Scope one store
Request permission from your client to review the relevant store and a limited export covering two to five drops. Do not send private credentials through the qualification form.
Explain the deliverables
The report covers returning buyers, VIP candidates, identity uncertainty, audience rules and one next-drop recommendation. Record what was excluded and what requires client review.
Assign next steps
Agree who reviews candidate identities, configures messaging and approves access. The audit itself neither installs the app nor executes a campaign.
Keep commercial scope explicit
Discuss each store’s requirements and current plan with the team. This page does not promise agency licensing, a multi-store console or a guaranteed client result.
Before you begin
Can I explore this without installing?
Yes. The sample report explains the workflow, and qualified brands can request an audit without Shopify login or app installation.
Will this automatically launch a campaign?
No. Recommendations and sample interactions do not send messages or change your store. Configure and verify your actual workflow in the app and sending platform.