TL;DR for ecommerce agency owners
- Built for 5-40 person ecommerce agencies running Shopify, WooCommerce, BigCommerce, or Magento builds plus ongoing CRO, email, and paid retainers.
- Track hours per discipline (CRO, email, paid, design, theme dev) to see which services actually clear margin.
- One branded portal replaces Asana + Harvest + HoneyBook + Hotjar feedback widget + shared Drive folders.
- Flat $39-$79/month pricing — not per-seat — so a 15-person ecommerce team costs the same as a 5-person one.
- Pair with Klaviyo, Shopify, VWO, and GA4 — AgencyPro is the ops layer, not the ecommerce tool.
Built for How Ecommerce Agencies Actually Work
CRO sprints, email automation builds, paid media management, and theme dev each require different tracking and billing. AgencyPro maps to your real ecommerce workflow instead of a generic project template.
Clients submit theme customizations, app integrations, product imports, and checkout fixes through structured forms. Each ticket captures the platform (Shopify, WooCommerce, BigCommerce, Magento), affected URLs, expected revenue impact, and screenshots so your developers start with full context.
Separate time entries for theme dev, app config, product data work, CRO experiments, email automation builds, paid media management, and design. Compare actual effort against estimates per deliverable so you know if your Shopify Plus retainers actually clear margin.
Charge fixed-fee Shopify builds (typical $15K-$80K), monthly retainers for CRO and email ($3K-$25K), or performance fees tied to AOV and conversion lift. Pass through app subscriptions like Klaviyo, Yotpo, and Recharge with transparent markup.
Upload conversion rate exports from Shopify Analytics, GA4 funnel reports, Klaviyo flow performance, and A/B test results from VWO or Convert to the client portal. Clients see lift attribution and revenue per visitor on their own schedule.
CRO sprints may earn $300/hour while custom theme work bleeds margin at $80/hour. Break down revenue and hours per ecommerce discipline so unprofitable services surface before renewal. Most ecommerce agencies discover paid media subsidizes development work.
Replatform migrations from Magento to Shopify or BigCommerce to Shopify Plus involve dev, design, content, and ops. Threaded discussions tied to specific tasks keep the migration conversation next to the work instead of scattered across Slack DMs.
Each client logs into a portal at your domain. They see active CRO experiments, this month's revenue lift report, build progress, app subscription costs, invoices, and an intake form for new feature requests, fixes, and product launches.
Store hypothesis docs, A/B test designs, Klaviyo flow diagrams, brand guidelines, product photography, and PSP integration specs per client. No more digging through Drive folders to find the latest checkout redesign mockup.
How an Ecommerce Agency Uses AgencyPro Across a Typical Engagement
An 8-step lifecycle from conversion audit through quarterly review, mapped to how ecommerce teams scope, execute, and bill long-cycle retainers and replatform builds.
Discovery and Conversion Audit
Run a heuristic CRO audit on the storefront, baseline conversion rate and AOV from Shopify or GA4, review the email program in Klaviyo, audit paid spend efficiency, and document the 30/60/90-day revenue roadmap the client approves in the portal.
Engagement Setup in AgencyPro
Create the client workspace, configure a monthly retainer with hour allocations per discipline (CRO, email, paid, design), invite stakeholders, and load brand guidelines, product catalogs, and tech stack docs into the asset library.
CRO Hypothesis and Test Roadmap
Map prioritized hypotheses (PXL or ICE scoring) to specific funnel stages: PDP, cart, checkout, post-purchase. Each test gets a brief, design comp, dev estimate, and projected lift. Clients approve the roadmap inside the portal before any code ships.
Execute Build and Optimization Sprints
Log hours against specific deliverables: A/B test builds in VWO or Shopify natively, Klaviyo flow construction, product page redesigns, app installs, theme customizations, and paid campaign launches. Retainer burndown updates in real time.
Run Tests and Email Programs
Ship tests, monitor statistical significance, and report weekly. For email, manage segmentation, flows, campaigns, and deliverability. Track each activity per client so you can prove the time investment behind every win and every loss.
Deliver Revenue and Lift Reports
Upload conversion rate movement, AOV trends, RPV lift from winning tests, email-attributed revenue from Klaviyo, and paid media ROAS to the client portal. Add narrative: what moved revenue this month, what we are testing next, what we are killing.
Reconcile Retainer and Invoice Overages
Match logged hours against retainer allocation, flag scope expansions like a new collection launch or a Klaviyo migration, and invoice overage work with clear documentation tied to specific tickets and approvals.
Quarterly Strategy Review
Pull 90-day revenue, conversion, AOV, and email contribution data. Surface which tests and channels drove the most lift, present pricing or scope adjustments for next quarter using real margin data from AgencyPro.
