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How to Choose a Shopify Agency

Last updated: November 2, 2023.

Selecting the ideal Shopify agency for your e-commerce enterprise is a pivotal decision that will significantly affect your online success. With a multitude of agencies in the market, each claiming to be the best, making an informed choice can be a daunting task. In this comprehensive guide, we will provide you with a detailed breakdown of key considerations and factors to help you make the best decision for your e-commerce needs.

Define Your E-commerce Goals

Before initiating your search for a Shopify agency, it's imperative to have a clear understanding of your e-commerce objectives. Are you looking to launch a brand-new online store, revamp an existing one, or expand into new markets? Defining your goals is the first step in ensuring you select an agency that aligns with your specific needs and vision. For more information on the Shopify platform, see our article on how does Shopify work?

Begin by considering the following questions:
• What are your sales targets for the next year or two?
• Do you plan to diversify your product line?
• Are you expanding into international markets?
• What is your marketing strategy, and how will your website support it?

By having a well-defined set of goals, you can communicate your expectations clearly with potential agencies and ensure they understand the outcomes you aim to achieve.

Budget Considerations

Determining your budget for the project is a critical aspect of the decision-making process. Different Shopify agencies offer services at varying price points, so it's crucial to strike a balance between your budget and the value an agency can provide.

Consider the following when setting your budget:
• What is the overall budget available for the project, including design, development, and ongoing maintenance?
• Are there any specific features or functionalities that might increase the cost?
• What is the return on investment you expect from the project?

Remember that investing in the right agency can yield substantial returns, so it's important not to make cost the sole deciding factor.

Portfolio Evaluation

An agency's portfolio is a window into its expertise and capabilities. By assessing their previous work, you can gain insights into the quality of their design, functionality, and overall approach. Pay close attention to projects within your industry or similar niches to ensure they have an understanding of the unique requirements of your business.

• As you review their portfolio, consider the following:
• Is the design visually appealing and user-friendly?
• Do the websites they've created align with the branding and messaging of the respective businesses?
• Are the sites optimized for mobile devices?
Can you see any innovative features or solutions that may be relevant to your project?

A thorough examination of an agency's portfolio is a crucial step in evaluating their ability to deliver the results you desire.

Check for Relevant Experience

Experience is a key determinant of an agency's competence. Look for agencies that have experience working with businesses similar to yours in terms of size, industry, and objectives. An agency that understands the nuances of your industry will be better equipped to create a tailored solution for your e-commerce challenges.

Consider the following:
• Have they worked with businesses in your industry before?
• Do they have case studies or success stories related to businesses like yours?
• Can they provide references from clients with similar requirements?
The agency's familiarity with your industry can make a significant difference in how well they can meet your specific needs.

Agency's Reputation

The reputation of a Shopify agency is a reflection of its past performance and client satisfaction. Researching the agency's reputation is a crucial step in the selection process.

Here's how to assess their reputation:
• Online Reviews: Search for reviews on platforms like Google, Yelp, and social media. Pay attention to both positive and negative feedback to get a well-rounded perspective.
• Testimonials: Browse the agency's website for client testimonials. These can provide insights into the agency's strengths and the type of feedback they receive.
• References: Don't hesitate to request references from the agency. Speaking directly with their previous clients can provide you with invaluable information about their experience and the agency's performance.

Keep in mind that a reputable agency is more likely to deliver quality results and a positive working relationship.

Expertise in Shopify

Not all agencies are Shopify experts, and expertise in this platform is crucial for a successful e-commerce project. Ensure that the agency has a dedicated team of professionals who are certified and proficient in using Shopify. This platform-specific expertise is essential in ensuring that you get the most out of your e-commerce store.

Here's how to assess an agency's Shopify expertise:
• Certifications: Look for certifications from Shopify or other relevant organisations that demonstrate their proficiency.
• Experience with Shopify: Inquire about the number of Shopify projects they have completed and the complexity of those projects.
• Familiarity with Shopify Apps: Ask about their experience with integrating and customizing Shopify apps, as these can greatly enhance the functionality of your e-commerce store.
An agency with a deep understanding of Shopify is better equipped to tackle the unique challenges and opportunities this platform presents.

