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How to Simplify B2B Onboarding – Company Account Request Form in Shopify

B2B on Shopify has so much depth to it that a lot of merchants get overwhelmed to the point where they don’t get started. And when you’re dealing with complex buyer relationships, pricing structures, and custom workflows, that hesitation is understandable. Many of our previous posts, for example,  focus on specific B2B features in the hopes a retailer on Shopify Plus will see it and realize they can start small and incrementally add features over time. 

You don’t have to launch with a fully custom portal, gated access, and complex logic from day one. The key is to start small—solve one problem, make one process more efficient, and build from there.

One of the easiest ways to start is to create a company account request form.

What Is a Company Account Request Form?

Think of this as the front door to your B2B store. Rather than manually vetting and onboarding every new company that wants to buy from you, a company account request form allows interested buyers to submit their information directly through your website. You can then review and approve them within Shopify before granting access.

This simple step can save hundreds—if not thousands—of hours over the lifetime of your store.

Here’s How to Set It Up

  1. Use the Shopify Forms App

Start by installing the Shopify Forms app (it’s free and available through the Shopify App Store). This app makes it easy to build branded, embeddable forms without writing any code.

  1. Add Key Fields

You’ll want to capture important business details so you can properly vet requests. Common fields include:

  • Company name
  • Business address
  • Phone number
  • Customer name/contact
  • Email address
  • Any custom info relevant to your sales process

By default, Shopify will store these responses as metaobjects, which makes it easy to manage and reference them later.

  1. Customize Field Types

The Shopify Forms app gives you flexibility to tailor the form to your needs. You can use:

  • Text fields (single or multi-line)
  • Drop-down lists
  • Radio buttons
  • Multiple choice options
  • Date pickers
  • File upload fields (useful for documents like resale certificates or tax IDs)
  1. Review Submissions in Shopify Admin

Once your form is live, every submission flows into your Shopify Admin. From there, your team can review and approve new accounts manually.This ensures that only qualified and approved companies are granted access to your B2B catalog and pricing. Once approved, you can assign customer tags, price lists, and payment terms as needed.

Why This Matters

A company account request form is a perfect example of starting small. It doesn’t require heavy development, but it unlocks real automation in your business. Instead of fielding back-and-forth emails or spreadsheets of company data, you can onboard customers in a streamlined, professional way.

Even better: once this system is in place, you can layer in more B2B features like:

  • Custom pricing per company
  • Net payment terms
  • Order drafts or reordering workflows
  • Shopify’s B2B-specific checkout experience

If you’re on Shopify Plus and thinking about dipping your toes into B2B, this is a great first move. A simple form might not seem like a game-changer—but it sets the foundation for everything else.

Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

3 Steps to Building a Custom Shopify App for Large SKU Company

At Ambaum, we specialize in developing custom applications for merchants, with a strong focus on the parts and automotive industry. These businesses often come to us with complex needs—large product catalogs, intricate inventory systems, and pricing workflows that don’t fit into a standard ecommerce mold.

One recent example that showcases this kind of work was a custom app we built for a tractor supply company with a high volume of SKUs. The client needed a more efficient way to manage their product pricing and inventory levels—tasks that were eating up time and introducing human error. Here’s our approach.

Step 1: Building the App with PHP, Python, and Laravel

Our tech stack for this project included PHP, Python, the Laravel framework, and a MySQL database. This allowed us to develop a robust backend that could handle data-heavy operations, while still being flexible enough to evolve alongside the merchant’s needs.

We used Python scripts to help process bulk data tasks like CSV parsing and inventory syncing, while Laravel served as the core of the application—managing business logic, routing, and integrations.

Step 2: Seamless Integration into Shopify Admin

We wanted the app to be intuitive and easily accessible for the merchant’s team, so we built a custom interface directly within the Shopify Admin. This meant the client could use the app without switching between platforms, which made adoption much smoother.

From the Shopify dashboard, they could log in, access the tool, and start managing SKUs right where they already worked day-to-day.

Step 3: SKU Management with Bulk Upload Support

The primary function of the app was SKU management. We designed it to allow the merchant to input product part numbers or SKUs either one at a time or in bulk via CSV upload. This flexibility was key—sometimes they only needed to update a handful of products, but other times, entire product lines needed updating.

The app then automatically adjusted pricing and synced inventory levels, ensuring everything stayed accurate and up to date.

What This Means for Merchants

This is just one example of a custom app that can be built on top of Shopify. The goal is to help our merchants sell more products and reduce the manual work embedded in their current processes. By removing manual steps and automating core workflows, we’re able to help businesses save time, reduce errors, and ultimately sell more products.

Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

AI & Dynamic Pricing: An Overlooked Opportunity in eCommerce

With Shopify’s acquisition of Vantage Discovery, AI is once again a focal point in eCommerce. This acquisition suggests that Shopify will prioritize improvements in product search, filtering, and merchandising. However, one area that remains underutilized by many Shopify merchants is AI-driven dynamic pricing.

This post explores how dynamic pricing can enhance Average Order Value (AOV) and improve inventory management, particularly for small to mid-sized Shopify merchants.

Dynamic Pricing for SMBs: A Missed Opportunity

Larger e-commerce operations have leveraged algorithmic pricing strategies for years, yet many Shopify merchants in the $5M – $50M GMV range have yet to adopt them. Implementing dynamic pricing on collection pages, product detail pages (PDPs), and subscription products can provide a more data-driven approach to pricing optimization.

Optimizing AOV with AI-Driven Pricing Adjustments

Pricing is a direct and effective lever for increasing revenue efficiency. Consider the following scenario:

  • A product priced at $10 with an inventory cost of $5 results in a 50% gross margin.
  • Increasing the price to $11 represents a 10% revenue increase, but it improves gross margin by 20%.
  • This additional margin can be reinvested into customer acquisition, operations, or infrastructure.

AI models can analyze pricing elasticity and adjust prices in real time to maximize AOV while minimizing the risk of reduced conversion rates.

Using Dynamic Pricing for Inventory Optimization

Excess inventory ties up capital and incurs storage costs, making it a liability for merchants. AI-driven pricing adjustments can dynamically reduce prices on low-turnover products, leading to:

More efficient inventory turnover
Reduced holding costs
Improved cash flow

Unlike static discounting strategies, AI-based pricing can adjust dynamically based on demand patterns, historical sales data, and seasonality, allowing for more efficient inventory management.

AI & Dynamic Pricing in eCommerce

Shopify’s investment in AI will likely bring advancements in search and product discovery, but dynamic pricing remains an area where many merchants have yet to take full advantage. As AI-driven pricing tools become more accessible, adoption among SMBs will likely increase, providing a more sophisticated approach to revenue optimization.


Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

Ambaum Q1 Ecommerce Analysis in 2025

Shopify Plus Pipeline: Steady Growth in Maintenance, Slower Migrations

At Ambaum, we categorize our new potential merchants into two primary groups:

  1. Ongoing Maintenance – Existing Shopify Plus merchants looking for continued support and strategic guidance.
  2. Migrations – Merchants moving from third-party platforms to Shopify.

So far in Q1, we’ve seen continued traction in the Ongoing Maintenance category. More Shopify Plus merchants are seeking Fractional CTO services and expert Shopify development support, reinforcing the demand for long-term, strategic partnerships.

On the Migrations side, we’ve had an increase in leads, signaling strong interest from brands looking to transition to Shopify. However, deal closures have been slower. A significant portion of these merchants come from legacy industries—manufacturing, parts, and accessories—where sales cycles are inherently longer due to the complexity of their businesses and decision-making processes.

Merchant GMV: A Choppy Start to the Year

When looking at Gross Merchandise Volume (GMV) across our merchants, trends have been unpredictable. Month-over-month and year-over-year performance continues to be inconsistent, reflecting the uncertainty in the broader market.

However, March has shown improvement over February, both on a month-to-date and year-over-year basis. While this is a positive sign, the landscape remains a “mixed bag” with fluctuating results across different verticals.

Macroeconomic Factors: Stock Market & Tariff Uncertainty

External economic conditions are playing a role in merchant behavior. Stock market volatility and ongoing tariff uncertainties seem to be causing some hesitation among businesses that might otherwise be moving forward with investments in ecommerce growth. Many brands are taking a wait-and-see approach before making major platform migrations or significant technology investments.

Looking Ahead

While Q1 has had its ups and downs, we remain optimistic. The continued demand for Shopify Plus maintenance services and the steady flow of migration inquiries suggest a strong long-term outlook. As economic conditions stabilize, we anticipate more merchants making the leap to Shopify, especially those in legacy industries looking to future-proof their businesses.

At Ambaum, we’ll continue to support our merchants with expert Shopify solutions, whether they need ongoing optimization or are ready to make the transition to a more scalable eCommerce platform.


Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

Impact of Shopify Editions Winter ’25 on Business Owners

The changes introduced in Shopify Editions Winter ’25 have significant implications for business owners using the platform. The updates offer several benefits, such as increased efficiency, a better customer experience, and expansion into new markets and sales channels. However, adapting to these changes may also require adjustments to existing workflows and potentially additional costs for utilizing new features or apps.

Improved Speed and Performance

Increased Sales and Conversions: The focus on speed improvements, such as faster cart and checkout loading times and accelerated checkout buttons, is likely to result in increased sales and conversions for business owners. A faster, more responsive online store can lead to a more positive customer experience, encouraging customers to complete their purchases.

Reduced Cart Abandonment: The faster cart loading speeds, up to 50%, are expected to reduce cart abandonment rates. Customers are less likely to abandon their carts if the checkout process is quick and seamless.

Enhanced Global Reach 

Access to New Markets: The rollout of “Markets” to all merchants will enable businesses to expand their reach to new geographic regions and customer segments. This feature facilitates customized shopping experiences tailored to different regions, languages, and customer preferences, potentially unlocking new revenue streams for business owners.

Streamlined International Selling: Features such as multilingual search using Semantic Search, improved translations, and a more localized experience for merchants in Europe and Japan will simplify international selling. Businesses can cater to a wider customer base without significant language barriers.

Enhanced B2B Capabilities

Improved B2B Customer Experience: The ability to customize B2B customer accounts with apps offering features such as quoting workflows and downloadable PDF invoices will improve the B2B customer experience. Streamlined processes and self-service features like B2B returns can lead to increased customer satisfaction and loyalty.

Efficient B2B Operations: Features such as automated new account setup and tax exemptions for companies, available for Shopify Plus merchants, streamline B2B operations, saving time and reducing manual work for business owners.

Data-Driven Decision-Making: New B2B-specific analytics provide insights into B2B sales performance, allowing business owners to track key metrics, identify trends, and make informed decisions to optimize their B2B operations.

Automation and Operational Efficiency

Time Savings and Reduced Errors: The enhancements to Shopify Flow, including metaobject triggers and new return automation templates, allow for increased automation of tasks and processes. This can save time for business owners, reduce manual errors, and free up resources for other business-critical activities. Shopify also increased the admin load times by 25%.

Unified Fulfillment Logic: The consistent fulfillment logic across different sales channels ensures streamlined inventory management, preventing overselling and reducing fulfillment errors. This leads to a smoother operation and fewer customer service issues related to incorrect order fulfillment.

Giving Us the Power of AI: Shopify’s AI-powered assistant will be rolling out to merchants worldwide, offering insights and assistance to streamline business operations.

Overall, Shopify Editions Winter ’25 offers numerous benefits for business owners, empowering them to grow their businesses, streamline operations, and enhance the customer experience. However, adapting to these changes might require time, effort, and potential costs. Carefully considering the implications and planning for implementation will be crucial for maximizing the benefits of these new features.


Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

4 Essential Apps for Optimization

In the ever-competitive world of e-commerce, optimizing your Shopify store for maximum performance and user experience is essential. Our five-part series on essential Shopify apps will explore key categories that can help you enhance your store’s functionality and boost conversions. In this first article, we’ll delve into apps for A/B testing, advanced reporting, SEO, and file compression. Get ready to unlock the full potential of your Shopify store and take your business to the next level!

1. A/B Testing

What It Does: A/B testing apps allow merchants to experiment with different versions of their website elements to determine which performs better in terms of conversions and user engagement.

  • Examples:
    • Intelligems: Maximize your store’s profit through A/B testing with Intelligems. Split test anything on your site in just a few clicks: Content Testing lets you experiment with themes, landing pages, UX and content to boost conversion and reduce CAC.
    • Shoplift: Simplifies ab testing, so you can quickly set up and run split tests. It seamlessly integrates with your theme, so you can start experimenting in minutes. Build tests directly in the Theme Customizer, or Lift Assist™ will build pixel-perfect tests for your store automatically based on millions of shopper sessions.

2. Advanced Reporting

What It Does: Advanced reporting apps provide in-depth analytics and insights into sales data, helping merchants track performance and make informed decisions.

  • Examples:
    • Google Analytics: Integrates with Shopify to offer comprehensive reporting on traffic, sales, and user behavior. Get a complete understanding of your customers across devices and platforms. Google Analytics gives you the tools, free of charge, to understand the customer journey and improve marketing ROI.
    • Triple Whale Analytics: Triple Whale is the source of truth for the data that helps you make better decisions. From integrations with your most important platforms to ecommerce-specific AI, Triple Whale helps find the data points you need, with customization and personalization to fit your business.

