Resource library

Use the sheet that matches the risk.

These resources are control sheets for decisions that can become expensive. Use them when important Shopify SEO, migration, audit or tool work needs an owner, a status and a next action.

Ecommerce SEO desk with worksheets, app scorecards, launch notes and Shopify migration resources.

Resources only work when they change the next action.

Most Shopify mistakes happen when important work is tracked in scattered notes, messages or memory. These templates make the decision visible enough to assign, test and revisit.

Do not collect files for later. Pick the worksheet that matches the current risk and use it while the decision is still open.

Start with the situation

If you are:

Choose one. Use it before the work spreads across chats, meetings and memory.

Choose by problem

Choose based on what could go wrong next.

A migration is coming

Use the migration risk kit, redirect map, URL scoring matrix, launch command centre and post-migration monitor.

Use this before launch pressure starts.

Open migration resources →

If you are not sure which resource fits

Start with the question first. The answer pages point to the right guide or worksheet before the team downloads files it will not use.

Best first download

If several problems are moving at once, use the Field Notes Resource Workbook. It combines the main decision sheets into one working file.

It is strongest when several risks are moving at once and the decisions need one shared record.

Download the Field Notes Resource Workbook Download the Resource Library Field Sheet

What these resources are designed to prevent

  • losing high-value URLs during migration
  • turning audits into unstructured task lists
  • adding apps without solving the real problem
  • losing track of decisions during launch
  • misreading performance because tracking is unclear

Operational tools

Use these when the next decision needs a lightweight check before a worksheet or paid review.

Decision Engine

Match traffic drops, weak collections, thin products, tool bloat and AI visibility symptoms to the right next step.

Find the next move →

Collection Grader

Score a collection against intent, product depth, copy, filters, internal links and evidence.

Check the collection →

Redirect Checker

Spot missing, duplicated or weak migration redirect mappings before they become Search Console noise.

Map redirect risk →

Product Evidence Checklist

Check the product facts, media and merchant signals that support search, feeds and AI-shaped discovery.

Review product evidence →

SERP Previewer

Draft search snippets before editing collection, product, guide or migration pages in Shopify.

Preview snippets →

Scorers and estimators

Use these before committing to a migration, installing an app, or building a new page. Each tool asks structured questions and returns a scored recommendation or timeline.

Migration Risk Scorer

Score migration risk across URL complexity, redirect readiness, analytics, timeline and team capacity. Get a prioritised action list.

Score migration risk →

Platform Fit Scorer

Score your current setup against eight platform fit signals to get a move/wait/reconsider recommendation with reasons.

Score platform fit →

Migration Timeline Estimator

Estimate a realistic phase-by-phase migration timeline based on store size, complexity, content volume and team capacity.

Estimate timeline →

App Risk Checker

Check whether a Shopify app is worth the risk before installing it — schema conflicts, script load, reversibility and baseline tests.

Check app risk →

Store Health Check

Get a prioritised Shopify SEO health score across 12 areas. Returns the three highest-priority fixes with guide links.

Check store health →

Keyword Intent Classifier

Enter a keyword and get a recommendation for whether to target it with a collection, product page, buying guide or hub.

Classify intent →

Migration resources

Use these before old URLs, tracking data or category intent are replaced.

Redirect Mapping Sheet

Map old URLs to Shopify destinations before launch.

Download CSV →

URL Priority Scoring Matrix

Decide which pages deserve the most protection.

Download CSV →

Migration QA Checklist

Check redirects, templates, metadata, tracking and launch risks.

Download CSV →

Launch Day Command Centre

Log launch issues, owners, severity and resolution.

Download CSV →

Post-Migration Monitoring Sheet

Track the first weeks after launch.

Download CSV →

Migration Risk Register

Keep risks visible before they become traffic losses.

Download CSV →

Stakeholder Brief Template

Align SEO, development, analytics and commercial teams.

Download CSV →

Redirect Risk Review

Use a printable review when redirect choices need discussion before launch.

Download PDF →

Shopify SEO resources

Use these when a live store needs evidence, ownership and a visible next action.

Shopify SEO Audit Checklist

Turn an audit into evidence, severity and next actions.

Download CSV →

First Decision Sheet

Choose the first check before changing pages, apps or tracking.

Download PDF →

Paid Audit Brief

Prepare a useful enquiry without sending private access in the first message.

Download PDF →

Product Evidence Field Sheet

Check product fit, variants, media, trust and collection support.

Download PDF →

Collection Optimisation Template

Improve collections as commercial landing pages.

Download CSV →

Priority Scorecard

Sort competing SEO problems by evidence, impact and owner.

Download CSV →

Collection Example Review

Decide whether a collection should be improved, merged, rebuilt or kept out of search.

Download CSV →

Product Schema QA Sheet

Check visible product data against structured data before adding another schema layer.

Download CSV →

Merchant Listings Checklist

Align product pages, feed data, shipping, returns and merchant trust signals.

Download CSV →

Shopify Image SEO Checklist

Check product media, alt text, file handling and performance risk.

Download CSV →

SEO Drop Triage Sheet

Separate tracking issues from real organic loss.

Download CSV →

App Bloat Scorecard

Document whether an app solves a proven problem or adds another layer.

Download CSV →

High-impact Shopify SEO field guides

Open these when a resource sheet is not enough on its own and the team needs the judgement behind the worksheet. Each guide is tied to a specific decision, not a generic SEO topic bucket.

If the team is unclear on citations or AI answer quality, first improve Shopify AI visibility through clearer collection and product evidence, then track Shopify AI visibility across prompts and sources with a structured log.

If the store is losing visibility after change work, diagnose a Shopify traffic drop after migration with URL-level evidence before rewriting titles or adding more plugins.

Tool and app governance resources

Tool decisions should be documented. The app bloat scorecard exists because many Shopify SEO problems get worse when apps are added before the real issue is understood.

Download the App Bloat Scorecard Download the Tool Choice Filter

How to use these resources

These are working documents, not reference material.

Treat the templates as decision records. Add owners, dates and evidence. A half-complete sheet used before launch is more valuable than a perfect document created after traffic has already dropped.

If a decision is not recorded, it will be repeated or lost.

If a resource is downloaded but not used, it adds no value.

If multiple sheets exist, choose one as the primary record.

If ownership is unclear, the decision will stall.

Choose one resource and use it immediately

Do not collect templates.

Pick the one that matches the current risk and start using it.

If URLs are about to change

Start with the redirect mapping sheet, URL scoring matrix and migration risk register before touching menus, templates or theme launch tasks.

If a live Shopify store feels messy

Start with the audit checklist, collection template and image checklist so the problem is broken into page types instead of one vague SEO list.

If someone wants another app

Start with the app bloat scorecard and make the team name the operational problem, the native Shopify option and the rollback plan first.