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AI Shopify Migration Proposal: Scope Before You Quote

A client asks you to move a store to Shopify, but ‘move everything’ is not a scope. Use AI to turn the brief into a discovery-led proposal that distinguishes product data, theme work, URL redirects and the cutover. This is useful for freelancers serving local or international clients from India and Pakistan.

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Download the task worksheet

The brief fields, prompt and review checklist in one editable Markdown file. No account is needed to download it.

Blank planning worksheet with an illustrative example. AI generation is a separate account action.

Download the free worksheet

No. The Markdown worksheet is a free planning file. Brainbaby generation, editing, model usage and exports follow the current account plan, job quote and feature availability.

Prepare these inputs

  1. 01

    List the current platform, approximate product and variant counts, languages and sales channels. Mark counts as unverified until discovery. Supply a small redacted product example rather than a customer database.

  2. 02

    Separate required work from options: catalogue import, theme adaptation, content migration, URL mapping, integrations and post-launch support. State what the client must provide and approve.

  3. 03

    Record the proposed currency, milestone approval owner and launch time zone. Ask about platform-plan restrictions and third-party apps before promising a particular checkout or integration.

A prompt you can adapt

  • Prompt

    Draft a discovery-led Shopify migration proposal from these facts: source platform [platform], catalogue [count to verify], required languages [languages], integrations [list], launch window [window]. Output scope, exclusions, access needed, discovery questions, milestone evidence and optional work. Do not invent a fixed price, delivery date, supported payment gateway or checkout capability. Mark assumptions and require client approval before changing the live store.

Worked example — illustrative, not a customer result

Illustrative brief: a small apparel shop has 120 listed products, two size options and 18 old collection URLs. A useful proposal first verifies variants and image rights, then includes a catalogue sample import and redirect mapping for review. It leaves loyalty-app migration optional until export access is confirmed. The launch milestone requires the owner to approve catalogue checks and a store-specific checkout test; it does not promise that a test order proves every payment method works.

Acceptance checks before delivery

  1. 01

    Can each scope line be traced to a supplied requirement, with theme customization and third-party app work explicitly separated?

  2. 02

    Does the proposal identify who approves product accuracy, redirects, shipping settings and the launch window, without exposing customer credentials?

  3. 03

    Are discovery findings allowed to change the final quote through an agreed approval step, rather than silently expanding the job?

A mistake to avoid

Do not let AI quote ‘complete migration’ from a homepage link. Hidden variants, app data and unavailable export tools can change the job. Use a bounded discovery milestone and keep destructive changes outside the proposal until the owner approves them.

From the brief to a usable deliverable

Start by pasting the brief into chat and ask for missing information before a draft. Keep source facts, assumptions and open questions separate. Review the draft, then move approved material into the relevant workspace. A well-written answer is a starting point; inspect the actual document, slide, image, video or code before handing it over. Signing in preserves the workspace destination linked from this guide; it does not submit a paid generation automatically.

For work across India and Pakistan, write instructions in the language you use comfortably, then specify the delivery language. Confirm names, Indian or Pakistani numbering conventions, currency, date format and the client’s time zone. Hindi and Urdu versions of this guide are available below; page translation does not mean every signed-in app screen is translated.

Free chat has usage limits. New accounts do not receive free image-generation or image-editing attempts. Media uses the applicable image or video balance and the price shown for the selected job; the balances are separate. Builder work follows current plan usage. Check the live plan and checkout before buying; this guide does not promise a fixed INR or PKR price, local payment-method support or unlimited output.

Remove passwords, bank details and unrelated personal information before uploading material. Only share files and client data you are allowed to use. AI can omit context or invent details; approval and publication stay with you.

Before you start

Does this guide guarantee a client-ready result?

No. It provides a task brief, an illustrative example and acceptance checks. Verify source facts and the actual exported result. Paid access does not guarantee accuracy, acceptance, search rankings or client revenue.

Is the worksheet the same as free AI generation?

No. The Markdown worksheet is a free planning file. Brainbaby generation, editing, model usage and exports follow the current account plan, job quote and feature availability.

Sources and product conditions