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Quote Q-2604-5CE5FA94 accepted20 April 2026

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Shop Local CH

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Kathryn's Note

Published Thursday 28 May 2026

Morning Maree —

Welcome to the dashboard. This is where everything lives now: your training pack, anything I send you to look over, updates as we go.

First job is the training pack sitting at the top. It's 15 short modules — the whole TSH internal training v0.2. Work through it in your own time, in order. Your progress saves as you go, so you can stop and come back. There's an approval step at the end so I know you've worked through it.

A few things that help:

- If a module doesn't make sense, that's not you — that's the doc. Tell me which bit and I'll rewrite it.

- The dashboard is for the work that needs both of us. Quick chats can stay in messages or text — this isn't trying to replace that.

- It'll feel a bit empty for the first week or two. That's because it's just us right now. Content will build up as we go.

Anything weird, ping me.

K

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Discovery Brief

Edit discoveryFrom initial session

Their north star

Sales reaching over $20,000 per week

Key metric

Monthly traffic to the site and revenue coming through

Current focus

onboarding vendors and setting everything up to launch the Shop Local website

Risk flag

the cost of living at the moment

Campaigns

5/49 deliverables complete

Phase 1 — Discovery & Strategy

4/4 · 100%Complete

Project Stage

4/4 deliverables100%
Discovery session completed
Direction synthesis generated
Engagement roadmap signed
Quote accepted & deposit received

Phase 2 — Shopify Signature

0/7 · 0%Planning

Project Stage

0/7 deliverables0%
Custom Shopify theme design (not a default theme)
Up to 100 products with structured collections
3 integrations (e.g. Xero, Klaviyo, POS, fulfilment)
Email flows — welcome, abandoned cart, post-purchase
Discount codes and promotional setup
Advanced shipping (zones, calculated rates, free shipping rules)
SEO setup for product and collection pages

Phase 3 — Complete Marketing Stack

0/6 · 0%Planning

Project Stage

0/6 deliverables0%
Everything in Email Foundation
Everything in SEO Foundation
Everything in Ads Launch
Cross-channel attribution setup
Unified reporting dashboard
90-day marketing calendar

Phase 4 — Single Automation

0/5 · 0%Planning

Project Stage

0/5 deliverables0%
One end-to-end automation workflow
Trigger, action, and notification chain configured
Testing and documentation
Common examples: lead form → CRM → email → task board
Tools: Zapier, Make, or native API integrations

Phase 5 — Brand Refresh

0/5 · 0%Planning

Project Stage

0/5 deliverables0%
Logo refinement (not a full redesign — clean up and modernise)
Colour palette definition (primary, secondary, accent)
Typography selection (heading + body fonts)
Basic brand guidelines document (PDF, 4–6 pages)
Logo files in all formats (SVG, PNG, print-ready)

Phase 6 — Integration Bundle

0/5 · 0%Planning

Project Stage

0/5 deliverables0%
Up to 4 integrations between your systems
Full data mapping across all connections
End-to-end testing of each workflow
Documentation and troubleshooting guide
Priority: connections that save the most manual work

Phase 7 — Essential Site

0/8 · 0%Planning

Project Stage

0/8 deliverables0%
Up to 5 pages (Home, About, Services, Contact + 1 extra)
Fully responsive — mobile, tablet, desktop
Contact form with email notification
Basic on-page SEO (meta titles, descriptions, alt tags)
Google Analytics 4 + Meta Pixel installed
Speed-optimised with clean code
1 round of revisions after initial build
Launch checklist + handover

Phase 8 — Launch & Handover

0/4 · 0%Planning

Project Stage

0/4 deliverables0%
Final review with client
Launch / go-live
Handover documentation
Post-launch check (7 days)

Founding Member Drive — Phase 1

1/5 · 20%Active

Project Stage

1/5 deliverables20%
Landing page design + copy25 Apr
Founding member welcome email28 Apr
Shopify product setup19 Apr
Social launch creative pack2 May
Mother's Day push campaign8 May

Direction Synthesis

Read this back to the client to prove you understood and close the deal.

Here's what I'm hearing

You're building something Emerald hasn't had before — a proper local online marketplace where the money spent stays in the community, not in an Amazon warehouse. The north star is $20,000 in weekly sales within 12 months, and the two metrics that'll tell us if we're on track are monthly site traffic and revenue moving through the platform. The real tension here is trust — a previous Australia-wide version failed because there was no genuine local connection, no skin in the game, no reason for people to care. This time, the connection is real. Central Highlands people buying from Central Highlands people. That's the whole point, and it changes everything about how we build this.

Where you are right now

Right now you're pre-revenue and pre-launch — zero products live, zero site traffic, no finalised brand assets, and no ad spend. What you *do* have is a solid foundation to build from: 3,500 Facebook followers, 749 on Instagram, a 3,500-strong email list, and tracking already set up through Meta and Google. That's not nothing — that's a warm audience sitting idle waiting to be activated. The gaps are clear though: no brand identity locked in, no product catalogue, no photography, and no system yet to bring vendors on and get them selling. We need to close those gaps fast, because without them, even the best marketing strategy fires blanks.

Where you need to go

The next 90 days are about getting the foundations tight so your launch creates real momentum, not a quiet opening nobody notices.

Finalise brand identity and get the Shopify store built to a standard that earns trust on day one.

Activate your existing email list and social audience to recruit vendors and prime buyers before launch.

Build a content engine rooted in local stories and faces — the thing that separates you from Temu and Amazon every single time.

What that looks like with us

Phase 1 — Build the platform and brand right Lock in brand assets and launch a Shopify store built for a marketplace experience — clean, community-feel, easy to browse like Etsy, rooted in local like Buy from the Bush. We coordinate vendor onboarding and product photography so the store opens looking credible, not cobbled together.

Phase 2 — Warm the audience before you launch Your 3,500 email subscribers and Facebook following are the unfair advantage most startups don't have. We build a pre-launch campaign across email, Instagram, and Facebook — vendor spotlights, behind-the-scenes content, community story-led posts — that creates genuine anticipation and gets local buyers ready to spend on day one.

Phase 3 — Launch with paid and organic working together Once the store is live and stocked, we turn on a social media and content management rhythm across TikTok, Instagram, and Facebook, layered with a marketing strategy that drives SEO traffic for product and category searches. Meta ads targeting the 25+ community-values audience go live here — modest spend, tight targeting, measured against traffic and revenue weekly.

Phase 4 — Optimise and scale toward $20K/week Ongoing partnership and support kicks in — we monitor what's converting, what content is pulling traffic, and where vendors need help. Klaviyo gets integrated to turn one-time buyers into regulars. Every decision from here is made against the numbers, not gut feel.

Generated 16 Apr, 11:57 pm

Growth Opportunities

Services Shop Local CH isn't currently on.

Current package

E-commerce (Shopify / Custom Store)
Marketing Strategy & Systems
Social Media & Content Management
Ongoing Partnership & Support

Not yet included

Website Design & Development
Add →
Business Systems Integration
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AI Agents & Automation
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Integrations

📘Facebook
Connected
📸Instagram
Not linked
🎵TikTok
Coming soon
🔍Google Ads
Coming soon

Last synced: 15 May 2026

Client Info

Contact

Kathryn

Tier

Partner

Client since

17 April 2026

Business

local online marketplace for businesses to sell their products and get discovered

Live data sync

Google Analytics → Admin → Property Settings → Property ID (numeric)

Google Ads → top-right of any page (10-digit ID)

Meta: connected