v1.1. Every trigger point in the flow. Merge fields in curly braces. Copy, personalise, send.
Referral lands. Same day, automatic.
Subject: Your Shopify POS launch with Gorilla Lab
Hi {first_name},
Thanks for the intro {referrer_first_name}, happy to take it from here.
{first_name}, we are Gorilla Lab, a Shopify Certified Launch Partner. We will be running your move to Shopify POS end to end, and the launch is funded by Shopify so there is no cost to you for the core setup.
First step is a kickoff call, about 45 minutes. Grab a time here: {booking_link}
Talk soon,
BorrisMerchant books. Instant, from the booking tool.
Subject: Locked in for {call_date}, a little prep to make it count
Hi {first_name},
Great, we are locked in for {call_date} at {call_time}.
Attached is a one pager on what the launch covers. Two things before we speak, both quick:
1. If you have not already, submit the BYOP form here: {byop_link}. This unlocks the Shopify funding for your launch.
2. Make sure your Shopify plan is POS Pro on the annual plan. The annual plan is what triggers the funding and lets us order your POS terminal.
Also attached are the export steps for {current_pos}. No rush before the call, but the sooner we have your product and customer files the sooner your new catalogue takes shape. You do the export in your own system, we never need your logins.
One more thing that makes the call quicker: hit reply and tell me what hardware you run today. Receipt printer, cash drawer, barcode scanner, label printer, makes and models if they're handy. We'll work out on the call what carries over and what's worth adding.
See you then,
Borris24 hours before the call. Automatic.
Subject: Tomorrow at {call_time}
Hi {first_name},
Quick reminder we are on tomorrow at {call_time}. If you have your product export handy, even better, but not essential.
Cheers,
BorrisForm submitted. Same day. Generated by the kickoff form.
Subject: {business_name} | Shopify POS kickoff recap and next steps
Hi {first_name},
Great to chat today. Here is a quick recap so we are on the same page.
What we agreed:
- Moving from {current_pos} to Shopify POS, {locations} location and {registers} registers
- Around {sku_count} products coming across
- Go live target of {go_live_date}
What I need from you:
- Your product export and customer export by {data_due_date}. Export steps attached, takes a few minutes
- {any_pending_gates}
- Hardware to order: {hardware_order_list}. Options and pricing are in the attached hardware sheet, reply with your picks and we'll get them moving
From there we handle the migration and setup, and I will send you a link to review your products before anything goes live. Your terminal should arrive around {hardware_eta}.
Any questions just reply here.
Cheers,
BorrisBYOP unticked 3 days after kickoff. Repeats weekly.
Subject: One form standing between you and your funded launch
Hi {first_name},
Quick one. The BYOP form is still outstanding and it is the thing that unlocks Shopify funding your launch. Takes about five minutes: {byop_link}
Once that is in, everything else keeps rolling.
Cheers,
BorrisPlan unticked 3 days after kickoff. Repeats weekly.
Subject: The annual plan switch
Hi {first_name},
Your Shopify plan needs to be POS Pro on annual billing before we can go further. It is what triggers the launch funding and unlocks ordering your POS terminal, so it holds up two things at once.
You can switch in your Shopify admin under Settings then Billing. Reply if you want a hand.
Cheers,
BorrisPlan ticked, terminal unticked after 48 hours.
Subject: Your plan is active, order the terminal today
Hi {first_name},
Good news, your POS Pro annual plan is active, which means the POS terminal can now be ordered. Delivery runs about 7 days so ordering today keeps your {go_live_date} target safe.
Order steps: {terminal_order_steps_link}
Cheers,
BorrisFiles not received by the due date. Day after.
Subject: Your product file is the next domino
Hi {first_name},
We are ready to start building your catalogue, just waiting on your product export{customer_clause}. The steps for {current_pos} are attached again, it usually takes under ten minutes.
Heads up that the go live date moves out day for day until we have the file, so this one is worth jumping on.
Cheers,
BorrisMigration marked complete. Same day.
Subject: Your products are in, take a look
Hi {first_name},
Your catalogue is migrated and cleaned, {product_count} products ready in Shopify. Nothing is visible to customers yet, everything sits in draft until you have had a look.
Here is what to check: {review_link}
- Titles and prices look right
- Variants grouped properly
- Anything odd, just note it and send it back
A short summary of what we cleaned up along the way is attached. Once you give the nod we move to testing.
Cheers,
BorrisMerchant approves data. Same day.
Subject: Nearly there, let's book the test run
Hi {first_name},
Data approved, terminal {terminal_status}. Next step is the test session where we run a live $1 sale, a refund, and walk your team through checkout, returns and end of day.
Grab a time: {testing_booking_link}
After that it is launch day.
Cheers,
BorrisFirst live sale done. Same day.
Subject: You are live!
Hi {first_name},
Congratulations, {business_name} is live on Shopify POS. First real sale is through and everything checked out.
For the next 5 business days we are on close support, so anything odd, reply here or call and we will sort it fast. After that Shopify retail support has you covered 24/7 on {shopify_support_number}, and we are always here for the bigger stuff.
Enjoy it,
Borris5 business days after launch. Automatic.
Subject: One week in, all settled
Hi {first_name},
A week in and {business_name} is humming. Your launch support window wraps up today, and Shopify retail support takes over for day to day questions, 24/7 on {shopify_support_number}.
While setting you up we spotted a few things that could make life easier down the track:
{out_of_scope_list}
No pressure on any of it, just reply if one catches your eye and I will send over details and pricing.
It has been a pleasure. If the launch experience was a good one, a quick note back saying so helps us a lot with Shopify.
Cheers,
BorrisDay 5 after launch, to hello@.
Subject: INVOICE SHOPIFY | {business_name} launched {launch_date}
{business_name} completed the 5 day window. PO number {po_number}. Confirm 5 days of live transactions in admin, then invoice Shopify.Any merchant gate 5+ days overdue, to hello@.
Subject: ANDON | {business_name} paused {days_late} days on {blocked_task}
{business_name} has been waiting on {blocked_task} since {target_date}. Go live has moved from {original_go_live} to {adjusted_go_live}. Nudge emails have fired {nudge_count} times. Consider a call.