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DIY resource

The 27-Step Exit Checklist (Steal It)

This is our internal migration checklist, published in full. Use it to run your own exit, to audit another agency's work — or to understand exactly what you're buying when we compress it into 48 hours.

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until the Shopify deadline · July 7, 2026 · 00:00 UTC

Phase 1 — Before you touch anything (steps 1–6)

  1. Export everything from Shopify now — products, customers, orders CSVs — while your account is in good standing. Post-deadline suspensions can lock exports.
  2. Crawl your live site and save the full URL inventory (every product, collection, blog, page, pagination).
  3. Snapshot your SEO baseline: Search Console performance export, top-100 keywords, Core Web Vitals.
  4. Inventory your apps and mark which hold data that doesn't export (reviews, loyalty, subscriptions — the usual hostages).
  5. Record theme design tokens: fonts, colors, spacing — screenshots of every template type.
  6. List payment, tax and shipping settings including nexus states and any state exclusions.

Phase 2 — Build (steps 7–14)

  1. Provision managed WordPress hosting in your customer region; SSL, WAF, staging.
  2. Install WooCommerce; lock plugin list to essentials (every plugin is attack surface).
  3. Import products; verify variant counts match export row counts exactly.
  4. Rebuild collections as categories; keep slugs identical where possible.
  5. Import customers (passwords cannot move — plan the reset-email flow).
  6. Import order history with statuses; reconcile totals to the cent.
  7. Recreate discounts, gift-card balances, subscription contracts.
  8. Rebuild theme to match tokens from step 5; test every template type.

Phase 3 — SEO transfer (steps 15–20)

  1. Map every URL from step 2 to its new home: mirror /products/x → /product/x, collapse Shopify's /collections/x/products/y duplicates to canonical paths.
  2. Ship 301s at server level (nginx/htaccess), not via plugin lookup at runtime.
  3. Carry over title tags, meta descriptions, alt text, and structured data (Product, Review, FAQ schema).
  4. Rewrite internal links to final URLs — don't lean on redirects internally.
  5. Generate the new sitemap; keep the old sitemap accessible until Google digests the move.
  6. Verify robots.txt doesn't block anything that was crawlable before.

Phase 4 — Money & compliance (steps 21–24)

  1. Activate high-risk gateway + backup; run live test transactions on every card type. Details.
  2. Configure age verification (server-side) and state shipping exclusions.
  3. Recheck tax rates per nexus state on the new stack.
  4. Hemp lines: add the Nov-12 THC-cap fields now, not in November.

Phase 5 — Cutover (steps 25–27)

  1. Delta-sync orders/customers created during the build; freeze; reconcile; sign off.
  2. Flip DNS in your lowest-traffic window (we use ~3 AM local); TTL pre-lowered to 300s the day before.
  3. Immediately: resubmit sitemaps in Search Console, crawl the 301 map live, watch 404 logs and payment success rate for 14 days.
Time honesty: a careful solo operator does this in 2–4 weeks. Our team does it in 48 hours because steps 7–20 run as parallel automated pipelines with human QA gates. Both paths are legitimate — one just fits the deadline you actually have.

⏳ The July 7 deadline is counting down

Talk to a migration engineer today

15 minutes, any slot, any timezone. You leave the call with a fixed quote and a cutover date.

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Quick answers

Can I really do this migration myself with the checklist?

Yes — a careful operator lands it in 2–4 weeks. The 48-hour version exists because the calendar says you don't have 2–4 weeks.

Which step do DIY migrations get wrong most?

Step 16: shipping redirects through a runtime plugin instead of server config. It works until traffic spikes, then it quietly serves 404s to Google.

What's the one thing to do today even if I'm undecided?

Step 1 — export products, customers and orders now, while your account is in good standing. Post-deadline suspensions can lock exports.

How long should I keep the old Shopify store after cutover?

Two to four weeks on the cheapest plan, storefront password-locked: long enough to re-export anything missed and let redirects prove out — then cancel.

Do I need to tell Google about the migration?

Yes — resubmit sitemaps in Search Console, verify the new property, and use the URL Inspection tool on your top pages within 48 hours of cutover. The checklist's phase 5 covers it.

What about my email flows in Klaviyo/Mailchimp?

They survive intact — swap the store integration to Woo, remap the trigger events, and test abandoned-cart before cutover night.