Overview
Scaling from six to seven figures requires more than great products — it demands automation, systems, and AI-driven marketing that work while you sleep.
For modern Shopify brands, success depends on syncing tools like Meta, Google, Klaviyo, and Shopify Flow to run every part of your funnel automatically — from first click to repeat purchase.
This guide breaks down the Ultimate Shopify Marketing Automation Checklist, built for fast-growing ecommerce brands ready to scale efficiently and sustainably.
Prefer the checklist version? Download the 7-8 Figure Shopify Automation SOP PDF here
Shortcuts ✂️
- Foundation & Integrations
- Top of Funnel (Awareness)
- Middle of Funnel (Consideration)
- Bottom of Funnel (Conversion)
- Post-Purchase (Loyalty)
- Optimization & Automation
- FAQ
1. Foundation & Integrations
Build your backend before scaling your spend.
A scalable Shopify foundation includes:
- Optimized product catalog with proper titles, variants, and SEO.
- High-converting Product Detail Pages (PDPs) with CTAs and social proof.
- Installed Meta Pixel + verified domain for accurate tracking.
- Google Tag Manager + GA4 integration for enhanced ecommerce tracking.
- Klaviyo connected to Shopify with JS tracking for site events.
- Product feeds synced to Meta & Google Merchant Center.
- Shopify Flow automations for tagging and internal triggers.
- Optional: Triple Whale or Northbeam for advanced attribution.
2. Top of Funnel (Awareness)
The goal here is visibility — bringing new audiences into your ecosystem.
Set up:
- Meta Ads Campaigns: Broad + Lookalike + UGC creatives.
- Google Ads: Run Search, Shopping, YouTube, and PMax.
- SEO Blog Content: Target keywords + collection page optimization.
- Lead Capture Popups: Use Klaviyo forms with offers or quizzes.
- Welcome Email Flow (3–5 emails): Educate and convert new subscribers.
- SMS Confirmation & Discount: Send instantly post-opt-in.
3. Middle of Funnel (Consideration)
Now you nurture and retarget to convert browsers into buyers.
Implement:
- Meta Retargeting Campaigns for product viewers and cart abandoners.
- Google Display Retargeting for visual follow-ups.
- Browse Abandonment Flow in Klaviyo.
- Segmentation by Interest/Product Type via Shopify Plus tagging.
- Product Education Emails with FAQs and UGC.
- SMS Nudges 24–48 hours post browse.
4. Bottom of Funnel (Conversion)
The final push that turns interest into purchase.
Key tactics:
- Abandoned Cart Flow (3 emails) with urgency and offers.
- Post-Abandonment SMS Offer within 1 hour.
- Checkout Abandonment Flow for users who reached checkout.
- Meta Urgency Ads — scarcity-driven creative and timed offers.
- Exit-Intent Popups to save last-minute drop-offs.
5. Post-Purchase (Loyalty)
Turning one-time buyers into repeat customers.
Add:
- Thank You Flow (Email + SMS) to express appreciation.
- How-To / Setup Sequences to reduce returns.
- Cross-Sell / Upsell Flow (7–10 days post-delivery).
- Review Request + Referral Flow for social proof.
- VIP Segmentation: 3+ orders or high AOV customers.
- Winback Flow (45–60 days lapsed) with personalized offers.
6. Optimization & Automation
Continuous scaling comes from data-driven decision-making.
Systems to enable:
- Shopify Flow triggers to pause ads for out-of-stock items.
- Automated budget scaling rules in Meta/Google based on ROAS.
- Weekly dashboards integrating Klaviyo, GA4, Ads Manager, and Shopify.
FAQ
What does a “7-figure marketing system” mean?
It’s a fully automated, data-driven marketing framework that scales your brand without manually managing every channel.
Do I need Shopify Plus?
Not required, but Plus gives access to Shopify Flow, Scripts, and Launchpad — key tools for advanced automation.
How long does setup take?
Typically 2–3 weeks, depending on catalog size and integrations.
Can this system work for 6-figure brands?
Yes — it’s built to help 6-figure stores transition into 7-figure automation maturity.
Build Your 7-Figure System
You’ve now seen the 32-step framework for scaling your Shopify brand through automation and AI marketing.
The foundation, flows, and optimization strategies in this checklist are the same systems used by leading 7-figure ecommerce brands.
At NANO, we specialize in building done-for-you marketing systems that automate growth from awareness to loyalty.
If you’re ready to implement this framework and scale your brand, book a free strategy call with our team today— and let’s build your 7-figure engine.