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Documentation Index

Fetch the complete documentation index at: https://partners.usecharlie.ai/llms.txt

Use this file to discover all available pages before exploring further.

Timing matters. Introducing Charlie too early (before the client sees the problem) or too late (after they’ve committed to another solution) reduces your chances. This page gives you the triggers to watch for and the lines that open the conversation naturally.

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The 3 entry points.

During a Shopify build or re-platforming

When: The client is scoping a new Shopify project and has physical stores.The trigger: They mention fulfillment, stock allocation, or how stores will handle online orders. Or they haven’t mentioned it yet — which is itself a signal.Why it works: At this stage, the client is already in decision mode. Adding Charlie to the proposal is frictionless — it’s 1 more capability, not a separate project.

During a Shopify POS rollout

When: The client is evaluating or deploying Shopify POS.The trigger: They ask how online orders will be routed to stores, or express concern about stock accuracy across channels.Why it works: POS without an OMS layer is incomplete for multi-location brands. Charlie closes that gap immediately — and makes your POS proposal stronger.

During a strategic review with an existing client

When: You’re in a quarterly review or roadmap conversation with a client already on Shopify Plus.The trigger: They mention store performance, unfulfilled demand, or inventory issues — or they’re looking for ways to do more with what they have.Why it works: No new project required. Charlie can go live in a day, which makes it an easy win to propose in an advisory context.

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Lines that open the conversation.

You don’t need to pitch Charlie. You just need to surface the problem.
“How are you currently deciding which location fulfills an online order?”
“When a store is overwhelmed during peak, what happens to orders?”
“Do your store managers have visibility into how much revenue they’re generating from online orders?”
If the client hesitates or says “we handle it manually” — that’s your signal.

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When to hold back.

Not every account is a fit. Skip the conversation if:
  • The client is pure e-commerce with no physical locations
  • The client needs a multi-platform OMS covering sales channels outside Shopify — marketplaces, B2B, a separate POS system. Charlie is Shopify-native; if the full picture doesn’t live in Shopify, it’s not the right tool.

Next: Discovery questions.

A ready-to-use question bank for your client conversations.