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Shopify Foundations Workbook
Your Step-by-Step Implementation Guide
How to Use This Workbook
This workbook is your implementation companion for setting up a successful Shopify store. Each chapter contains:
Action Checklists - Step-by-step tasks to complete
Worksheets - Spaces to record your information
Quick Reference - Key information at a glance
Pro Tips - Expert insights to avoid common mistakes
Complete the chapters in order - each builds on the previous one for optimal results.
Chapter 1: Pre-Launch Foundation
Business Essentials Checklist
Complete these BEFORE setting up your Shopify store:
Legal & Financial Setup
Research and decide on brand/domain name
Register business entity (LLC, Corporation, or DBA)
Obtain EIN (Employer Identification Number) if needed
Get sales tax permit for your state/country
Open dedicated business bank account
Separate sales tax account (recommended)
Domain Research Worksheet
Brand Name Ideas:
1.
2.
3.
| Domain Name | Available (Y/N) | Alternative Options |
|---|---|---|
Final Domain Choice:
Business Information Collection
Fill out this information sheet - you'll need it throughout setup:
Business Details:
Legal Business Name:
DBA Name (if different):
Business Address:
Phone Number:
Business Email:
EIN:
Sales Tax ID:
Banking Information:
Bank Name:
Account Type:
Routing Number:
Account Number:
Chapter 2: Shopify Store Creation
Store Registration Checklist
Go to Shopify.com and start free trial
Use business email for registration
Select store location (impacts payment options)
Choose initial sales channels:
Online store
Social Media
In-Person (if applicable)
Existing website/blog
Online marketplaces
Complete store creation process
Save login credentials securely
Store Naming Worksheet
Shopify Admin Store Name:
This is for your admin access - can be changed once
This is for your admin access - can be changed once
Why this works for your brand:
Chapter 3: Core Settings Configuration
General Settings Checklist
Store Details
Verify/update store name for customer-facing use
Add business phone number
Confirm store email address
Update billing address information
Verify legal business name
Confirm country/region
Set correct business address
Store Defaults
Verify currency display
Set unit system (Imperial vs Metric)
Set default weight unit
Configure timezone
Set order ID format:
Prefix:
Starting number:
Order Processing Settings
Enable Google address autocomplete (recommended)
Choose fulfillment method:
Manual fulfillment (recommended)
Automatic fulfillment
Enable automatic order archiving
Quick Reference Guides
Payment Processing Timeline
Authorization: Instant (less than 1 second)
Capture: When order is fulfilled
Payout Schedule:
• 2 days (bank connected via Plaid)
• 5 days (manually entered bank account)
Bank Deposit: Additional 1-2 business days
Key Shopify Limits by Plan
| Feature | Basic | Shopify | Advanced | Plus |
|---|---|---|---|---|
| Staff Accounts | 2 | 5 | 15 | Unlimited |
| Locations | 4 | 5 | 8 | 250 |
| Inventory Locations | 3 | 3 | 3 | 20 |
For the complete workbook with all 13 chapters, detailed worksheets, and advanced strategies, check out our full Shopify Foundations Implementation Guide.
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