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How To Scale Your Small Business in 6 Steps - Shopify New Zealand
<!DOCTYPE html><html lang="en-NZ"><head><title>How To Scale Your Small Business in 6 Steps - Shopify New Zealand</title><meta charSet="utf-8"/><meta name="viewport" content="width=device-width,initial-scale=1"/><meta name="description" content="Scaling a business sustainably means being prepared for long-term growth. This guide will walk you through how to scale up your business so you always remain in control of your future."/><meta property="fb:pages" content="20409006880"/><meta property="fb:app_id" content="847460188612391"/><meta property="og:type" content="website"/><meta property="og:site_name" content="Shopify"/><meta property="og:title" content="How To Scale Your Small Business in 6 Steps - Shopify New Zealand"/><meta property="og:description" content="Scaling a business sustainably means being prepared for long-term growth. 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text-shade-70 group-hover:text-black">International sales</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/plus/solutions/b2b-ecommerce"><div class="text-base font-medium"><span class="inline-block arrow-animation">Sell wholesale & direct<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Business-to-business (B2B)</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/payments"><div class="text-base font-medium"><span class="inline-block arrow-animation">Accept online payments<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Set up forms of payment</div></a></li></ul></div><div class="col-span-3 col-start-7 pt-8 -translate-y-[30px]" data-background="white"><div class="flex items-center border-shade-30 mb-6 border-b pb-4 text-lg font-bold"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="40" height="40" fill="none"><g clip-path="url(#white_circle_svg__a)"><path d="m12.75 19.25 5.5-5.5m1 2.5v-3.5h-3.5m-2 14.5h.5a1 1 0 0 0 1-1v-2.5a1 1 0 0 0-1-1h-.5a1 1 0 0 0-1 1v2.5a1 1 0 0 0 1 1Zm6 0h.5a1 1 0 0 0 1-1v-5.5a1 1 0 0 0-1-1h-.5a1 1 0 0 0-1 1v5.5a1 1 0 0 0 1 1Zm6 0h.5a1 1 0 0 0 1-1v-12.5a1 1 0 0 0-1-1h-.5a1 1 0 0 0-1 1v12.5a1 1 0 0 0 1 1ZM39.25 20c0 10.631-8.619 19.25-19.25 19.25S.75 30.631.75 20 9.369.75 20 .75 39.25 9.369 39.25 20Z" stroke="url(#market_svg__a)" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path></g></svg></span><span id="subNavItem-Market" class="font-bold text-t7 inline-block">Market</span></div><ul class="pb-2" aria-labelledby="subNavItem-Market"><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/marketing"><div class="text-base font-medium"><span class="inline-block arrow-animation">Market your business<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Reach & retain customers</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/facebook-instagram"><div class="text-base font-medium"><span class="inline-block arrow-animation">Market across social<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Social media integrations</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/email-marketing"><div class="text-base font-medium"><span class="inline-block arrow-animation">Nurture customers<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Shopify Email</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/segmentation"><div class="text-base font-medium"><span class="inline-block arrow-animation">Know your audience<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Gain customer insights</div></a></li></ul></div><div class="col-span-3 col-start-10 pt-8 -translate-y-[30px]" data-background="white"><div class="flex items-center border-shade-30 mb-6 border-b pb-4 text-lg font-bold"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="40" height="40" fill="none"><g clip-path="url(#white_circle_svg__a)"><path d="M12.75 15.75c0 1.243.75 2.5 2.25 2.5s2.5-1.257 2.5-2.5c0 1.243 1 2.5 2.5 2.5s2.5-1.257 2.5-2.5c0 1.243 1 2.5 2.5 2.5s2.25-1.257 2.25-2.5m-12.5 11.5h10.5a2 2 0 0 0 2-2v-9.067a2 2 0 0 0-.179-.827l-.538-1.184A2 2 0 0 0 24.713 13h-9.425a2 2 0 0 0-1.82 1.172l-.538 1.184a2 2 0 0 0-.18.827v9.067a2 2 0 0 0 2 2Zm3-3.5a2 2 0 0 1 2-2h.5a2 2 0 0 1 2 2v3.5h-4.5v-3.5ZM39.25 20c0 10.631-8.619 19.25-19.25 19.25S.75 30.631.75 20 9.369.75 20 .75 39.25 9.369 39.25 20Z" stroke="url(#manage_svg__a)" stroke-width="1.5" stroke-linecap="round"></path></g></svg></span><span id="subNavItem-Manage" class="font-bold text-t7 inline-block">Manage</span></div><ul class="pb-2" aria-labelledby="subNavItem-Manage"><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/manage"><div class="text-base font-medium"><span class="inline-block arrow-animation">Manage your business<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Track sales, orders & analytics</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/analytics"><div class="text-base font-medium"><span class="inline-block arrow-animation">Measure your performance<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Analytics and Reporting</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/orders"><div class="text-base font-medium"><span class="inline-block arrow-animation">Manage your stock & orders<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Inventory & order management</div></a></li></ul></div></div></div><div class="absolute bottom-0 inset-x-0 overflow-hidden z-20"><div class="container grid grid-cols-4 sm:grid-cols-8 md:grid-cols-12 gap-x-gutter gap-y-0"><div class="col-span-12 col-start-1 scheme-white:bg-shade-10 scheme-transparent-light:bg-shade-10 scheme-black:bg-shade-90 scheme-transparent-dark:bg-shade-90 relative after:absolute after:left-full after:top-[-1px] after:w-[100vw] after:h-[calc(100%+1px)] scheme-white:after:bg-shade-10 scheme-transparent-light:after:bg-shade-10 scheme-black:after:bg-shade-90 scheme-transparent-dark:after:bg-shade-90 scheme-black:text-white scheme-transparent-dark:text-white -ml-[var(--margin)] -mt-8 md:mt-0 pl-[var(--margin)] pt-6 before:content-[''] before:absolute before:right-full before:top-[-1px] before:w-[100vw] before:h-[calc(100%+1px)] scheme-white:before:bg-shade-10 scheme-transparent-light:before:bg-shade-10 scheme-black:before:bg-shade-90 scheme-transparent-dark:before:bg-shade-90 border-t scheme-white:border-shade-20 scheme-transparent-light:border-shade-20 scheme-black:border-shade-70 scheme-transparent-dark:border-shade-70 before:border-t scheme-white:before:border-shade-20 scheme-transparent-light:before:border-shade-20 scheme-black:before:border-shade-70 scheme-transparent-dark:before:border-shade-70 after:border-t scheme-white:after:border-shade-20 scheme-transparent-light:after:border-shade-20 scheme-black:after:border-shade-70 scheme-transparent-dark:after:border-shade-70 -translate-y-[30px]" data-background="white"><ul class="grid grid-cols-12 gap-x-gutter gap-y-0 pb-0"><li class="flex mb-6 pr-4 border-r border-shade-30 last:border-0 col-span-3"><a class="group inline-block w-full text-black hover:text-black" href="https://shopify.dev" aria-label="External source: Shopify Developers . Build with Shopify's powerful APIs"><div class="text-base font-medium"><span class="inline-block arrow-animation">Shopify Developers<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Build with Shopify's powerful APIs</div></a></li><li class="flex mb-6 pr-4 border-r border-shade-30 last:border-0 col-span-3"><a class="group inline-block w-full text-black hover:text-black" href="/nz/plus"><div class="text-base font-medium"><span class="inline-block arrow-animation">Plus<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">A commerce solution for growing digital brands</div></a></li><li class="flex mb-6 pr-4 border-r border-shade-30 last:border-0 col-span-3"><a class="group inline-block w-full text-black hover:text-black" href="/nz/products"><div class="text-base font-medium"><span class="inline-block arrow-animation">All Products<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Explore all Shopify products & features</div></a></li></ul></div></div></div></div></li><li class="mr-8 text-base"><div class="flex h-full"><a class="flex items-center hover:underline text-black hover:text-black" href="/nz/pricing">Pricing</a></div></li><li class="mr-8 text-base"><div class="relative flex h-full after:content[""] after:block after:h-[3px] after:w-full after:absolute after:bottom-0 after:scale-0 after:origin-left after:transition-transform after:duration-[350ms] after:ease-[bezier(0.66, 0.66, 0.34, 1.00)] after:motion-reduce:transition-none hover:underline after:bg-black text-black"><button type="button" class="bg-transparent whitespace-nowrap" data-component-name="Resources-toggle-open" aria-controls="ResourcesDesktopMenu" aria-expanded="false" aria-haspopup="true"><span class="mr-3">Resources</span><div aria-hidden="true" class="relative inline-block h-[7px] w-3 cursor-pointer"><div class="inline-block rounded border-b-8 h-2 w-[2px] origin-center transition-all ease-[bezier(0.66, 0.66, 0.34, 1.00)] duration-[350ms] motion-reduce:transition-none border-black bg-black -translate-x-[3px] rotate-[135deg]"></div><div class="inline-block rounded border-b-8 h-2 w-[2px] origin-center transition-all ease-[bezier(0.66, 0.66, 0.34, 1.00)] duration-[350ms] motion-reduce:transition-none border-black bg-black -rotate-[135deg]"></div></div></button></div><div id="ResourcesDesktopMenu" class="absolute inset-x-0 top-global-header z-[21] transition-transform duration-[452ms] ease-[cubic-bezier(0.26,1.00,0.48,1.00)] motion-reduce:transition-none before:absolute before:inset-x-0 before:top-0 before:w-full before:h-full before:left-0 before:shadow-xl before:pointer-events-none before:z-10 bg-white text-black bg-white text-black opacity-0 pointer-events-none -translate-y-[10px]"><div class="relative no-scrollbar overflow-y-auto overflow-x-clip max-h-[calc(100vh-72px)] z-20"><div class="container grid grid-cols-4 sm:grid-cols-8 md:grid-cols-12 gap-x-gutter gap-y-0"><div class="col-span-3 col-start-1 pt-8 -translate-y-[30px]" data-background="white"><div class="flex items-center border-shade-30 mb-6 border-b pb-4 text-lg font-bold"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="40" height="40" fill="none"><g clip-path="url(#help-and-support_svg__a)"><circle cx="20" cy="20" r="19.25" stroke="currentColor" stroke-width="1.5"></circle><path d="M20 20v6" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path><path d="M20 16.5a1.5 1.5 0 1 0 0-3 1.5 1.5 0 0 0 0 3Z" fill="currentColor"></path></g></svg></span><span id="subNavItem-Help and support" class="font-bold text-t7 inline-block">Help and support</span></div><ul class="pb-2" aria-labelledby="subNavItem-Help and support"><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="https://help.shopify.com/en/" aria-label="External source: Help and support . Get 24/7 support"><div class="text-base font-medium"><span class="inline-block arrow-animation">Help and support<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Get 24/7 support</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/topics/guides"><div class="text-base font-medium"><span class="inline-block arrow-animation">How-to guides<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Read in-depth business guides</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog"><div class="text-base font-medium"><span class="inline-block arrow-animation">Shopify blog<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Business strategy tips</div></a></li></ul></div><div class="col-span-6 col-start-4 pt-8 -translate-y-[30px]" data-background="white"><div class="flex items-center border-shade-30 mb-6 border-b pb-4 text-lg font-bold"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="40" height="40" fill="none"><g clip-path="url(#white_circle_svg__a)" stroke="currentColor" stroke-width="1.5"><circle cx="20" cy="20" r="19.25"></circle><path d="m22.023 15.04 3 3M12.75 27.25l4.25-1 9.95-9.95a1 1 0 0 0 0-1.413l-1.837-1.836a1 1 0 0 0-1.414 0L13.75 23l-1 4.25Z" stroke-linecap="round" stroke-linejoin="round"></path></g></svg></span><span id="subNavItem-Popular topics" class="font-bold text-t7 inline-block">Popular topics</span></div><ul class="pb-2 columns-2" aria-labelledby="subNavItem-Popular topics"><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/what-is-shopify"><div class="text-base font-medium"><span class="inline-block arrow-animation">What is Shopify?<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">How our commerce platform works</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/editions"><div class="text-base font-medium"><span class="inline-block arrow-animation">Shopify Editions<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">New, innovative Shopify products</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/topics/founder-stories"><div class="text-base font-medium"><span class="inline-block arrow-animation">Founder stories<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Learn from successful merchants</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/how-to-build-a-brand"><div class="text-base font-medium"><span class="inline-block arrow-animation">Branding<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Build your brand from scratch</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/marketing-plan"><div class="text-base font-medium"><span class="inline-block arrow-animation">Marketing<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Build a marketing plan</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/ecommerce-seo-beginners-guide"><div class="text-base font-medium"><span class="inline-block arrow-animation">Ecommerce SEO<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Improve your search ranking</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/topics/social-media-optimization"><div class="text-base font-medium"><span class="inline-block arrow-animation">Social media strategy<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Turn social into sales</div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/how-to-scale-small-business"><div class="text-base font-medium"><span class="inline-block arrow-animation">Business growth<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Scale your business</div></a></li></ul></div><div class="col-span-3 col-start-10 pt-8 scheme-white:bg-shade-10 scheme-transparent-light:bg-shade-10 scheme-black:bg-shade-90 scheme-transparent-dark:bg-shade-90 pl-10 relative after:absolute after:left-full after:top-[-1px] after:w-[100vw] after:h-[calc(100%+1px)] scheme-white:after:bg-shade-10 scheme-transparent-light:after:bg-shade-10 scheme-black:after:bg-shade-90 scheme-transparent-dark:after:bg-shade-90 scheme-black:text-white scheme-transparent-dark:text-white border-l scheme-white:border-shade-20 scheme-transparent-light:border-shade-20 scheme-black:border-shade-70 scheme-transparent-dark:border-shade-70 -translate-y-[30px]" data-background="white"><div class="flex items-center border-shade-30 mb-6 border-b pb-4 text-lg font-bold"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="40" height="40" fill="none"><g clip-path="url(#white_circle_svg__a)" stroke="currentColor" stroke-width="1.5"><circle cx="20" cy="20" r="19.25"></circle><path d="M16.75 16.75v-2a2 2 0 0 1 2-2h2.5a2 2 0 0 1 2 2v2m-2 4v1.5a1 1 0 0 1-1 1h-.5a1 1 0 0 1-1-1v-1.5m2.5 0a1 1 0 0 0-1-1h-.5a1 1 0 0 0-1 1m2.5 0h6m-8.5 0h-6m2 6.5h10.5a2 2 0 0 0 2-2v-6.5a2 2 0 0 0-2-2h-10.5a2 2 0 0 0-2 2v6.5a2 2 0 0 0 2 2Z"></path></g></svg></span><span id="subNavItem-Essential tools" class="font-bold text-t7 inline-block">Essential tools</span></div><ul class="pb-2" aria-labelledby="subNavItem-Essential tools"><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/tools/logo-maker"><div class="text-base font-medium"><span class="inline-block arrow-animation">Logo maker<span class="sr-only">.