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Shopify Plus Consulting

The independent Shopify Plus consultant not selling you the build

Upgrade evaluation, replatform decisions, headless architecture review, agency selection, and proposal review — scoped and priced separately from delivery, so the recommendation isn't a sales document.

  • The fee does not depend on what we recommend
  • Doing nothing is evaluated as a real option
  • Written recommendations with the reasoning and the uncertainties
  • We will point you to another agency when that is the right answer
Conversion service illustration in brand blue and green

Why independence matters

Most Shopify Plus advice comes from people who benefit from a particular answer

Most Shopify Plus advice comes from people who benefit from a particular answer. Agencies benefit from projects existing. Platform vendors benefit from upgrades. App companies benefit from apps. None of that makes the advice dishonest, but it does mean the incentive rarely points toward the smallest sufficient solution.

Consulting is the part of our work where nobody is paying us to build anything. The engagement is scoped and priced on its own, and the recommendation is not contingent on us executing it. That separation is the entire value — it is what makes it possible to say that a replatform is not justified, or that headless would be a mistake, or that the right next step is a different agency.

The decisions that warrant this are the ones with long consequences: whether to upgrade to Plus, whether to replatform, whether to go headless, how to structure expansion stores, which agency to trust with the build. Getting these wrong is not usually visible as failure. It shows up as a year of roadmap spent on something that did not move the business.

The useful question at the start of each of them is almost always the same: what specifically will this let us do that we cannot do now, and is that the thing currently constraining us? A surprising number of large projects do not survive that question.

When people call us

The decisions that warrant an independent read

These are the situations where the cost of getting it wrong is high and the available advice is structurally conflicted.

A replatform proposed as the answer to everything

Rebuilds get commissioned to fix conversion, speed, merchandising, and brand perception at once. A rebuild reliably fixes none of those on its own, and it consumes the year in which you could have fixed them directly.

A Plus upgrade nobody can justify specifically

If the answer to which Plus-only capability your roadmap depends on is vague, the upgrade is probably premature. The capabilities are well-defined; the justification should be too.

Proposals that cannot be compared

Three agencies quoting different scopes against a loose brief, with prices that vary by a factor of four for reasons nobody can articulate. The problem is usually the brief, not the agencies.

A build that has stalled without explanation

Deadlines moving, scope arguments, and no shared account of what went wrong. Usually it is an integration nobody scoped properly, or ownership that was shared without being defined.

Internal team and agency in deadlock

Two credible groups disagreeing on architecture, with no neutral party to resolve it. This stalls roadmaps for months and is often settled quickly once someone independent looks at it.

Headless bought on ambition

Commissioned because it sounds like where serious brands are going, rather than because of a front-end requirement Liquid cannot meet. The costs arrive later, as a merchandising team that can no longer change a page.

Engagements

What we advise on

Defined engagements with a written output, or retained days for teams that want independent judgement available as decisions arise.

Platform assessment

An honest written account of the current state — theme, apps, integrations, data, performance, SEO, and release process — with prioritised recommendations and a view on sequence.

Shopify Plus upgrade evaluation

Whether the capabilities you would be paying for are the ones your roadmap actually depends on, and what the alternative looks like on your current plan.

Replatform decision support

Whether a rebuild is justified, what it would need to deliver to pay for itself, and what could be achieved without one.

Headless and architecture review

An independent read on whether Hydrogen or headless is the right trade, including the operational costs that tend to be left out of the pitch.

Agency selection

A brief specific enough to produce comparable proposals, a shortlist, technical evaluation during pitches, and an assessment weighted toward what predicts delivery.

Proposal review

Independent review of scope, architecture, timeline credibility, and commercial terms — including saying when a proposal is good.

Project rescue diagnosis

Where a build has stalled: what actually went wrong, what is recoverable, and what the realistic options are from here.

Roadmap and sequencing

What to do in what order, given your team, budget, and trading calendar. Sequence is frequently worth more than the individual items on the list.

App stack rationalisation

What each app is actually doing, what overlaps, what is costing performance, and what could be replaced by native platform capability.

Expansion store strategy

Whether additional storefronts are the right structure for new markets or brands, and what should be shared between them versus genuinely local.

B2B strategy

Whether B2B on Shopify fits your wholesale model or whether the two businesses are different enough to warrant separation.

Retained advisory

Ongoing access for decisions as they arise, typically a few days a month, for teams that want independent judgement available rather than assembled per crisis.

Have a proposal on your desk you are not sure about?

An independent review of scope, architecture, timeline, and terms. We will also tell you when a proposal is good — which happens more often than you would think.

30-minute call · No commitment · Custom quote in 48 hours

Process

How a consulting engagement runs

Conversion's four-stage growth process visualized in brand blue and green
01

Framing the decision

What is actually being decided, who has to agree, what has already been tried, and what a good outcome would look like twelve months out. Decisions are often framed too narrowly at the point someone asks for help.

