Step 1 — Diagnose
Map the funnel, inspect abandoned-checkout timelines, review payment events, and separate technical failure from customer hesitation. Write one evidence-backed problem statement before choosing a prompt.
Step 2 — Prioritize
Score each problem by frequency, commercial impact, confidence, implementation risk, and reversibility. Repair definite failures first. Do not let an easy marketing message displace a harder checkout defect.
Step 3 — Personalize
In the Magical Workspace, replace guided variables with the store’s platform setup, products, audience, average order value, shipping promise, margin limits, brand voice, consent state, and the evidence already collected. Remove any variable that you cannot support with a fact.
Step 4 — Approve and implement
Review generated work for accuracy, policy, consent, discounts, operational feasibility, and brand fit. Use a staged release or experiment where practical. Recovery messages must exclude customers who are ineligible, have completed the order, or have not provided the necessary channel consent.
Step 5 — Measure
Measure completed checkouts, recovered orders, revenue, incentive cost, unsubscribes, delivery failures, and support consequences—not opens or clicks alone. Compare the result to the defined baseline and account for traffic or campaign changes.
Step 6 — Iterate or stop
Keep a change when evidence supports it. Revise when the implementation is sound but the message or segment is weak. Stop when a tactic damages margin, consent quality, customer experience, or operational reliability.
Sources and verification
Platform facts were checked against Shopify’s official documentation. Review current Shopify settings and applicable law before implementation.