</span></span></div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="https://www.shopify.com/stock-photos" aria-label="External source: Stock photography ."><div class="text-base font-medium"><span class="inline-block arrow-animation">Stock photography<span class="sr-only">.</span></span></div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/blog/business-plan-template"><div class="text-base font-medium"><span class="inline-block arrow-animation">Business plan template<span class="sr-only">.</span></span></div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="https://www.linkpop.com/" aria-label="External source: Link in bio tool ."><div class="text-base font-medium"><span class="inline-block arrow-animation">Link in bio tool<span class="sr-only">.</span></span></div></a></li><li class="flex mb-6 pr-4"><a class="group inline-block w-full text-black hover:text-black" href="/nz/tools/qr-code-generator"><div class="text-base font-medium"><span class="inline-block arrow-animation">QR code generator<span class="sr-only">.</span></span></div></a></li></ul></div></div></div></div></li><li class="mr-8 text-base"><div class="flex h-full"><a class="flex items-center hover:underline text-black hover:text-black" href="/nz/enterprise">Enterprise</a></div></li><li class="mr-8 text-base"><div class="relative flex h-full after:content[""] after:block after:h-[3px] after:w-full after:absolute after:bottom-0 after:scale-0 after:origin-left after:transition-transform after:duration-[350ms] after:ease-[bezier(0.66, 0.66, 0.34, 1.00)] after:motion-reduce:transition-none hover:underline after:bg-black text-black"><button type="button" class="bg-transparent whitespace-nowrap" data-component-name="What’s new-toggle-open" aria-controls="What’s newDesktopMenu" aria-expanded="false" aria-haspopup="true"><span class="mr-3">What’s new</span><div aria-hidden="true" class="relative inline-block h-[7px] w-3 cursor-pointer"><div class="inline-block rounded border-b-8 h-2 w-[2px] origin-center transition-all ease-[bezier(0.66, 0.66, 0.34, 1.00)] duration-[350ms] motion-reduce:transition-none border-black bg-black -translate-x-[3px] rotate-[135deg]"></div><div class="inline-block rounded border-b-8 h-2 w-[2px] origin-center transition-all ease-[bezier(0.66, 0.66, 0.34, 1.00)] duration-[350ms] motion-reduce:transition-none border-black bg-black -rotate-[135deg]"></div></div></button></div><div id="What’s newDesktopMenu" class="absolute inset-x-0 top-global-header z-[21] transition-transform duration-[452ms] ease-[cubic-bezier(0.26,1.00,0.48,1.00)] motion-reduce:transition-none before:absolute before:inset-x-0 before:top-0 before:w-full before:h-full before:left-0 before:shadow-xl before:pointer-events-none before:z-10 bg-white text-black bg-white text-black opacity-0 pointer-events-none -translate-y-[10px]"><div class="relative no-scrollbar overflow-y-auto overflow-x-clip max-h-[calc(100vh-72px)] z-20"><div class="container grid grid-cols-4 sm:grid-cols-8 md:grid-cols-12 gap-x-gutter gap-y-0"><div class="col-span-12 col-start-1 pt-8 -translate-y-[30px]" data-background="white"><ul class="grid grid-cols-12 gap-x-gutter gap-y-0 pb-0"><li class="flex mb-6 pr-4 border-r border-shade-30 last:border-0 col-span-3"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="41" height="42" viewBox="0 0 41 42" fill="none" xmlns="http://www.w3.org/2000/svg"><g clip-path="url(#clip0_213_1921)"><path d="M39.5 21C39.5 31.6315 30.8815 40.25 20.25 40.25C9.61852 40.25 1 31.6315 1 21C1 10.3685 9.61852 1.75 20.25 1.75C30.8815 1.75 39.5 10.3685 39.5 21Z" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path><rect x="13" y="14" width="15" height="14" rx="2" stroke="currentColor" stroke-width="1.5"></rect><path d="M25 24L19 24" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path><path d="M25 21L19 21" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path><path d="M25 18L19 18" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path><path d="M17 18L16 18" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path><path d="M17 21L16 21" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path><path d="M17 24L16 24" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path></g><defs><clipPath id="clip0_213_1921"><rect width="40.5" height="40.5" fill="white" transform="translate(0 0.75)"></rect></clipPath></defs></svg></span><a class="group inline-block w-full text-black hover:text-black" href="https://changelog.shopify.com" aria-label="External source: Changelog . Your source for recent updates"><div class="text-base font-medium"><span class="inline-block arrow-animation">Changelog<span class="sr-only">.</span></span></div><div class="text-sm text-shade-70 group-hover:text-black">Your source for recent updates</div></a></li><li class="flex mb-6 pr-4 border-r border-shade-30 last:border-0 col-span-3"><span aria-hidden="true" class="-ml-2 lg:ml-0 mr-3 md:mr-3 inline-block h-10 w-10"><svg width="41" height="42" viewBox="0 0 41 42" fill="none" xmlns="http://www.w3.org/2000/svg"><g clip-path="url(#clip0_213_1927)"><path d="M39.75 21C39.75 31.6315 31.1315 40.25 20.5 40.25C9.86852 40.25 1.25 31.6315 1.25 21C1.25 10.3685 9.86852 1.75 20.5 1.75C31.1315 1.75 39.75 10.3685 39.75 21Z" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path><path d="M25 22L16 22" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path><path d="M20 25L16 25" stroke="currentColor" stroke-width="1.5" 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tablet-xl:h-[140px] desktop:h-[180px] right-0 tablet-xl:right-[-20px] desktop:right-[20px] top-[-25px] tablet-xl:top-[-30px] desktop:top-[-40px]"><img src="https://cdn.shopify.com/b/shopify-brochure2-assets/05383e2e9b6568812f1ccc7bbc28ac3d.webp?originalWidth=500&originalHeight=641" alt="" loading="lazy" decoding="async" width="500" height="641" srcSet="https://cdn.shopify.com/b/shopify-brochure2-assets/05383e2e9b6568812f1ccc7bbc28ac3d.webp?originalWidth=500&originalHeight=641&width=200 200w, https://cdn.shopify.com/b/shopify-brochure2-assets/05383e2e9b6568812f1ccc7bbc28ac3d.webp?originalWidth=500&originalHeight=641&width=400 400w"/></div><div><img class="absolute rounded-[15px] z-10 w-[90px] tablet-xl:w-[136px] desktop:w-[175px] bottom-[20px] tablet-xl:bottom-[-50px] desktop:bottom-[-70px] right-[-50px] tablet-xl:right-[-70px] desktop:right-[-100px]" src="https://cdn.shopify.com/b/shopify-brochure2-assets/2baeeeb3c9bab2dfbfac6428fad929e1.webp?originalWidth=500&originalHeight=641" alt="" loading="lazy" decoding="async" width="500" height="641" srcSet="https://cdn.shopify.com/b/shopify-brochure2-assets/2baeeeb3c9bab2dfbfac6428fad929e1.webp?originalWidth=500&originalHeight=641&width=200 200w, https://cdn.shopify.com/b/shopify-brochure2-assets/2baeeeb3c9bab2dfbfac6428fad929e1.webp?originalWidth=500&originalHeight=641&width=400 400w"/></div><div class="sm:inset-[auto_0_var(--space-2xl)_auto] sm:bg-transparent sm:pt-9 sm:[&>div>button]:-top-9"></div></div></div><article id="article" itemscope="" itemType="https://schema.org/Article" class="featured-blogs__section"><meta itemProp="mainEntityOfPage" content="/nz/blog/how-to-scale-small-business"/><meta itemProp="dateModified" content="2022-03-14T02:00:00.000Z"/><div class="relative"><div class="py-10 tablet:text-center desktop:pt-16 desktop:pb-16" data-mode="light"><div class="container desktop:w-9/12 desktop:mx-auto"><div class="uppercase text-shade-100 font-aktivgroteskextended text-[12px] leading-[14px] tracking-[0.01em] font-semibold tablet-xl:font-shopifysans tablet-xl:text-[11px] tablet-xl:leading-[13px] tablet:tracking-[0.5px] tablet:font-bold pb-2"><a href="/nz/blog" class="no-underline hover:text-link-light-hover topic-link">blog</a><span class="richtext px-2.5 text-xs">|</span><a href="/nz/blog/topics/starting-up" class="no-underline hover:text-link-light-hover topic-link">Starting Up</a></div><h1 class="richtext font-medium tracking-[-0.02em] text-[28px] leading-9 tablet-xl:text-[40px] tablet-xl:leading-[48px]" itemProp="headline">How To Scale Your Small Business in 6 Steps</h1><p class="richtext font-normal tracking-[-0.02em] text-[18px] leading-[26px] tablet-xl:text-[20px] tablet-xl:leading-7 desktop:text-[22px] desktop:leading-8 mt-4 desktop:mt-4">Scaling a business sustainably means being prepared for long-term growth. This guide will walk you through how to scale up your business so you always remain in control of your future.</p><div class="lg:hidden mt-4 tablet-xl:mt-12"><div class="gap-x-1 flex flex-wrap font-bold sm:justify-center !text-lg text-legacy-gray-90 last:[&_>div]:justify-start sm:last:[&_>div]:justify-center"> <!-- -->by <span itemProp="author" itemscope="" itemType="https://schema.org/Person"><a href="/nz/blog/authors/lauren-strapagiel" class="no-underline" itemProp="url"><span itemProp="name">Lauren Strapagiel</span></a></span></div><div class="text-body-sm text-shade-50">Last updated<!-- --> <time>14 Mar 2022</time></div></div></div></div><div class="tablet:container desktop:w-9/12 desktop:mx-auto overflow-hidden flex justify-center"><img class="" src="https://cdn.shopify.com/s/files/1/0070/7032/articles/scaling-small-business_8e64bb6c-5597-442f-b85d-328763b8ab2a.jpg?v=1729263649&originalWidth=1848&originalHeight=782" alt="" loading="eager" decoding="async" width="1848" height="782" 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next stage of growth </a></li><li class="pl-2 my-2.5 first:mt-0 last:mb-0 text-body-sm relative z-2"><a href="#3">6 steps to scale your business </a></li><li class="pl-2 my-2.5 first:mt-0 last:mb-0 text-body-sm relative z-2"><a href="#4">Don’t lose the big picture </a></li></ul><div class="hidden md:block bg-blog-bannerBg"><div class="p-6"><p class="richtext text-2xl font-aktivgroteskextended leading-4 desktop:leading-7 color-black tracking-[-0.02em]">Start your online business today.</p><p class="richtext font-aktivgroteskextended desktop:leading-7 color-black tracking-[-0.02em] text-2xl mb-9 font-bold">For free.</p><a href="https://accounts.shopify.com/store-create?language=en&locale=en-NZ&signup_page=https%3A%2F%2Fwww.shopify.com%2Fnz%2Fblog%2Fhow-to-scale-small-business&signup_types[]=paid_trial_experience" class="flex justify-between align-middle font-aktivgroteskextended leading-6 tracking-[-0.0175rem] !no-underline border-b-[1px] border-black group">Start free trial<span 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[&_.table]:block [&_.table]:overflow-x-scroll [&_.table]:max-w-full" itemProp="articleBody"><div class="hidden leadpage-container leadpage__image leadpage__content marketing-button hide--mobile block--bordered"></div><div><p>As a small business owner, your eyes are always on the horizon, seeking out growth opportunities wherever they come. You've figure <a href="/nz/blog/how-to-start-a-business" target="_blank">how to start a business</a>, now it's time to figure out how to grow it.</p> <p>Growth is good, but growth isn’t always sustainable. That’s why we’re talking about scaling—growth that is deliberate, long term, and fully in your control.</p> <p>To scale sustainably means going in with a plan and being prepared to handle any challenge that’s thrown your way. It’s the difference between getting a sudden spike in sales and every process falling apart, and getting a sudden spike in sales and handling every order smoothly with great customer service to boot.</p> <p>It takes planning, expertise, and sometimes funding to get it done. We’ll walk you through how to craft an iron-clad plan for your future.</p> <h2 id="1">Meet your experts</h2> <p>Say hello to two brands that have successfully scaled their business from humble beginnings. We interviewed them for practical advice on scaling that you can apply to your own business.</p> <h3>Katie McCourt, Co-Founder of <a href="https://pantee.co.uk/" target="_blank" rel="nofollow noopener noreferrer">Pantee</a> </h3> <p>Katie and her sister Amanda are the brains behind Pantee, a line of underwear and bras made exclusively from dead-stock t-shirts and t-shirt fabric. They launched in February 2021 after a successful Kickstarter campaign and have only grown since, adding new products and seeking further investment to keep up with demand.</p> <p>Sustainability is at the heart of Pantee and plays a role in every part of its supply chain. The brand’s challenge is staying true to that ideal while scaling up.</p> <h3>Matt Mundt, Founder of <a href="https://hugsleep.com/" target="_blank" rel="nofollow noopener noreferrer">Hug Sleep</a> </h3> <figure><figcaption>Photo courtesy of: <a href="https://www.youtube.com/watch?v=NQ_2gIg18Ho" rel="nofollow noopener noreferrer" target="_blank">Sony Pictures Television</a></figcaption> <p>Matt started Hug Sleep with an idea, a dream of entrepreneurship, and $2,500. The Hug Sleep is known as the blanket that hugs you back—a cozy, soothing experience based on the science of weighted blankets. The company has exploded since Matt founded it, thanks in part to <a href="https://youtu.be/NQ_2gIg18Ho" target="_blank" rel="nofollow noopener noreferrer">an appearance on <em>Shark Tank</em></a>, where he and his wife, Angie, walked away with a $300,000 investment. </p> <p>Matt has had to grapple with a rapid increase in demand for what started as a solo venture he worked on after his corporate job ended for the day.</p> <h2 id="2">Signs you’re ready for the next stage of growth</h2> <p>Growth doesn’t just need the right plan, but the right timing. Growing too quickly can lead to expenses you can’t pay, employees you don’t actually need, or a supply chain that’s grown out of control. Conversely, not scaling at the right time could mean orders you can’t fulfill and tasks going unfinished.</p> <p>Here are a few questions to ask yourself to help you decide if it’s time to make a plan for sustainable scaling.</p> <h3>Are you ready for the next step in entrepreneurship?</h3> <p>You should only take your business to the next step if you’re truly ready for a bigger enterprise. Scaling up means your company is going to take more time, resources, and expertise that you have to be prepared to give. Scaling up is an exciting time, but you’ll need a level head to get it done in a way that’s sustainable for your business.</p> <p>Ask yourself:</p> <ul> <li> <strong>Are you ready to take on more strategic challenges?</strong> That could mean expanding your product lines or selling globally.</li> <li><strong>Will you be able to dedicate more time to your business without other parts of your life suffering?</strong></li> <li><strong>Do you have the financial resources available that you’ll need?</strong></li> <li> <strong>Do you need outside help?</strong> You may be at a point where having someone else handle marketing or customer service would make your day easier.</li> <li> <strong>Do you need more employees to get the work done?