3. SEO

What It Does: SEO apps help boost and manage search engine optimization efforts, ensuring that your store ranks higher in search engine results.

  • Examples:
    • Avada SEO Suite: Say goodbye to technical SEO headaches with our powerful SEO optimizer. We start with an in-depth SEO audit and help speed optimizer (even on mobile) by image optimizer, lazy load, minification, etc. Every aspect of on-page SEO, from titles, meta tags to keyword research, will be covered by ChatGPT.
    • Booster SEO: Booster SEO is all you need to improve SEO scores easily! Our image optimizer uses a bulk image compression engine, boosting your page load speed & encouraging traffic. Save hours on optimization with our AI AutoPilot feature that finds & fixes SEO issues for you- The reliable SEO tool to keep meta tags optimized for you to rank & convert.

4. File Compression

What It Does: File compression apps help optimize images on your site, reducing file sizes for faster loading times and improved site performance.

  • Examples:
    • TinyIMG: TinyIMG is a one-stop-shop for all page speed optimizer and SEO tools: image ALT text, JSON-LD, 404 page, 301 redirect, plugin seo, rich snippet, SEO image compressor, generate AI description, photo resize, crush, lazy load, sitemap, ChatGPT AI. Use image and SEO optimizer to optimize page speed & search engine rankings to ensure your store’s success. Use our automation and SEO manager reports to boost store speed and SEO results faster. This SEO & site speed optimizer will transform your store!
    • SEO Image Optimizer Wizard: Our system will optimize your images, compress images, improve your site speed, audit, and rank your site for business, marketing, technical and eCommerce purposes. The system will guide you through actionable items per segment so that you can improve your store’s performance today. 

In this article, we emphasized the significance of utilizing Shopify apps to amplify customer engagement. Look out for our upcoming article on crucial apps for customer engagement, where we will delve into categories such as Back in Stock Alerts, Customer Reviews, and more!


Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

Solutioning with your PSE Webinar Recap – Shopify’s Combined Listings App

Shopify recently held a Shopify – Solutioning with your PSE webinar which featured an in-depth look at the Combined Listings app. If you’ve been searching for a better way to manage product variants and optimize merchandising, this app could be a game-changer.

Key Takeaways from the Webinar:

  • Plus-Gated Product – The Combined Listings app is currently available only to Shopify Plus merchants, making it an exclusive tool for advanced eCommerce operations.
  • Optimized Listing Pages – Each primary product gets its own unique listing page URL, ensuring a structured and clear product catalog.
  • SEO Benefits – Every product variant receives an individual listing page, allowing for better search engine indexing and discoverability.
  • Real-Time Variant Display – No need for page refreshes—your child products are displayed dynamically, enhancing the customer experience.
  • Scalability – The app currently supports up to 60 child products and a whopping 2,000 variants, providing immense flexibility for complex inventories.
  • Limitations – While the app is powerful, it does not currently support combining multiple standalone products into a single listing.
  • Inventory Management – Each purchase is tied to the child product rather than the parent listing, making this more of a merchandising tool than an inventory aggregator.

Why This Matters for Merchants

Managing large catalogs with multiple variants has long been a challenge for Shopify merchants. The Combined Listings app is designed to make it easier to work with many variants (colors, sizes, etc), but also to make merchandising simpler. 

For Shopify Plus merchants dealing with extensive product variations—it’s worth testing out this app if you have struggled with variants in the past.


Have any questions or need help thinking through a challenge or opportunity?

Speak to one of our Shopify professionals today. We are are here to help… no strings attached.

Co-Partner Post: Brand Focus Digital

Brand Focus Digital Built Upon an “Amazon” Foundation

I often get asked about the so-called “backstory” as to how Brand Focus Digital was born. A significant impetus behind our company relates back to my experience with Amazon, where I served as a Vendor Manager for over five years. Working within the walls of Amazon for many years afforded me the opportunity to really understand the culture and processes behind an eCommerce giant. So much so, I left Amazon and started my own eCommerce consulting business and Brand Focus Digital came to fruition.


Fortunately for our business, I’m not the only one that can bring Amazon experience to the table. We have several members on our team that have also enjoyed prior roles with the company. This combined history allows us to better help clients sell their products on the largest eCommerce platform on the planet.


Yes, we help manufacturers sell their products with other online retailers. But selling products on Amazon is definitely in our wheelhouse given the foundation on which Brand Focus Digital was built. Personally, since I was a prior Vendor Manager at Amazon, I know the tools that Amazon uses, and I’ve experienced what Vendors experience themselves. This has taught me how to diagnose issues and troubleshoot vendors’ problems before most “so called” Amazon experts can.


