New project onboarding.

Tell us about your project.

Start with your email. We use it to save your progress as you go, so you can close the tab and come back anytime, and so anyone else on your team using the same email can fill out the form alongside you in real time.

Answer what you can, skip what you cannot. Every question on this form is optional except your email. The more you share, the tighter the proposal, but if something does not apply or you do not know yet, skip it and keep moving. You can hit submit whenever you are ready.

Pick up anywhere.

Your email is the key. Answers save live as you type. Close the tab, come back tomorrow, pick up on a different device.

Fill it as a team.

Anyone on your team who enters the same email edits the same form. Split the sections, fill in parallel, no merging needed.

One form. One submit.

When the answers you care about are in, anyone on the team can hit submit. We reply within one business day with a scoped proposal.

Time to complete

11 min

Or 3 to 7 if you only need one service.

What you get back

1 business day

A scoped proposal with numbers, not a pitch deck.

What is required

Your email

Every other question is optional. Skip anything that does not apply.

Section 01 of 20

Company profile.

The basics we need for the SOW, and the kickoff deck. Nothing you have not been asked a hundred times. Answer what you can, skip anything that does not apply.

Company

Exact name from your incorporation docs.

Leave blank if it matches your legal company name.

One per line. Include regional or B2B sub-stores.

Primary contact

Size & shape

For sizing only. Not shared.

Geographic markets served

Section 02 of 20

What are you looking to do?

Pick every service you are exploring. What you choose here decides which sections you see.

Services on the table

Context

The real story, not the polite version. New leadership, platform EOL, revenue pressure, compliance deadline, acquisition, funding round. Minimum 50 characters.

Have you worked with another agency on this?

IP or transition considerations we should know about.

Section 03 of 20

Commerce model.

How you sell today, and how you plan to sell. Check everything that applies.

Retail / POS footprint

How many physical locations and POS terminals you run today, or plan to run. Leave blank if unknown.

Order metrics

Helps us size the right apps and checkout strategy. Leave blank if unknown, or pick a rough range.

Currency-agnostic. A range works if it varies by channel.

Section 04 of 20

Current Platform.

This grid saves roughly four discovery meetings. Leave any category blank if you do not use it.

Ecommerce platform

e.g. yourstore.myshopify.com

Stack grid

Pick from the dropdown or write in your own.

Category
Current tool
Interested in adding?
Notes / version
ERP
CRM
Accounting
PIM (product info management)
Middleware / iPaaS
3PL / WMS / fulfillment
Shipping rates, labels & tracking
Returns
Tax & compliance
Fraud & risk
Payments
Buy now, pay later (BNPL)
Helpdesk / customer support
Reviews & UGC
Loyalty & rewards
Referral
Subscriptions
Gifting & gift cards
Email marketing
SMS marketing
Post-purchase upsell
Bundles
Smart cart
A/B testing & personalization
Search & merchandising
Page builder / landing pages
Pop-ups & onsite forms
Attribution & marketing mix
Session replay & heatmaps
Cross-border & international
Inventory & demand planning
Wishlist
Pre-purchase & cart upsells
Product customization & personalization
Vendor & multi-vendor management
Affiliate & referral marketing
Membership program

Section 05 of 20

Shopify build scope.

Specs that feed the phase-by-phase hours breakdown on the SOW.

Target Shopify plan

Theme approach

Template counts (rough)

A ballpark count per template type. We have prefilled the 10 standard Shopify templates at one each. Adjust any value that does not fit your scope, and raise the zeroed optional templates if you need them.

Estimated total

10templates

Updates live as you adjust the counts below.

Standard templates

Optional templates

Quote builder, product configurator, bundle builder, size guide popups, age gate, geolocation redirect. Be specific.

Paste app names or store URLs. We audit for duplicates.

Accessibility, by default. Every Arctic Grey build ships to WCAG 2.1 AA with a 90-day post-launch remediation guarantee. If you need 2.2 AA or AODA, flag it in Section 16.

Section 06 of 20

Migration details.

Volume, history, and what cannot get lost in the move.

Things that would be catastrophic if they did not carry over.

Section 07 of 20

Subscription program.

Platform, plan frequencies, and churn reality.

Member portal must-haves

Section 08 of 20

B2B & wholesale.

How buyers order, how you price them, how you get paid.

How do buyers order today?

Pricing structure

B2B-only features you need

Section 09 of 20

International & localization.

Markets, languages, payment methods, and how goods actually move.