Three Common Scenarios for Ecommerce Agencies
The work at most ecommerce agencies cycles through three recurring patterns. Here is how AgencyPro handles each with concrete steps.
1. Launching a $35K Shopify Plus replatform from Magento
A DTC apparel brand on aging Magento 2 signs a 14-week replatform to Shopify Plus including theme dev, product migration (4,000 SKUs), Klaviyo setup, and checkout extensibility customizations.
In AgencyPro:
- Spin up the workspace from your "Shopify Plus Replatform" template. Four sub-projects: Theme, Migration, Email, Launch.
- Configure milestone billing: 30% kickoff, 30% theme ready for content, 30% staging signoff, 10% post-launch.
- Send the intake form: brand guidelines, product taxonomy, app inventory, current redirect map, payment processors, ERP integration specs.
- Schedule the discovery audit (lead developer + lead designer, 18-hour estimate, due in 10 days).
- Invite the client's CMO, ecommerce manager, and ops lead with appropriate portal permissions.
Time-to-kickoff: typically 4-6 hours vs. 2 weeks of contract back-and-forth and email coordination.
2. Delivering the monthly CRO and email report
Same client, post-launch month 3 on a $12K/month CRO + email retainer. The ecommerce manager has a Friday exec review and needs the numbers.
In AgencyPro:
- Export from Shopify Analytics (conversion rate, AOV, RPV), GA4 (funnel drop-off), Klaviyo (flow and campaign revenue), VWO (test results).
- Upload each export to the portal under "Month 3 Report".
- Write the narrative: "Cart-page test won 6.8% lift on AOV, welcome flow revenue up 23% MoM, two PDP tests inconclusive, killing."
- Pin the hours breakdown: 15/16 CRO, 11/12 Email, 8/8 Reporting (no overage this month).
- Publish. The ecommerce manager gets a portal link, reviews on her schedule, comments inline if questions surface.
Time-to-report: typically 35-50 minutes vs. 3-4 hours building a revenue deck.
3. Running a CRO test pipeline across 10 ecommerce clients
Your CRO team runs 4-6 concurrent tests per client across 10 retainer accounts — each with different funnel priorities, brand guidelines, and approval chains.
In AgencyPro:
- A "CRO test" template covers: hypothesis → design comp → dev build → QA → launch → analysis → recommendation.
- Each stage has hour budgets per role: strategist 2 hours for hypothesis, designer 4 hours for comp, dev 6 hours for build, QA 1.5 hours.
- Client reviews happen in the portal — they comment on hypotheses, approve designs, sign off on launch. No PDF round-tripping.
- CRO leads log time per test. Client A averages 12 hours/test (healthy), client B is at 22 hours (margin trouble — investigate the dev backend or reprice).
- This feeds quarterly renegotiation — client B's contract gets repriced upward or scope reduced.
Result: cost-per-test becomes visible per client so unprofitable accounts surface before renewal.
The Ecommerce Agency Stack AgencyPro Replaces
Most ecommerce agencies run 6-8 SaaS tools to coordinate a single retainer client. Here is how that stack maps to AgencyPro — and what you keep for the actual ecommerce work.
| What you use today | Typical monthly cost (10 seats) | AgencyPro feature that replaces it |
|---|---|---|
| Asana / ClickUp / Monday | $110-$240 | Tasks, projects, templates, approvals |
| Harvest / Toggl Premium | $70-$200 | Time tracking with discipline tags |
| HoneyBook / Bonsai for contracts and invoicing | $40-$90 | SOWs, e-signature, recurring retainers |
| SuperOkay / ManyRequests / ClientPortal.io | $40-$80 | Branded client portal and intake forms |
| Hotjar feedback widget seats | $40-$80 | Threaded comments on tasks and uploads |
| Google Drive / Dropbox for deliverables | Included in Workspace | Per-client asset library |
| Estimated total replaced | $300-$690/month | AgencyPro Basic at $39/month (flat) |
You typically keep: Klaviyo, Shopify or your storefront platform, VWO or Convert, Hotjar for session recordings, GA4, Triple Whale or Northbeam for attribution, and QuickBooks or Xero for accounting.
The Pricing Math for a 10-Person Ecommerce Agency
A worked example for the typical ecommerce ops stack vs. AgencyPro's flat pricing. This excludes your ecommerce tools (Klaviyo, Shopify, VWO, etc.) which stay the same on both sides.
