Switching Shopify agencies?
A successful transition requires more than transferring accounts and permissions. Your new agency needs visibility into the integrations, customizations, workflows, and systems that keep your Shopify store running.
This free checklist helps you gather the information your next agency needs before the handover begins.
What's included
The checklist covers:
- Store architecture and technical setup
- Account ownership and access control
- Code repositories and design assets
- Headless, Hydrogen, and Oxygen environments
- Integrations and middleware platforms
- AI tools and automation workflows
- Analytics, tracking, and compliance
- Performance monitoring and maintenance
- B2B and multi-market configurations
Get the complete Agency Transition Checklist for Shopify Plus Merchants and prepare for a smoother agency handover.
Turn Insights Into Actions
Ensure your business has control of Shopify, integrations, repositories, analytics platforms, and other critical systems.
Identify missing documentation, access gaps, and technical dependencies before the handover begins.
Give your new agency the context they need to understand your store architecture, workflows, and customizations faster.
