# Shopify CRO audit — working template

SAND & MEHR · https://sandundmehr.com/en/

Copy this template into your own document. Create a section for each important purchase journey and duplicate the finding block for each issue you investigate. Use test data; personal customer information does not belong in an audit report.

## The purchase under review

- Date / owner:
- Product family and specific shopping task:
- Starting point: ad, search query or referring page:
- Starting URL / theme version / relevant apps:
- Market / language / currency:
- Device / browser:
- End of the journey and included follow-up processes:
- Areas not included:

## Evidence and open questions

- Which decision should the audit inform?
- Which existing reports or feedback are relevant?
- Reporting period, source and device group:
- Which counting rules or changes make comparison difficult?
- Which assumptions still need investigating?

## One complete walkthrough

| Stage | What was checked? | Result / finding reference |
| --- | --- | --- |
| Entry | Does the promise match the destination? | |
| Product page | Selection, included parts, image, price and delivery time | |
| States | Unavailable options, errors, returning and selecting again | |
| Cart | Variant, accessories, quantity, charges and changes | |
| Checkout | Summary, delivery options, payment and error feedback | |
| After completion | Test order, confirmation and agreed follow-up processes | |

## Finding block — copy for each issue

### Title and identifier

Short title / ID:

### Observation

What is actually visible or reproducible? Describe the state without already assuming its cause.

### Reproduce and document

- URL / variant / device / time:
- Steps to reproduce:
- Screenshot or recording using test data:
- Expected relationship between the elements involved:

### Assessment

- Which buying decision or task is affected?
- What is supported by evidence and what is still a hypothesis?
- How often does this state occur, based on current knowledge?
- Proposed change or next investigation:
- Technical prerequisite: theme / app / plan / market / integration:

### Work and acceptance

- Priority and reasoning:
- Owner:
- Next action / date:
- Acceptance criterion:
- Updated version / date:
- Result of the follow-up check:
- Remaining question:

## Decisions for the next round of work

| Finding ID | Decision and reasoning | Owner and next investigation |
| --- | --- | --- |
| | | |

Agree test-order procedures with the people responsible for the store beforehand. A payment provider in test mode does not accept live customer payments; plan activation, verification and return to normal operation together.

Guide: https://sandundmehr.com/en/insights/shopify-cro-audit-checkliste/
Contact: info@sandundmehr.com