Templates the team actually uses.
Spreadsheets, runbooks, SLAs, and architecture docs we use internally — cleaned up and made public. Free to download, free to adapt.
Why we share these.
Good templates change how a team operates — and rebuilding one that already exists wastes weeks. These are the same templates our Customer Success team shares with every new merchant, cleaned up and made public.
Templates by category.
Migration
Migration scope document
The scope template our solutions architects fill out at kickoff — data, integrations, custom logic, and timelines.
Get the templateXLSX · 4 sheetsData mapping spreadsheet
Source-to-target field mapping for catalog, customer, and order migrations — pre-filled for WooCommerce, Shopify, and Magento.
Get the templateMD · 6 pagesCutover runbook
An hour-by-hour runbook for cutover day, including rollback procedure and go/no-go gates.
Get the templateLaunch
Store launch checklist
Everything to verify before you flip a new store live — catalog, payments, shipping, tax, and analytics.
Get the templateXLSX · 3 sheetsGo-live QA test plan
A structured test plan covering checkout, payments, emails, and edge cases, with pass/fail tracking.
Get the templateDOCX · 4 pagesPre-launch SEO checklist
Redirects, metadata, sitemaps, and structured data to get right before launch.
Get the templateOperations
Returns & refunds policy template
A clear, customer-friendly returns policy you can adapt to your store and jurisdiction.
Get the templateDOCX · 4 pagesSupport SLA template
Response and resolution targets by severity, with escalation paths — for your own customers.
Get the templateMD · 5 pagesIncident response runbook
How to triage, communicate, and resolve a store incident, with a status-update template.
Get the templateMerchandising
Product description template
A repeatable structure for product copy that converts and stays scannable.
Get the templateXLSX · 2 sheetsCategory taxonomy worksheet
Plan a clean category tree and attribute set before you build your catalog.
Get the templateXLSX · 1 sheetPromotion calendar
Plan campaigns, discounts, and seasonal pushes across the year in one view.
Get the templateFinance
Margin & pricing calculator
Work out true contribution margin per product, factoring fees, shipping, and returns.
Get the templateXLSX · 3 sheetsCOGS tracker
Track cost of goods over time to keep pricing and margin honest.
Get the templateXLSX · 2 sheetsTax configuration worksheet
Map your tax rules by region and product class before configuring them in the store.
Get the templateHave a template that should be here?
If you've built something useful and would consider sharing, we'd love to see it. We'll credit you (or keep you anonymous) and share with the community.