DTC SOPs for Shopify brands

The standard operating procedures DTC brands run every day. Cross-tool workflows for customer service, subscriptions, returns, marketing, and ops.

A DTC SOP is the written version of a task your brand runs the same way every time: how you handle a chargeback, pause a subscription, recover a failed payment, or clear the BFCM support queue. The work usually spans several tools, so the procedure lives in the gaps between them, which is exactly where it tends to go undocumented.

Each procedure below is a reference you can adapt. The harder part is keeping it accurate once your stack or your policy changes. When the steps on paper stop matching what your team actually does, that SOP drift is what turns a helpful doc into a liability. ReccordSOP flags it so your procedures stay honest.

Looking for something more specific? Browse SOPs by the tool you use, start from an industry template, or see how ReccordSOP compares to other SOP tools.

Customer Support

Subscriptions

Marketing

Operations

Build your own SOPs in minutes

Record your screen while running any DTC workflow. ReccordSOP generates a structured SOP with timestamped screenshots.

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