Status quo: 10-person ecommerce agency ops stack
- Asana Premium (10 seats): $110/mo
- Harvest (10 seats): $110/mo
- HoneyBook Premium: $59/mo
- SuperOkay or ManyRequests: $59/mo
- Hotjar feedback seats: $60/mo
- PandaDoc for SOWs: $35/mo
Total: ~$433/month • $5,196/year
On AgencyPro
- AgencyPro Pro: $79/mo (flat, unlimited seats)
- Includes: projects, tasks, time tracking, invoicing, retainers, client portal, intake forms, SOWs, asset library
- Grow from 10 to 25 people with no pricing change
Total: $39/month • $468/year
Savings: ~$354/month, ~$4,248/year
The bigger lift is admin time recovered — typically 10-16 hours/week across the team consolidating tools. At a $75-$150 internal cost-per-hour that is usually a larger savings than the tool spend itself.
Migrating From Asana, ClickUp, or a HoneyBook Setup
Most ecommerce agencies come to AgencyPro from one of three patterns. Here is what each move looks like.
Coming from Asana or ClickUp
Export your projects and to-do lists as CSV. Map them to AgencyPro tasks. Rebuild your top 2-3 ecommerce templates (Shopify build, CRO retainer, email retainer) and clone per client as you migrate. Most agencies move client-by-client over 3-4 weeks rather than a big-bang cutover. Time tracking history stays in the old tool as archive.
Coming from HoneyBook plus Harvest plus Drive
Export contracts, time logs, and active invoices. Recreate retainers in AgencyPro and start logging new time entries there. Upload the most recent month of client deliverables (test plans, email flow diagrams, build specs) into the per-client asset library. Don't backport history — let the new system carry forward. Most teams are off Harvest within 30 days.
Coming from a Google Sheet plus email setup
Easiest migration. Use AgencyPro's ecommerce retainer templates as your starting point. Recreate each active client from the sheet (typically 30-45 minutes per client). Send portal invites. By week 2 most teams stop opening the spreadsheet entirely.
What Changes When You Track Every Ecommerce Deliverable
Ecommerce agencies using AgencyPro report shorter report cycles, fewer retainer disputes, and clearer visibility into which services drive the best margins.
Bill CRO Test Builds Separately From Theme Work
Track hypothesis writing, test build, QA, and analysis as distinct line items so clients see the true effort behind every win
Surface Retainer Overages Before They Grow
Automatic alerts when CRO or email hours approach the monthly cap so you can pause or get approval for expanded scope
Cut Report Assembly from Hours to Minutes
Upload Shopify and Klaviyo exports directly to the portal instead of rebuilding revenue decks every month
Protect Margins on Custom Theme Work
Track theme dev, app config, and product data work separately from retainer activities to spot which builds eat margin
Justify Performance-Based Pricing with Lift Data
Show clients exactly how many hours produce each conversion lift point so you can transition flat retainers to performance fees
Eliminate Duplicate Status Update Requests
Clients check test status, email queue, and build progress through the portal instead of sending weekly status pings
Saved weekly on report prep
Retainer renewal rates
Average invoice creation time
Based on average results reported by agencies using AgencyPro
A Real Scenario: 11-Person Ecommerce Agency in Denver
An 11-person ecommerce agency focused on DTC apparel and beauty brands, running 13 retainer clients between $4K and $18K/month plus 2-3 active Shopify Plus builds. They came to AgencyPro from a ClickUp + Toggl + HoneyBook + Google Sheet setup.
The challenge
CRO had grown to be their biggest service line per client, but they couldn't prove time investment. Toggl tracked hours but not by funnel stage or test. ClickUp had tasks but no time data. The CEO spent ~10 hours per month rebuilding a Google Sheet that reconciled Toggl exports against retainers and surfaced overage.
What changed in AgencyPro
- Time entries tagged by discipline (CRO, email, paid, design, dev) per client.
- Retainers configured with hour allocations per discipline and overage alerts at 80% consumed.
- Monthly reports built from a template; reporting time per client dropped from ~80 minutes to ~30 minutes.
- Service-level margin analysis revealed Klaviyo flow builds were their highest-margin service at $290/hour effective rate, but billed at $4K flat fees that capped earning potential. They moved to hourly billing on three renewals.
Measurable outcome (first 90 days)
- ~8 hours/week of leadership time freed from reconciliation.
- Tool spend reduced from ~$390/month to $39/month.
- Three Klaviyo retainer repricings added ~$3,100 MRR.
- Two retainer overages (extra collection launch, urgent checkout fix) worth ~$2,400 each got invoiced instead of written off.
Scenario based on patterns reported by AgencyPro customers; specific numbers will vary by agency.
Is AgencyPro Right for Your Ecommerce Agency?
AgencyPro is built for ecommerce agencies running multiple retainer clients with structured workflows. It is not the right tool for every team. Here is an honest read on when it fits and when it doesn't.
AgencyPro might NOT be the right fit if:
- •You're a solo Shopify expert with 1-3 clients. Lighter tools like HoneyBook, Dubsado, or a well-organized spreadsheet will get you most of the way without platform overhead.