Comma-separated. English is assumed.

Single warehouse ships globally, regional 3PLs, dropship partners, something else.

Section 10 of 20

Conversion rate optimization.

Current metrics, where you think money is leaking, and what testing looks like today.

Where you think money is leaking. Cart abandonment, mobile PDP, checkout, upsells, search.

Testing stack

Section 11 of 20

SEO program.

Where you are today and the bar you want to clear.

Section 12 of 20

Email, SMS & retention.

Your current Klaviyo state and what "good" looks like.

Flows currently live

Section 13 of 20

Paid media.

Where the spend goes, what you are getting back, and how you measure it.

Spend by channel (check all active)

Section 14 of 20

Creative & content.

What you have, what you need, and how AI fits in.

Creative needs

Upload brand book or Figma link (optional)

Section 15 of 20

AI Services.

Tell us where AI can move the needle for you. We will come back with specific builds, timelines, and expected lift.

What you want AI to do

Pick every outcome that matters. We will translate these into specific agents, models, and pipelines in the proposal.

Builds we can ship for you

Pick anything interesting. We will shortlist the highest-ROI items and propose a phased roadmap.

Where you are today

Data available to train or ground on

More checked means richer models and fewer hallucinations. We sign an NDA before touching anything.

Models & deployment preferences

Guardrails & constraints

Scope & investment

Anything else on AI

Section 16 of 20

Compliance, legal & security.

The blockers that cost weeks if we find them on week two instead of now.

Drives SOX controls, 10-K disclosures, and board-level audit requirements.

Where customer and order data is allowed to live.

Security & audit frameworks

Standards your organization holds, is pursuing, or requires vendors to meet. Arctic Grey signs the vendor side of SOC 2 and ISO audits.

Privacy regulations

Vendor security requirements

Controls your security team typically requires from contractors and agency partners.

Industry regulations

Example: SOC 2 Type II renewal in Q3, ISO 27001 recertification, PCI SAQ refresh, SOX walkthroughs. We plan launch windows around these.

Examples: contractors must use your Okta, repos in your GitHub org, specific data residency beyond the selection made, no offshore staff, code scanning gates before merge.

Section 17 of 20

Timeline & budget.

We do not judge range answers. We use them to scope correctly.

Trade show, PR launch, contract end, BFCM.

For a limited time, we are offering 24-Month-Payment-Plans designed to accommodate all budgets.

A performance-based partnership built on aligned revenue goals. Arctic Grey deploys a shared team across strategy, design, development, and growth to drive measurable revenue lift. You get our team at deeply discounted hourly rates. In exchange, we earn 20% of incremental revenue above your current baseline for 36 months after launch. If revenue does not grow, we earn nothing on the share.

Section 18 of 20

Existing assets & access.

Fully optional pre-signing. The faster we see what you already have, the faster day one moves. Skip anything that is not handy.

How this works. Paste any shared folder URLs you already have (Google Drive, Dropbox, Figma, Notion, Box). Pick whichever checkboxes match analytics tools you can share access to. Credentials and passwords will always be collected securely through 1Password after signing, never over email.

Shared folders

Paste one link per folder. Label each so we know what is inside. Add as many as you like.

Label
Share URL
Note (optional)

Product data

Analytics & tool access

Tick the tools you can grant us read access to. Leave everything blank if you prefer to handle access after signing.

Credentials

Never paste passwords, API keys, or access tokens into this form. Once the SOW is signed we share a 1Password vault with your team for all credentials.

Section 19 of 20

What success looks like.

The one number that makes this a win, plus the baseline we are starting from.

The single number. Revenue, CVR, AOV, retention rate, wholesale accounts opened, something else.

Section 20 of 20

Last thing.

The stuff that actually matters but nobody else asks.

Not the sanitized answer. The real one.

Review

Before you hit send.

A quick scan of what you entered. Click edit on any section to go back and change an answer.

Thank you. We have everything we need.

Your responses are in our queue. Anthony reviews every new submission personally.

What happens next

  1. Within 2 business days, you will receive a fully scoped SOW from admin@arcticgrey.com. Phases, hours, payment schedule, acceptance criteria. Everything you need to make a decision.
  2. Book your review call for any time at least two business days out so Anthony has time to prepare a tailored walk-through of the SOW with you.
  3. On the call, we align on scope, answer questions, and confirm kickoff. No pitch deck. No surprises.
Schedule a call Back to arcticgrey.com