Skip to main content

Procedures

Auto-approve simple returns

When a return request comes in, look up the order in Shopify, check the return window and customer history in Stripe. Items under $20 get a returnless refund. VIPs always approved. Everyone else goes to Slack for review

Create procedure

Flag serial returners

If a customer has returned more than 3 orders in the last 6 months, flag their returns for manual review and send the details to Slack

Create procedure

Enforce return policy by tier

When a return arrives outside the 30-day window, check lifetime spend. Over $500 gets a one-time exception. Otherwise, send a polite denial email via Klaviyo

Create procedure

Detect return fraud patterns

When a return is requested, check for multiple accounts at the same address, frequent high-value returns, or refunds without returns. Flag patterns in Slack

Create procedure

Triage fraud-flagged orders

When Shopify flags an order as high-risk, collect all signals from Shopify, Stripe, and Gorgias. Established customers get approved. High-risk new customers get canceled. Medium-risk goes to Slack with the full analysis

Create procedure

Gather chargeback evidence

When Stripe reports a chargeback, pull order details from Shopify, shipping confirmation, and customer communication from Gorgias. Send everything to Slack

Create procedure

Block high-risk first orders

Flag first-time orders over $200 from free email domains with mismatched billing and shipping addresses. Send to Slack for review before fulfilling

Create procedure

Handle failed payments

When a subscription payment fails, classify the decline. Soft declines get retried after 3 days. Hard declines get an immediate email with a payment update link. VIP subscribers also get a support ticket for personal outreach

Create procedure

Win back canceled subscribers

When a subscriber cancels, send a survey via Klaviyo. If they cite price, offer 20% off. If product fit, suggest alternatives

Create procedure

Prevent involuntary churn

Every morning at 9am, check for subscriptions renewing this week with cards expiring this month. Send an email asking them to update their payment method

Create procedure

Offer pause instead of cancel

When a subscriber requests cancellation with 3+ months tenure, offer to pause for up to 2 cycles instead

Create procedure

Resolve WISMO tickets

Auto-reply to 'where is my order' tickets with the tracking link. If delivered, resolve. If delayed, email the customer with an updated estimate

Create procedure

Route VIP escalations

Route angry-sentiment tickets from $500+ lifetime spend customers to a senior agent with their full order history and LTV

Create procedure

Auto-replace damaged items

When a customer reports a damaged item under $75, approve a replacement without requiring a return. Send confirmation and close the ticket

Create procedure

Escalate stale tickets hourly

Every hour, check for support tickets open more than 4 hours without a response and escalate to the team lead in Slack

Create procedure

Alert low-stock SKUs

When any SKU drops below 14 days of supply, send a reorder alert to Slack with the recommended quantity and supplier lead time

Create procedure

Catch demand spikes

If a product's daily sales rate doubles compared to its 30-day average, alert the purchasing team in Slack with current stock and days remaining

Create procedure

Weekly inventory report

Every Monday at 8am, post a Slack summary of all SKUs below reorder point sorted by days of stock remaining

Create procedure

Handle out-of-stock orders

When an order contains an out-of-stock item, email the customer with options: wait, swap, or cancel for a full refund

Create procedure

Catch duplicate orders

When a new order comes in, check if the same customer ordered to the same address in the last 24 hours. Tag both and alert ops in Slack

Create procedure

Proactive shipment delay alerts

When a shipment is delayed by the carrier, email the customer with an updated estimate before they open a support ticket

Create procedure

Weekly win-back campaign

Every Sunday evening, find customers whose last purchase was 60+ days ago. Send a personalized email with bestsellers and a 10% discount via Klaviyo

Create procedure

Daily post-delivery follow up

Every afternoon, find orders delivered 7 days ago. Send a review request via Klaviyo. If any rating is below 3 stars, create a support ticket

Create procedure

Reward VIP customers

When a customer passes $500 lifetime spend, tag as VIP in Shopify and send a thank-you email with early access to new products

Create procedure

Daily revenue briefing

Every morning at 8am, post yesterday's revenue, order count, AOV, return rate, and week-over-week comparison to Slack

Create procedure

Hourly refund anomaly check

Every hour, check if refund volume exceeds 3% of daily revenue. If so, send an urgent Slack alert with a breakdown by reason code

Create procedure

Weekly refund report

Every Friday at 5pm, email a summary of all refunds: totals by reason, top refunded SKUs, repeat returners, and 4-week trend

Create procedure