02

Evidence gathering

Analytics, Search Console, the storefront, the theme and app stack, integration documentation, and any proposals on the table. Where the data is unreliable, that itself is a finding.

03

Stakeholder interviews

The internal team, the current agency where appropriate, and the commercial owners. The disagreements surfaced here are usually more informative than the documentation.

04

Analysis

Options assessed against cost, risk, time to value, and what each would actually change. Including, explicitly, the option of doing nothing.

05

Written recommendation

A document with the recommendation, the reasoning, the alternatives considered, and an honest account of what remains uncertain. Written, so it survives the meeting.

06

Presentation and challenge

Walked through with the people who have to act on it, with time set aside to argue. A recommendation that has not been challenged has not been tested.

07

Execution support

Optional: brief writing, agency selection, or acting as technical counterpart during delivery so the decisions made in the assessment survive contact with the build.

Consultant vs. agency

Two different things to buy

Both are legitimate. The mistake is buying the second when you needed the first, which is how most unjustified rebuilds start.

FeatureConsulting engagementAgency build engagement
What you are buyingJudgement and a written recommendationDelivery of a defined scope
Commercial incentiveFee is fixed regardless of the recommendationRevenue depends on the project happening
Can recommend doing nothingYes, and frequently doesRarely, structurally
Typical duration2–6 weeks, or retained days per month3–6 months per project
Typical cost$5K–$25K per engagement$50K–$250K+ per build
Main outputA decision you can defendA shipped store
Best usedBefore the decision is madeAfter the decision is made

Who we work with

Where independent advice earns its fee

The common factor is a decision large enough that the cost of being wrong exceeds the cost of getting a second opinion.

Scaling DTC brands

Past the point where the original build holds up, deciding whether to invest in the current store or start again. Almost always the former, more often than the proposals suggest.

Brands on legacy platforms

Magento, Salesforce Commerce Cloud, or a custom build, weighing a move to Shopify Plus. Migration cost and risk are usually underestimated on both sides of the argument.

Multi-brand groups

Several storefronts and a question about consolidation, shared infrastructure, and where central control helps versus where it slows brands down.

Wholesale-led businesses

Established B2B operations adding DTC, or DTC brands formalising wholesale. The question is usually whether one instance can serve both honestly.

International expansion

Deciding between Markets on one store and expansion stores per region, with tax, fulfilment, and content implications that outweigh the technical ones.

Private equity and investor-backed

Technical due diligence on an ecommerce asset, or post-acquisition assessment of what the platform can actually support against the growth plan.

Brands with internal engineering

Teams that can build but want an independent read on architecture, or a neutral party to resolve a disagreement with an external agency.

Post-failed-project

Where a build has stalled or been delivered badly, and the priority is an accurate account of what happened before deciding what to do next.

Deliverables

What you get

Scope varies by engagement. This is the shape of a full platform assessment and decision-support engagement.

Everything included in a Conversion engagement, laid out as tangible deliverables

Assessment

  • Written platform assessment with prioritised findings
  • Current-state architecture documentation
  • App stack audit with consolidation opportunities
  • Integration landscape and failure-mode review
  • Performance and SEO position summary
  • An explicit account of what is uncertain

Decision support

  • Options assessed on cost, risk, and time to value
  • The do-nothing option evaluated seriously
  • Written recommendation with reasoning
  • Alternatives considered and why they were not chosen
  • Sequencing plan

Agency and vendor

  • Requirements brief specific enough for comparable bids
  • Shortlist with evaluation criteria
  • Technical participation in pitches
  • Proposal review covering scope, architecture, and terms
  • Commercial terms review

Ongoing

  • Retained advisory days
  • Technical counterpart during delivery
  • Architecture decision review
  • Roadmap review against results

Why Conversion

How we work

The fee does not depend on the answer

Consulting engagements are scoped and priced separately from any build. The recommendation is not contingent on us executing it, which is the only arrangement under which it can be trusted.

We recommend doing nothing when that is right

The most valuable engagements often end with a smaller project, or none. That outcome is harder to sell and considerably more useful.

Practitioners, not career advisors

We build and run Shopify stores. The advice comes from having delivered the work and seen what actually goes wrong, not from a framework.

Written, so it survives the meeting

Recommendations are documented with reasoning, alternatives, and uncertainties. Decisions made in a room get relitigated; decisions written down get executed.

We work with your internal team

Internal teams usually know what is wrong. An assessment that talks over them does not get implemented, however correct it is.

We will point you elsewhere

If the work needed is outside our strength, we will say so and help you find a better fit. That costs us a project and keeps the advice worth having.