</strong> Struggling to make your business work with your current team—which might be a mighty team of one!—is a great sign that it’s time to scale up. </li> <li> <strong>Are you having trouble keeping up with orders?</strong> Having a higher volume than your business is prepared to handle means falling behind on packaging and deliveries, customer service gaps, and a whole lot of stress for you. </li> <li> <strong>Are you falling behind on inventory?</strong> If you’re constantly finding yourself sold out, with customers clamoring for restocks, it’s definitely time to scale up.</li> </ul> <p>Lastly, some businesses are meant to be small businesses. It’s OK if you want your <a href="/nz/blog/side-hustle" target="_blank">side hustle</a> to remain a side hustle. It all comes down to your personal priorities, lifestyle, and financial situation.</p> <h2 id="3">6 steps to scale your business</h2> <p>There’s no one formula for scaling a business, because every business—and founder—has unique strengths and challenges. Scaling up a clothing business, for example, is going to look different from scaling up a skin care empire. But there are some common threads to consider:</p> <h3>1. Make a plan for your future</h3> <p>If your company <a href="/nz/blog/hobby-to-business" target="_blank">started as a hobby</a>, like in Matt’s case with Hug Sleep, you may have just been going with the flow up until this point. </p> <p>However, to scale sustainably, you need a business plan. It will not only help you understand your business, but it will be something you’ll need to show if you ever seek out outside investment.</p> <p>There are different ways to format a business plan, but a basic one should include:</p> <ul> <li>Executive summary</li> <li>Company description</li> <li>Market analysis</li> <li>Management and organization</li> <li>Products and services</li> <li>Customer segmentation</li> <li>Marketing plan</li> <li>Logistics and operations plan</li> <li>Financial plan</li> </ul> <p>In particular, you’ll be creating a strategic marketing plan, with a forecast for the future outlining your plans for growth. What’s a realistic revenue goal for a year from now? What about five years from now? What’s your plan for increasing your marketing capacity?</p> <p>“That was actually a really valuable part of the process for us—sitting down and saying, ‘Where do we want to be? Where do we want to be in five years? What do we see from this business? And where do we think it can go?’” says Katie.</p> <figure><figcaption>Photo courtesy of: <a href="https://pantee.co.uk/" target="_blank" rel="nofollow noopener noreferrer">Pantee</a></figcaption> </figure> <p>“I think that, from day one, we’ve really felt that Pantee has huge potential to become a household name brand.”</p> <p>Nail down where your business is right now, as well as where you want your business to go. Use the resources below to get started and consider the next steps in scaling as you create your plan.</p> <div class="marketing-block marketing-block--light marketing-block--padded my-12 border-l-2 pl-4 [&_h2]:!mt-0 [&_h2]:mb-6 [&_h2]:text-t5 [&_h3]:!mt-0 [&_h3]:mb-6 [&_h3]:text-t7 [&_h4]:!mt-0 [&_h4]:mb-6 [&_h4]:text-t8 [&_ul]:!mt-0 [&_ul]:mb-6 [&_ul:last-child]:mb-0 [&_ol]:!mt-0 [&_ol]:mb-6 [&_ol:last-child]:mb-0 [&_p]:!mt-0 [&_p]:mb-6 [&_p:last-child]:mb-0 border-blog-highlight"> <p>📚 <strong>Resources</strong></p> <ul> <li><a href="/nz/blog/business-plan" target="_blank">How to Write the Perfect Business Plan in 9 Steps</a></li> <li><a href="/nz/blog/business-plan-template" target="_blank">Business Plan Template: A Practical Framework for Creating Your Business Plan</a></li> <li><a href="/nz/blog/business-plan-examples" target="_blank">7 Business Plan Examples to Help Write Your Own</a></li> </ul> </div> <h3>2. Evaluate your supply chain</h3> <p>Scaling up means a higher volume of sales and your supply chain needs to be equipped to handle that. What works right now might not work as well at scale.</p> <p>Pantee, for example, was originally inspired by creating underwear from thrifted t-shirts. They then turned to dead-stock t-shirts, but they can actually be slower to process. Already-made shirts take longer to cut and evaluate for quality, so the brand has since expanded its source materials.</p> <p>“We don’t just use the dead-stock T-shirts, we also use dead-stock rolls of fabric,” says Katie. “It’s the exact same grade of material, it’s just taken at a different point in the supply chain.”The fabric rolls allow for faster production but with the same commitment to sustainability. It’s even become a feature—getting their hands on a particular color lets them create a limited time collection drop that customers snap up.</p> <p>Pantee goods are manufactured in Bangladesh at a factory with working conditions that Katie and Amanda vetted, but going overseas might not be the right move for your supply chain.</p> <p>Matt scaled Hug Sleep while remaining with the same manufacturer in his home state of Wisconsin. In fact, a more local approach <a href="/nz/blog/supply-chain-issues" target="_blank">can help ease the stress</a> that the COVID-19 pandemic has placed on global supply chains.</p> <p>In either case, evaluate whether your <a href="/nz/blog/13975985-how-to-find-a-manufacturer-or-supplier-for-your-product-idea" target="_blank">current sourcing and manufacturing processes</a> still function well at scale. If not, you’ll need to figure out <a href="/nz/blog/dropshipping-fulfillment" target="_blank">next steps</a>.</p> <h3>3. Hire strategically</h3> <p>Scaling up means you may no longer be able to do everything yourself, or with whoever you’ve recruited so far to make your business work.</p> <p>Katie says Pantee has been running for the last year or so with just her and her sister as full-timers, supported by contractors. With a round of investment under their belts, Pantee is about to take on its first full-time employee.</p> <p>Specifically though, they decided the most impactful choice was to hire someone to take care of brand and community management.</p> <p>“Our strategy is very heavy on influencer marketing, ambassador marketing, and our partnerships, and it’s a very, very time consuming element of the business,” says Katie. Taking that workload off Katie and Amanda means more time back to focus on the core of the business.</p> <p>If hiring is part of your scaling strategy, you should hire where an extra person would be most effective. For Pantee, it was marketing, but for your business it could be someone to work on product or <a href="/nz/blog/hiring-for-customer-service" target="_blank">customer service</a>, or sales. Employees are a major financial commitment, so they should be focus on an area that will bring in the most return.</p> <p>“We’re really excited to see what we can do sort of with an extra 40 hours a week put toward the business,” says Katie.</p> <h3>4. Outsource for efficiency</h3> <p>If it doesn’t make sense to hire your own employee, there are ways to outsource tasks to streamline your business as you scale. Matt, for example, doesn’t have any full-time employees. Instead, he uses an agency to handle all his marketing because he realized it was something a third-party would be better at.</p> <p>“My background is in mechanical engineering,” he says. “I’m a numbers guy and a data guy. I thought there’s no challenge that I can’t get over.” So Matt tried to teach himself how to launch ads on Facebook, Instagram, and Google.</p> <p>“I tried, and it didn’t work all that well.”</p> <figure><figcaption>Photo courtesy of: <a href="https://hugsleep.com/" rel="nofollow noopener noreferrer" target="_blank">Hug Sleep</a></figcaption> </figure> <p>By talking to agencies, Matt finally realized that they could create a more sophisticated campaign than he could, so he outsourced.</p> <p>He also hit a wall on <a href="/nz/blog/fulfillment-analytics-best-practices" target="_blank">order fulfillment</a>. He used to pack all the orders himself and drop them off at the post office on his lunch breaks. But that doesn’t work at scale. He now uses the <a href="/fulfillment" target="_blank">Shopify Fulfillment Network</a> to do the heavy lifting.</p> <p>Whether hiring an agency or an employee, you should consider where you most need help. If you’re struggling with marketing a small business, it’s only going to get more challenging as you scale up. Decide what aspects of your business would benefit from expertise you don’t have and look into third-party services that can help you out.</p> <div class="marketing-block marketing-block--light marketing-block--padded my-12 border-l-2 pl-4 [&_h2]:!mt-0 [&_h2]:mb-6 [&_h2]:text-t5 [&_h3]:!mt-0 [&_h3]:mb-6 [&_h3]:text-t7 [&_h4]:!mt-0 [&_h4]:mb-6 [&_h4]:text-t8 [&_ul]:!mt-0 [&_ul]:mb-6 [&_ul:last-child]:mb-0 [&_ol]:!mt-0 [&_ol]:mb-6 [&_ol:last-child]:mb-0 [&_p]:!mt-0 [&_p]:mb-6 [&_p:last-child]:mb-0 border-blog-highlight">📚 <strong>Resource: </strong><a href="/partners/directory" target="_blank">Find the expertise you need with Shopify’s network of expert partners.</a> </div> <h3></h3> <h3>5. Automate where you can</h3> <p>Getting things done faster or more efficiently at scale can be made easier with tools designed to automate your workflow.</p> <p>These can be simple fixes, like how Matt created scripted responses to deal with a heavy influx of customer service inquiries after he appeared on <em>Shark Tank</em>. </p> <p>Another example for streamlining customer service is using <a href="/inbox" target="_blank">Shopify Inbox</a> for communicating with customers. This tool allows you to utilize live chat—which we know is <a href="/nz/blog/ecommerce-live-chat" target="_blank">a fantastic way to increase conversions</a>—in a way that keeps all your conversations in one place, allows for saved responses, and gives you metrics so you can track impact.</p> <p>Check out <a href="/nz/blog/business-bots-roundup" target="_blank">these handy bots</a> to learn more about how to automate your business.</p> <h3>6. Seek new capital</h3> <p>Scaling costs money, and you might need to identify the <a href="/nz/blog/business-financing" target="_blank">right time to seek outside investment</a> to see your plans through and keep your cash flow flowing.</p> <p>That timing is crucial. Capital is something you want to secure before you act on plans to grow, rather than when your business takes off and you’re left scrambling for the funds to support it.</p> <p>Katie knew early on that Pantee would need investment beyond that initial Kickstarter campaign.</p> <p>“With what our goals were, and the sort of early traction that we had seen, we knew very early on that it was not something that we could do ourselves and continue to bootstrap,” she says. “As much as it really works for some businesses, I think, for ours, it was just too out of scope for us.”</p> <p>Last September, Katie and Amanda started trying to raise the £200,000 ($261,000) they projected they’d need.</p> <p>“It's a difficult process. I think that we both found it to be one of the most challenging things that we’ve done,” she says.</p> <p>The pitching process means having a solid plan (which is why a business plan was the first step) and fielding question after question from potential investors. Expect some ups and downs—Katie said some pitches went better than others, but they did reach their goal in the end. Once they started hearing “yes,” it gave them confidence to go out and pitch more.</p> <p>Matt, on the other hand, made a big splash by appearing on <em>Shark Tank</em>. The show actually approached him, and he walked away with a $300,000 deal from two of the sharks.</p> <p>Capital is something Shopify can help with. <a href="/capital" target="_blank">The Shopify Capital program</a> is a way to secure funds that skips lengthy applications and allows you to repay using a percentage of your sales. Since 2016, Shopify Capital has made over $3 billion available to thousands of Shopify merchants, and our data shows that shops with this funding <a href="/nz/blog/capital-effect-on-business-growth" target="_blank">average 36% higher sales</a>.</p> <p>We also know that women and people of color <a href="/nz/blog/close-the-funding-gap" target="_blank">have more trouble securing capital</a>, and Shopify Capital is working to close that gap. </p> <h3></h3> <h2 id="4">Don’t lose the big picture</h2> <p>There’s a reason you’ve gained the traction you already have, and you can’t lose sight of it, even as you scale.</p> <p>Long-time customers of Pantee are drawn to its commitment to sustainability, so they remained committed to that philosophy. To do away with any of that while scaling would defeat the purpose of trying to grow your business and impact.</p> <p>Katie says Pantee doesn’t see their relationship with customers as purely transactional—they’re a community. The brand’s early customers, the ones who’ve come along for the whole journey, are a pillar of support that have helped it get where it is today.</p> <p>“Don't undervalue your community,” Katie says. “Ask them for guidance to really bring them on that journey. It does really pay off.”</p> <p>Do right by your biggest fans and they’ll stick around as you shoot for the stars.</p> <p><em>Illustration by Alice Mollon</em></p> </figure> <div class="clear"></div> <div id=":R0:" data-component-name="blog-read-more" class="marketing-block marketing-block--light marketing-block--padded text-body-sm text-left my-8 tablet:my-16 p-8 bg-marketingBg border-t-2 [&_h2]:text-t5 border-blog-highlight"><h2 class="!mt-0 mb-6 font-aktivgroteskextended">Read more</h2><ul class="!mt-0 !mb-0"><li class="mt-2"><a href="/nz/blog/marketing-strategy">The 5-Step Marketing Strategy to Grow Your Business</a></li><li class="mt-2"><a href="/nz/blog/how-to-start-dropshipping">How to Start a Dropshipping Business- A Complete Playbook for 2024</a></li><li class="mt-2"><a href="/nz/blog/oova-market-research">How This Data Scientist Used Market Research to Launch A Successful Fertility Business</a></li><li class="mt-2"><a href="/nz/blog/best-ecommerce-website-builder">The 11 Best Ecommerce Website Builder Picks</a></li><li class="mt-2"><a href="/nz/blog/product-sourcing-apps">How To Source Products To Sell Online</a></li><li class="mt-2"><a href="/nz/blog/sell-on-facebook">How to Sell on Facebook Marketplace and Facebook Shops in 2024</a></li><li class="mt-2"><a href="/nz/blog/117607173-the-definitive-guide-to-dropshipping-with-aliexpress">AliExpress Dropshipping- How to Dropship From AliExpress</a></li><li class="mt-2"><a href="/nz/blog/dropshipping-guide">The Ultimate Guide To Dropshipping (2024)</a></li></ul></div><div style="text-align: left;" class="marketing-block marketing-block--light marketing-block--padded my-12 border-l-2 pl-4 [&_h2]:!mt-0 [&_h2]:mb-6 [&_h2]:text-t5 [&_h3]:!mt-0 [&_h3]:mb-6 [&_h3]:text-t7 [&_h4]:!mt-0 [&_h4]:mb-6 [&_h4]:text-t8 [&_ul]:!mt-0 [&_ul]:mb-6 [&_ul:last-child]:mb-0 [&_ol]:!mt-0 [&_ol]:mb-6 [&_ol:last-child]:mb-0 [&_p]:!mt-0 [&_p]:mb-6 [&_p:last-child]:mb-0 border-blog-highlight text-body-sm my-8 tablet:my-16 p-8 bg-marketingBg !border-l-0 border-t-2 pl-8 [&_[itemscope]]:mb-6 [&_[itemscope]:last-child]:mb-0" id="faq-section"> <div itemscope="" itemtype="https://schema.org/FAQPage"> <h2>Scaling a Small Business FAQ</h2> <div itemscope="" itemprop="mainEntity" itemtype="https://schema.org/Question"> <h3 itemprop="name">How do you scale a small business?