Services Offered

The scope of services offered by a Shopify agency can vary widely. While website development is a fundamental offering, you may also need additional services such as SEO, digital marketing, ongoing maintenance, and support. Choosing an agency that can provide a comprehensive package can streamline your operations and save you time and effort.

Consider the following aspects of services offered:
• E-commerce Strategy: Does the agency offer strategic planning and consulting services to help you define your e-commerce strategy and objectives?
• Design and Development: Assess the agency's proficiency in website design, development, and customisation to meet your unique business needs.
• Digital Marketing: Evaluate their expertise in areas like SEO, paid advertising, email marketing, and social media marketing. Ongoing Support: Inquire about their post-launch support services, including updates, security monitoring, and troubleshooting.

A full-service agency can provide a one-stop solution for all your e-commerce needs, ensuring a cohesive approach to your online business. At Charle, we offer bespoke Shopify store builds, Shopify Plus, Email marketing, Shopify migrations, Shopify web design, Shopify web development, Shopify app development, coversion rate optimisation, Shopify headless, ecommerce SEO, subscriptions, B2B and wholesale, support/maintenance packages and more.

Communication and Collaboration

Effective communication is paramount for a successful agency-client relationship. Throughout the course of your project, you'll need to collaborate closely with the agency team. Assess the agency's communication style, response times, and their willingness to collaborate with your team.

Here are some considerations:
• Communication Channels: Determine the primary communication channels used by the agency, such as email, phone, project management tools, or in-person meetings.
• Project Updates: Ask how frequently you'll receive updates on the progress of your project and the reporting mechanisms in place.
• Feedback Mechanism: Inquire about how they handle client feedback and revisions to ensure your vision is accurately reflected in the final product.
A transparent and collaborative agency can make the project smoother and more successful by reducing miscommunications and misunderstandings.

Project Timelines

Timely completion of your project is essential, as delays can potentially cost you revenue. Inquire about the agency's approach to project timelines and how they ensure they meet the agreed-upon deadlines.

Here's how to evaluate an agency's commitment to project timelines:
• Project Schedule: Request a detailed project schedule that outlines the various phases of your project and the associated timelines.
• Milestones: Discuss the key project milestones and the criteria for achieving them.
• Contingency Plans: Ask about the agency's contingency plans for handling unexpected delays or challenges during the project.

An agency that can provide a clear project schedule and has a track record of meeting deadlines is a reliable partner for your e-commerce venture.


Your business may experience growth over time, and it's essential that the agency you choose can scale your e-commerce site accordingly. Discuss your future growth potential with the agency and ensure that their services and solutions can accommodate your long-term needs.

Here are some factors to consider regarding scalability:
• Server and Hosting Options: Inquire about the hosting options and server configurations they recommend, as these can impact your site's ability to handle increased traffic.
• Scalability Plans: Ask how the agency plans to address scalability as your business grows, including considerations for website performance, load balancing, and database optimisation.
• An agency that understands your long-term growth strategy can help you avoid costly redevelopments down the road.

Support and Maintenance

The launch of your e-commerce site is just the beginning of your online journey. Ongoing support and maintenance are essential to ensure that your website continues to perform optimally and remains secure.

• Consider the following aspects of support and maintenance:
• Updates and Upgrades: Inquire about their approach to updating the website platform, plugins, and themes to ensure the latest • security and functionality.
• Security Measures: Discuss their security protocols, including monitoring for vulnerabilities, malware, and data breaches.
Troubleshooting: Ask how they handle technical issues, site downtime, or other unexpected problems that may arise.

A proactive and responsive support team can help you maintain a consistent online presence and address issues promptly.

SEO Expertise

Search engine optimisation (SEO) is a fundamental component of driving organic traffic to your e-commerce site. It's essential that the agency has in-house SEO experts who can optimize your site for search engines and help you rank higher in search results.

Assess the agency's SEO expertise through the following:
• SEO Strategy: Inquire about their approach to on-page and off-page SEO, including keyword research, content optimisation, and backlink strategies.
• Tools and Analytics: Ask about the SEO tools and analytics platforms they use to track and measure the success of their SEO efforts.
• Content Strategy: Discuss their content strategy for creating SEO-friendly product descriptions, blog posts, and landing pages.

