Staff Order Notification Copy
Draft the internal staff order-alert notification so your team gets clear, scannable info on every new order.
Draft Gift Card Issued Notification Copy
Draft the notification email sent when a gift card is issued, including a version for gifting to someone else.
Draft Order Invoice Reminder Notification
Draft the draft-order invoice notification sent to customers who need to complete payment on a manually created order.
Draft Shipping Update / Delay Notification Copy
Draft shipping status update and delay notification copy that keeps customers informed without sounding alarming.
Draft Customer Account Welcome Notification
Draft the welcome email new customers receive after creating an account on your store.
Draft POS Receipt Footer Content
Draft thank-you and return-policy footer copy for in-store POS receipts, for you to apply in your receipt settings.
Notification Frequency and Cadence Strategy
Get general strategic guidance on how many transactional and marketing notifications to send without overwhelming customers.
Bulk Update Variant Tax Status for Exempt Product Categories
Turn off tax charging on a defined list of products or variants that are tax-exempt in a jurisdiction (e.g. children's clothing, unprepared food), with a before/after list for review.
Define Metafield Definitions for Collections
Create structured metafield definitions on the Collection object (not products) so every collection can carry the same custom fields, like a story blurb or featured-brand reference.
Build a High-Value Customer Segment, Then Hand It Off to Google/Meta Ads
Have Sidekick build a real customer segment for retargeting, formatted for Google Ads Customer Match or Meta Custom Audiences — Sidekick cannot act on ad platforms directly.
Export a CRM-Ready Contact List From Shopify Customer Data
Get Sidekick to pull the right customer fields and build a segment formatted for your CRM's import columns — Sidekick cannot connect to HubSpot, Salesforce, or Pipedrive directly.
Build the Shopify Half of a Merged GA4 + Store Analytics Report
Get Sidekick to build a real ShopifyQL report on your store data, plus a fill-in template for the GA4 metrics you pull manually — Sidekick cannot query Google Analytics itself.
Guardrail: Audit Data Quality Before Any Bulk Edit
Force Sidekick to flag thin, missing, or inconsistent source data before generating or running a bulk edit, and be explicit about whether it executed the batch or only drafted it.
Guardrail: Enforce Hard Character Limits Before Writing Any Field
Require Sidekick to count and validate every title, meta description, or alt-text draft against its real character limit before saving, and rewrite anything that's over instead of noting it's close.
Guardrail: Require Sidekick to Cite Its Source and Flag Confidence
Force Sidekick to label every claim as pulled from real store data or inferred/generated, and stop it from flatly reversing a wrong answer when you push back.
Guardrail: Recap Store Context at the Start of Every New Session
Have Sidekick actively confirm theme, language, and prior rules at the start of a new conversation instead of silently assuming or forgetting what you taught it last time.
Guardrail: Hard-Block a Forbidden Word List Before Any Content Ships
Check every generated title, description, or meta field against your forbidden-word list before writing it, as a hard check rather than a soft instruction Sidekick can drift from.
Guardrail: Lock Generated Content to the Store's Set Language
Force Sidekick to detect and stick to the store or field's actual configured language for the whole batch, instead of reverting to English partway through.
Guardrail: Keep One Task Per Sidekick Conversation
Set a rule to start a fresh Sidekick conversation per task instead of stacking multiple asks into one long thread, since some merchants report long conversations slowing down or locking up.
Guardrail: Force a Preview/Diff Before Sidekick Applies Any Change
Require a clear before/after summary for every change — especially theme or bulk edits — before Sidekick applies it, so you approve once instead of auditing errors afterward.
Guardrail: Make Sidekick Disclose Capability Limits Upfront
Require Sidekick to say clearly, before attempting a task, when something is outside what it can do — image search, backend apps, external tools — instead of attempting it and failing quietly.
Guardrail: Stop Sidekick From Inventing SKU, Barcode, or Spec Values
Lock SKU, barcode, and spec/SEO-title generation to values that actually exist in your store data, and stop Sidekick from skipping active products or inventing nomenclature.
Export Inventory in a Format That Drops Straight Into Your Google Sheet
Have Sidekick generate an inventory export matching your Google Sheets column layout, so updating your tracker is copy-paste — Sidekick cannot write to Google Sheets directly.
Build a Segment in Shopify, Then Hand It Off to Klaviyo
Have Sidekick build a real customer segment from your live store data, then export it in a format you can upload straight into Klaviyo — Sidekick can't push data into Klaviyo itself.
Draft SOP Content to Paste Into Notion
Get Sidekick to write your operating procedure as clean, structured text — headers, steps, checklists — ready to paste into a Notion page. Sidekick cannot create or edit Notion pages itself.
