Skip to Content
Shopify logo
  • By business model
    • B2C for enterprise
    • B2B for enterprise
    • Retail for enterprise
    By ways to build
    • Platform overview
    • Shop Component
    By outcome
    • Growth solutions
    • Shopify
      Platform for entrepreneurs & SMBs
    • Plus
      A commerce solution for growing digital brands
    • Enterprise
      Solutions for the world’s largest brands
  • Customer Stories
    • Everlane
      Shop Pay speeds up checkout and boosts conversions
    • Brooklinen
      Scales their wholesale business
    • ButcherBox
      Goes Headless
    • Arhaus
      Journey from a complex custom build to Shopify
    • Ruggable
      Customizes Headless ecommerce to scale with Shopify
    • Carrier
      Launches ecommerce sites 90% faster at 10% of the cost on Shopify
    • Dollar Shave Club
      Migrates from a homegrown platform and cuts tech spend by 40%
    • Lull
      25% Savings Story
    • Allbirds
      Omnichannel conversion soars
    • Shopify
      Platform for entrepreneurs & SMBs
    • Plus
      A commerce solution for growing digital brands
    • Enterprise
      Solutions for the world’s largest brands
  • Why trust us
    • Leader in the 2024 Forrester Wave™: Commerce Solutions for B2B
    • Leader in the 2024 IDC B2C Commerce MarketScape vendor evaluation
    What we care about
    • Shop Component Guide
    How we support you
    • Premium Support
    • Help Documentation
    • Professional Services
    • Technology Partners
    • Partner Solutions
    • Shopify
      Platform for entrepreneurs & SMBs
    • Plus
      A commerce solution for growing digital brands
    • Enterprise
      Solutions for the world’s largest brands
  • Latest Innovations
    • Editions - June 2024
    Tools & Integrations
    • Integrations
    • Hydrogen
    Support & Resources
    • Shopify Developers
    • Documentation
    • Help Center
    • Changelog
    • Shopify
      Platform for entrepreneurs & SMBs
    • Plus
      A commerce solution for growing digital brands
    • Enterprise
      Solutions for the world’s largest brands
  • Get in touch
  • Get in touch
Shopify logo
  • Blog
  • Enterprise ecommerce
  • Total cost of ownership (TCO)
  • Migrations
  • B2B Ecommerce
    • Headless commerce
    • Announcements
    • Unified Commerce
    • See All topics
Search
Type something you're looking for
Log in
Get in touch

Powering commerce at scale

Speak with our team on how to bring Shopify into your tech stack

Get in touch
blog|Growth strategies

Is Your Agency 'The One'? An Inside Scoop on Finding a True Partnership

Someone call the fire department because your revenue is smokin’! But your business is blowing up faster than you ever imagined and you may be headed for burnout. No entrepreneur is an island. That's why red hot businesses like yours rely on a top notch, dependable agency to help build a website, optimize for better conversions, manage marketing services and more.If you want to find the right partner, you've got to put yourself out there and follow the rules. We’ve screened some eligible Shopify agencies and asked a few of them for insights on finding the relationship that’s right for you. Check out what they had to say...

by Andrea Wahbe

The platform built for future-proofing

Get in touch

Are your feet tired? ‘Cause your red hot ecommerce business has been running through our minds all night.

And maybe you should call the fire department because your revenue is smokin’. But it’s also blowing up faster than you ever imagined. You’ve got to take it easy baby or you might burnout.

No entrepreneur is an island and a fine business like yours can land the support of a top notch, dependable agency to help build a website, optimize for better conversions, manage marketing services and more.

Just like dating, finding the right agency can be a rollercoaster ride of emotions. Remember how nervous you were before your first kiss? Still, you’ve got to put yourself out there and trust your instincts. It’s well worth the effort to find a reliable resource.

Whether you’re going out on your first agency search, or you’ve decided that it’s time to “see other agencies,” don’t sweat it. You’re so money, and you don’t even know it! That’s why we’ve screened some eligible Shopify Plus agencies and asked a few of them for insights on finding the relationship that’s right for you.

1. It’s Time to Get Real About Your Needs Vs. Expectations

Shopping list“Before you start your search, you need to be honest with yourself,” says Dylan Whitman, CEO at BVAccel – a Shopify partner that offers ecommerce website development, conversion rate optimization and full-service marketing support. 

It’s tough out there – even tougher if you have an unrealistic list of dating requirements. Are you looking for a Porsche but you can only afford a Honda Civic? Then you’re asking an agency to give away all its milk for free.

If you want to buy the cow, Dylan recommends first to determine what you can afford. Then prioritize your primary objectives and desired outcomes to come up with a plan together. 

“People want [and often expect] to do everything with the budget they have,” explains Dylan. “But I think it’s better to do a few things extremely well, instead of a bunch of things halfway.”