Effective SEO can significantly impact your site's visibility and, subsequently, your online sales.

Mobile Responsiveness

With the increasing prevalence of mobile devices for online shopping, it's essential that your e-commerce site is mobile-responsive. Ensure that the agency specializes in creating mobile-friendly Shopify stores.

Evaluate the agency's mobile responsiveness:
• Mobile Optimisation: Discuss their approach to mobile optimisation, including responsive design techniques and mobile-specific user experience enhancements.
• Cross-Browser Compatibility: Inquire about their testing processes to ensure that the site functions seamlessly across various mobile devices and browsers.
• Mobile Load Times: Ask how they optimize mobile load times to ensure a smooth and fast user experience.

A mobile-responsive site is not only user-friendly but also crucial for search engine rankings, as Google prioritizes mobile-friendly sites in its search results.

E-commerce Features

The specific e-commerce features you require may vary depending on your product or service offerings. Discuss your needs with the agency and ensure they can integrate the necessary features seamlessly into your site. See our article on the best shopify apps to get an idea on the type of technology that can be integrated into your online store.

• Consider the following e-commerce features:
Payment Gateways: Discuss the integration of payment gateways, such as PayPal, Stripe, or custom solutions, to facilitate secure and convenient transactions.
• Inventory Management: Inquire about their approach to managing product inventory, including stock tracking, out-of-stock notifications, and order management.
• Product Customisation: If your products require customisation or personalisation, ensure the agency can implement these features effectively.

Choosing an agency that understands the specific needs of your product offerings can lead to a more functional and customer-friendly e-commerce site.

Security Measures

Security is paramount in e-commerce, as your website handles sensitive customer data, payment processing, and the overall functionality of your business. Inquire about the agency's approach to ensuring the security of your e-commerce site.

Here are key security considerations:
• SSL Certificates: Ensure that they implement SSL certificates to encrypt data transmitted between your website and customers.
• Data Protection: Discuss their data protection measures, including regular backups, access controls, and encryption.
• PCI Compliance: If you handle credit card payments, ensure the agency understands and complies with Payment Card Industry Data Security Standard (PCI DSS) requirements.

Security breaches can have severe consequences for your business, so it's crucial to prioritize security from the outset.

Legal and Compliance

E-commerce websites must adhere to various legal and compliance standards, such as the General Data Protection Regulation (GDPR), Children's Online Privacy Protection Act (COPPA), and PCI DSS. Ensure that the agency is well-versed in these regulations and can build a compliant site.

Consider these aspects of legal and compliance standards:
• GDPR Compliance: If you operate in the European Union, discuss their approach to GDPR compliance, which includes data protection and user consent.
• COPPA Compliance: If your products or services target children, ensure they understand COPPA requirements regarding the collection of personal information from minors.

PCI DSS Compliance: If you handle credit card payments, ensure that they follow PCI DSS guidelines for secure payment processing. Failing to comply with these regulations can result in legal repercussions and damage to your brand's reputation

Testing and Quality Assurance

Thorough testing and quality assurance are essential to ensure that your e-commerce site is free of bugs and glitches. Inquire about the agency's testing procedures and how they address issues that may arise during testing. Consider the following aspects of testing and quality assurance:

Quality Assurance Testing: Ask about their quality assurance processes, which may involve manual testing, automated testing, and continuous monitoring.
• User Acceptance Testing (UAT): Discuss their UAT procedures to ensure that the website functions as expected from a user perspective.
• Bug Fixing and Issue Resolution: Inquire about their strategies for identifying and resolving issues that emerge during testing and after the site's launch.
Thorough testing can prevent the frustration of site visitors and potential financial losses due to technical issues.

Reporting and Analytics

Data-driven decision-making is key to e-commerce success. Ask the agency about their reporting and analytics capabilities, which allow you to track site performance, user behavior, and sales data.

Evaluate the agency's reporting and analytics features:
• Data Collection: Discuss the data points they plan to collect, such as traffic, conversion rates, and product sales.
• Analytics Tools: Inquire about the analytics tools they use, such as Google Analytics or custom dashboards, to provide insights into your website's performance.
• KPI Tracking: Discuss the key performance indicators (KPIs) you want to track and improve, outlining ways in which this can be done.

