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Project Proposal

Prepared for Kate Kryder

👋🏻 Hey Kate!

thanks for your consideration to work with me!

As you embark on the journey of opening a storefront, it helps if you've got a solid foundation in place when it comes to your website. It helps even more if you've got a website that allows you to adjust and grow as your store adjusts and grows.

I'm so grateful that you're considering having me along for the ride to guide you and cheer you on along the way.

The goal of this proposal is to make sure our values align and that you’ll be satisfied with the work we’ve done together.

Kate's Challenges

Based on our call, you'd like to level up your business game by:

• Launching a Shopify website that has the must-haves, but allows room to shift and grow

• Allows visitors to easily view your available classes and workshops, as well as purchasing tickets

• Builds trust with your community that you are here for them, to be their third place, to offer the equivalent of Atay Naa Naa (but without needing to go to Morocco...unless they want to go on your retreat with you!)

Ready to level up in your business?

I like to think of projects with clients are more like an adventure.

On this adventure, we tap into your expertise as a business owner, creative spirit, and empathetic human being. I'll serve as your "helpfun"* guide through all the tech, best practices, and industry stuff, not only setting things up for you, but teaching you how to use the tech in the method you learn best.

My goal for you:
is to feel confident and excited to send people to your website, and to give you the tools and tutorials for you to be able to adjust your content or your strategy down the road.

Attention-grabbing headline

*Fun Fact:

a client sent me a review after working together, describing me as "helpfun." It was initially a typo, but the client opted to keep it in because they felt it described their experience when working with me. My hope is for you to have a similar experience during your project!

Adventure Awaits!

aka what to expect when working with me

Ecommerce Arcade was founded to not only level-up the experiences of business owners like you, but also to utilize my own decade-long experience as a creative product-based business owner. That's why I tend to work differently than other agencies or freelancers. Here's what you can expect when working together with me:

Collaboration

I'm a huge believer in creating safe and supportive spaces for learning and collaboration.

You're a creative person, too, and I want to make sure we are honoring your creativity in a way that works beautifully with industry standards.

However, if there are things that I don't recommend based on best practices, I'll be sure to not only tell you the what, but also the why.

Support

I love teaching folks that they are capable of harnessing the very tech that may have frustrated them in the past.

When working together, please know there is no such thing as a stupid question, and there is no shame in asking the same question multiple times.

Everyone learns differently, and you'll receive tutorials that cater to your own style of learning (i.e., video, written, captions on video, etc.).

Accountability

AKA getting stuff done! Doing the work! Rolling up our sleeves--you name it.

Many clients I work with are capable of doing the work that needs to be done, and then launching the thing, but they are already carrying a lot in their businesses.

You already know how important this project would be for your business, and I'm happy to lighten your load and get this project across the finish line with you.

Kate, Here's How We'll Roll

While we'll be working together to build and launch your project, here's what you need to know about the experience:

Tools

You'll be invited to your own private Project Hub in your own private project portal, and you'll work on submitting content and preferences via forms in Formaloo- and you'll be provided tutorials walking you through getting set up and how to use each tool.

Content

You'll be providing all the content, assets, information, and preferences for your project, and you'll have tutorials guiding you along the way in your project portal to help give you context or a starting point. 

If you have a question or get stuck or need clarity, you'll be able to message me one on one through the portal. You'll receive a quicker response than email!

I'll be reviewing your assignments as your submit them and checking in with you periodically to help support you while you complete the assignments.

Once you've completed all your assignments, we'll hop on a call and switch gears to design and development, aka the fun part!

Timeline

While this proposal is more of a stripped-down version of the typical full Shopify project I tend to do, your project completion timeline will be dependent on a few factors: 
1 - How quickly and thoroughly you complete the required assignments in your project, and
2 - The payment plan option you've selected.

Your launch date will be scheduled around the timeframe of your final payment, or if you've selected 50/50 or plan to pay in full up front, your launch date will be scheduled as soon is reasonably possible upon the completion of your project assignments (but you know I'll do my best to quickly work through the Scope of Work to get your website launched as soon as humanly possible).

Typically it takes clients anywhere from 2 weeks to a month to complete their assignments, so be sure to schedule time for yourself to work on this. You'll have tutorials and guidance the entire way through your assignments, and if you get stuck or have questions, you'll be able to message me through your project portal for quick answers. 

Once your assignments are done, I'll roll up my sleeves and get to work. Due to the accelerated timeline of the Shopify website launch, the design approval process may proceed a bit more bumpy than typical.