</h3> <div itemscope="" itemprop="acceptedAnswer" itemtype="https://schema.org/Answer"> <div itemprop="text"> <ul> <li>Increase Your Marketing Budget: One of the most effective ways to scale a small business is to invest more money in marketing. This can include everything from increasing your social media presence to launching more targeted advertising campaigns.</li> <li>Automate Your Processes: Automation can help you save time, reduce costs, and free up resources to focus on new growth opportunities. Consider automating tasks such as customer service, accounting, and inventory management.</li> <li>Focus on Customer Service: Providing excellent customer service is a surefire way to scale a business. Make sure your customer service team is well-trained and equipped to handle customer inquiries and complaints quickly and efficiently.</li> <li>Invest in New Technology: Investing in new technology can help you streamline processes and increase efficiency. Consider implementing new software solutions that can help you increase productivity and better manage your business operations.</li> <li>Hire More Staff: If your business is growing, it may be time to hire more staff. This can include hiring additional customer service agents, salespeople, marketing professionals, and other administrative staff.</li> </ul> </div> </div> </div> <div itemscope="" itemprop="mainEntity" itemtype="https://schema.org/Question"> <h3 itemprop="name">What is a scaling strategy?</h3> <div itemscope="" itemprop="acceptedAnswer" itemtype="https://schema.org/Answer"> <div itemprop="text">A scaling strategy is a business plan for increasing the size of a business or organization. It involves developing an action plan for growing the business, including expanding into new markets, hiring additional staff, increasing production capacity, and investing in new technology. The goal of the scaling strategy is to achieve the highest level of growth and profitability possible.</div> <div itemprop="text"></div> </div> </div> </div> <div itemscope="" itemprop="mainEntity" itemtype="https://schema.org/Question"> <h3 itemprop="name">What does it mean to scale a business?</h3> <div itemscope="" itemprop="acceptedAnswer" itemtype="https://schema.org/Answer"> <div itemprop="text">Scaling a business means increasing its ability to grow and generate revenue without being constrained by its structure or available resources. This involves expanding operations, optimizing processes, and leveraging technology; for example,<strong> investing in automation tools, entering new markets,</strong> or <strong>improving supply chain efficiency</strong> to handle larger volumes.</div> </div> </div> </div></div></div><div class="border-t tablet-xl:border-[#d4d4d8] my-16 py-6 flex tablet-xl:flex-row justify-between flex-col"><div class="flex items-center tablet-xl:justify-start tablet-xl:flex-row flex-row-reverse justify-between"><div class="self-center flex flex-col"><div class="gap-x-1 flex flex-wrap text-lg font-aktivgroteskextended leading-[18px] font-bold mb-2"> <!-- -->by <span itemProp="author" itemscope="" itemType="https://schema.org/Person"><a href="/nz/blog/authors/lauren-strapagiel" class="no-underline" itemProp="url"><span itemProp="name">Lauren Strapagiel</span></a></span></div><div class="text-body-sm text-shade-50">Last updated<!-- --> <time>14 Mar 2022</time></div></div></div><div class="xs:border-b 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news and press releases","columnSpan":3,"icon":"newsroom"}]}]}]},"pages/shopify.com/($locale)/blog/$article":{"article":{"__typename":"Article","authorV2":{"__typename":"ArticleAuthor","name":"Lauren Strapagiel","avatarUrl":"https://www.gravatar.com/avatar/d41d8cd98f00b204e9800998ecf8427e?s=200\u0026d=404","isDisabledAuthor":false},"id":"gid://shopify/Article/557132021794","handle":"how-to-scale-small-business","title":"How To Scale Your Small Business in 6 Steps","publishedAt":"2022-03-14T02:00:00Z","image":{"__typename":"Image","url":"https://cdn.shopify.com/s/files/1/0070/7032/articles/scaling-small-business_8e64bb6c-5597-442f-b85d-328763b8ab2a.jpg?v=1729263649","altText":null,"width":1800,"height":948},"tags":["Starting Up"],"contentHtml":"\u003cp\u003eAs a small business owner, your eyes are always on the horizon, seeking out growth opportunities wherever they come. You've figure \u003ca href=\"/blog/how-to-start-a-business\" target=\"_blank\"\u003ehow to start a business\u003c/a\u003e, now it's time to figure out how to grow it.\u003c/p\u003e\n\u003cp\u003eGrowth is good, but growth isn’t always sustainable. That’s why we’re talking about scaling—growth that is deliberate, long term, and fully in your control.\u003c/p\u003e\n\u003cp\u003eTo scale sustainably means going in with a plan and being prepared to handle any challenge that’s thrown your way. It’s the difference between getting a sudden spike in sales and every process falling apart, and getting a sudden spike in sales and handling every order smoothly with great customer service to boot.\u003c/p\u003e\n\u003cp\u003eIt takes planning, expertise, and sometimes funding to get it done. We’ll walk you through how to craft an iron-clad plan for your future.\u003c/p\u003e\n\u003cdiv class=\"marketing-block marketing-block--light marketing-block--padded\"\u003e\n\u003cp class=\"heading--4\"\u003eHow to scale your small business\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003ca href=\"#1\"\u003eMeet your experts\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#2\"\u003eSigns you’re ready for the next stage of growth \u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#3\"\u003e6 steps to scale your business \u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#4\"\u003eDon’t lose the big picture \u003c/a\u003e\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 id=\"1\"\u003eMeet your experts\u003c/h2\u003e\n\u003cp\u003eSay hello to two brands that have successfully scaled their business from humble beginnings. We interviewed them for practical advice on scaling that you can apply to your own business.\u003c/p\u003e\n\u003ch3\u003eKatie McCourt, Co-Founder of \u003ca href=\"https://pantee.co.uk/\" target=\"_blank\"\u003ePantee\u003c/a\u003e\n\u003c/h3\u003e\n\n\u003cp\u003eKatie and her sister Amanda are the brains behind Pantee, a line of underwear and bras made exclusively from dead-stock t-shirts and t-shirt fabric. They launched in February 2021 after a successful Kickstarter campaign and have only grown since, adding new products and seeking further investment to keep up with demand.\u003c/p\u003e\n\u003cp\u003eSustainability is at the heart of Pantee and plays a role in every part of its supply chain. The brand’s challenge is staying true to that ideal while scaling up.\u003c/p\u003e\n\u003ch3\u003eMatt Mundt, Founder of \u003ca href=\"https://hugsleep.com/\" target=\"_blank\"\u003eHug Sleep\u003c/a\u003e\n\u003c/h3\u003e\n\u003cfigure\u003e\u003cfigcaption\u003ePhoto courtesy of: \u003ca href=\"https://www.youtube.com/watch?v=NQ_2gIg18Ho\"\u003eSony Pictures Television\u003c/a\u003e\u003c/figcaption\u003e\n\u003cp\u003eMatt started Hug Sleep with an idea, a dream of entrepreneurship, and $2,500. The Hug Sleep is known as the blanket that hugs you back—a cozy, soothing experience based on the science of weighted blankets. The company has exploded since Matt founded it, thanks in part to \u003ca href=\"https://youtu.be/NQ_2gIg18Ho\" target=\"_blank\"\u003ean appearance on \u003cem\u003eShark Tank\u003c/em\u003e\u003c/a\u003e, where he and his wife, Angie, walked away with a $300,000 investment. \u003c/p\u003e\n\u003cp\u003eMatt has had to grapple with a rapid increase in demand for what started as a solo venture he worked on after his corporate job ended for the day.\u003c/p\u003e\n\u003ch2 id=\"2\"\u003eSigns you’re ready for the next stage of growth\u003c/h2\u003e\n\u003cp\u003eGrowth doesn’t just need the right plan, but the right timing. Growing too quickly can lead to expenses you can’t pay, employees you don’t actually need, or a supply chain that’s grown out of control. Conversely, not scaling at the right time could mean orders you can’t fulfill and tasks going unfinished.\u003c/p\u003e\n\u003cp\u003eHere are a few questions to ask yourself to help you decide if it’s time to make a plan for sustainable scaling.\u003c/p\u003e\n\u003ch3\u003eAre you ready for the next step in entrepreneurship?\u003c/h3\u003e\n\u003cp\u003eYou should only take your business to the next step if you’re truly ready for a bigger enterprise. Scaling up means your company is going to take more time, resources, and expertise that you have to be prepared to give. Scaling up is an exciting time, but you’ll need a level head to get it done in a way that’s sustainable for your business.\u003c/p\u003e\n\u003cp\u003eAsk yourself:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAre you ready to take on more strategic challenges?\u003c/strong\u003e That could mean expanding your product lines or selling globally.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eWill you be able to dedicate more time to your business without other parts of your life suffering?\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eDo you have the financial resources available that you’ll need?\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDo you need outside help?\u003c/strong\u003e You may be at a point where having someone else handle marketing or customer service would make your day easier.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDo you need more employees to get the work done?\u003c/strong\u003e Struggling to make your business work with your current team—which might be a mighty team of one!—is a great sign that it’s time to scale up. \u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAre you having trouble keeping up with orders?\u003c/strong\u003e Having a higher volume than your business is prepared to handle means falling behind on packaging and deliveries, customer service gaps, and a whole lot of stress for you. \u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAre you falling behind on inventory?\u003c/strong\u003e If you’re constantly finding yourself sold out, with customers clamoring for restocks, it’s definitely time to scale up.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eLastly, some businesses are meant to be small businesses. It’s OK if you want your \u003ca href=\"/blog/side-hustle\" target=\"_blank\"\u003eside hustle\u003c/a\u003e to remain a side hustle. It all comes down to your personal priorities, lifestyle, and financial situation.\u003c/p\u003e\n\u003ch2 id=\"3\"\u003e6 steps to scale your business\u003c/h2\u003e\n\u003cp\u003eThere’s no one formula for scaling a business, because every business—and founder—has unique strengths and challenges. Scaling up a clothing business, for example, is going to look different from scaling up a skin care empire. But there are some common threads to consider:\u003c/p\u003e\n\u003ch3\u003e1. Make a plan for your future\u003c/h3\u003e\n\u003cp\u003eIf your company \u003ca href=\"/blog/hobby-to-business\" target=\"_blank\"\u003estarted as a hobby\u003c/a\u003e, like in Matt’s case with Hug Sleep, you may have just been going with the flow up until this point. \u003c/p\u003e\n\u003cp\u003eHowever, to scale sustainably, you need a business plan. It will not only help you understand your business, but it will be something you’ll need to show if you ever seek out outside investment.\u003c/p\u003e\n\u003cp\u003eThere are different ways to format a business plan, but a basic one should include:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eExecutive summary\u003c/li\u003e\n\u003cli\u003eCompany description\u003c/li\u003e\n\u003cli\u003eMarket analysis\u003c/li\u003e\n\u003cli\u003eManagement and organization\u003c/li\u003e\n\u003cli\u003eProducts and services\u003c/li\u003e\n\u003cli\u003eCustomer segmentation\u003c/li\u003e\n\u003cli\u003eMarketing plan\u003c/li\u003e\n\u003cli\u003eLogistics and operations plan\u003c/li\u003e\n\u003cli\u003eFinancial plan\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eIn particular, you’ll be creating a strategic marketing plan, with a forecast for the future outlining your plans for growth. What’s a realistic revenue goal for a year from now? What about five years from now? What’s your plan for increasing your marketing capacity?\u003c/p\u003e\n\u003cp\u003e“That was actually a really valuable part of the process for us—sitting down and saying, ‘Where do we want to be? Where do we want to be in five years? What do we see from this business? And where do we think it can go?’” says Katie.\u003c/p\u003e\n\u003cfigure\u003e\u003cfigcaption\u003ePhoto courtesy of: \u003ca href=\"https://pantee.co.uk/\" target=\"_blank\"\u003ePantee\u003c/a\u003e\u003c/figcaption\u003e\n\u003c/figure\u003e\n\u003cp\u003e“I think that, from day one, we’ve really felt that Pantee has huge potential to become a household name brand.”\u003c/p\u003e\n\u003cp\u003eNail down where your business is right now, as well as where you want your business to go. Use the resources below to get started and consider the next steps in scaling as you create your plan.\u003c/p\u003e\n\u003cdiv class=\"marketing-block marketing-block--light marketing-block--padded\"\u003e\n\u003cp\u003e📚 \u003cstrong\u003eResources\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"/blog/business-plan\" target=\"_blank\"\u003eHow to Write the Perfect Business Plan in 9 Steps\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"/blog/business-plan-template\" target=\"_blank\"\u003eBusiness Plan Template: A Practical Framework for Creating Your Business Plan\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"/blog/business-plan-examples\" target=\"_blank\"\u003e7 Business Plan Examples to Help Write Your Own\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch3\u003e2. Evaluate your supply chain\u003c/h3\u003e\n\u003cp\u003eScaling up means a higher volume of sales and your supply chain needs to be equipped to handle that. What works right now might not work as well at scale.\u003c/p\u003e\n\u003cp\u003ePantee, for example, was originally inspired by creating underwear from thrifted t-shirts. They then turned to dead-stock t-shirts, but they can actually be slower to process. Already-made shirts take longer to cut and evaluate for quality, so the brand has since expanded its source materials.\u003c/p\u003e\n\u003cp\u003e“We don’t just use the dead-stock T-shirts, we also use dead-stock rolls of fabric,” says Katie. “It’s the exact same grade of material, it’s just taken at a different point in the supply chain.”The fabric rolls allow for faster production but with the same commitment to sustainability. It’s even become a feature—getting their hands on a particular color lets them create a limited time collection drop that customers snap up.\u003c/p\u003e\n\u003cp\u003ePantee goods are manufactured in Bangladesh at a factory with working conditions that Katie and Amanda vetted, but going overseas might not be the right move for your supply chain.