- •You're a 100+ person enterprise commerce agency. Workamajig, Kantata, or a custom build will give you the resource allocation and finance integrations large agencies require.
- •You only need an A/B testing platform. VWO, Convert, Optimizely, and Shopify-native testing are purpose-built for experiment management.
- •Your work is one-off builds with no retainers. If you only deliver fixed-fee Shopify builds, Notion plus a basic invoicing tool may be simpler.
- •You need deep ecommerce platform integration. AgencyPro handles ops, time tracking, and client portals — not Shopify Admin or product catalog management. Pair it with your platform of choice.
AgencyPro is a great fit if:
- •You run an ecommerce agency with 5-50 retainer clients. Structured intake, time tracking, and invoicing across all clients in one place — without rebuilding spreadsheets every month.
- •Your CRO and email retainers are bleeding margin. Track logged hours by deliverable type (test build, flow setup, paid management) and surface overages before they grow into write-offs.
- •You spend hours each month assembling revenue reports. Upload Shopify, Klaviyo, and VWO exports directly to the client portal instead of building decks for every account.
- •You handle a mix of builds, CRO, email, and paid. Separate discipline categories let you measure margin per service type and price each based on real cost data.
- •You want clients to self-serve on status updates. A branded portal cuts "what's the status?" emails and gives clients confidence work is actively happening.
Frequently Asked Questions
Get answers to common questions about our platform.
How does AgencyPro help ecommerce agencies manage monthly retainers across CRO, email, and paid?
Each retainer auto-generates a monthly invoice with hours logged against the allocation. When a CRO sprint or Klaviyo flow build burns through hours faster than planned, AgencyPro flags the overage so you can either bill extra or adjust scope. Clients see a live breakdown — 12 hours on CRO, 8 on email, 6 on paid, 4 on reporting — instead of a vague monthly total.
Can I organize work across Shopify, WooCommerce, BigCommerce, and Magento clients?
Yes. Each client workspace tags its primary platform, and templates differ per platform: a Shopify Plus build template covers checkout extensibility and B2B features; a WooCommerce template covers hosting, plugin stacks, and PHP custom dev. Time entries tag the platform automatically so you can see which platform produces your best margins.
How does the client portal handle revenue and conversion reporting?
Upload exports from Shopify, GA4, Klaviyo, VWO or Convert, and your paid platforms. Pair them with a written narrative explaining lift, losses, and what is next. Clients log in 24/7 to see live test results and email campaign performance without you assembling a slide deck every month.
What happens when a client wants a new collection launch or extra email send beyond retainer scope?
Track the new request as a separate ticket with its own estimate. Approved overage hours auto-roll into the next invoice with line-item detail (collection launch design: 6 hours, Klaviyo broadcast build: 2 hours, etc.). Clients see exactly what they approved and what they are paying for.
Can I manage clients with multiple stores or international expansions?
Yes. Organize storefronts under the same client account: US store, UK store, B2B portal. Track work and report revenue separately per storefront while keeping invoicing consolidated. This is essential for clients running Shopify Markets, BigCommerce multi-storefront, or separate Magento installs.
Does AgencyPro replace Klaviyo, Shopify, or my CRO platform?
No — and intentionally. AgencyPro is for agency ops: time tracking, retainers, client portal, invoicing, approvals. You keep your ecommerce stack (Shopify, WooCommerce, Klaviyo, VWO, Convert, GA4, Hotjar) and upload exports for client-facing reporting. The two layers are complementary.
How do I bill for pass-through costs like Klaviyo, Yotpo, and Recharge subscriptions?
Track app subscriptions and tool costs per client, mark them up with your standard margin (typically 10-25%), and include them as itemized lines on monthly invoices. Maintain transparency about what is software cost vs. agency fee while ensuring you get paid for managing the integrations.
Can I demonstrate ROI from CRO and email programs to justify rate increases?
Track conversion rate, AOV, and email-attributed revenue before and after every initiative. Quarterly reviews surface the dollars of lift produced per hour billed. This data supports moving from $5K flat retainers to $10K retainers or even revenue-share models on proven programs.
Resources for Ecommerce Agencies
Guides, templates, and tools to help you run a more profitable ecommerce agency.
Agency Metrics Dashboard
Track the KPIs that matter most for ecommerce agency success.
How to Prevent Scope Creep
Master scope management and protect ecommerce retainer margins.
Retainer Pricing Calculator
Price your ecommerce retainers profitably with this calculator.
Profit Margin Calculator
See which ecommerce services drive the best margins.
Shopify Agencies
Specialized features for Shopify-focused agencies.
CRO Agencies
For agencies whose primary deliverable is conversion rate testing.
Email Marketing Agencies
For Klaviyo-focused and email-first agencies.