Draft Support Macros to Paste Into Zendesk or Gorgias
Have Sidekick draft macro text for common support scenarios from your real store policies, ready to paste into Zendesk or Gorgias — Sidekick cannot see tickets or reply to customers itself.
Backfill Variant Country of Origin and HS Code for Customs
Fill in the missing Country/Region of Origin and Harmonized System code on variants shipping internationally, matched from a reference table, so customs declarations generate correctly.
Turn Off Inventory Tracking for Made-to-Order Variants
Disable quantity tracking on specific made-to-order or non-stocked variants so they always show as purchasable, without touching stocked variants on the same products.
Sidekick: Build a Press and Media Kit Page
Have Sidekick assemble a press kit page with company boilerplate, a founder bio, brand asset links, and media contact details, then publish it live to Content > Pages.
Build a Loyalty Tier Perks Catalog
Turn your tier perks into durable metaobject entries — one per tier perk, with how to claim it — as a static reference catalog, not a points balance or ledger.
Reconcile Loyalty Tier Tags Against Actual Customer Spend
Reconcile your existing customers against tier thresholds: segment everyone who qualifies but was never tagged, plus anyone tagged who no longer qualifies, with counts.
Segment Near-Tier Customers & Draft a Tier-Upgrade Nudge
Build a segment of customers just short of the next loyalty tier's spend threshold, then draft (not send) a Shopify Messaging email encouraging one more purchase.
Sidekick: Write and Publish an Accessibility Statement Page
Have Sidekick draft an accessibility statement covering current site features and how customers can request accommodation, then publish it live to Content > Pages.
Sidekick: Write and Publish a Careers Page
Have Sidekick draft a Careers page listing open roles and what it's like to work at the company, then publish it live to Content > Pages.
Sidekick: Write and Publish a Wholesale Inquiry Page
Have Sidekick draft a wholesale/stockist page explaining how retailers can apply to carry your products, then publish it live to Content > Pages.
Optimize SEO Metadata for an Existing Blog Post
Rewrite the SEO title, meta description, URL handle, and featured image alt text for a published blog post and save the changes.
Optimize SEO Fields on Metaobject Landing Entries
Write and save a unique SEO title, meta description, and URL handle for each entry in a metaobject type that renders as its own storefront page.
Optimize SEO Metadata for a Standalone Page
Rewrite the SEO title, meta description, and URL handle for an existing Shopify Page (About, FAQ, Shipping, Warranty) and save it live.
Deactivate a Batch of Flagged Gift Cards
Find gift cards linked to fraud/chargeback orders or long-dormant with a balance, and deactivate each one — disabled, not deleted, with an audit note.
Extend Expiration on Soon-to-Expire VIP Gift Card Balances
Find high-value unredeemed gift cards nearing expiration held by top customers, and extend the expiration date as a retention gesture, with an audit note.
Bulk Configure Unit Pricing (Price per Reference Measure)
Turn on and fill in native unit pricing (e.g. price per 100ml or per kg) across every variant in a collection sold by weight or volume, for per-unit price display compliance.
Define Variant-Level Metafield Definitions
Create structured custom fields scoped to the Product Variant object (not the product or collection) so every variant can carry consistent attributes like fit or material.
Publish a "Just Restocked" Roundup from Live Inventory Data
Find products that came back in stock in a recent window and publish a roundup blog post or page listing them with links, sourced from live inventory data.
Report AOV by Payment Method
Compare average order value across the payment breakdowns your analytics actually expose — card type, digital wallet, BNPL where isolable — to see which map to bigger baskets.
Report AOV on Paid vs Free Shipping Orders
Compare average order value between orders that paid for shipping and orders that shipped free, to check whether your free-shipping threshold is actually lifting baskets.
Report AOV Impact of Gift Card Redemption
Compare average order value between orders that redeem a gift card and orders that don't, to see whether gift card use is linked to bigger baskets.
Draft Order Canceled Notification Copy
Draft clear, non-alarming order-canceled notification email copy for Settings > Notifications, covering both merchant-initiated and customer-requested cancellations.
Turn Off "Requires Shipping" for Non-Physical Add-On Variants
Bulk-uncheck the physical-product/shipping flag on specific service or digital add-on variants so they stop triggering shipping rates and fulfillment holds.
Generate a Featured Image for a Blog Post
Generate a new header/featured image for a specific blog post from a text brief and optional reference images, then save it to the store's file library.
Generate a Campaign Hero Banner Image from Brand References
Generate a new standalone hero banner image for a homepage or landing page campaign, guided by up to 3 brand reference images, then save it to the store's file library.
Define Customer-Level Metafield Definitions
Create structured custom fields scoped to the Customer object, like referral source or preferred contact channel, then backfill values for a defined customer scope.
Define Order-Level Metafield Definitions
Create structured custom fields scoped to the Order object, like delivery instructions or engraving text, then backfill values on currently open orders.