Mark Arteaga, founder of RedBit Development which offers ecommerce website development, custom Shopify app development and launch marketing efforts adds that his agency offers a tiered pricing system to suit a variety of budgets – from a kick-starter package (for as little as $7,500) that helps companies get a complete Shopify store setup using a Shopify theme, to packages for bigger budgets (around $50,000+) which include more custom design, content, site development, launch marketing support and custom app development/integration.

Once you’ve locked-in your budget and a list of desired agency deliverables, it’s time to start hunting for your ideal match.

2. Agency Dating 101: RFPs and Word of Mouth

Binoculars, searchingWhen seeking your agency soul mate, should you send out a request for proposal (similar to creating online dating profile), or leave it up to your industry colleagues to set you up? Let’s review your options and what you should be looking for in both cases.

Sending out a Request for Proposal (RFP)

Want to know if you and a certain agency are compatible? Dylan says that the more details you can provide when approaching agencies for help, the more accurately they’ll be able to determine if they can meet your needs.

Mark adds that “it’s important to have an outline of what products you want to sell, the price, product descriptions, order fulfillment strategy and the content for key areas of your site.”

A lot of that information can be formatted into a document that is commonly referred to as an RFP. There are many online templates that you can download for free to use as a guideline. Here’s a simplified one to get you started.  

You can send RFPs directly to agencies you’ve researched or heard about through colleagues. In addition, you can post them on your blog and via social media (such as your LinkedIn updates and your company page). Some trade media publications will also share RFPs in their classifieds section or newsletters. But you’ll need to do some research and outreach.

Seeking Word of Mouth Referrals

To increase your odds of finding a meaningful agency relationship, a combination of an RFP, plus seeking word of mouth referrals is best. But if you don’t have time to complete an RFP, both agencies request that you, at least, outline how you will define the success of the project (e.g. your KPIs). Plus, start thinking about your website and product content.

“A lot of our work comes through references – either from the Shopify partner page or from customers for which we’ve previously done work. So, if you’re looking for recommendations, it helps to tap into your business network. Then, try to find someone who is local or at least in the same time zone,” says Mark.

At a minimum, he recommends writing down your project goals and providing examples of three ecommerce sites that you love and three you hate.

“It helps lead the direction of your store design, development, and overall branding,” he says. “Although we help customers with branding, you need to start thinking about it too, plus define what value your company is providing customers.”

3. Meeting Their Family

agency family, teamHow do you get to know and trust your potential partner? Dylan argues that it’s extremely important to meet the agency’s extended team [family], or at least get a clear picture of who at the agency will be working on your project.

“Go on LinkedIn and look at the average years of experience of the agency developers or project managers,” he suggests. “Not everyone has to be pedigreed. But you’ll want to know you are getting value for your money.”

Dylan also recommends that you ask the agency how they arrive at their hourly rate and how they justify it based on the talent working on your project.

If you like what they have to say, then take them all to meet your team. “The sales rep or CEO who pitches you the business isn’t likely the person you’ll be dealing with on a day-to-day basis,” he explains. If your team approves of their family, then it’s on to the next step.

4. Before You Commit to a Long-Term Relationship

Signing an agency contractNow it’s time to see their true colors. Prior to selecting the agency with which you want to build a new relationship, “make sure to look at what work they have done before,” says Mark. “Also, find out if they have relevant expertise.”

He explains that it’s better to select an agency that has first-hand knowledge of the Shopify platform, rather than hiring a creative agency that will outsource part of the work to a dev shop. “We’ve had to fix a lot of projects for clients that were originally done this way,” he says.

Mark also encourages companies to put all your cards on the table during the first meeting. “If the agency understands your key deliverables and expectations upfront, there won’t be any huge surprises later on,” he says.

Finally, Dylan recommends to “ensure that your communications tech stacks jive.” In other words, determine whether you’re comfortable using the software solutions that the agency uses (e.g. project management tools like Asana and video conferencing platforms like Skype or Google Hangouts).

Once you’ve found the agency of your dreams, it’s time to master the art of building a lasting relationship, or at least get to the end of your first project without any major misunderstandings. Come back next week when we’ll talk about making the most of your budding agency-client partnership.



Is Your Agency The One An Inside Scoop On Finding A True PartnershipAbout The Author

Andrea Wahbe is a freelance B2B marketing strategist and corporate storyteller who writes about Canadian SMEs, marketing, and digital media trends. Follow her on Twitter.