The majority of projects that end up delayed or paused are waiting on content or information from clients. This is why I request content and preferences are submitted first- once I have all the information I need, I can complete your project so much quicker! 

If you're worried you might not have a moment to adjust any information before launch, fret not-- there's a plan for that:

Project Phases - Shopify Website 🖥️

• We'll kick things off with a Zoom call where we'll chat about your business goals, website challenges and wishlist

• You'll submit preferences and content via tasks that are segmented into manageable chunks

• If you'd like more flexibility when it comes to design, you may opt into adding the Design Packs app, which is either $29.99/mo, $199/year, or a one-time fee for $700.

• We'll kick off this phase with a planning call, where we'll also walk through your Shopify admin

• We'll draft your website framework based on your Scope of Work

• I'll design and configure your website tailored to your brand identity and current best practices

• We'll cover how to create product and category listings, and you'll get cracking on adding your product assortment

• We'll kick off this phase with a Zoom screenshare call, aka a Shopify theme customizer tour. I'll hand over the controls and let you drive so you'll feel confident and familiar with your website and how to make changes

• We'll get into the nitty gritty with setting up your shipping, payment, and taxes settings based on your preferences

• We'll integrate apps based on best practices and your Scope of Work

• We'll set up and configure additional sales channels (POS, Facebook, Instagram, etc.) based on your Scope of Work

• We'll kick off this phase with (you guessed it) a handoff call, where I'll transfer ownership of your shiny new Shopify website over to you

• We'll make any last-minute adjustments

• Then it'll be time to thoroughly test your website! You'll get some time to test out your site and a handy checklist to guide you along and help us find any areas where additional tutorials or guides are needed to set you up for success

• Woohoo, the day is finally here! We'll schedule a launch day call, where you'll get support to point your domain and launch your beautiful new website!

• We'll celebrate and switch gears to your support phase

• You'll get 30 days of post-launch support OR 3 30-minute support calls over the course of three months

• Once your support phase concludes we'll either wrap up your project or (if available) you can opt into a continuing support retainer package

Project Phases - Klaviyo Email Marketing 💌

• We'll kick things off with a Zoom planning call, where we'll cover your goals, homework, and a tour of your new Klaviyo account

• You'll submit your brand identity assets (logo, colors, etc.)

• You'll have some homework to submit your preferences for content, design, and settings

• I'll design a robust Klaviyo email template that you'll be able to use by mixing and matching sections and blocks

• We'll work on copywriting based on your Scope of Work

• I'll design a popup based on your preferences and configure the settings based on current best practices

• I'll build out your Flow (aka automations) framework for the emails included in your Scope of Work

• I'll configure coupons, product feeds, and preference pages

• I'll design and incorporate your content into your Flow emails and hand them off for your review with handy video tutorials

• We'll schedule a chat to cover your Klaviyo Flows and adjust them based on your feedback

• I'll set up customized segments just for you

• You'll receive tutorials on segments, campaigns, and more

• You'll also receive a customized sending strategy document and 1 month of campaign ideas tailored to your business

• We'll hop on Zoom and migrate your list from your previous provider (if applicable), and launch your Flows!

• We'll chat about your customized warmup strategy so you're set up for a healthy sender reputation

• We'll set up your first campaign together and guide you through the warmup process

• You'll get 30 days of post-launch support where we'll watch your campaigns and Flows like a hawk

• Once your support phase concludes we'll either wrap up your project or (if available) you can opt into a continuing support retainer package

"What do you want me to do?" you might ask

We can't call this a creative collaboration without the best part: you! To make this project reflect your business and goals, there will be some homework involved.

All homework items have been set up to be in bite-size or manageable chunks, and you'll get a task and date assigned to you for each item.

The following list is not intended to overwhelm you, but to (hopefully) give you an idea of what kind of effort will be needed on your end.

Don't worry, there will be tutorials and prompts guiding you through this process- no blank screens here!

