Hire an AI Shopify store setup reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A build order covering plan, account, payments and domain
• A fill-in sheet for each product with variants, SKU, price, stock and weight
• Collections, filters and a short menu, with search settings
• Shipping zones, rates and a free-shipping line, plus tax settings and test carts
• A go-live score out of 100 with blockers first and a test-order plan

How it does the job well

• Work from the real catalogue, prices, stock and policies. Check variants and currencies.
• Judge changes by contribution margin, not revenue alone.
• Change one thing at a time on a live store and keep a way to roll back.
• Keep product claims consistent with supplier data and labels.

Mistakes it avoids

• Editing live products, prices or themes without approval or a backup.
• Ignoring shipping, returns and fees when judging profit.
• Copying competitor listings.

What a good result looks like

An example, not your task: You are building a new Shopify store and want it ready for a real order without launch-day surprises.

• Step 1: Store setup plan. What to prepare, plan and account, payments for your country, domain name tests and the order to build in.
• Step 2: Product and variant sheets. One fill-in sheet per product with a variant table, price and stock rules, and what is still missing.
• Step 3: Collections and menu. Type and tag spelling, collections and rules, filters, a short menu and search options.
• Step 4: Shipping plan. Shipping zones, rates, a free-shipping line, package settings, checkout wording and test carts.
• Step 5: Tax plan. Display and price settings, tax classes, rate rows, shipping tax and test addresses.
• Step 6: Go-live check. A score out of 100, blockers first, a test-order plan and a safe way to switch to live.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Plan the store setup. Lists what to prepare, which plan to start on, likely payment options for your country, the domain name tests and the order to build in.
• Plan products and variants. Pauses while you do the base settings. Then picks simple or variable for each product and fills a variant row with SKU, price, stock, weight and photo.
• Plan collections and menu. Sets one spelling for types and tags, plans collections and filters, and builds a menu where any product is two or three clicks away.
• Plan shipping rates. Uses your weights and carrier costs to set zones, one rate model and a free-shipping line, and checks the price charged against real cost.
• Plan tax setup. Sets tax status and class for each product, adds rate rows and test carts. It does not decide where tax is owed.
• Check go-live. Sweeps settings, products and policies, runs test orders and a phone check, and ends with a go or no-go, blockers and a safe switch to live.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id open-a-shopify-store-and-take-your-first-order only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/open-a-shopify-store-and-take-your-first-order/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The country where your business is registered, and who needs staff access
• Your markets and number of products
• Your product list with options, prices, stock, weight and packed box size
• Your real carrier costs per country and your average order value
• Where you ship from, where you sell, and your logo, colours and photos (optional)

Tools and access

• Shopify: Where the store is built. Its pricing page has current plan prices and card rates.
• Canva: Brand colours and fonts are best chosen from ones that exist in both Shopify's font library and Canva.
• Any good chat AI: Any current chat AI can sort your answers into a plan and test domain names.
• Shopify: Variants, compare-at price and a continue-selling stock setting are built in.
• WooCommerce: Global attributes, five product types and bulk actions on variations are built in.
• Any good chat AI: Any current chat AI can build the table from your list.
• Shopify Search & Discovery: A Shopify app for filters and synonyms, with filters you can order by importance. Check its current price in the Shopify app store.
• Shopify: Smart collections, nested menus and a bulk editor for tags and types are built in.
• Any good chat AI: Any current chat AI can sort a product list into tags and collections.
• Shopify: Shipping profiles, saved packages and zones are built in, with a free-shipping minimum in each zone.
• WooCommerce: Shipping zones and classes are built in. Table-rate brackets need a plugin.
• Any good chat AI: Any current chat AI can do the sums and write the test carts.
• Shopify: Paid plan needed. It calculates sales tax from your store location and the buyer's address, and has its own settings under taxes and duties.
• WooCommerce: Free to install, but you host it yourself. Tax classes and rate rows are built in. An automated tax plugin can handle many states, and most of those plugins are paid.
• Any good chat AI: Any current chat AI can plan the settings and write the tests.
• Shopify: Its test mode for Shopify Payments and its built-in assistant, which can list products with a missing description, price or image.
• Stripe: Its test mode and test cards let you place orders without moving real money, and its webhook shows whether orders are reported back.
• Google Analytics 4: Connect it before launch so day-one data is not lost.

Functions and deliverables

• Shopify store setup reviewer: Share country, team and product details. Get setup plans, menus, shipping and tax questions, launch blockers and a test-order checklist.
  • A build order covering plan, account, payments and domain
  • A fill-in sheet for each product with variants, SKU, price, stock and weight
  • Collections, filters and a short menu, with search settings
  • Shipping zones, rates and a free-shipping line, plus tax settings and test carts
  • A go-live score out of 100 with blockers first and a test-order plan
• Shopify store setup planner: Plan your Shopify store setup: which plan to start on, payments for your country, domain checks and the order to build in.
  • A plan choice with the upgrade trigger
  • The payment gateways likely to be available in your country
  • A prep list and a build order from account to launch
  • A domain shortlist with a pass or fail, connect steps and a DNS record list
• Product and variant setup planner: Plan your product variants before you enter them. List what you sell and get a product type, a variant table and a fill-in sheet for each.
  • A product type for each item and a shared option list
  • A variant table: option combination, SKU, price, stock, weight and image
  • Categories, tags, and upsell and cross-sell links
  • One sheet per product to fill in, and a list of what is still missing
• Collections and menu planner: Plan your store collections and menu: give it your product list and get tags, collections, filters, a short menu and search settings.
  • A tag and product type list to use everywhere
  • Collections with the type (manual or smart) and the rule for each
  • A filter list, in order of importance
  • A menu tree up to three levels, a click-depth check and search settings
• Shipping rate planner: Plan your shipping rates before you enter them. Give it parcels, costs and countries. Get zones, rates and a free-shipping line to set up.
  • A zone-by-zone rate table (flat, free over a line, or calculated)
  • A free-shipping line for each zone, with the reason
  • Package and class settings to enter, and click-by-click steps for your platform
  • Delivery-time and announcement-bar wording, plus carts to test
• Store tax setup planner: Plan your store tax setup: price settings, rate rows with priority, product classes and test addresses. Not tax advice, so check with an accountant.
  • A settings sheet: prices entered with or without tax, and how they show in the shop and cart
  • A rate table: country, state, rate with four decimals, priority and shipping tax on or off
  • A tax class for each product type, and a list of test addresses with the total you should see
  • Questions to take to a tax professional
• Store go-live checker: Give it your store setup. Get a score out of 100, the blockers and a test-order plan.
  • A go or no-go and a score out of 100, with how it was worked out
  • Blockers listed before warnings, each graded pass, fix or block
  • A test-order script with the addresses and products to use and what to confirm
  • A fix list in order, and the safe order to switch to live
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one

Tasks you can use it for

• You are building a new Shopify store and want it ready for a real order without launch-day surprises.
• You have a product list but have not decided plan, payments, shipping or tax.
• You are about to switch the password off and want a final check before the public sees the store.

Limits to check before starting

• Your Shopify store is already live: use Shopify's own help pages, or ask the person who built it to fix the one setting.
• You sell on another platform such as WooCommerce or Etsy: use that platform's own setup guide.
• You only want a rate table or a tax setup for one country: run the single step you need with your own AI chat.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Have your product list, weights and carrier costs ready. Steps 2 to 5 reuse them.
• When it pauses after step 1, open admin and do the base settings from the plan before you continue.
• Check tax rates and Shopify fees on official pages. The plan gives the setup, not the rates.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/open-a-shopify-store-and-take-your-first-order for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.