\u003c/p\u003e\n\u003cp\u003eMatt scaled Hug Sleep while remaining with the same manufacturer in his home state of Wisconsin. In fact, a more local approach \u003ca href=\"/blog/supply-chain-issues\" target=\"_blank\"\u003ecan help ease the stress\u003c/a\u003e that the COVID-19 pandemic has placed on global supply chains.\u003c/p\u003e\n\u003cp\u003eIn either case, evaluate whether your \u003ca href=\"/blog/13975985-how-to-find-a-manufacturer-or-supplier-for-your-product-idea\" target=\"_blank\"\u003ecurrent sourcing and manufacturing processes\u003c/a\u003e still function well at scale. If not, you’ll need to figure out \u003ca href=\"/blog/dropshipping-fulfillment\" target=\"_blank\"\u003enext steps\u003c/a\u003e.\u003c/p\u003e\n\u003ch3\u003e3. Hire strategically\u003c/h3\u003e\n\u003cp\u003eScaling up means you may no longer be able to do everything yourself, or with whoever you’ve recruited so far to make your business work.\u003c/p\u003e\n\u003cp\u003eKatie says Pantee has been running for the last year or so with just her and her sister as full-timers, supported by contractors. With a round of investment under their belts, Pantee is about to take on its first full-time employee.\u003c/p\u003e\n\u003cp\u003eSpecifically though, they decided the most impactful choice was to hire someone to take care of brand and community management.\u003c/p\u003e\n\u003cp\u003e“Our strategy is very heavy on influencer marketing, ambassador marketing, and our partnerships, and it’s a very, very time consuming element of the business,” says Katie. Taking that workload off Katie and Amanda means more time back to focus on the core of the business.\u003c/p\u003e\n\u003cp\u003eIf hiring is part of your scaling strategy, you should hire where an extra person would be most effective. For Pantee, it was marketing, but for your business it could be someone to work on product or \u003ca href=\"https://www.shopify.com/blog/hiring-for-customer-service\" target=\"_blank\"\u003ecustomer service\u003c/a\u003e, or sales. Employees are a major financial commitment, so they should be focus on an area that will bring in the most return.\u003c/p\u003e\n\u003cp\u003e“We’re really excited to see what we can do sort of with an extra 40 hours a week put toward the business,” says Katie.\u003c/p\u003e\n\u003ch3\u003e4. Outsource for efficiency\u003c/h3\u003e\n\u003cp\u003eIf it doesn’t make sense to hire your own employee, there are ways to outsource tasks to streamline your business as you scale. Matt, for example, doesn’t have any full-time employees. Instead, he uses an agency to handle all his marketing because he realized it was something a third-party would be better at.\u003c/p\u003e\n\u003cp\u003e“My background is in mechanical engineering,” he says. “I’m a numbers guy and a data guy. I thought there’s no challenge that I can’t get over.” So Matt tried to teach himself how to launch ads on Facebook, Instagram, and Google.\u003c/p\u003e\n\u003cp\u003e“I tried, and it didn’t work all that well.”\u003c/p\u003e\n\u003cfigure\u003e\u003cfigcaption\u003ePhoto courtesy of: \u003ca href=\"https://hugsleep.com/\"\u003eHug Sleep\u003c/a\u003e\u003c/figcaption\u003e\n\u003c/figure\u003e\n\u003cp\u003eBy talking to agencies, Matt finally realized that they could create a more sophisticated campaign than he could, so he outsourced.\u003c/p\u003e\n\u003cp\u003eHe also hit a wall on \u003ca href=\"/blog/fulfillment-analytics-best-practices\" target=\"_blank\"\u003eorder fulfillment\u003c/a\u003e. He used to pack all the orders himself and drop them off at the post office on his lunch breaks. But that doesn’t work at scale. He now uses the \u003ca href=\"https://www.shopify.com/fulfillment\" target=\"_blank\"\u003eShopify Fulfillment Network\u003c/a\u003e to do the heavy lifting.\u003c/p\u003e\n\u003cp\u003eWhether hiring an agency or an employee, you should consider where you most need help. If you’re struggling with marketing a small business, it’s only going to get more challenging as you scale up. Decide what aspects of your business would benefit from expertise you don’t have and look into third-party services that can help you out.\u003c/p\u003e\n\u003cdiv class=\"marketing-block marketing-block--light marketing-block--padded\"\u003e📚 \u003cstrong\u003eResource: \u003c/strong\u003e\u003ca href=\"/partners/directory\" target=\"_blank\"\u003eFind the expertise you need with Shopify’s network of expert partners.\u003c/a\u003e\n\u003c/div\u003e\n\u003ch3\u003e\u003c/h3\u003e\n\u003ch3\u003e5. Automate where you can\u003c/h3\u003e\n\u003cp\u003eGetting things done faster or more efficiently at scale can be made easier with tools designed to automate your workflow.\u003c/p\u003e\n\u003cp\u003eThese can be simple fixes, like how Matt created scripted responses to deal with a heavy influx of customer service inquiries after he appeared on \u003cem\u003eShark Tank\u003c/em\u003e. \u003c/p\u003e\n\u003cp\u003eAnother example for streamlining customer service is using \u003ca href=\"/inbox\" target=\"_blank\"\u003eShopify Inbox\u003c/a\u003e for communicating with customers. This tool allows you to utilize live chat—which we know is \u003ca href=\"/blog/ecommerce-live-chat\" target=\"_blank\"\u003ea fantastic way to increase conversions\u003c/a\u003e—in a way that keeps all your conversations in one place, allows for saved responses, and gives you metrics so you can track impact.\u003c/p\u003e\n\u003cp\u003eCheck out \u003ca href=\"/blog/business-bots-roundup\" target=\"_blank\"\u003ethese handy bots\u003c/a\u003e to learn more about how to automate your business.\u003c/p\u003e\n\u003ch3\u003e6. Seek new capital\u003c/h3\u003e\n\u003cp\u003eScaling costs money, and you might need to identify the \u003ca href=\"/blog/business-financing\" target=\"_blank\"\u003eright time to seek outside investment\u003c/a\u003e to see your plans through and keep your cash flow flowing.\u003c/p\u003e\n\u003cp\u003eThat timing is crucial. Capital is something you want to secure before you act on plans to grow, rather than when your business takes off and you’re left scrambling for the funds to support it.\u003c/p\u003e\n\u003cp\u003eKatie knew early on that Pantee would need investment beyond that initial Kickstarter campaign.\u003c/p\u003e\n\u003cp\u003e“With what our goals were, and the sort of early traction that we had seen, we knew very early on that it was not something that we could do ourselves and continue to bootstrap,” she says. “As much as it really works for some businesses, I think, for ours, it was just too out of scope for us.”\u003c/p\u003e\n\u003cp\u003eLast September, Katie and Amanda started trying to raise the £200,000 ($261,000) they projected they’d need.\u003c/p\u003e\n\u003cp\u003e“It's a difficult process. I think that we both found it to be one of the most challenging things that we’ve done,” she says.\u003c/p\u003e\n\u003cp\u003eThe pitching process means having a solid plan (which is why a business plan was the first step) and fielding question after question from potential investors. Expect some ups and downs—Katie said some pitches went better than others, but they did reach their goal in the end. Once they started hearing “yes,” it gave them confidence to go out and pitch more.\u003c/p\u003e\n\u003cp\u003eMatt, on the other hand, made a big splash by appearing on \u003cem\u003eShark Tank\u003c/em\u003e. The show actually approached him, and he walked away with a $300,000 deal from two of the sharks.\u003c/p\u003e\n\u003cp\u003eCapital is something Shopify can help with. \u003ca href=\"/capital\" target=\"_blank\"\u003eThe Shopify Capital program\u003c/a\u003e is a way to secure funds that skips lengthy applications and allows you to repay using a percentage of your sales. Since 2016, Shopify Capital has made over $3 billion available to thousands of Shopify merchants, and our data shows that shops with this funding \u003ca href=\"/blog/capital-effect-on-business-growth\" target=\"_blank\"\u003eaverage 36% higher sales\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eWe also know that women and people of color \u003ca href=\"/blog/close-the-funding-gap\" target=\"_blank\"\u003ehave more trouble securing capital\u003c/a\u003e, and Shopify Capital is working to close that gap. \u003c/p\u003e\n\u003ch3\u003e\u003c/h3\u003e\n\u003chr\u003e\n\u003ccenter\u003e\n\u003ch3\u003eReady to create your business? Start your free trial of Shopify—no credit card required.\u003c/h3\u003e\n\u003cdiv data-signup=\"\"\u003e\u003c/div\u003e\n\u003c/center\u003e\n\u003ch2 id=\"4\"\u003eDon’t lose the big picture\u003c/h2\u003e\n\u003cp\u003eThere’s a reason you’ve gained the traction you already have, and you can’t lose sight of it, even as you scale.\u003c/p\u003e\n\u003cp\u003eLong-time customers of Pantee are drawn to its commitment to sustainability, so they remained committed to that philosophy. To do away with any of that while scaling would defeat the purpose of trying to grow your business and impact.\u003c/p\u003e\n\u003cp\u003eKatie says Pantee doesn’t see their relationship with customers as purely transactional—they’re a community. The brand’s early customers, the ones who’ve come along for the whole journey, are a pillar of support that have helped it get where it is today.\u003c/p\u003e\n\u003cp\u003e“Don't undervalue your community,” Katie says. “Ask them for guidance to really bring them on that journey. It does really pay off.”\u003c/p\u003e\n\u003cp\u003eDo right by your biggest fans and they’ll stick around as you shoot for the stars.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eIllustration by Alice Mollon\u003c/em\u003e\u003c/p\u003e\n\u003c/figure\u003e\n\u003cdiv class=\"clear\"\u003e\u003c/div\u003e\n\u003cdiv style=\"text-align: left;\" class=\"marketing-block marketing-block--light marketing-block--padded\"\u003e\n\u003cdiv itemscope=\"\" itemtype=\"https://schema.org/FAQPage\"\u003e\n\u003ch2\u003eScaling a Small Business FAQ\u003c/h2\u003e\n\u003cdiv itemscope=\"\" itemprop=\"mainEntity\" itemtype=\"https://schema.org/Question\"\u003e\n\u003ch3 itemprop=\"name\"\u003eHow do you scale a small business?\u003c/h3\u003e\n\u003cdiv itemscope=\"\" itemprop=\"acceptedAnswer\" itemtype=\"https://schema.org/Answer\"\u003e\n\u003cdiv itemprop=\"text\"\u003e\n\u003cul\u003e\n\u003cli\u003eIncrease Your Marketing Budget: One of the most effective ways to scale a small business is to invest more money in marketing. This can include everything from increasing your social media presence to launching more targeted advertising campaigns.\u003c/li\u003e\n\u003cli\u003eAutomate Your Processes: Automation can help you save time, reduce costs, and free up resources to focus on new growth opportunities. Consider automating tasks such as customer service, accounting, and inventory management.\u003c/li\u003e\n\u003cli\u003eFocus on Customer Service: Providing excellent customer service is a surefire way to scale a business. Make sure your customer service team is well-trained and equipped to handle customer inquiries and complaints quickly and efficiently.\u003c/li\u003e\n\u003cli\u003eInvest in New Technology: Investing in new technology can help you streamline processes and increase efficiency. Consider implementing new software solutions that can help you increase productivity and better manage your business operations.\u003c/li\u003e\n\u003cli\u003eHire More Staff: If your business is growing, it may be time to hire more staff. This can include hiring additional customer service agents, salespeople, marketing professionals, and other administrative staff.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003cdiv itemscope=\"\" itemprop=\"mainEntity\" itemtype=\"https://schema.org/Question\"\u003e\n\u003ch3 itemprop=\"name\"\u003eWhat is a scaling strategy?\u003c/h3\u003e\n\u003cdiv itemscope=\"\" itemprop=\"acceptedAnswer\" itemtype=\"https://schema.org/Answer\"\u003e\n\u003cdiv itemprop=\"text\"\u003eA scaling strategy is a business plan for increasing the size of a business or organization. It involves developing an action plan for growing the business, including expanding into new markets, hiring additional staff, increasing production capacity, and investing in new technology. The goal of the scaling strategy is to achieve the highest level of growth and profitability possible.\u003c/div\u003e\n\u003cdiv itemprop=\"text\"\u003e\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003cdiv itemscope=\"\" itemprop=\"mainEntity\" itemtype=\"https://schema.org/Question\"\u003e\n\u003ch3 itemprop=\"name\"\u003eWhat does it mean to scale a business?\u003c/h3\u003e\n\u003cdiv itemscope=\"\" itemprop=\"acceptedAnswer\" itemtype=\"https://schema.org/Answer\"\u003e\n\u003cdiv itemprop=\"text\"\u003eScaling a business means increasing its ability to grow and generate revenue without being constrained by its structure or available resources. This involves expanding operations, optimizing processes, and leveraging technology; for example,\u003cstrong\u003e investing in automation tools, entering new markets,\u003c/strong\u003e or \u003cstrong\u003eimproving supply chain efficiency\u003c/strong\u003e to handle larger volumes.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e","excerpt":"Scaling a business sustainably means being prepared for long-term growth. This guide will walk you through how to scale up your business so you always remain in control of your future.","excerptHtml":"\u003cp\u003e\u003cimg src=\"https://cdn.shopify.com/s/files/1/0070/7032/files/scaling-small-business.jpg?v=1647034312\" alt=\"\"\u003e\u003c/p\u003e\n\u003cp\u003eScaling a business sustainably means being prepared for long-term growth. This guide will walk you through how to scale up your business so you always remain in control of your future.\u003c/p\u003e","seo":{"__typename":"SEO","title":"How To Scale Your Small Business in 6 Steps","description":"Scaling a business sustainably means being prepared for long-term growth. This guide will walk you through how to scale up your business so you always remain in control of your future."},"metafields":[null,null,null,null,{"__typename":"Metafield","value":"[{\"title\":\"The 5-Step Marketing Strategy to Grow Your Business\",\"url\":\"blog/marketing-strategy\"},{\"title\":\"How to Start a Dropshipping Business- A Complete Playbook for 2024\",\"url\":\"blog/how-to-start-dropshipping\"},{\"title\":\"How This Data Scientist Used Market Research to Launch A Successful Fertility Business\",\"url\":\"blog/oova-market-research\"},{\"title\":\"The 11 Best Ecommerce Website Builder Picks\",\"url\":\"blog/best-ecommerce-website-builder\"},{\"title\":\"How To Source Products To Sell Online\",\"url\":\"blog/product-sourcing-apps\"},{\"title\":\"How to Sell on Facebook Marketplace and Facebook Shops in 2024\",\"url\":\"blog/sell-on-facebook\"},{\"title\":\"AliExpress Dropshipping- How to Dropship From AliExpress\",\"url\":\"blog/117607173-the-definitive-guide-to-dropshipping-with-aliexpress\"},{\"title\":\"The Ultimate Guide To Dropshipping (2024)\",\"url\":\"blog/dropshipping-guide\"}]","key":"interlinkings_json"},null,{"__typename":"Metafield","value":"[{\"title\":\"How To Make Money on Instagram in 2024 (9 Actionable Ideas)\",\"tags\":[\"Social Media Optimization\"],\"handle\":\"make-money-on-instagram\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/how-to-make-money-on-instagram.png?format=webp\u0026v=1693586866\u0026\",\"imageAltText\":\"Graphic of a mobile phone with heart shapes bubbles floating around it\",\"modifiedAt\":\"2023-11-08\"},{\"title\":\"How To Start an Ecommerce Business: Guide for 2024\",\"tags\":[\"Starting Up\"],\"handle\":\"ecommerce-business-blueprint\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/Header_43a6fbaa-305a-4bda-8ef7-5e7f4e1278da.png?format=webp\u0026v=1694450194\",\"imageAltText\":\"3D models of a shopping cart and a smartphone on a turquoise background.