• Welcome Survey

• Business Details Survey

• Ideal Customer Exercise

• The Heart of Your Business Questionnaire

• Setup or access to your Google Analytics account

• Online Store Preferences

• Image Optimization Tutorial

• Brand Identity Assets

• Typography Preferences

• Product Categories Survey

• Product Spreadsheet

• Product Photography

• Hero/Lifestyle Photography

• About Page Photography

• Home Page Copywriting

• About Page Copywriting

• Shipping Details Survey

• Gift Card Preferences

• Payment Preferences Survey

• Taxes Information

• Policies Preferences

• App Preferences

• Email Marketing Questionnaire

• Grant access to current ESP

• Template Design Preferences

• Popup Preferences

• Lead Magnet Preferences

• Copywriting or answer Copywriting Prompts

• Review tutorials

• Review + adjust Klaviyo Flow emails

• Warmup of your new Klaviyo account

• Sending campaigns

"Working with Holly was like a huge weight lifted off my shoulders. She was so easy to work with and knowledgeable. She was always timely about answering questions, and gave me tutorials and step by step instructions so I could carry on updating my website after our work together was over. Highly recommend her!!"

--Tara Faughnan

Scope of Work

Here's a detailed breakdown of what we'll be accomplishing together and what's included in your project:

• Private project managment platform access for questions and quick communication

SHOPIFY WEBSITE

• Google Analytics setup with Enhanced Ecommerce enabled

• Integration of brand identity throughout Shopify theme- this includes logo, typography, colors, etc.

• Craft an intelligent and effective information and content architecture

• Draft custom navigation/menus with conversion rate optimization in mind

• Home Page design, setup and configuration, including sections, reviews, and Instagram app integration

• Collection Page design and configuration, including setup of up to two different collection page templates

• Collection page description writing/guidance (this helps with SEO)

• Product Page design and configuration, including setup of up to two different product page templates

• Setup of up to 10 products

• Tutorial of alt text for product images (accessibility and SEO)

• Integration of product reviews app

• Integration of Instagram feed app

• Integration and configuration of Shopify Search & Discovery app

• Research and consulting time for app for classes & workshops, as well as integration and configuration of selected app

• Social media integration

• Setup and configuration of the following additional sales channels: Google/YouTube, Agentic, Shopify POS

• Design and configuration of up to 5 information pages (About, Contact, FAQ, Events Calendar, etc.)

• Newsletter platform integration

• Store checkout customization

• Option to opt into terms management via Termageddon, guidance on boilerplate Privacy Policy, Terms of Service, returns/shipping pages, GDPR, and EU withdrawal

• Shipping rate setup guidance

• Regular status updates based on your selected cadence

• The ability to book a strategy call at any time throughout the length of your project

• 1 hour Zoom screenshare (recorded) walking you through your Shopify admin account

• 1 hour Zoom screenshare (recorded) walking you though your Shopify theme customizer

• Video tutorials covering: 

- Google Analytics
- Image optimization
- Photography
- Product categories
- Product setup
- Guidance on Hero photography, About Page photography
- Guidance on Home Page copywriting, About page copywriting
- Payment preferences and tax resources
- Shipping setup and strategy

• Launch and domain support

KLAVIYO EMAIL

• Klaviyo account setup

• Shopify integration with Klaviyo

• Template design

• Setup of basic automations, including: Welcome Email, Abandoned Cart Series

• Migration of current subscribers and data from current platform, including engagement data

• Setup of basic segments

• Setup of customized segments, including warmup period campaign segments

• Segments tutorial

• Product data feed setup

• Popup design and integration

• Preference page customization and Signup page customization

• Zoom screenshare calls walking you through your Klaviyo account, customized template, etc.

• Video tutorials covering your Klaviyo template and automated Flows (or in the method you learn best)

• Deliverability Watchdog period of 1 month to ensure you maintain your sender reputation

• 30 days of post-launch support OR 3 30-minute support calls over the course of three months

• Option to enroll in continuing support retainer package

• Other goodies to support you throughout this adventure!


Deliverables

This is what I'll be making and delivering to you at the end of this project

In exchange for payment of the total price of selected items outlined below, I will create and deliver the following items:

SHOPIFY WEBSITE

Shopify account setup and optimization
• 1 customized and optimized Shopify theme for CLIENT, which includes the design and configuration of all pages and apps as outlined in the Scope of Work

Tutorials and Guides
See Scope of Work for specific tutorial line items

KLAVIYO EMAIL

• Customized, branded Klaviyo template
- 1 Main Template, 1 Simple Template
- See Scope of Work for specific line items

• Customized, branded popup design

• Construction and optimization of Klaviyo Automations
- See Scope of Work for specific line items

• Segments tailored to your brand and needs

• Tutorials and Guides
- See Scope of Work for specific line items

• 30 days of post-launch support OR 3 30-minute support calls over the course of three months

• Option to enroll in continuing support retainer package

• Other goodies to support you throughout this adventure!

