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A Shopify agency workflow for sections and templates

Plan a repeatable Shopify agency handoff using branded section previews, page templates and offer testing. Explore Pent Library’s agency partnership workflow.

Agree on the page’s job first

Before choosing a layout, define the client’s audience, page types, catalog structure and main actions. Identify which pages can share a template and which need their own structure. This gives the agency and client a concrete brief for reviewing the design.

Browse Pent Library page templates for complete starting layouts, then use the section library to explore individual blocks. Preview the client’s colors and fonts before installing so feedback can focus on the overall layout and content.

Move from preview to a working store

  1. Choose a representative page and gather real images, copy and product information.
  2. Confirm the client’s plan, theme and section allowance before installing templates. Home pages use guided setup.
  3. Complete content and layout changes in Shopify’s theme editor. Review which pages share each template.
  4. Add selling tools only where the catalog supports a useful offer. Test product recommendations, bundles or gifts through checkout.
  5. Review desktop and mobile layouts together, including long product names and empty or out-of-stock states.

Make the handoff usable

Record which templates belong to which pages, where the client edits shared content, and how to pause or change offers. Give the client a short walkthrough using the changes they will make most often. Avoid making a recurring content update depend on the agency when the theme editor already provides the control.

Agree separately on responsibilities for future theme updates, promotion checks and support. An installed app does not replace an ongoing maintenance agreement between the agency and the merchant.

Discuss the partnership

Visit agency partnerships to discuss your client projects, workflow and support needs with Pent Library. Ask the team about current partnership and commission terms directly; this guide does not promise a commission rate or multi-store license.

Review app plans for the store you are building. Use the same preview, installation and handoff process on the next project, while choosing the sections and offers around each client’s needs.

A better store.
One section at a time.

209 sections. Your brand. Endless possibilities.

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