Part of building a team of experts is to invest in building and optimizing their skills with Amazon tools. Annually, our team completes the Amazon Advertising certification program to ensure we have the latest strategies in Amazon DSP, Sponsored products, Sponsored Brands, Sponsored Display, and Video Ads. Additionally, we ensure to use the latest innovations and beta programs within enhanced content, Brand Store building, Posts, and promotions (Brand Tailored).


Since leaving Amazon, it’s been a sincere pleasure working with the talented members on our team and helping other businesses achieve their eCommerce goals and realize their eCommerce outcomes. We purposely ensure that our client-to-team ratio is low, so quality and attention is guaranteed for every client. This guarantee helps motivate us and our team gains personal value from being able to serve as a direct link to the merchants we help.

Clint George
CEO/Founder
Brand Focus Digital

Rebuy x Ambaum Fireside Chat

Recently we had the pleasure of sitting down with Rebuy’s Co-Founder & COO, James Van Erck to discuss the pursuit of customer satisfaction and business growth in an in-depth fireside chat. We dive deep into the world of digital retail, uncovering powerful strategies, tools, and concepts that drive success for merchants. A high-level overview includes:

  1. Dynamic Bundling: Simplifying the purchase journey through dynamic bundling to increase convenience and encourage multiple purchases uplifts customer convenience and merchant AOV. We’ve created a Comprehensive Guide to Bundling, complete with a developer-perspective on setup.
  2. AI-Driven Merchandising: Leveraging AI to create unique customer experiences based on customer preferences, needs, and bundles optimizes the shopping experience.
  3. Data-Driven Shopping: The integration of AI, email, and SMS to offer a retail store-like experience enhances search functionalities and reduces the amount of clicks it takes for a customer to get to checkout.

“I think that with apps like Rebuy; it gives [the merchant] such an opportunity to iterate and really get out there and quickly learn because whether you’re building a bundle, putting in an upsell, integrating with Klaviyo, you’re basically throwing stuff against a wall and you need to figure out what works. And then once you figure out what works, you just hammer down and keep working at it.”

Chad Fisher, Founder & CEO @ Ambaum

  1. Testing and Iteration: Merchants should test and iterate strategies using platforms like Rebuy to discover what resonates with their audience.

“Don’t just install another app for some little edge-case. Figure out how you can harness the power of what you already have to reduce some of the conflicts, some of the missed opportunities, and I think Rebuy’s a perfect partner for that… It sounds a little bit cavalier but go throw some noodles against the wall.”

David Stober, COO @ Ambaum

  1. Integration: Integrating different tools within the Shopify ecosystem to create a holistic shopping experience. Some top performers are: Klaviyo, Attentive, Tapcart, and Malomo.
  1. Optimized Checkout: Focus on the foundations. Best practices, innovative technology integration, and proactive pursuit of customer satisfaction for success in e-commerce builds great experiences.

“I think it all boils down into really doing the basics well. So, having great product pages, working with agencies like Ambaum, and building these great experiences and leveraging tools like Rebuy to really help optimize traffic so you’re helping folks to find the products that they want or need.”

James Van Erck, Co-Founder & COO @ Rebuy

Check out the full video below, and drop us a line for a complimentary consultation on how we can uplift your business today.

Rebuy: 5 Questions with Ambaum

Recently, we had the pleasure of sitting down with Miles Shattuck, Rebuy’s Senior Content Marketing Manager for a think tank of Shopify Plus solutions. Our Founder, Chad Fisher, and our COO, David Stober, hashed out legacy D2C brand potential, professional recommendations for online store improvement, and exciting projects on the horizon. Check out the full article through Rebuy here, and a TL;DR 10 minute video below.

Key Takeaways

  • Ambaum provides Shopify Plus users with the resources they need to grow their businesses, integrating into unique templates to raise performance indicators.
  • Every three to four years, revitalize the template for your Shopify store to stay current with software updates and improve performance metrics.
  • Although top-of-funnel awareness can be generated from social selling on sites like Facebook or Instagram, Shopify businesses are best benefited by driving traffic to their online store.
  • Future ecommerce tech stacks must be adaptable and agile, able to react swiftly to shifting trends.

Whether you are an entrepreneur with an idea on a napkin, a bootstrapped startup, an SMB re-platforming, or a high-flying CPG brand, we help accelerate your growth through world-class strategy, design, and development. Get the most out of your Shopify Plus store, and schedule your complimentary consultation today.