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Our Process

From first conversation
to long-term growth

Every engagement follows a deliberate six-phase process. No surprises, no scope drift. Here's exactly what to expect — at every stage.

1
Discovery
2
Audit
3
Strategy
4
Implementation
5
Optimization
6
Growth

Our 6-step engagement process

1
Phase 1
Day 1

Discovery

You submit the contact form with details about your store, goals, and the specific challenges you're running into. We review your submission and respond within a few hours to confirm receipt and ask any clarifying questions we need.

At this stage we're trying to understand: what kind of store, what's working, what isn't, and whether this is the right engagement for Rigel's current capacity. If we're not the right fit, we'll tell you and suggest what might serve you better.

What you get
  • Confirmation we've received your information
  • Any clarifying questions
  • A clear sense of whether we can help and how
2
Phase 2
48–72 hours

Audit

This is the foundation of every engagement. We conduct a thorough, evidence-based review of your Shopify store — not a templated checklist, but a genuine end-to-end analysis of what we can observe.

We review your homepage, collection pages, product pages, cart, checkout, mobile experience, trust signals, SEO fundamentals, and support structure. Every finding is tagged by category and rated by likely business impact.

The output is a written findings report, structured around what matters most — not a comprehensive list of everything we noticed. We prioritize what we'd fix first, second, and third if we were running your store.

What you get
  • Written findings report (categorized, prioritized)
  • Effort/impact matrix for each finding
  • 60-minute walkthrough call to discuss the results
Findings Report Priority Matrix Walkthrough Call
3
Phase 3
1–2 days after audit

Strategy Alignment

After you've reviewed the audit and we've walked through it together, we align on exactly what to work on, in what order, and how. This isn't a one-way presentation — it's a working conversation.

We factor in your team's capacity, your available budget, your technical resources, and your timeline to build a realistic implementation plan. Some findings you'll tackle immediately. Others get queued for later. A few you'll decide to deprioritize or skip entirely — and that's the right call sometimes.

If we're moving into a full engagement, this is where we confirm scope, agree on deliverables, and set expectations for communication cadence and timelines.

What you get
  • Sequenced implementation roadmap
  • Scope of work (for paid engagements)
  • Clear timeline with milestones
  • Communication protocol and meeting cadence
Implementation Roadmap Scope of Work Agreed Timeline
4
Phase 4
2–6 weeks

Implementation

This is where the work happens. Depending on your engagement type, we're either delivering strategy and content for your team to implement, or we're working alongside you directly.

For CRO engagements: we write copy, provide specific design direction, and work with your developer on implementation details. For support optimization: we build the FAQ architecture, write response templates, and set up the structure in your helpdesk tool. For AI workflow design: we map the automation, configure the tools, and document the system.

We check in frequently during this phase — not to add overhead, but because questions come up during implementation that need fast answers. Our async response time during active engagements is typically under a few hours.

What you get
  • Service-specific deliverables (copy, templates, workflows, etc.)
  • Implementation support and guidance
  • Regular check-in updates
  • Rapid async responses during active work
Deliverables (varies by service) Implementation Support Weekly Updates
5
Phase 5
2–4 weeks post-launch

Optimization

After implementation, we don't hand over the deliverables and disappear. There's a follow-up period where we review how the changes performed, identify what's working and what needs adjustment, and refine.

Conversion improvements rarely happen in one pass. A product page restructure might lift performance significantly, but there's often a secondary round of copy refinements or trust signal tweaks that adds another layer of improvement. We build this iteration into the engagement rather than treating it as a scope creep conversation.

Where metrics are trackable, we document them. Where they aren't (SEO timelines, for example), we set clear expectations about when to expect data and how to interpret it.

What you get
  • Performance review of implemented changes
  • Refinement recommendations based on early results
  • Iteration support (within agreed scope)
  • Documentation of measured outcomes
Performance Review Iteration Recommendations Outcome Documentation
6
Phase 6
Ongoing (optional)

Long-Term Growth

After the initial engagement is complete, some clients move to an ongoing retainer — a monthly partnership where we continue to identify opportunities, run new optimizations, and support operations as the store scales.

This isn't a commitment that comes with the initial engagement. It's an option for founders who find the relationship valuable and want to keep the momentum going. The retainer scope is defined based on what the store needs at that point — not a fixed package applied to everyone.

For clients who prefer project-based work, we're happy to return when there's a new challenge. Our goal is to be useful when it makes sense — not to create dependency.

