Not every engagement needs the same amount of discovery, design or development. I keep the stages flexible, but the sequence below explains how I move from uncertainty to a deliverable that can be reviewed and implemented. Smaller projects can combine stages, while larger products can repeat them feature by feature.
01Step
Understand products and commercial goals
I review the catalog, customer type, average buying journey, brand direction, merchandising needs and operational constraints.
The store structure is based on how products are discovered and evaluated, not only on a visual homepage concept.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
02Step
Audit the theme and apps
I inspect the current theme architecture, available settings, installed apps and existing custom code before deciding what needs to change.
Useful native capability is reused and custom work is focused on gaps that actually matter.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
03Step
Plan templates and reusable sections
I map home, product, collection, content and campaign needs to theme templates, sections and blocks.
The store team gains flexibility without every page becoming a unique code path.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
04Step
Create or translate the visual direction
I establish the storefront visual system or translate approved Figma designs into theme patterns with realistic product content.
Brand expression and platform constraints are aligned before implementation expands.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
05Step
Implement theme components
I customize sections, settings, templates and front end styles, using reusable Liquid structure where code level changes are required.
New functionality fits the theme architecture instead of being pasted into unrelated files.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
06Step
Refine product and mobile journeys
I test product selection, variants, purchase actions, menus, collection browsing and content priority at mobile widths.
High value customer actions remain obvious on the devices where many shoppers browse and buy.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
07Step
Check integrations and performance
I review app injected elements, duplicate scripts, media behavior and obvious theme rendering issues around the customized areas.
The experience remains consistent after real store functionality is present.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.
08Step
Launch and merchandising handover
I validate production templates and make sure reusable sections have understandable settings for ongoing use.
The store can continue evolving after launch without requiring a developer for every normal campaign update.
At this stage I document the decision at the level the team actually needs. That can mean a simple approved direction for a small website or a more explicit set of states, components and notes for a product with several contributors. The goal is enough clarity to move forward confidently without creating documentation that nobody will maintain.
Feedback is most useful when it is tied to the objective of the stage. I separate preference from functional risk, explain tradeoffs when there are multiple valid options and refine the solution without losing the underlying hierarchy. This keeps review focused and prevents late changes from accidentally undoing earlier decisions.