Contract and Payment Terms

Review the agency's contract and payment terms with meticulous attention to detail. Ensure that you understand the terms, including payment schedules, milestones, and any additional costs that may arise during the project. Clarity in contractual terms is essential for a transparent and mutually beneficial partnership.

Exit Strategy

In business, it's wise to consider an exit strategy as a contingency plan. While you hope for a successful and lasting partnership with your chosen agency, it's important to discuss terms for transitioning your site to another agency if necessary. This ensures that you retain control of your data and access to your online store even if you decide to part ways with your initial agency.

How to Choose a Shopify Agency? Conclusion

Choosing the right Shopify agency is a significant decision that can impact the success of your e-commerce business. By carefully evaluating agencies based on the factors mentioned in this guide, you can make an informed decision that aligns with your goals and ensures a successful e-commerce venture. Remember that the right agency will not only help you build a functional website but also provide ongoing support and guidance for the long-term success of your e-commerce business.

FAQ's when choosing the right Shopify Agency

Q. Why is it essential to choose the right Shopify agency for my e-commerce business?
A. Selecting the right agency can significantly impact the success of your online store. A well-chosen agency will help you create an effective e-commerce site, optimize its performance, and provide ongoing support.

Q. How do I determine my budget for hiring a Shopify agency?
A. Assess your financial capabilities and the value you expect from the agency's services. Be prepared to invest in quality, but avoid compromising your budget. Agencies typically offer a range of pricing options.

Q. What should I look for in an agency's portfolio?
A. In an agency's portfolio, focus on the quality and relevance of their previous work. Look for projects similar to your industry, and assess the design, functionality, and overall approach to ensure alignment with your vision.

Q. Why is experience with businesses similar to mine important?
A. An agency's experience in your industry can provide valuable insights and solutions specific to your niche. They understand the challenges and opportunities, which can lead to more effective strategies and results.

Q. How can I check an agency's reputation?
A. Research online reviews, testimonials, and ask for references. Speaking with previous clients can offer firsthand insights into the agency's reputation, reliability, and the outcomes they deliver.

Q. What's the significance of an agency's expertise in Shopify?
A. Shopify expertise is crucial as it ensures that the agency is well-versed in the platform's features, tools, and best practices. This expertise can lead to a more efficient and effective e-commerce site.

Q. Should I consider an agency's ability to scale my e-commerce site?
A. Yes, scalability is important if you plan to expand your business. Ensure that the agency can accommodate your future growth needs, whether it involves adding new features, expanding into new markets, or handling increased traffic.

Q. Why is ongoing support and maintenance crucial for my e-commerce site?
A. After your site is live, ongoing support and maintenance are necessary to keep it running smoothly. Technical issues, updates, and security must be addressed to ensure a positive customer experience.

Q. How can SEO expertise benefit my e-commerce site?
A. SEO expertise helps your site rank higher in search engine results, attracting more organic traffic. An agency with strong SEO capabilities can optimize your site for better visibility and increased sales.

Q. What's the role of legal and compliance in e-commerce website development?
A. E-commerce websites must adhere to various legal and compliance standards to protect both your business and customer data. Ensuring compliance builds trust with your customers and avoids legal issues.

Q. How does user experience (UX) design affect my e-commerce site?
A. UX design plays a critical role in customer satisfaction and conversion rates. A well-designed UX ensures that your customers have a seamless and enjoyable shopping experience, leading to higher sales.

Q. What is the importance of testing and quality assurance?
A. Testing and quality assurance ensure that your e-commerce site is free of bugs and glitches, providing a smooth experience for customers. This step is essential to maintain a polished and reliable website.

Q. How can reporting and analytics help my e-commerce business?
A. Reporting and analytics provide insights into your site's performance, user behavior, and sales data. These insights guide decision-making, helping you optimise marketing efforts and improve your e-commerce site.

Q. What should I look for in an agency's contract and payment terms?
A. Pay close attention to payment schedules, milestones, and any additional costs. Clarity in contractual terms is essential to ensure a transparent and mutually beneficial partnership.

Q. Why is having an exit strategy important when working with an agency?
A. An exit strategy is a contingency plan in case the partnership doesn't work out. Discussing terms for transitioning your site to another agency ensures that you retain control of your data and access to your online store.
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