What you get (retainer)
  • Monthly objectives and deliverables
  • Weekly strategy sessions
  • Async support and rapid response
  • Continuous audit and optimization cycle
  • Priority access during busy seasons
Monthly Plan Weekly Calls Async Support
Typical Timeline

What to expect,
start to finish

Day 1
You submit the form. We confirm receipt and ask any clarifying questions.
Days 2–3
We complete the store audit. You receive the written findings report.
Days 4–5
Walkthrough call — we review findings together and agree on priorities.
Weeks 1–4
Project engagement (if agreed). Implementation and deliverables.
Weeks 5–6
Post-implementation review. Refinements based on early results.
Ongoing (opt.)
Retainer engagement for continuous improvement and strategic support.
Audit Methodology

What the audit covers

Our audit is structured around six areas of a Shopify store's performance. Each area is reviewed systematically — not by running a tool, but by working through the store the way a customer and a practitioner would. Every finding is documented with the specific page and element that prompted it.

🛒

Conversion Experience

We walk the complete customer journey from landing page to order confirmation — on both desktop and mobile — looking for points where intent drops off.

  • Homepage clarity and above-fold CTA effectiveness
  • Collection page filtering, sorting, and product discoverability
  • Add-to-cart friction and cart abandonment signals
  • Checkout flow — field count, distraction, trust signals at payment
  • Mobile responsiveness and tap-target sizing
  • Page load experience for above-fold content
📄

Product Page Quality

We review a representative sample of your product pages against a consistent rubric — not just aesthetics, but the elements that research and practice show improve purchase confidence.

  • Title clarity, benefit framing, and keyword alignment
  • Description structure and objection handling
  • Image quality, variant clarity, and contextual photography
  • FAQ coverage for common pre-purchase questions
  • Related products and upsell placement
  • Schema markup for search visibility
🛡️

Customer Trust Signals

Trust is lost at specific moments in the purchase journey. We identify where signals are missing, where they're buried, and where skepticism is most likely to cause drop-off.

  • Return and refund policy visibility and clarity
  • Reviews — placement, volume, recency, and authenticity
  • Security badges and payment icon visibility at checkout
  • Shipping time transparency and expectation-setting
  • Brand story and contact accessibility
  • Social proof positioning across the purchase path
🔍

Ecommerce SEO

We assess the observable SEO foundation — the elements that affect whether search engines can understand and rank your store, using what's visible without requiring analytics access.

  • Title tags and meta descriptions — quality and uniqueness
  • Collection and product URL structure
  • Heading hierarchy across key page types
  • Image alt text coverage
  • Internal linking structure and orphaned pages
  • Duplicate content risks (variant pages, pagination)
💬

Customer Support Efficiency

High support volume is often a content problem, not a staffing problem. We look at the questions your store provokes and whether your content answers them before a ticket is created.

  • FAQ coverage — pre-purchase questions answered on-site
  • Shipping, returns, and order status self-service accessibility
  • Contact channel visibility and response expectation-setting
  • Live chat or chatbot coverage (if applicable)
  • Post-purchase email sequence and proactive communication
  • Common support ticket drivers (based on observable store gaps)
⚙️

Operational Signals

Some operational gaps are visible from the storefront — in what the store promises, how it communicates post-purchase, and where manual work is clearly filling in for missing automation.

  • Fulfilment timeline communication and expectation accuracy
  • Order confirmation and shipping notification quality
  • Inventory management signals (out-of-stock handling)
  • Subscription or loyalty program structure (if applicable)
  • Automation opportunities visible from customer-facing pages
  • Discounting strategy and its effect on perceived value
ℹ️ Not every category produces equal findings for every store. Our report focuses on what's actually material for your situation — we won't pad the document with low-impact observations to make it look more comprehensive.
Process FAQ

Common questions about
how we work

No. The free audit is genuinely free, and the findings are yours regardless. After the walkthrough call, you can decide to work together, take the findings and implement them yourself, or simply do nothing. There's no sales pressure and no obligation.
For the initial audit: minimal. We just need your store URL and context from the contact form. For the walkthrough call: 60 minutes. For a full project engagement: depends on scope, but we design our process to be efficient with your time. Most clients need 2–3 hours/week during active implementation phases, plus review time for deliverables.
Yes. In fact, it's ideal. We provide strategy, copy, and implementation guidance; your developer executes changes in the Shopify theme. We communicate directly with developers when needed and are happy to join calls or provide detailed technical specifications.
We welcome pushback. If you think we've misread something, missed context, or prioritized incorrectly, tell us. We'd rather adjust the findings to reflect reality than have you walk away with a report that doesn't match your actual situation. The audit is the start of a conversation, not a final verdict.
We treat all client information as confidential. We don't share store details, revenue figures, or findings with third parties. For clients who need it, we're happy to sign an NDA before receiving access to any backend data. We only request Shopify collaborator access if it's explicitly needed for the engagement — not as a default.

Step 1 starts with a
free store audit

Tell us about your store and we'll begin the audit within 24 hours. Written findings in 48 hours. No commitment required.

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