SCOPE EXAMPLE
Shopify brand
- 01 / Current Situation
- Order exceptions handled in Slack; no daily owner list.
- 02 / OpsPatch Build
- Exception board: delay, stock, carrier, customer. With owners.
- 03 / Delivered Handover
- Shopify export + ops dashboard.
Ecommerce operations
Ecommerce ops held together with sheets and apps?
Orders, stock exceptions, supplier delays, and weekly KPIs, one ops layer on top of what you already use.
Clear scope and price band before work starts
Common situations
Order exceptions handled in chat
Stock-outs spotted late
Ad-hoc reports for leadership
Returns and delays not owned
What can be included
Dashboards with clear owners and KPIs
Automations that replace copy-paste steps
Lead capture and follow-up workflows
AI chat assistants for FAQs and enquiries
Weekly reporting packs that run themselves
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Marketplace seller
- 01 / Current Situation
- Margin calculated monthly if at all.
- 02 / OpsPatch Build
- SKU margin view fed from listings + cost sheet.
- 03 / Delivered Handover
- Sheets + margin dashboard.
SCOPE EXAMPLE
Subscription box startup
- 01 / Current Situation
- Churn reasons anecdotal.
- 02 / OpsPatch Build
- Cancellation reason capture + monthly churn dashboard.
- 03 / Delivered Handover
- Form + analytics pack.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- AI assistants