Standard operating procedures for Shopify DTC brands. Built around the tools you actually use and the workflows you run every day.
Tool SOPs
Klaviyo, Gorgias, Recharge, and the rest of your DTC stack.
The reviews and loyalty platform most DTC brands use to drive repeat purchase.
3 procedure SOPs
Clean modern reviews platform popular with DTC brands under $20M.
2 procedure SOPs
The simplest loyalty platform for DTC brands getting started.
2 procedure SOPs
Reviews and UGC platform with stronger Shopify integration than competitors.
2 procedure SOPs
DTC procedures
BFCM prep, refund policy, subscription pause, and other DTC-specific procedures.
Black Friday and Cyber Monday will 3 to 8x your normal ticket volume in 96 hours. Brands that prepar...
Every subscription brand loses 30 to 50 percent of cancellations they could have saved with a workin...
Two agents in the same week handle the same refund three different ways. One issues store credit, an...
Damaged-on-arrival claims are the most-abused refund category in DTC. Some customers legitimately re...
Cart abandonment is the single largest recoverable revenue stream in DTC. The average store recovers...
Influencer programs grow from 5 creators to 50 fast. Spreadsheet payout tracking that worked at 5 br...
Inventory variance is the silent margin killer. Shopify says 100 in stock. 3PL counts 87. Customer o...
Fraud rate in DTC averages 0.5 to 2 percent of orders, costing chargebacks plus product loss plus sh...
Most support tickets resolve at tier 1. Five to 15 percent need escalation, and those are the ticket...
Your top 5 percent of customers generate 30-40 percent of revenue. Yet most DTC brands treat them id...
Customer ordered, then realized the address is wrong. Common enough that it gets its own SOP. The wi...
Stockouts are operational failures that become brand problems if mishandled. Customers who tried to ...
Chargebacks happen. Some are fraud, some are friendly fraud (customer doesn't recognize charge), som...
Customer orders on December 22, expecting Christmas delivery. It arrives December 28. They're angry,...
Defective product hits customer, customer complains, you replace and apologize. Multiply by hundreds...
Customers who canceled subscriptions are not lost. 15-30 percent of cancellations can be reactivated...
Switching 3PLs is one of the riskiest DTC operations. Done wrong, orders ship late, inventory disapp...
A new support hire takes 30-60 days to reach full productivity. Most teams underinvest in onboarding...
Bundles in Shopify are a frequent source of inventory chaos. The parent SKU shows in stock, but comp...
Pre-orders let you capture demand before inventory arrives. They also create the highest-stakes cust...
Industry templates
Reference SOPs for healthcare, manufacturing, IT, HR, and beyond.
Patient intake, medication, sterilization, shift handoff
Machine setup, quality, safety, inventory
Server deployment, incident response, access, backups
Onboarding, offboarding, reviews, leave
Month-end close, invoicing, expenses, payroll
Triage, refunds, escalation, knowledge base
Lead qualification, discovery, proposals, CRM
Campaign launch, blog, analytics, email
Comparisons
Honest comparisons against Scribe, Tango, Process Street.
Scribe is a browser extension that auto-captures step-by-step guides as you work...
Tango is a Chrome extension for capturing how-to guides automatically....
Process Street is a workflow and checklist platform for repeatable processes....
Trainual is a training and onboarding platform with SOP features for SMBs....
SweetProcess is a process documentation tool focused on checklists and workflows...
Guidde is an AI documentation tool that captures screen activity into how-to gui...
Using Notion as a SOP repository is the default starting point for many DTC team...
Many DTC teams use Loom as the de facto SOP tool, but video alone isn't document...
Record your screen while running any workflow. ReccordSOP generates a structured SOP with timestamped screenshots and alerts you when reality drifts from documentation.
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