Questions

Shopify Plus consulting, answered

What does a Shopify Plus consultant do?
A Shopify Plus consultant advises rather than builds. The work is diagnosis and decision support: whether to upgrade to Plus at all, whether a replatform is justified, how to structure an expansion store strategy, whether to go headless, which agency to hire, and what the roadmap should prioritise. Consultants are typically brought in when a decision is large enough that getting it wrong is expensive, and when the people who would normally advise on it — agencies and platform vendors — have a commercial interest in a particular answer.
How is a consultant different from an agency?
An agency is paid to build something, which means it is structurally biased toward there being something to build. A consultant is paid for judgement, and the most valuable engagements frequently end with a recommendation not to do the project. That distinction matters most at exactly the moments when the stakes are highest: replatform decisions, headless decisions, and Plus upgrade decisions. We do both kinds of work, and we keep the consulting engagement separable from the build so the advice can be trusted.
Should we upgrade to Shopify Plus?
Only if your roadmap depends on a specific Plus-only capability in the next twelve months. Those capabilities are real and well-defined: checkout extensibility with Checkout UI Extensions and Shopify Functions, B2B with company accounts and price lists, expansion stores on one contract, Shopify Flow's wider automation surface, and substantially higher API limits. Much of what brands assume requires Plus does not — custom themes, most apps, Markets internationalisation, subscriptions, and nearly all conversion work run fine on lower plans. Upgrading to fix a problem a lower plan already solves is an expensive way to not fix it.
What does a Shopify Plus consultant cost?
Market rates run roughly $150 to $400 an hour, or $5,000 to $25,000 for a defined engagement such as a platform assessment, replatform decision, or architecture review. Retained advisory arrangements are usually a few days a month. The relevant comparison is not against an hourly rate but against the cost of the decision: a wrong replatform decision is a six-figure mistake plus a year of lost roadmap, which makes a five-figure assessment straightforwardly good value when the decision is genuinely uncertain.
When is the right time to bring in a consultant?
Before the decision, not after the project is underway. The highest-value moments are: when you are weighing a replatform, when an agency has proposed something large and you want an independent read, when you are choosing between agencies, when the current build has stalled and nobody can say why, and when an internal team and an external agency disagree about architecture. The least useful moment is halfway through a build that is already going badly, when the options have narrowed to bad ones.
Can you give a second opinion on an agency proposal?
Yes, and it is one of the more common requests. We review the proposal against what you are actually trying to achieve, look for scope that is padded or missing, check whether the architecture choices are justified or defaults, assess whether the timeline is credible given the integration landscape, and flag the commercial terms that tend to cause problems later. We will also tell you when a proposal is good, which happens often — the useful output is a clear read, not manufactured criticism.
Do you help select an agency?
Yes. That usually means writing a brief that is specific enough to get comparable proposals, building a shortlist, sitting in on the technical parts of pitches, and evaluating responses on the things that actually predict delivery — process, version control, how they scope integration, and what they say when asked about a project that went wrong. Portfolios are the least predictive part of an agency pitch and the part most brands weight most heavily.
What does a platform assessment cover?
The current state honestly described: theme and customisations, app stack and what each app is actually doing, integration landscape and its failure modes, data and analytics, performance, SEO position, and the release process. Then the commercial context — markets, channels, roadmap, and team capability. The output is a written assessment with prioritised recommendations, an honest account of what is uncertain, and a view on sequence. Sequence is often the most valuable part, because doing the right things in the wrong order is a common and expensive failure.
Should we go headless?
Usually not, and this is one of the decisions where independent advice is worth most, because nearly everyone else in the conversation benefits from a yes. Headless is justified when your front-end requirement genuinely exceeds what Liquid can express. It is not justified by page speed, design ambition, or conversion problems, all of which are cheaper to solve in a theme. It also moves rendering, caching, SEO, and merchandising workflow onto your team permanently, which is the cost most often left out of the pitch.
Can you work alongside our internal team?
Yes, and that is frequently the point. Internal teams often know exactly what is wrong and lack either the authority or the outside standing to say it. An independent assessment that reaches the same conclusion can unblock a decision that has been stuck for months. We are careful to work with internal teams rather than over them, because an assessment that alienates the people who have to execute it does not get executed.
What if your advice is that we should not do the project?
Then that is the advice, and you have bought the most valuable outcome the engagement could produce. The projects that damage brands most are not the ones that fail visibly. They are the ones that succeed on their own terms while solving a problem the business did not have, consuming a year of roadmap in the process.
Do you take the build after the consulting?
Sometimes, and we keep the two separable so the advice stays trustworthy. A consulting engagement is scoped and priced on its own, and its recommendation is not contingent on us being the ones to execute it. If our advice is to hire a different agency because the work is outside our strength, we will say so — and we would rather do that than win the build and deliver it badly.

Next step

Tell us what you are trying to decide

A 30-minute call to work out whether you need a consulting engagement at all — and what the honest version of the question actually is.

No credit card · No commitment · Pay only on results