{"product_id":"the-shopify-migration-playbook","title":"The Shopify Migration Playbook","description":"\u003cp\u003e\u003cstrong\u003eThe Shopify migration playbook I use on every client engagement. Now yours to keep.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eA Shopify migration isn't a website rebuild. When you're already doing real revenue, the things that go wrong aren't cosmetic. They're the things that quietly cost you money for months before anyone notices: lost SEO traffic, missing gift card balances, broken email flows, customer history that didn't make the move.\u003c\/p\u003e\n\n\u003cp\u003eI built this playbook so none of that happens. It's the exact 132-task spreadsheet system my team uses on every Shopify migration at Moss. Five tabs, eight phases, every step in the order it actually needs to happen on a real project.\u003c\/p\u003e\n\n\u003cp\u003eNow it's yours, for every migration you'll ever run.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eOne .xlsx file you can open in Excel or drag into Google Drive. All formulas, formatting, and dropdowns transfer cleanly.\u003c\/p\u003e\n\n\u003cul\u003e\n\u003cli\u003e132 tasks across 8 phases, sequenced in the order they actually happen on a real migration\u003c\/li\u003e\n\u003cli\u003eAuto-calculating dates — change your start date once, every phase updates automatically\u003c\/li\u003e\n\u003cli\u003eReassignable phases — move any task between phases by changing one number, and the timeline recalculates\u003c\/li\u003e\n\u003cli\u003eLive progress bars for each phase and the project as a whole\u003c\/li\u003e\n\u003cli\u003eColor-coded status: Not Started, In Progress, Blocked, Complete, N\/A\u003c\/li\u003e\n\u003cli\u003eDropdown validation so your team can't accidentally typo their way into broken data\u003c\/li\u003e\n\u003cli\u003eA client-facing Project Summary tab you can share without exposing the full task list\u003c\/li\u003e\n\u003cli\u003e496 formulas tested with zero errors\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eThe 8 phases\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 0 — Discovery \u0026amp; Scoping (12 tasks).\u003c\/em\u003e Audit current platform, tech stack, SKU count, integrations. Confirm plan and timeline before committing.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 1 — Kick Off \u0026amp; Access (10 tasks).\u003c\/em\u003e Credentials, dev store, project workspace. Everyone has access before the build starts.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 2 — Data \u0026amp; Migration Prep (19 tasks).\u003c\/em\u003e Products, customers, orders, gift cards, reviews, URL redirect map. Where most migrations fail.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 3 — Store Build (16 tasks).\u003c\/em\u003e Theme, branding, collections, navigation, content pages.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 4 — Apps, Payments \u0026amp; Integrations (19 tasks).\u003c\/em\u003e Shopify Payments, tax, shipping, core app stack, ERP\/3PL\/accounting.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 5 — Marketing \u0026amp; SEO (23 tasks).\u003c\/em\u003e Sales channels, Google stack, email flow migration, SEO redirect implementation.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 6 — Pre-Launch QA \u0026amp; Training (19 tasks).\u003c\/em\u003e Full QA pass, Loom training videos, written SOPs for the client team.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003ePhase 7 — Launch \u0026amp; Post-Launch (14 tasks).\u003c\/em\u003e Launch day checklist, 7-day bug sweep, 30-day check-in.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eWho this is built for\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eShopify experts, freelancers, and agencies running client migrations. Brand owners migrating their own store from Wix, BigCommerce, Squarespace, or WooCommerce. Anyone with existing SEO traffic, customer history, or email lists they can't afford to lose in the move.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eWant me to run it with you?\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eIf you'd rather not migrate alone, my Done-With-You Migration includes this full playbook plus weekly working sessions and 30 days of post-launch support after you go live. \u003ca href=\"\/products\/done-with-you-shopify-migration\"\u003eLearn more here.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eWhat you'll get\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cul\u003e\n\u003cli\u003eMoss_Shopify_Migration_Plan.xlsx — the full 5-tab workbook, 132 tasks, 496 tested formulas\u003c\/li\u003e\n\u003cli\u003ePDF quick-start guide\u003c\/li\u003e\n\u003cli\u003eLifetime updates — when I improve the template, you get the new version free\u003c\/li\u003e\n\u003cli\u003eEmail support — questions answered within 24 hours\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eCommon questions\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eWhat file format is it?\u003c\/strong\u003e\u003cbr\u003e\nOne .xlsx file. Works in Microsoft Excel (desktop, web, mobile), Google Sheets, and Apple Numbers. To use it in Google Sheets, drag the file into your Drive and open with Sheets. Everything transfers cleanly.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eIs this a checklist or an actual working tool?\u003c\/strong\u003e\u003cbr\u003e\nA working tool. Change a task's phase number and the timeline recalculates. Update the project start date once and every downstream phase shifts. 496 formulas connect the tabs together.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eCan I use it on multiple client projects?\u003c\/strong\u003e\u003cbr\u003e\nYes. Single user license covers unlimited migrations. Duplicate the file for each client. You just can't resell or redistribute the file itself.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eDo you offer refunds?\u003c\/strong\u003e\u003cbr\u003e\nYes. If the template isn't useful to you, email me within 7 days of purchase and I'll refund you. No forms.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eHow long does it take to set up for a new project?\u003c\/strong\u003e\u003cbr\u003e\nAbout five minutes. Open the Settings tab, edit the yellow-highlighted cells (client name, start date, owners), and the entire workbook is configured.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003eInstant digital download · Works in Excel \u0026amp; Google Sheets · 7-day refund guarantee · Made in Southern Louisiana\u003c\/em\u003e\u003c\/p\u003e","brand":"Moss Ecommerce Management","offers":[{"title":"Default Title","offer_id":52544970686740,"sku":null,"price":47.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0803\/1423\/7204\/files\/01_hero.png?v=1779738919","url":"https:\/\/mossecommerce.com\/products\/the-shopify-migration-playbook","provider":"Moss Ecommerce Management","version":"1.0","type":"link"}