Resources

Resources for Shopify rebuild partners.

Frameworks, scripts, checklists, templates, and guides for partners selling storefront rebuilds, AI visibility, optimization, and managed delivery work.

Public previews are available below. Full partner resources unlock inside Partner OS.

Resource Library
  • AI Visibility Checklist
    ChecklistPublic preview
  • Storefront Rebuild Planning Guide
    GuidePublic preview
  • App Bloat Reduction Framework
    FrameworkPartner resource
  • Merchant Qualification Script
    ScriptPartner resource
  • Proposal Scope Template
    TemplatePartner resource
  • Managed Delivery Checklist
    ChecklistPartner resource

Resource library.

Browse public previews and partner-only resources built around the actual work partners sell, scope, and deliver.

GuidePublic preview
Storefront Rebuild Planning Guide

When to modernize, replatform, or stay put.

View preview
ChecklistPublic preview
AI Visibility Checklist

Structure content so AI systems can understand it.

View preview
GuidePublic preview
Partner Profile Guide

Build a partner profile that wins merchant matches.

View preview
ChecklistPartner resource
App Bloat Review Checklist

Audit the current stack for duplication and drag.

Unlock in Partner OS

Available to approved partners.

GuidePartner resource
Shopify Backend + Custom Frontend Guide

Ship a headless-style frontend with Shopify as the source of truth.

Unlock in Partner OS

Available to approved partners.

ScriptPartner resource
Client Reactivation Script

Re-open old accounts with a modernization angle.

Unlock in Partner OS

Available to approved partners.

ChecklistPartner resource
Opportunity Qualification Checklist

Qualify merchants before you scope work.

Unlock in Partner OS

Available to approved partners.

TemplatePartner resource
Proposal Scope Template

Turn findings into an approved scope.

Unlock in Partner OS

Available to approved partners.

FrameworkPartner resource
Pricing Framework

Price rebuild, optimization, and retainer work.

Unlock in Partner OS

Available to approved partners.

ChecklistPartner resource
Managed Delivery Checklist

Deliver approved merchant work end-to-end.

Unlock in Partner OS

Available to approved partners.

FrameworkPartner resource
Optimization Retainer Framework

Structure ongoing optimization engagements.

Unlock in Partner OS

Available to approved partners.

ChecklistPartner resource
Delivery QA Checklist

Final QA before merchant handoff and payout.

Unlock in Partner OS

Available to approved partners.

What partners can use.

Resources are organized around the actual work partners need to sell, scope, and deliver.

AI Commerce Rebuild Playbooks

Playbooks for scoping and delivering AI Commerce Rebuilds — Shopify reintegration, cart-and-checkout-only architecture, and open-stack migration assessments.

  • AI Commerce Rebuild Checklist
  • Shopify Reintegration Guide
  • Cart and Checkout-Only Planning Guide
  • Open-Stack Migration Decision Framework
  • Rebuild Scope Template
  • Delivery QA Checklist

Storefront rebuilds

Planning guides for moving merchants beyond theme limitations into cleaner, faster, more flexible storefront systems.

  • Storefront Rebuild Planning Guide
  • Theme-to-Custom Frontend Checklist
  • Shopify Backend + Custom Frontend Guide

AI visibility

Resources for improving how products, collections, and merchant content can be discovered, understood, and surfaced by AI systems.

  • AI Visibility Checklist
  • Product Content Structure Guide
  • Searchability Improvement Framework

App bloat reduction

Frameworks for identifying unnecessary apps, duplicated features, slow scripts, and cleanup opportunities.

  • App Bloat Review Checklist
  • Cost Reduction Review
  • Stack Simplification Framework

Merchant opportunities

Scripts and templates for identifying qualified merchants, reactivating old clients, and submitting opportunities through Unblock.

  • Client Reactivation Script
  • Opportunity Qualification Checklist
  • Merchant Discovery Questions

Proposals and scope

Templates for turning merchant problems into clear rebuild, optimization, and managed delivery scopes.

  • Proposal Template
  • Scope Builder
  • Pricing Framework

Delivery and retainers

Resources for managing completed work, optimization retainers, QA, and merchant handoff.

  • Managed Delivery Checklist
  • Optimization Retainer Framework
  • Delivery QA Checklist

Featured resources.

Start with the frameworks that map directly to the Unblock partner workflow.

GuidePublic preview

Storefront Rebuild Planning Guide

Plan when a merchant should stay on their current theme, modernize their frontend, or move toward a custom storefront.

ChecklistPublic preview

AI Visibility Checklist

Review product, collection, content, and technical signals that affect how a store can be understood by AI systems.

FrameworkPartner resource

App Bloat Reduction Framework

Identify unnecessary apps, duplicated functionality, performance drag, and cost reduction opportunities.

ScriptPartner resource

Client Reactivation Script

Re-approach old Shopify clients with a modernization conversation instead of a generic audit pitch.

TemplatePartner resource

Proposal Scope Template

Turn findings into a clear merchant-facing scope with deliverables, phases, timeline, and approval points.

ChecklistPartner resource

Managed Delivery QA Checklist

Prepare completed work for merchant review, approval, handoff, and payout release.

Built into the partner workflow.

Resources are not separate from the workspace. They support each stage of how partners identify, scope, deliver, and get paid for approved work.

  1. Step 1
    Add a store

    Use store and client context to identify modernization opportunities.

  2. Step 2
    Submit a client opportunity

    Use qualification scripts to submit better merchant opportunities.

  3. Step 3
    Scope the work

    Use planning guides and templates to structure the rebuild.

  4. Step 4
    Deliver the project

    Use QA and delivery resources to complete approved work.

  5. Step 5
    Get paid

    Use payout readiness and approval workflows to keep the process accountable.

Public previews. Full access inside Partner OS.

The public resource page explains the methodology. Partner OS gives approved partners the working tools.

Public resources
  • — Intro guides
  • — High-level frameworks
  • — Educational previews
  • — Partner program context
  • — Merchant-facing explanations
Partner resources
  • — Full scripts
  • — Proposal templates
  • — Pricing frameworks
  • — Opportunity qualification workflows
  • — Delivery checklists
  • — Internal partner playbooks
Become a partner

Use the resources inside Partner OS.

Join Unblock Partners to build your profile, manage stores, submit merchant opportunities, and access the full resource library.

Free to join. Partner payouts begin when approved merchant work is completed through Unblock.