Printable planner
The Shopify POS switch planner
What to move, what to test, and what to ask before you change systems.
Get the free resourceThe shopkeeper’s toolkit
A place to work
through the details.
Planning a shop opening, changing your POS, or figuring out your next customer email? These free checklists and planners give you somewhere to start.
Free connected-store check
How connected is your shop?
Answer six questions about your shop and we’ll suggest some next steps. You can see your results here without giving us your email.
A self-assessment based on your answers, not a technical audit or industry benchmark. Your answers stay in this page.
Pick the job
you’re working on.
Every guide is readable online. Every workbook is free to download. Bring one to your next team meeting.
Campaign workbook
The customer email & text planner
Choose a customer group and plan a message around something they’ll want to hear about.
Get the free resourceCatalog checklist
The “find it near me” catalog check
Check the product details that local listings and AI discovery depend on.
Get the free resourceLaunch checklist
The opening-day systems checklist
Work through checkout, stock, receiving, and staff preparation before opening day.
Get the free resourceUK retail planner
The connected UK shop planner
Plan your till, stock, hardware, and handover around the way your shop trades.
Get the free resourceWholesale workbook
The stockist support workbook
Look at what your retailers need when they order, receive a delivery, and put your products on sale.
Get the free resourceA good place to start
Tell us what’s happening in your shop.
What takes longer than it should? What would you like to do that your current setup makes difficult? We’ll talk it through and see where we can help.
Book a 30-minute call
A conversation about your store and whether we’re a fit.
Prefer to write? Tell us about your project