\",\"modifiedAt\":\"2023-09-01\"},{\"title\":\"What Is Dropshipping and How Does It Work? (2024)\",\"tags\":[\"Guides\"],\"handle\":\"what-is-dropshipping\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/shopify_dropshipping_chapter_1.jpg?v=1590420594\",\"imageAltText\":\"\",\"modifiedAt\":\"2023-12-05\"},{\"title\":\"What Is Print on Demand \u0026 How To Start a Business (2024)\",\"tags\":[\"Find an Idea\"],\"handle\":\"print-on-demand\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/what-is-print-on-demand.jpg?v=1598910000\",\"imageAltText\":\"An introduction to print on demand and how to get started.\",\"modifiedAt\":\"2023-11-09\"},{\"title\":\"How To Create a Website in 9 Steps (2024)\",\"tags\":[\"Sell Online\"],\"handle\":\"build-a-website\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/1-build-a-website.jpg?v=1615422396\",\"imageAltText\":\"Placeholder\",\"modifiedAt\":\"2023-09-20\"},{\"title\":\"How To Start an Online Store in 2024 (Step-by-Step Guide)\",\"tags\":[\"Starting Up\"],\"handle\":\"start-online-store\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/store-setup-guide-hero-min.png?v=1593698881\",\"imageAltText\":\"illustration of a chef cooking up a shopify store: how to start an online store\",\"modifiedAt\":\"2023-11-23\"},{\"title\":\"How To Make and Sell Merch Your Fans Will Love (2024)\",\"tags\":[\"Find an Idea\"],\"handle\":\"make-sell-merch\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/make-sell-merch_dd3029b8-46e0-4593-abc4-ea17f12c0c2e.jpg?v=1664569520\",\"imageAltText\":\"sweatshirt and socks from MrBeast merch line\",\"modifiedAt\":\"2023-12-02\"},{\"title\":\"10 Best Ecommerce Website Builders for Your Online Store (2024)\",\"tags\":[\"Sell Online\"],\"handle\":\"best-ecommerce-website-builder\",\"imageUrl\":\"https://cdn.shopify.com/s/files/1/0070/7032/files/best-ecommerce-website-builder.jpg?v=1615833626\",\"imageAltText\":\"Illustration of a basket made out of bricks and mortar, showcasing how an ecommerce website builder can help you construct an online store\",\"modifiedAt\":\"2023-11-06\"}]","key":"popular_blog_post_json"}],"imageUrl":"https://cdn.shopify.com/s/files/1/0070/7032/articles/scaling-small-business_8e64bb6c-5597-442f-b85d-328763b8ab2a.jpg?v=1729263649","imageAltText":null,"imageClass":"","modifiedAt":"14 Mar 2022","modifiedAtRaw":"2022-03-14T02:00:00Z"},"metaDescription":"Scaling a business sustainably means being prepared for long-term growth. This guide will walk you through how to scale up your business so you always remain in control of your future.","contentHtml":"\u003cp\u003eAs a small business owner, your eyes are always on the horizon, seeking out growth opportunities wherever they come. You've figure \u003ca href=\"/nz/blog/how-to-start-a-business\" target=\"_blank\"\u003ehow to start a business\u003c/a\u003e, now it's time to figure out how to grow it.\u003c/p\u003e\n\u003cp\u003eGrowth is good, but growth isn’t always sustainable. That’s why we’re talking about scaling—growth that is deliberate, long term, and fully in your control.\u003c/p\u003e\n\u003cp\u003eTo scale sustainably means going in with a plan and being prepared to handle any challenge that’s thrown your way. It’s the difference between getting a sudden spike in sales and every process falling apart, and getting a sudden spike in sales and handling every order smoothly with great customer service to boot.\u003c/p\u003e\n\u003cp\u003eIt takes planning, expertise, and sometimes funding to get it done. We’ll walk you through how to craft an iron-clad plan for your future.\u003c/p\u003e\n\n\u003ch2 id=\"1\"\u003eMeet your experts\u003c/h2\u003e\n\u003cp\u003eSay hello to two brands that have successfully scaled their business from humble beginnings. We interviewed them for practical advice on scaling that you can apply to your own business.\u003c/p\u003e\n\u003ch3\u003eKatie McCourt, Co-Founder of \u003ca href=\"https://pantee.co.uk/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\"\u003ePantee\u003c/a\u003e\n\u003c/h3\u003e\n\n\u003cp\u003eKatie and her sister Amanda are the brains behind Pantee, a line of underwear and bras made exclusively from dead-stock t-shirts and t-shirt fabric. They launched in February 2021 after a successful Kickstarter campaign and have only grown since, adding new products and seeking further investment to keep up with demand.\u003c/p\u003e\n\u003cp\u003eSustainability is at the heart of Pantee and plays a role in every part of its supply chain. The brand’s challenge is staying true to that ideal while scaling up.\u003c/p\u003e\n\u003ch3\u003eMatt Mundt, Founder of \u003ca href=\"https://hugsleep.com/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\"\u003eHug Sleep\u003c/a\u003e\n\u003c/h3\u003e\n\u003cfigure\u003e\u003cfigcaption\u003ePhoto courtesy of: \u003ca href=\"https://www.youtube.com/watch?v=NQ_2gIg18Ho\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eSony Pictures Television\u003c/a\u003e\u003c/figcaption\u003e\n\u003cp\u003eMatt started Hug Sleep with an idea, a dream of entrepreneurship, and $2,500. The Hug Sleep is known as the blanket that hugs you back—a cozy, soothing experience based on the science of weighted blankets. The company has exploded since Matt founded it, thanks in part to \u003ca href=\"https://youtu.be/NQ_2gIg18Ho\" target=\"_blank\" rel=\"nofollow noopener noreferrer\"\u003ean appearance on \u003cem\u003eShark Tank\u003c/em\u003e\u003c/a\u003e, where he and his wife, Angie, walked away with a $300,000 investment.\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eMatt has had to grapple with a rapid increase in demand for what started as a solo venture he worked on after his corporate job ended for the day.\u003c/p\u003e\n\u003ch2 id=\"2\"\u003eSigns you’re ready for the next stage of growth\u003c/h2\u003e\n\u003cp\u003eGrowth doesn’t just need the right plan, but the right timing. Growing too quickly can lead to expenses you can’t pay, employees you don’t actually need, or a supply chain that’s grown out of control. Conversely, not scaling at the right time could mean orders you can’t fulfill and tasks going unfinished.\u003c/p\u003e\n\u003cp\u003eHere are a few questions to ask yourself to help you decide if it’s time to make a plan for sustainable scaling.\u003c/p\u003e\n\u003ch3\u003eAre you ready for the next step in entrepreneurship?\u003c/h3\u003e\n\u003cp\u003eYou should only take your business to the next step if you’re truly ready for a bigger enterprise. Scaling up means your company is going to take more time, resources, and expertise that you have to be prepared to give. Scaling up is an exciting time, but you’ll need a level head to get it done in a way that’s sustainable for your business.\u003c/p\u003e\n\u003cp\u003eAsk yourself:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAre you ready to take on more strategic challenges?\u003c/strong\u003e That could mean expanding your product lines or selling globally.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eWill you be able to dedicate more time to your business without other parts of your life suffering?\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eDo you have the financial resources available that you’ll need?\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDo you need outside help?\u003c/strong\u003e You may be at a point where having someone else handle marketing or customer service would make your day easier.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDo you need more employees to get the work done?\u003c/strong\u003e Struggling to make your business work with your current team—which might be a mighty team of one!—is a great sign that it’s time to scale up.\u0026nbsp;\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAre you having trouble keeping up with orders?\u003c/strong\u003e Having a higher volume than your business is prepared to handle means falling behind on packaging and deliveries, customer service gaps, and a whole lot of stress for you.\u0026nbsp;\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAre you falling behind on inventory?\u003c/strong\u003e If you’re constantly finding yourself sold out, with customers clamoring for restocks, it’s definitely time to scale up.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eLastly, some businesses are meant to be small businesses. It’s OK if you want your \u003ca href=\"/nz/blog/side-hustle\" target=\"_blank\"\u003eside hustle\u003c/a\u003e to remain a side hustle. It all comes down to your personal priorities, lifestyle, and financial situation.\u003c/p\u003e\n\u003ch2 id=\"3\"\u003e6 steps to scale your business\u003c/h2\u003e\n\u003cp\u003eThere’s no one formula for scaling a business, because every business—and founder—has unique strengths and challenges. Scaling up a clothing business, for example, is going to look different from scaling up a skin care empire. But there are some common threads to consider:\u003c/p\u003e\n\u003ch3\u003e1. Make a plan for your future\u003c/h3\u003e\n\u003cp\u003eIf your company \u003ca href=\"/nz/blog/hobby-to-business\" target=\"_blank\"\u003estarted as a hobby\u003c/a\u003e, like in Matt’s case with Hug Sleep, you may have just been going with the flow up until this point.\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eHowever, to scale sustainably, you need a business plan. It will not only help you understand your business, but it will be something you’ll need to show if you ever seek out outside investment.\u003c/p\u003e\n\u003cp\u003eThere are different ways to format a business plan, but a basic one should include:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eExecutive summary\u003c/li\u003e\n\u003cli\u003eCompany description\u003c/li\u003e\n\u003cli\u003eMarket analysis\u003c/li\u003e\n\u003cli\u003eManagement and organization\u003c/li\u003e\n\u003cli\u003eProducts and services\u003c/li\u003e\n\u003cli\u003eCustomer segmentation\u003c/li\u003e\n\u003cli\u003eMarketing plan\u003c/li\u003e\n\u003cli\u003eLogistics and operations plan\u003c/li\u003e\n\u003cli\u003eFinancial plan\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eIn particular, you’ll be creating a strategic marketing plan, with a forecast for the future outlining your plans for growth. What’s a realistic revenue goal for a year from now? What about five years from now? What’s your plan for increasing your marketing capacity?\u003c/p\u003e\n\u003cp\u003e“That was actually a really valuable part of the process for us—sitting down and saying, ‘Where do we want to be? Where do we want to be in five years? What do we see from this business? And where do we think it can go?’” says Katie.\u003c/p\u003e\n\u003cfigure\u003e\u003cfigcaption\u003ePhoto courtesy of: \u003ca href=\"https://pantee.co.uk/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\"\u003ePantee\u003c/a\u003e\u003c/figcaption\u003e\n\u003c/figure\u003e\n\u003cp\u003e“I think that, from day one, we’ve really felt that Pantee has huge potential to become a household name brand.”\u003c/p\u003e\n\u003cp\u003eNail down where your business is right now, as well as where you want your business to go. Use the resources below to get started and consider the next steps in scaling as you create your plan.\u003c/p\u003e\n\u003cdiv class=\"marketing-block marketing-block--light marketing-block--padded my-12 border-l-2 pl-4 [\u0026amp;_h2]:!mt-0 [\u0026amp;_h2]:mb-6 [\u0026amp;_h2]:text-t5 [\u0026amp;_h3]:!mt-0 [\u0026amp;_h3]:mb-6 [\u0026amp;_h3]:text-t7 [\u0026amp;_h4]:!mt-0 [\u0026amp;_h4]:mb-6 [\u0026amp;_h4]:text-t8 [\u0026amp;_ul]:!mt-0 [\u0026amp;_ul]:mb-6 [\u0026amp;_ul:last-child]:mb-0 [\u0026amp;_ol]:!mt-0 [\u0026amp;_ol]:mb-6 [\u0026amp;_ol:last-child]:mb-0 [\u0026amp;_p]:!mt-0 [\u0026amp;_p]:mb-6 [\u0026amp;_p:last-child]:mb-0 border-blog-highlight\"\u003e\n\u003cp\u003e📚 \u003cstrong\u003eResources\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"/nz/blog/business-plan\" target=\"_blank\"\u003eHow to Write the Perfect Business Plan in 9 Steps\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"/nz/blog/business-plan-template\" target=\"_blank\"\u003eBusiness Plan Template: A Practical Framework for Creating Your Business Plan\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"/nz/blog/business-plan-examples\" target=\"_blank\"\u003e7 Business Plan Examples to Help Write Your Own\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch3\u003e2. Evaluate your supply chain\u003c/h3\u003e\n\u003cp\u003eScaling up means a higher volume of sales and your supply chain needs to be equipped to handle that. What works right now might not work as well at scale.\u003c/p\u003e\n\u003cp\u003ePantee, for example, was originally inspired by creating underwear from thrifted t-shirts. They then turned to dead-stock t-shirts, but they can actually be slower to process. Already-made shirts take longer to cut and evaluate for quality, so the brand has since expanded its source materials.\u003c/p\u003e\n\u003cp\u003e“We don’t just use the dead-stock T-shirts, we also use dead-stock rolls of fabric,” says Katie. “It’s the exact same grade of material, it’s just taken at a different point in the supply chain.”The fabric rolls allow for faster production but with the same commitment to sustainability. It’s even become a feature—getting their hands on a particular color lets them create a limited time collection drop that customers snap up.\u003c/p\u003e\n\u003cp\u003ePantee goods are manufactured in Bangladesh at a factory with working conditions that Katie and Amanda vetted, but going overseas might not be the right move for your supply chain.\u003c/p\u003e\n\u003cp\u003eMatt scaled Hug Sleep while remaining with the same manufacturer in his home state of Wisconsin. In fact, a more local approach \u003ca href=\"/nz/blog/supply-chain-issues\" target=\"_blank\"\u003ecan help ease the stress\u003c/a\u003e that the COVID-19 pandemic has placed on global supply chains.\u003c/p\u003e\n\u003cp\u003eIn either case, evaluate whether your \u003ca href=\"/nz/blog/13975985-how-to-find-a-manufacturer-or-supplier-for-your-product-idea\" target=\"_blank\"\u003ecurrent sourcing and manufacturing processes\u003c/a\u003e still function well at scale. If not, you’ll need to figure out \u003ca href=\"/nz/blog/dropshipping-fulfillment\" target=\"_blank\"\u003enext steps\u003c/a\u003e.\u003c/p\u003e\n\u003ch3\u003e3. Hire strategically\u003c/h3\u003e\n\u003cp\u003eScaling up means you may no longer be able to do everything yourself, or with whoever you’ve recruited so far to make your business work.\u003c/p\u003e\n\u003cp\u003eKatie says Pantee has been running for the last year or so with just her and her sister as full-timers, supported by contractors. With a round of investment under their belts, Pantee is about to take on\u0026nbsp;its first full-time employee.