Step 0 Store Foundation
New stores only
Skip if the client already has a Shopify store. No store means nothing else works, so build the skeleton first.
1Import Store Templates
2Customize Store Header & Footer
Step 1 Install Apps
Every client
Add the toolkit to Shopify. Install only the apps that apply to the client. This step is install only; configuration happens in the steps below.
| App | When to Install |
|---|---|
| RevenueFlows AI | Every client |
| Kaching Bundles | Every client |
| Microsoft Clarity | Every client |
| Areviews | Only if the client has Amazon reviews |
| Zipify OCU | Only if the client needs upsells |
| Klaviyo | Only if the client needs email flows |
Step 2 Build Product Pages with RevenueFlows AI
Every client
The core deliverable. Set the template first, then generate and refine the product pages. Everything else attaches to these pages.
1Create Your Product Pages
- Step 1 - Generate
- Open the RevenueFlows AI app
- Choose your product and click Generate
- Step 2 - Preview & GO LIVE
- Within 10 minutes, the "Edit" button will show
- Click the button & it takes you to the "Edit" page
- Click "Preview" to see how the page looks
- Click "Publish" to make the product page GO LIVE
2Customize Your Product Page Template (Brand Styling)
- Go to RevenueFlows AI App → Brand Styling (on the sidebar)
- Choose your brand colour
- Update your font
- Press Update
- Go to the Edit page of each product & press Save/Update for changes to take effect
Note: Lock in your Brand Styling once so all your product pages follow the template.
3Edit the Copy & Images
What to edit in a product page:
- Element 1 - Bundles (if it's set up) - edit it in the Kaching app
- Element 2 - Copy - edit in the RevenueFlows AI app
- Element 3 - Images - edit in the RevenueFlows AI app (update the following sections):
- Product Introduction Section Images
- How It Works Section Images
- Before Vs After Transformation Section Images
- Page Settings - use it to hide/unhide sections & arrange the order of sections
4Regenerate Images
- Step 1 - Start the image workflow (open the workflow ↗)
- Copy the product page URL (created by the RevenueFlows AI app) into the workflow
- Add 1-5 product shots
- Upload product shots of a single colour / SKU from different angles. This allows AI to understand your product much better.
- Step 2 - The workflow regenerates all images:
- Product Intro
- Product Benefit
- How It Works (All In One Image)
- How It Works - Step 1
- How It Works - Step 2
- How It Works - Step 3
- Before Vs After Transformation 1
- Before Vs After Transformation 2
- Before Vs After Transformation 3
- Before Vs After Transformation 4
- Product Differentiation (Key Features)
- Where To Use / When To Use
- Who It's For
- Step 3 - Upload the images to the RevenueFlows AI app:
- Product Introduction Section
- Upload Product Benefits Image
- How It Works Section
- Upload How It Works Step 1 Image
- Upload How It Works Step 2 Image
- Upload How It Works Step 3 Image
- Before Vs After Transformation Section
- Upload Before Vs After Transformation 1 Image
- Upload Before Vs After Transformation 2 Image
- Upload Before Vs After Transformation 3 Image
- Upload Before Vs After Transformation 4 Image
- Image Storyboard (Remaining Images)
- Upload Product Benefits Image
- Upload How It Works (All Steps) Image
- Upload Key Differences Image
- Upload Where / When To Use Image
- Upload Who It's For Image
- Product Introduction Section
- Step 4 - Press Save/Update. Your product page is updated.
5Edit Images with the Image Design Tool
🛠️ Open the Image Design Tool ↗
Image design guidelines:
- Output quality is determined by the quality of reference images & your instructions
- Upload clear reference images:
- Example 1 - Images showing the product from different angles
- Example 2 - Images showing the product in use (so AI understands how it works)
- Start a new thread after 5-6 rounds of conversation for best results
Step 3 Set Up Bundles with Kaching
Every client
Bundles are created in Kaching and show up automatically on the product page. Raises average order value.
1Create Product Bundles
The 2 main bundles to focus on:
- Multi Pack Bundle
- 1 Pack
- 2 Pack
- 3 Pack
- Complete The Bundle
- Product 1
- Product 2
- Product 3
Bundle styling colour codes (quick start):
| Element | Property | Hex | Preview |
|---|---|---|---|
| General | Card BG | #F3F9FC | |
| General | Border Colour | #67863B | |
| Label | Background | #C5D3BC | |
| Badge | Background | #C5D3BC |
Step 4 Set Up Reviews with Areviews
Only if the client has Amazon reviews
Import Amazon reviews into the Shopify store as social proof.
1Areviews Setup Doc
Step 5 Set Up Upsells with Zipify OCU
Only if the client needs upsells
Post-purchase upsell engine. Triggers after checkout to lift average order value.
Step 6 Set Up Email Flows with Klaviyo
Only if the client needs email flows
Automated email marketing flows for retention.
Step 7 Set Up Analytics with Microsoft Clarity
Every client
Heatmaps and session recordings. Turn on measurement once the store is built.
1Microsoft Clarity Setup Doc
Resources Tools & Guides
Tools and guides for Shopify and Amazon brand owners.