Questions for Coneflower Shopify Integration Quote
Please answer these to help us scope the project accurately.
1. Migration & Transition
Q1.1: What happens to Gravity Forms orders? - [ ] Replace entirely - we'll use Shopify for all orders - [ ] Run in parallel - keep GF for some products, Shopify for others - [ ] Migrate historical data to Shopify - [ ] Archive GF orders and start fresh
Q1.2: Are there any active/pending orders we need to fulfill before switching? - [ ] Yes (specify timeline: ______) - [ ] No, we can switch anytime
Q1.3: Do you need access to historical order data after migration? - [ ] Yes, need to reference old orders (GF data stays, build lookup?) - [ ] No, clean break is fine
2. Product Catalog
Q2.1: Which product types will be sold through Shopify? - [ ] Ice Cream - [ ] Pie - [ ] Cake - [ ] All three - [ ] Other: ______
Q2.2: How many total products/variants? - Approximate product count: _ - Approximate variants (flavors) per product: _
Q2.3: Do you want WordPress CPTs to remain (for content/SEO) or remove them? - [ ] Keep CPTs for informational pages, Shopify for purchasing - [ ] Remove CPTs entirely, Shopify is source of truth - [ ] Sync Shopify products to WordPress CPTs automatically
3. Seasonal/Availability Features
Q3.1: Do you have seasonal products or flavors? - [ ] Yes, we rotate offerings by season (like Christmas, Valentine's) - [ ] No, same products year-round - [ ] Sometimes, but not strictly seasonal
Q3.2: If seasonal, how do you want to manage it? - [ ] JSON config like demo (requires developer to update) - [ ] WordPress admin UI for non-technical staff - [ ] Simple on/off in Shopify admin
4. Fulfillment & Pickup
Q4.1: Is this primarily local pickup? - [ ] Yes, local pickup only - [ ] Mostly local pickup, some shipping - [ ] Both equally
Q4.2: Do you need delivery/shipping in future? - [ ] No, local pickup only - [ ] Maybe later (design for it now?) - [ ] Yes, need shipping from launch
Q4.3: How do you want to communicate pickup windows? - [ ] Set dates per season (e.g., "Dec 20-24, 10am-6pm") - [ ] Rolling pickup times (e.g., "Ready in 24 hours") - [ ] Manual - you'll tell customers directly
5. Order Management
Q5.1: Do you need the Order Status Lookup page to work with Shopify? - [ ] Yes, customers should be able to check their Shopify orders - [ ] No, Shopify order confirmation emails are enough - [ ] Maybe, depends on cost
Q5.2: Do you need the Payment Monitor dashboard with Shopify? - [ ] Yes, similar real-time dashboard - [ ] No, Shopify admin is sufficient - [ ] Maybe, depends on cost
Q5.3: Will you use Shopify admin for order management or need WordPress integration? - [ ] Shopify admin is fine - [ ] Need orders visible in WordPress - [ ] Need custom admin tools
6. Customer Accounts
Q6.1: Do customers need accounts? - [ ] Yes, for order history and faster checkout - [ ] No, guest checkout only - [ ] Optional - guest or account
7. Design Scope
Q7.1: Design approach for Shopify integration: - [ ] Match existing Coneflower design (no new design work) - [ ] Fresh design for product/cart pages (need design phase) - [ ] Hybrid - use existing brand, design new components
Q7.2: Do you have Figma/design files for any new pages? - [ ] Yes (link: ______) - [ ] No, use existing site as reference - [ ] No, need design work first
8. Transactional Emails
Q8.1: Email branding level: - [ ] Basic - add logo and brand colors - [ ] Custom - fully designed email templates - [ ] Default Shopify templates are fine
Q8.2: What information must be in order confirmation? - [ ] Pickup location/address - [ ] Pickup dates/hours - [ ] Contact information - [ ] Special instructions - [ ] All of the above - [ ] Other: ______
9. Analytics & Tracking
Q9.1: Do you currently use analytics? - [ ] Google Analytics - [ ] Facebook Pixel - [ ] Other: ______ - [ ] None currently
Q9.2: Need analytics on Shopify checkout? - [ ] Yes, track full funnel - [ ] No, WordPress analytics is enough - [ ] Not sure
10. Payment
Q10.1: Preferred payment provider: - [ ] Shopify Payments (recommended - includes Apple Pay, Google Pay) - [ ] Continue using Stripe directly - [ ] PayPal - [ ] Multiple options
11. Timeline & Budget
Q11.1: Target launch: - [ ] Before next Christmas (2026) - [ ] Before Valentine's Day (2026) - [ ] Before Easter (2026) - [ ] ASAP - [ ] No specific deadline
Q11.2: Do you already have a Shopify account? - [ ] Yes, store exists: ______ - [ ] No, need to create one
Q11.3: Budget range for this project: - [ ] Under $5,000 - [ ] $5,000 - $10,000 - [ ] $10,000 - $15,000 - [ ] $15,000+ - [ ] Need estimate first
12. Additional Context
Q12.1: Anything else we should know?
(Free text area for additional context, concerns, or requirements)
Quick Summary Needed
To provide an accurate quote, the minimum information needed:
- Products: What's being sold through Shopify
- Migration: Replace GF entirely or hybrid
- Design: New design work or match existing
- Order lookup: Build Shopify version of order status page?
- Seasonal: Need seasonal filtering system?
- Timeline: When does this need to launch?