\u003c/p\u003e\n\u003cp\u003eSpecifically though, they decided the most impactful choice was to hire someone to take care of brand and community management.\u003c/p\u003e\n\u003cp\u003e“Our strategy is very heavy on influencer marketing, ambassador marketing, and our partnerships, and it’s a very, very time consuming element of the business,” says Katie. Taking that workload off Katie and Amanda means more time back to focus on the core of the business.\u003c/p\u003e\n\u003cp\u003eIf hiring is part of your scaling strategy, you should hire where an extra person would be most effective. For Pantee, it was marketing, but for your business it could be someone to work on product or \u003ca href=\"/nz/blog/hiring-for-customer-service\" target=\"_blank\"\u003ecustomer service\u003c/a\u003e, or sales. Employees are a major financial commitment, so they should be focus on an area that will bring in the most return.\u003c/p\u003e\n\u003cp\u003e“We’re really excited to see what we can do sort of with an extra 40 hours a week put toward the business,” says Katie.\u003c/p\u003e\n\u003ch3\u003e4. Outsource for efficiency\u003c/h3\u003e\n\u003cp\u003eIf it doesn’t make sense to hire your own employee, there are ways to outsource tasks to streamline your business as you scale. Matt, for example, doesn’t have any full-time employees. Instead, he uses an agency to handle all his marketing because he realized it was something a third-party would be better at.\u003c/p\u003e\n\u003cp\u003e“My background is in mechanical engineering,” he says. “I’m a numbers guy and a data guy. I thought there’s no challenge that I can’t get over.” So Matt tried to teach himself how to launch ads on Facebook, Instagram, and Google.\u003c/p\u003e\n\u003cp\u003e“I tried, and it didn’t work all that well.”\u003c/p\u003e\n\u003cfigure\u003e\u003cfigcaption\u003ePhoto courtesy of: \u003ca href=\"https://hugsleep.com/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eHug Sleep\u003c/a\u003e\u003c/figcaption\u003e\n\u003c/figure\u003e\n\u003cp\u003eBy talking to agencies, Matt finally realized that they could create a more sophisticated campaign than he could, so he outsourced.\u003c/p\u003e\n\u003cp\u003eHe also hit a wall on \u003ca href=\"/nz/blog/fulfillment-analytics-best-practices\" target=\"_blank\"\u003eorder fulfillment\u003c/a\u003e. He used to pack all the orders himself and drop them off at the post office on his lunch breaks. But that doesn’t work at scale. He now uses the \u003ca href=\"/fulfillment\" target=\"_blank\"\u003eShopify Fulfillment Network\u003c/a\u003e to do the heavy lifting.\u003c/p\u003e\n\u003cp\u003eWhether hiring an agency or an employee, you should consider where you most need help. If you’re struggling with marketing a small business, it’s only going to get more challenging as you scale up. Decide what aspects of your business would benefit from expertise you don’t have and look into third-party services that can help you out.\u003c/p\u003e\n\u003cdiv class=\"marketing-block marketing-block--light marketing-block--padded my-12 border-l-2 pl-4 [\u0026amp;_h2]:!mt-0 [\u0026amp;_h2]:mb-6 [\u0026amp;_h2]:text-t5 [\u0026amp;_h3]:!mt-0 [\u0026amp;_h3]:mb-6 [\u0026amp;_h3]:text-t7 [\u0026amp;_h4]:!mt-0 [\u0026amp;_h4]:mb-6 [\u0026amp;_h4]:text-t8 [\u0026amp;_ul]:!mt-0 [\u0026amp;_ul]:mb-6 [\u0026amp;_ul:last-child]:mb-0 [\u0026amp;_ol]:!mt-0 [\u0026amp;_ol]:mb-6 [\u0026amp;_ol:last-child]:mb-0 [\u0026amp;_p]:!mt-0 [\u0026amp;_p]:mb-6 [\u0026amp;_p:last-child]:mb-0 border-blog-highlight\"\u003e📚 \u003cstrong\u003eResource: \u003c/strong\u003e\u003ca href=\"/partners/directory\" target=\"_blank\"\u003eFind the expertise you need with Shopify’s network of expert partners.\u003c/a\u003e\n\u003c/div\u003e\n\u003ch3\u003e\u003c/h3\u003e\n\u003ch3\u003e5. Automate where you can\u003c/h3\u003e\n\u003cp\u003eGetting things done faster or more efficiently at scale can be made easier with tools designed to automate your workflow.\u003c/p\u003e\n\u003cp\u003eThese can be simple fixes, like how Matt created scripted responses to deal with a heavy influx of customer service inquiries after he appeared on \u003cem\u003eShark Tank\u003c/em\u003e.\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eAnother example for streamlining customer service is using \u003ca href=\"/inbox\" target=\"_blank\"\u003eShopify Inbox\u003c/a\u003e for communicating with customers. This tool allows you to utilize live chat—which we know is \u003ca href=\"/nz/blog/ecommerce-live-chat\" target=\"_blank\"\u003ea fantastic way to increase conversions\u003c/a\u003e—in a way that keeps all your conversations in one place, allows for saved responses, and gives you metrics so you can track impact.\u003c/p\u003e\n\u003cp\u003eCheck out \u003ca href=\"/nz/blog/business-bots-roundup\" target=\"_blank\"\u003ethese handy bots\u003c/a\u003e to learn more about how to automate your business.\u003c/p\u003e\n\u003ch3\u003e6. Seek new capital\u003c/h3\u003e\n\u003cp\u003eScaling costs money, and you might need to identify the \u003ca href=\"/nz/blog/business-financing\" target=\"_blank\"\u003eright time to seek outside investment\u003c/a\u003e to see your plans through and keep your cash flow flowing.\u003c/p\u003e\n\u003cp\u003eThat timing is crucial. Capital is something you want to secure before you act on plans to grow, rather than when your business takes off and you’re left scrambling for the funds to support it.\u003c/p\u003e\n\u003cp\u003eKatie knew early on that Pantee would need investment beyond that initial Kickstarter campaign.\u003c/p\u003e\n\u003cp\u003e“With what our goals were, and the sort of early traction that we had seen, we knew very early on that it was not something that we could do ourselves and continue to bootstrap,” she says. “As much as it really works for some businesses, I think, for ours, it was just too out of scope for us.”\u003c/p\u003e\n\u003cp\u003eLast September, Katie and Amanda started trying to raise the £200,000 ($261,000) they projected they’d need.\u003c/p\u003e\n\u003cp\u003e“It's a difficult process. I think that we both found it to be one of the most challenging things that we’ve done,” she says.\u003c/p\u003e\n\u003cp\u003eThe pitching process means having a solid plan (which is why a business plan was the first step) and fielding question after question from potential investors. Expect some ups and downs—Katie said some pitches went better than others, but they did reach their goal in the end. Once they started hearing “yes,” it gave them confidence to go out and pitch more.\u003c/p\u003e\n\u003cp\u003eMatt, on the other hand, made a big splash by appearing on \u003cem\u003eShark Tank\u003c/em\u003e. The show actually approached him, and he walked away with a $300,000 deal from two of the sharks.\u003c/p\u003e\n\u003cp\u003eCapital is something Shopify can help with. \u003ca href=\"/capital\" target=\"_blank\"\u003eThe Shopify Capital program\u003c/a\u003e is a way to secure funds that skips lengthy applications and allows you to repay using a percentage of your sales. Since 2016, Shopify Capital has made over $3 billion available to thousands of Shopify merchants, and our data shows that shops with this funding \u003ca href=\"/nz/blog/capital-effect-on-business-growth\" target=\"_blank\"\u003eaverage 36% higher sales\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eWe also know that women and people of color \u003ca href=\"/nz/blog/close-the-funding-gap\" target=\"_blank\"\u003ehave more trouble securing capital\u003c/a\u003e, and Shopify Capital is working to close that gap.\u0026nbsp;\u003c/p\u003e\n\u003ch3\u003e\u003c/h3\u003e\n\n\n\u003ch2 id=\"4\"\u003eDon’t lose the big picture\u003c/h2\u003e\n\u003cp\u003eThere’s a reason you’ve gained the traction you already have, and you can’t lose sight of it, even as you scale.\u003c/p\u003e\n\u003cp\u003eLong-time customers of Pantee are drawn to its commitment to sustainability, so they remained committed to that philosophy. To do away with any of that while scaling would defeat the purpose of trying to grow your business and impact.\u003c/p\u003e\n\u003cp\u003eKatie says Pantee doesn’t see their relationship with customers as purely transactional—they’re a community. The brand’s early customers, the ones who’ve come along for the whole journey, are a pillar of support that have helped it get where it is today.\u003c/p\u003e\n\u003cp\u003e“Don't undervalue your community,” Katie says. “Ask them for guidance to really bring them on that journey. It does really pay off.”\u003c/p\u003e\n\u003cp\u003eDo right by your biggest fans and they’ll stick around as you shoot for the stars.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eIllustration by Alice Mollon\u003c/em\u003e\u003c/p\u003e\n\u003c/figure\u003e\n\u003cdiv class=\"clear\"\u003e\u003c/div\u003e\n\u003cdiv id=\":R0:\" data-component-name=\"blog-read-more\" class=\"marketing-block marketing-block--light marketing-block--padded text-body-sm text-left my-8 tablet:my-16 p-8 bg-marketingBg border-t-2 [\u0026amp;_h2]:text-t5 border-blog-highlight\"\u003e\u003ch2 class=\"!mt-0 mb-6 font-aktivgroteskextended\"\u003eRead more\u003c/h2\u003e\u003cul class=\"!mt-0 !mb-0\"\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/marketing-strategy\"\u003eThe 5-Step Marketing Strategy to Grow Your Business\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/how-to-start-dropshipping\"\u003eHow to Start a Dropshipping Business- A Complete Playbook for 2024\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/oova-market-research\"\u003eHow This Data Scientist Used Market Research to Launch A Successful Fertility Business\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/best-ecommerce-website-builder\"\u003eThe 11 Best Ecommerce Website Builder Picks\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/product-sourcing-apps\"\u003eHow To Source Products To Sell Online\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/sell-on-facebook\"\u003eHow to Sell on Facebook Marketplace and Facebook Shops in 2024\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/117607173-the-definitive-guide-to-dropshipping-with-aliexpress\"\u003eAliExpress Dropshipping- How to Dropship From AliExpress\u003c/a\u003e\u003c/li\u003e\u003cli class=\"mt-2\"\u003e\u003ca href=\"/nz/blog/dropshipping-guide\"\u003eThe Ultimate Guide To Dropshipping (2024)\u003c/a\u003e\u003c/li\u003e\u003c/ul\u003e\u003c/div\u003e\u003cdiv style=\"text-align: left;\" class=\"marketing-block marketing-block--light marketing-block--padded my-12 border-l-2 pl-4 [\u0026amp;_h2]:!mt-0 [\u0026amp;_h2]:mb-6 [\u0026amp;_h2]:text-t5 [\u0026amp;_h3]:!mt-0 [\u0026amp;_h3]:mb-6 [\u0026amp;_h3]:text-t7 [\u0026amp;_h4]:!mt-0 [\u0026amp;_h4]:mb-6 [\u0026amp;_h4]:text-t8 [\u0026amp;_ul]:!mt-0 [\u0026amp;_ul]:mb-6 [\u0026amp;_ul:last-child]:mb-0 [\u0026amp;_ol]:!mt-0 [\u0026amp;_ol]:mb-6 [\u0026amp;_ol:last-child]:mb-0 [\u0026amp;_p]:!mt-0 [\u0026amp;_p]:mb-6 [\u0026amp;_p:last-child]:mb-0 border-blog-highlight text-body-sm my-8 tablet:my-16 p-8 bg-marketingBg !border-l-0 border-t-2 pl-8 [\u0026amp;_[itemscope]]:mb-6 [\u0026amp;_[itemscope]:last-child]:mb-0\" id=\"faq-section\"\u003e\n\u003cdiv itemscope=\"\" itemtype=\"https://schema.org/FAQPage\"\u003e\n\u003ch2\u003eScaling a Small Business FAQ\u003c/h2\u003e\n\u003cdiv itemscope=\"\" itemprop=\"mainEntity\" itemtype=\"https://schema.org/Question\"\u003e\n\u003ch3 itemprop=\"name\"\u003eHow do you scale a small business?\u003c/h3\u003e\n\u003cdiv itemscope=\"\" itemprop=\"acceptedAnswer\" itemtype=\"https://schema.org/Answer\"\u003e\n\u003cdiv itemprop=\"text\"\u003e\n\u003cul\u003e\n\u003cli\u003eIncrease Your Marketing Budget: One of the most effective ways to scale a small business is to invest more money in marketing. This can include everything from increasing your social media presence to launching more targeted advertising campaigns.\u003c/li\u003e\n\u003cli\u003eAutomate Your Processes: Automation can help you save time, reduce costs, and free up resources to focus on new growth opportunities. Consider automating tasks such as customer service, accounting, and inventory management.\u003c/li\u003e\n\u003cli\u003eFocus on Customer Service: Providing excellent customer service is a surefire way to scale a business. Make sure your customer service team is well-trained and equipped to handle customer inquiries and complaints quickly and efficiently.\u003c/li\u003e\n\u003cli\u003eInvest in New Technology: Investing in new technology can help you streamline processes and increase efficiency. Consider implementing new software solutions that can help you increase productivity and better manage your business operations.\u003c/li\u003e\n\u003cli\u003eHire More Staff: If your business is growing, it may be time to hire more staff. This can include hiring additional customer service agents, salespeople, marketing professionals, and other administrative staff.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003cdiv itemscope=\"\" itemprop=\"mainEntity\" itemtype=\"https://schema.org/Question\"\u003e\n\u003ch3 itemprop=\"name\"\u003eWhat is a scaling strategy?\u003c/h3\u003e\n\u003cdiv itemscope=\"\" itemprop=\"acceptedAnswer\" itemtype=\"https://schema.org/Answer\"\u003e\n\u003cdiv itemprop=\"text\"\u003eA scaling strategy is a business plan for increasing the size of a business or organization. It involves developing an action plan for growing the business, including expanding into new markets, hiring additional staff, increasing production capacity, and investing in new technology. The goal of the scaling strategy is to achieve the highest level of growth and profitability possible.\u003c/div\u003e\n\u003cdiv itemprop=\"text\"\u003e\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003cdiv itemscope=\"\" itemprop=\"mainEntity\" itemtype=\"https://schema.org/Question\"\u003e\n\u003ch3 itemprop=\"name\"\u003eWhat does it mean to scale a business?\u003c/h3\u003e\n\u003cdiv itemscope=\"\" itemprop=\"acceptedAnswer\" itemtype=\"https://schema.org/Answer\"\u003e\n\u003cdiv itemprop=\"text\"\u003eScaling a business means increasing its ability to grow and generate revenue without being constrained by its structure or available resources. This involves expanding operations, optimizing processes, and leveraging technology; for example,\u003cstrong\u003e investing in automation tools, entering new markets,\u003c/strong\u003e or \u003cstrong\u003eimproving supply chain efficiency\u003c/strong\u003e to handle larger volumes.