Development Caveat

The theme design and configuration for your website will be using a pre-coded Shopify theme, configuring it based on current conversion rate optimization best practices, utilizing sections within the theme as part of the design process, and customizing the theme as much as possible to match your brand identity.

A thorough mobile review is included, and the theme will be set up and customized for an optimal experience, no matter the device screen size.

Keep in mind that Holly is not a developer and is knowledgeable of only a little bit of HTML and JavaScript. There may be some features or requests where a developer would need to be hired to implement; this is usually on a case-by-case basis. If the case of hiring a developer is desired, it will be discussed with you first, and the tasks involved to set up this workflow may occur post-launch. This work will be billed hourly and would be outside the scope of work and project invoicing totals.

Packages + Pricing

Below you'll find your tailored-for-you menu of packages and add-ons you can select from.

If it's optional, it's labeled as such.

Please note that pricing and availability may vary if an add-on is, uh, added on in the midst of the project.

Big, Beautiful Branding Bundle

Target customer discovery, brand story, Logo design and brand identity design, and everything in the above Scope of Work and Deliverables

$5000

Shopify Website + Migration

Website analysis, Shopify theme curation, theme setup, design, customization, optimization, development, tutorials, and everything in the above Scope of Work unless specified.

$7000

Klaviyo Email + Migration

Comprehensive email template design, four automation builds and implementation, customized segments, popup design, signup form design, account warmup assistance, campaign support and coaching for 30 days, and everything in the Klaviyo section of the Scope of Work

$5000

Brisk Branding Boost

Secondary logo or brand mark to complement your existing logo, color palette creation and translation, design of 2-3 collateral pieces.

$2500

Shopify Website (existing)

Website analysis, Shopify theme curation, theme setup, design, customization, optimization, development, tutorials, and everything in the above Scope of Work unless specified.

$5000

Klaviyo Email (existing)

Template design, automation builds and implementation, and everything in the Klaviyo section of the Scope of Work.

$3000

RECOMMENDED ADD-ON

Website Copywriting

Add copywriting to your scope of work and I will take care of writing the copy for your Home Page, About Page, up to five Collection pages, and up to five Product descriptions.

Copywriting will be written by a human, not by AI.

$500

RECOMMENDED ADD-ON

Email Automation Copywriting

Add copywriting to your Klaviyo scope of work and I'll take care of writing your Welcome Series (5 emails), Browse Abandonment (1 email), Abandoned Cart (2 emails), and Customer Thank You automated emails (3 emails).

Copywriting will be written by a human, not by AI.

$1000

OPTIONAL ADD-ON

More Branded Collateral

Secondary logo or brand mark to complement your existing logo, color palette creation and translation, design of 2-3 collateral pieces.

$2500

OPTIONAL ADD-ON

Custom Illustrated Icons

3-5 Custom illustrated icons to use on your website or marketing materials.

$500

OPTIONAL ADD-ON

3-Month Email Campaign Package

Campaign guidance, strategy, analysis, and hands-on management of your email campaigns for three months. Package includes weekly email campaigns and review of analytics.

$1500

OPTIONAL ADD-ON

Accountability Buddy Coworking Day

If you have trouble completing tasks or would prefer to have a helping hand for an entire day, add an Accountability Coworking experience to your scope! We would schedule this day in advance, map out a punch list, and when the day arrives, we'll be virtual coworkers, where I'll help you knock out the things on your list that need to get done for you to launch your project.

$500

Ready to rock & roll?

⚡️ Take your time to review the proposed scope of work, timeline, and project package options

⚡️ If everything looks good, select the options and add-ons below, then sign this proposal below by typing your name and clicking "Submit.".

⚡️ Once you sign this proposal, you'll be sent a project agreement and invoice. Upon completion of your agreement and invoice, you'll receive an email containing info on getting access to the tools we'll use throughout this project.

Questions? Let me know!

💌: hello@ecommercearcade.com

Authorization to Proceed

If all of this looks good to you, let's formalize this agreement

Your commitment to this project will be directly reflected in the results. By hiring Holly you've enlisted my expertise at how best to accomplish the goals that you and I have defined. In order to accomplish those goals I require your participation and cooperation -- even if you don't fully understand some of the elements of that participation (which I'll work hard to make clear). 

If you'd like to make changes or something isn't right, please let me know

I value your time and budget and I'm a fan of getting everything on paper (with i's dotted and t's crossed!). If I've missed anything or something isn't right, please email me at hello@ecommercearcade.com.

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