 

 

Read more

  • Designing the New Customer Experience: What Happens After Checkout?
  • A Strategy for Human Resources in our Current Climate
  • 17 User-Generated Content Examples and 5 Tactics to Grow $15M+ in Annual Sales
  • Selling $3 Billion on Autopilot: Less Effort, More Growth via Ecommerce Automation
  • 5 Easy Tips For Getting Started With Conversion Rate Optimization
  • 15 Conversion Rate Optimization Strategies from the Top Fashion Brands
  • Marketing Calendars for 2018’s Holidays: Ecommerce, Social & Sales
  • Win the Ecommerce Holidays with a Strong Customer Acquisition Strategy
  • How to Avoid the Hidden Cost of Black Friday, Cyber Monday Sales and Increase Customer Lifetime Value through Personalized Email
  • Rethinking Retargeting: Finding the Line Between Stalking and Solving
AW
by Andrea Wahbe
Updated on 23 May 2016
Share article
  • Facebook
  • Twitter
  • LinkedIn
by Andrea Wahbe
Updated on 23 May 2016

The latest in commerce

Get news, trends, and strategies for unlocking new growth.

By entering your email, you agree to receive marketing emails from Shopify.

popular posts

Enterprise commerceHow to Choose an Enterprise Ecommerce Platform for Your Scaling StoreTCOHow to Calculate Total Cost of Ownership for Enterprise SoftwareMigrationsEcommerce Replatforming: A Step-by-Step Guide To MigrationB2B EcommerceWhat Is B2B Ecommerce? Types + Examples
start-free-trial

Unified commerce for the world's most ambitious brands

Learn More

popular posts

Direct to consumer (DTC)The Complete Guide to Direct-to-Consumer (DTC) Marketing (2025)Tips and strategiesEcommerce Personalization: Benefits, Examples, and 7 Tactics for 2025Unified commerceHow To Sell on Multiple Channels Without the Logistical Headache (2025)Enterprise ecommerceComposable Commerce: What It Means and Is It Right for You?

popular posts

Enterprise commerce
How to Choose an Enterprise Ecommerce Platform for Your Scaling Store

TCO
How to Calculate Total Cost of Ownership for Enterprise Software

Migrations
Ecommerce Replatforming: A Step-by-Step Guide To Migration

B2B Ecommerce
What Is B2B Ecommerce? Types + Examples

Direct to consumer (DTC)
The Complete Guide to Direct-to-Consumer (DTC) Marketing (2025)

Tips and strategies
Ecommerce Personalization: Benefits, Examples, and 7 Tactics for 2025

Unified commerce
How To Sell on Multiple Channels Without the Logistical Headache (2025)

Enterprise ecommerce
Composable Commerce: What It Means and Is It Right for You?

subscription banner
The latest in commerce

Get news, trends, and strategies for unlocking unprecedented growth.

Unsubscribe anytime. By entering your email, you agree to receive marketing emails from Shopify.

Popular

Headless commerce
What Is Headless Commerce: A Complete Guide for 2025

29 Aug 2023

Growth strategies
How To Increase Conversion Rate: 14 Tactics for 2025

5 Oct 2023

Growth strategies
7 Effective Discount Pricing Strategies to Increase Sales (2025)

Ecommerce Operations Logistics
What Is a 3PL? How To Choose a Provider in 2025

Ecommerce Operations Logistics
Ecommerce Returns: Average Return Rate and How to Reduce It

Industry Insights and Trends
Global Ecommerce Statistics: Trends to Guide Your Store in 2025

Customer Experience
Fashion Brand Storytelling Examples to Inspire You

24 Mar 2023

Growth strategies
SEO Product Descriptions: 7 Tips To Optimize Your Product Pages

Powering commerce at scale

Speak with our team on how to bring Shopify into your tech stack.

Get in touch
Shopify logo

Shopify

  • About
  • Careers
  • Investors
  • Press and Media
  • Partners
  • Affiliates
  • Legal
  • Service status

Support

  • Merchant Support
  • Shopify Help Center
  • Hire a Partner
  • Shopify Academy
  • Shopify Community

Developers

  • Shopify.dev
  • API Documentation
  • Dev Degree

Products

  • Shop
  • Shopify Plus
  • Linkpop
  • Shopify for Enterprise

Solutions

  • Online Store Builder
  • Website Builder
  • Ecommerce Website
  • Australia
    English
  • Canada
    English
  • Hong Kong SAR
    English
  • Indonesia
    English
  • Ireland
    English
  • Malaysia
    English
  • New Zealand
    English
  • Nigeria
    English
  • Philippines
    English
  • Singapore
    English
  • South Africa
    English
  • UK
    English
  • USA
    English

Choose a region & language

  • Australia
    English
  • Canada
    English
  • Hong Kong SAR
    English
  • Indonesia
    English
  • Ireland
    English
  • Malaysia
    English
  • New Zealand
    English
  • Nigeria
    English
  • Philippines
    English
  • Singapore
    English
  • South Africa
    English
  • UK
    English
  • USA
    English
  • Terms of service
  • Privacy policy
  • Sitemap
  • Privacy Choices