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e","latestArticles":[],"contentNavigationLinks":[{"href":"#1","text":"Meet your experts"},{"href":"#2","text":"Signs you’re ready for the next stage of growth "},{"href":"#3","text":"6 steps to scale your business "},{"href":"#4","text":"Don’t lose the big picture "}],"blogHandle":"blog","settings":{"topSectionImages":[{"src":"https://cdn.shopify.com/b/shopify-brochure2-assets/b57973373cb5af3ba8e59f0b966065e7.webp?originalWidth=500\u0026originalHeight=641"},{"src":"https://cdn.shopify.com/b/shopify-brochure2-assets/05383e2e9b6568812f1ccc7bbc28ac3d.webp?originalWidth=500\u0026originalHeight=641"},{"src":"https://cdn.shopify.com/b/shopify-brochure2-assets/2baeeeb3c9bab2dfbfac6428fad929e1.webp?originalWidth=500\u0026originalHeight=641"}],"images":{"guides-modal-default":"https://cdn.shopify.com/shopifycloud/brochure/assets/content-marketing/blog/guides/default-popup-small-507879111d55acdd759b202ab869ea0b8bd0f4af9f9aaa7c540efe59b8e046db.jpg","guides-modal-photography":"https://cdn.shopify.com/b/shopify-brochure2-assets/1bd4b072dc187a774c9af650d0f16d0b.jpg","guides-modal-seo":"https://cdn.shopify.com/b/shopify-brochure2-assets/63781344c2932de6e553a54b02291692.jpg","subscription":{"image":{"en":"https://cdn.shopify.com/b/shopify-brochure2-assets/c46f986d892538f4b0a15f25692330f7.png?originalWidth=1420\u0026originalHeight=1040"}},"rightColSideBannerImg":"https://cdn.shopify.com/b/shopify-brochure2-assets/c8790c0f3c1fa91ccc845e45ce067bbe.png","rightColSideBannerGetInTouchImg":"https://cdn.shopify.com/b/shopify-brochure2-assets/e2a124c9e2e7ae76119a66cfc515535b.png","articleNavigation":{"banner":{"en":"https://cdn.shopify.com/b/shopify-brochure2-assets/e570727d45209fec56c410f802faa0fe.png"}}},"subscription":{"settings":{"subscriptionId":"DE84EF61-2A02-4778-8807-F01B108DE974"}},"citation":{"high-ticket-affiliate-programs":[{"text":"Zip Recruiter - [High ticket affiliate marketing salary]","url":"https://www.ziprecruiter.com/Salaries/High-Ticket-Affiliate-Marketing-Salary"},{"text":"Zip Recruiter - [Affiliate Marketing Salary]","url":"https://www.ziprecruiter.com/Salaries/Affiliate-Marketing-Salary"},{"text":"Smartway - [Affiliate Marketing Smart Way]","url":"https://www.smartpassiveincome.com/affiliate-marketing-smart-way/"},{"text":"Ryan Robinson - [How I earned $35,218.31 blogging last month]","url":"https://www.ryrob.com/blog-income-report-march-2021/"}],"amazon-affiliate-marketing":[{"text":"Datanyze - [Affiliate Networks Software Market Share]","url":"https://www.datanyze.com/market-share/affiliate-networks--69"},{"text":"Amazon Associates - [Amazon’s affiliate marketing program]","url":"https://affiliate-program.amazon.com/"},{"text":"eMarketer - [Prime Day US Online Shoppers Start Product Searches on Amazon]","url":"https://www.emarketer.com/content/prime-day-us-online-shoppers-start-product-searches-amazon"},{"text":"Amazon Associates - [Associates Program Participation Requirements]","url":"https://affiliate-program.amazon.com/help/node/topic/G9SMD8TQHFJ7728F"},{"text":"Themenhero - [Men’s Guide For Brands \u0026 Fashion]","url":"https://themenhero.com/"},{"text":"Zip Recruiter - [Amazon Affiliate Salary]","url":"https://www.ziprecruiter.com/Salaries/Amazon-Affiliate-Salary"},{"text":"Amazon Associates - [Associates Program Participation Requirements]","url":"https://affiliate-program.amazon.com/help/operating/policies#Associates%20Program%20Participation%20Requirements"},{"text":"Amazon - [Application Review Process]","url":"https://affiliate-program.amazon.com/help/node/topic/G8TW5AE9XL2VX9VM"},{"text":"Coffee Brewing Pro - [Coffee Brewing Pro]","url":"https://coffeebrewingpro.com/"},{"text":"Sprocker Lovers - [Sprocker Lovers]","url":"https://sprockerlovers.com/"},{"text":"McKinsey \u0026 Company - [What is omnichannel marketing?]","url":"https://www.mckinsey.com/featured-insights/mckinsey-explainers/what-is-omnichannel-marketing"},{"text":"Package Free Shop - 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In the meantime, start building your store with a free trial of Shopify."},"brand_storytelling":{"heading":"Free Worksheet: Brand Storytelling","content":"Use this handy exercise as a guide to help you craft a compelling brand story and build a loyal audience through the power of storytelling.","cta":"Get the worksheet","modal_headline":"Get our free Brand Storytelling Worksheet delivered right to your inbox."},"branding":{"heading":"Free Reading List: How to Brand Your Business","content":"A great brand can help your products stand out from the crowd. Get a crash course in small business branding with our free, curated list of high-impact articles.","cta":"Get the free reading list","modal_headline":"Get our Branding reading list delivered right to your inbox."},"branding_kit":{"heading":"Free Business Branding Kit","content":"Craft a powerful brand identity that stands out in the market. Use these free templates and tools to help you build a cohesive and memorable brand.","cta":"Download now","modal_headline":"Get the branding kit delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free kit soon. In the meantime, start building your store with a free trial of Shopify."},"business_case_template":{"heading":"Free Business Case Template","content":"Turn your big ideas into reality. Our user-friendly template is here to help you create a compelling business case with ease.","cta":"Get the template now","modal_headline":"Get our template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"business_letter":{"heading":"Free Business Letter Template","content":"Communicate clearly and effectively. Use this customizable template to create a polished business letter that makes a great impression.","cta":"Get the template now","modal_headline":"Get our template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"business_model_canvas":{"heading":"Free Business Model Canvas Template","content":"Streamline your business planning! This easy-to-use template helps you visualize your business model and identify key components for success.","cta":"Get the template now","modal_headline":"Get our template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"business_proposal":{"heading":"Free Business Proposal Template","content":"Land your next big deal with ease! Our easy-to-follow template helps you craft proposals that not only impress but also seal the deal.","cta":"Download template","modal_headline":"Get our business proposal template delivered right to your inbox."},"businessplan":{"heading":"Free: Business Plan Template","content":"Business planning is often used to secure funding, but plenty of business owners find writing a plan valuable, even if they never work with an investor. 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Research the words competitors use and analyze customer feedback to help you write compelling copy.","cta":"Download template","modal_headline":"Get the template delivered right to your inbox."},"customer_journey":{"heading":"Free Customer Journey Map Template","content":"Your customers know why they’re engaging with your brand. But do you know what they’re going through? Use this free template to craft a shopping experience they’ll love.","cta":"Download template","modal_headline":"Get the template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"customerservice":{"heading":"Free Reading List: Customer Service Strategies","content":"Focusing on customer service can turn negative interactions into positive reviews (and repeat customers). 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In the meantime, start building your store with a free trial of Shopify."},"email":{"heading":"Free Ebook: How to Grow Your Ecommerce Business with Email Marketing","content":"Whether you're just getting started or dreaming up your next big campaign, this email marketing guide will provide you with insights and ideas to help your business grow.","cta":"Get the free ebook now","modal_headline":"Get our Email Marketing guide delivered right to your inbox."},"expense_report":{"heading":"Free Expense Report Template","content":"Make tracking your expenses and reimbursements a whole lot easier. Our simple template keeps things accurate and saves you time.","cta":"Get the template now","modal_headline":"Get our template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"googleshopping":{"heading":"Free Ebook: Google Shopping for Small Businesses","content":"Google Shopping ads are one of the leading traffic sources that can give you the ultimate edge. Discover this hidden gem often overlooked by your competition.","cta":"Get the free ebook now","modal_headline":"Get Google Shopping for Small Businesses delivered right to your inbox."},"go_to_market":{"heading":"Free Go-to-Market Strategy Template","content":"Plan your product launch with precision. Our template can help you reach and convert your target audience efficiently.","cta":"Download template","modal_headline":"Get your free go-to-market strategy template delivered right to your inbox."},"hiring_questions":{"heading":"Free Guide: Interview Questions for Hiring Retail Employees","content":"Hiring competent retail employees is becoming increasingly challenging. 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In the meantime, start building your store with a free trial of Shopify."},"international_shipping":{"heading":"Free International Shipping Checklist","content":"Expand your business globally with confidence. This free checklist ensures you have everything in place for smooth and compliant shipments.","cta":"Download now","modal_headline":"Get the checklist delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free checklist soon. In the meantime, start building your store with a free trial of Shopify."},"inventory_templates":{"heading":"5 Free Templates to Better Understand Your Inventory","content":"Calculate your businesses cost of goods sold, sell through rate, inventory turnover, saftey stock, economic order quantity, or reorder point with ease using these custom templates. (No math required!)","cta":"Get your free templates","modal_headline":"Get your Inventory Templates delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free templates soon. In the meantime, start building your store with a free trial of Shopify."},"keyword_research_template":{"heading":"Free keyword research template","content":"Use this free keyword research template to unlock opportunities and manage your SEO strategy. Drive targeted traffic to your website by tracking search volume, ranking difficulty, user intent, and content ideas.","cta":"Download template","modal_headline":"Get the template delivered right to your inbox."},"marketing_plan":{"heading":"Free Marketing Plan Template","content":"Create a detailed marketing plan that gets results. Our template helps you design strategies and actions to effectively reach your audience.","cta":"Download template","modal_headline":"Get your marketing plan template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free templates soon. In the meantime, start building your store with a free trial of Shopify."},"marketing_proposal":{"heading":"Free Marketing Proposal Template","content":"Impress with a professional marketing proposal. This free template provides a clear structure and essential elements to help you create compelling proposals.","cta":"Download template","modal_headline":"Get your template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free template soon. In the meantime, start building your store with a free trial of Shopify."},"okr_template":{"heading":"Free OKR Template","content":"Align your team and boost performance. This simple template helps you set clear objectives and track key results for measurable success.","cta":"Get the template now","modal_headline":"Get your template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free template soon. In the meantime, start building your store with a free trial of Shopify."},"one_pager":{"heading":"Free One Pager Template","content":"Present your ideas clearly and concisely. This template helps you summarize your key points perfectly.","cta":"Get the template now","modal_headline":"Get your template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free template soon. In the meantime, start building your store with a free trial of Shopify."},"opening_closing_checklist":{"heading":"Free Checklist for Opening and Closing Your Store","content":"Ensure all protocols and procedures are completed each time you open and close your store with this handy, easy-to-follow checklist.","cta":"Get the free checklist","modal_headline":"Get our Opening and Closing Checklist delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"optimization":{"heading":"Free Reading List: Conversion Optimization for Beginners","content":"Turn more website visitors into customers by getting a crash course in conversion optimization. Access our free, curated list of high-impact articles below.","cta":"Get the free reading list","modal_headline":"Get our Conversion Optimization reading list delivered right to your inbox."},"packaging_calculator":{"heading":"Calculate your packaging costs","content":"Use this free calculator to estimate your packaging expenses. Get insights into labor, materials, and design costs to make informed decisions for your business.","cta":"Download calculator","modal_headline":"Get the calculator delivered right to your inbox."},"packing_slip":{"heading":"Free Packing Slip Template","content":"Save time and effort by ensuring proper delivery of your products. 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In the meantime, start building your store with a free trial of Shopify."},"phonecases":{"heading":"Get a Free Phone Case Business in a Box","content":"Free high quality phone case stock photos and a list of some places you can look to find phone case suppliers to work with.","cta":"Download startup bundle","modal_headline":"Get our startup bundle delivered right to your inbox."},"photobrief":{"heading":"Get perfect product photography","content":"This free template will help you write detailed, professional creative briefs that help photographers know exactly what you're looking for.","cta":"Download template","modal_headline":"Get the template delivered right to your inbox."},"photochecklist":{"heading":"All the images your store needs","content":"This free photo shot list helps you plan every image for your online store, from homepage banners to product cards.","cta":"Download shot list","modal_headline":"Get the shot list delivered right to your inbox."},"photographer_checklist":{"heading":"Make your next photo shoot a success","content":"Use this free checklist to help you hire the perfect photographer for your product photos—complete with budget tips and outreach email templates.","cta":"Download checklist","modal_headline":"Get the checklist delivered right to your inbox."},"photography":{"heading":"Free Guide: DIY Product Photography","content":"Learn how to take beautiful product photos on a budget with our free, comprehensive video guide.","cta":"Get your free guide","modal_headline":"Get our DIY Guide to Beautiful Product Photography delivered right to your inbox."},"popup_guide":{"heading":"Pop-Up Shop Quickstart Guide","content":"Thinking about hosting a Pop-Up Shop? 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In the meantime, start building your store with a free trial of Shopify."},"press_kit":{"heading":"Free Press Kit Template","content":"Get your business the spotlight it deserves. Our all-in-one template makes it a breeze for journalists and media to share your story.","cta":"Download template","modal_headline":"Get the template delivered right to your inbox.","modal_success_heading":"Thanks for downloading. You'll receive your free download soon. In the meantime, start building your store with a free trial of Shopify."},"pressrelease":{"heading":"Free: Press Release Template","content":"To help you get started, we put together this template to help you structure your story using a common press release format. 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