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
Cutover runbook
MD · 6 pages
An hour-by-hour runbook for cutover day, including rollback procedure and go/no-go gates.
Data mapping spreadsheet
XLSX · 4 sheets
Source-to-target field mapping for catalog, customer, and order migrations — pre-filled for WooCommerce, Shopify, and Magento.
Migration scope document
DOCX · 8 pages
The scope template our solutions architects fill out at kickoff — data, integrations, custom logic, and timelines.
Launch
Pre-launch SEO checklist
DOCX · 4 pages
Redirects, metadata, sitemaps, and structured data to get right before launch.
Go-live QA test plan
XLSX · 3 sheets
A structured test plan covering checkout, payments, emails, and edge cases, with pass/fail tracking.
Store launch checklist
PDF · 5 pages
Everything to verify before you flip a new store live — catalog, payments, shipping, tax, and analytics.
Operations
Incident response runbook
MD · 5 pages
How to triage, communicate, and resolve a store incident, with a status-update template.
Support SLA template
DOCX · 4 pages
Response and resolution targets by severity, with escalation paths — for your own customers.
Returns & refunds policy template
DOCX · 3 pages
A clear, customer-friendly returns policy you can adapt to your store and jurisdiction.
Merchandising
Promotion calendar
XLSX · 1 sheet
Plan campaigns, discounts, and seasonal pushes across the year in one view.
Product description template
DOCX · 2 pages
A repeatable structure for product copy that converts and stays scannable.
Category taxonomy worksheet
XLSX · 2 sheets
Plan a clean category tree and attribute set before you build your catalog.
Finance
COGS tracker
XLSX · 3 sheets
Track cost of goods over time to keep pricing and margin honest.
Tax configuration worksheet
XLSX · 2 sheets
Map your tax rules by region and product class before configuring them in the store.
Margin & pricing calculator
XLSX · 2 sheets
Work out true contribution margin per product, factoring fees, shipping, and returns.