All playbooks
Playbooks by tool
Shopify
Shopify is the source of truth for orders, stock, discounts and refunds. Almost every playbook here checks another tool against it, because an ad account or email tool only knows its own side of the sale.
How to connect it
Use a Shopify connector or MCP server for your assistant with read-only scopes if you have one. If not, export orders, products with inventory, and discounts as CSV from the Shopify admin and upload them.
What the assistant reads
Orders, line items, inventory, discount codes, refunds, fulfillment times, shipping zones.
Leaks to check
16 playbooks
- Ads still running on sold-out productsYou are probably paying Meta to send people to a product they can't buy.LeakMeta Ads · Google Ads · Shopify
- Sign-up popup stopped workingEmail sign-ups halving overnight is rarely a traffic problem.LeakKlaviyo · Google Analytics · Shopify
- Purchases stopped recording in your ad accountYour ads can look like they stopped working when really your tracking did.LeakMeta Ads · Shopify
- Lapsed customers nobody emailsThousands of your past buyers haven't ordered in 6 months, and nobody's asking them back.LeakShopify · Klaviyo
- A flow filter skips real shoppers1,400 people started checkout last week. How many got your email?LeakKlaviyo · Shopify
- Ads shown where you don't shipSome of your ad budget is probably going to countries you can't deliver to.LeakMeta Ads · Shopify
- Purchases counted twiceIf your ROAS looks too good to be true, check whether each order counts twice.LeakMeta Ads · Shopify
- Products turned down in Google ShoppingYour bestsellers might be invisible in Google Shopping, and the reason is in a report nobody opens.LeakMerchant Center · Shopify
- A discount code stopped workingYour best discount code can die on a Tuesday and nobody gets an alert.LeakShopify · Klaviyo
- Orders stuck unshippedLate orders turn into refunds, chargebacks and one-star reviews.LeakShopify
- Bestseller missing from your adsYour #3 bestseller isn't in a single live ad.LeakShopify · Meta Ads
- Junk traffic is skewing your numbersBefore you panic about conversion rate, check how much of your traffic is bots.LeakGoogle Analytics · Shopify
- One funnel step suddenly droppedIf conversion drops on every channel at once, the problem is your site, not your ads.LeakGoogle Analytics · Shopify
- Back-in-stock demand left waiting210 people asked to hear when it's back. It's back. Nobody told them.LeakKlaviyo · Shopify
- Creator code leaked to coupon sitesSearch your brand name plus 'discount code'. That's where your margin goes.LeakWeb search · Shopify
- Codes stacking on top of a promoYour 'buy 2 get 1' might be getting a second discount on top.LeakShopify
Plays to try
14 playbooks
- Treat every launch and restock as a reason to email past buyersPast buyers buy again in launch weeks. Make sure they hear about every launch.PlayShopify · Klaviyo
- Shift spend before your hero product sells outSpending hard on a product that'll sell out before Black Friday is paying to run out early.PlayShopify · Meta Ads · Google Ads
- Count the Amazon halo before cutting MetaMeta ads can look unprofitable while quietly driving your Amazon sales.PlayMeta Ads · Shopify · Amazon Seller Central
- Find regions buying below their shareSome big states may buy far less from you than their population says they should.PlayShopify · Meta Ads
- Read early sales on a new drop and reorder fastTen days of sales tell you whether to reorder, if you adjust for stock and price.PlayShopify
- Set your free-shipping threshold from your real ordersIf most orders are $62 and free shipping starts at $100, almost nobody reaches it.PlayShopify
- Ask customers who never came back whyThe customers who never complained and never came back know something you don't.PlayShopify · Klaviyo
- Check whether deep first discounts buy worse customersCustomers won at 30% off may come back far less than those won at 10%.PlayShopify
- Price the cost of late deliveriesA first order that arrives late may cost you the second one.PlayShopify
- Put your bundle offer on product pagesYour bundle deal might only show up in places most buyers never see.PlayShopify · Google Analytics
- Use past stock-outs to decide what to restockEvery time a product sold out, you ran a free experiment. Read it.PlayShopify
- Judge ads on sales after returnsA category with great ROAS can lose once you count what comes back.PlayShopify · Meta Ads · Google Ads
- Sell slow stock to likely buyers before discountingBefore you mark down slow stock, email the people who bought that style before.PlayShopify · Klaviyo
- Stop low-margin products eating Shopping spendYour lowest-margin products may be taking the biggest share of your Shopping budget.PlayShopify · Google Ads · Merchant Center
Every number on these pages is an illustrative example, not a result from a named store. Read-only access is enough for every check; make any change yourself.
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