Service
Shopify consulting for B2B & hybrid brands
When catalogs, approvals, and channel rules outgrow a DTC playbook, you need Shopify configured for how your business actually sells—not how a theme demo expects buyers to behave.
Who this is for
Commerce & ops
Hybrid wholesale / DTC
Teams balancing price lists, MOQs, and direct buyers without a single source of truth in Shopify.
- Conflicting rules across channels
- Manual workarounds in ops
- Buyers self-serving before sales touches them
Revenue & product
Leaders owning the roadmap
Stakeholders who need defensible tradeoffs between build, buy, and wait—not another six-month vendor proposal.
- Thin internal Shopify depth
- Pressure to “just ship” features
- No shared prioritization model
Systems & finance
ERP-adjacent reality
Brands where fulfillment, credit, and tax reality matter as much as the storefront—and integrations can’t be hand-waved.
- Order and data sync risk
- Margin leakage in quoting
- Auditability and controls
What breaks first
Rules that don’t match the deal desk
Catalogs and price logic drift from how reps actually quote—so the storefront, CRM, and finance each tell a different story.
Journeys built for consumers, not committees
Approval paths, reorders, and account context are treated as edge cases—so conversion looks fine in analytics but revenue leaks in the field.
Stack sprawl without a decision record
Apps and customizations accumulate without a shared model of constraints, owners, and sequencing—so every fix creates new debt.
What this engagement covers
Discovery & operating model
Map how you sell today: channels, roles, approvals, and systems of record. Establish constraints, risks, and non-negotiables before touching tactics.
Catalogs, pricing & eligibility
Align Shopify B2B primitives (companies, catalogs, rules) with how pricing and credit actually work—so rules are explainable and auditable.
Buyer journeys & account experience
Define paths for net-new, reorder, and multi-location buyers; reduce friction without hiding complexity your team depends on.
Roadmap, sequencing & governance
Produce a prioritized backlog with dependencies: what to ship now, what to defer, and how to decide the next slice—so leadership has a decision record.
How the work runs
Step 1
Intake & success criteria
Define goals, scope boundaries, and what “good” looks like in 90 days. Align on data access and stakeholders before discovery.
Step 2
Discovery & current state
Document journeys, rules, and integrations as they run—not as slides say they run. Surface conflicts early.
Step 3
Design & sequencing
Translate findings into options with tradeoffs: cost, risk, and time. Agree on a sequenced plan with explicit checkpoints.
Step 4
Execution support & handoff
Support implementation in tight loops: clarify acceptance criteria, unblock decisions, and leave your team with working changes they can own.
FAQs
Both—depending on scope. Many engagements blend strategic direction with hands-on configuration and QA. Implementation-heavy work is always scoped with clear acceptance criteria.
No. B2B selling uses Shopify’s B2B capabilities on Standard or Plus, depending on your plan and setup. Plus is evaluated when checkout, automation, multi-store, or governance needs require it—not because you sell wholesale.
Clean handoffs: clear specs where complexity demands them, test cases on critical paths, and a prioritized backlog. The goal is coherent execution—not duplicate project managers.
Access to stakeholders, analytics and order data where relevant, and honesty about political constraints. No homework theater—only what informs decisions.