Most subscription and DTC brands run 8 to 15 tools, and no one has them on one page. Spend about 20 minutes filling this in: every tool you run, who owns it, and what talks to what. It's the same first step as our Stack & Data Flow Audit.
Enter your work email and we'll add your access code to this page straight away.
When you get your code, VANZVZN LLC may email you about the worksheet and, now and then, about our Connected Commerce services. Every email tells you how to stop them with one reply, and you can ask us to delete your email any time. We don't sell or share it. See our Privacy Policy.
One row per tool. Several tools in one category? Use the blank rows. Owner = the person who fixes it when it breaks.
| Category | Tool | Owner | Who has admin access | What it knows about an order |
|---|---|---|---|---|
| StoreShopify, WooCommerce, BigCommerce | ||||
| Checkout, CRM or funnelCheckoutChamp, Sticky.io, ClickFunnels | ||||
| Subscription appRecharge, Skio, Stay.ai | ||||
| Payment gatewaysStripe, NMI, Authorize.net | ||||
| Dispute and alert toolsEthoca, Verifi, Chargeflow | ||||
| Email and SMSKlaviyo, Attentive, Postscript | ||||
| Support, reviews, loyaltyGorgias, Okendo, Yotpo | ||||
| Fulfilment and shipping3PL, ShipStation | ||||
| Reporting and analyticsGA4, Triple Whale, spreadsheets | ||||
| Other | ||||
| Other |
For each connection: where data starts, where it lands, and how it gets there (built in integration, Zapier or similar, CSV export, or a person copying it).
| From | To | What moves (orders, customers, refunds, alerts) | How | How often it breaks |
|---|---|---|---|---|
Keep it to tool names and rough numbers. Please don't write passwords, API keys or account numbers on this sheet, or send them to anyone by email.
Bring this sheet to a free 30 minute call. We'll look at where the data breaks and whether a Stack & Data Flow Audit would pay for itself. If the bigger worry is disputes, a processor review or subscription rules, we can introduce a specialist partner (some pay us a referral fee, and we always say so first).
Operational systems work, not legal, compliance or payments risk advice. See our Disclosures and Privacy Policy. © VANZVZN LLC · Van's Vision · vanzvzn.com