Short answer
Shopify lead research should connect the brand's storefront, category, offer, and visible gaps to the service your agency sells. The list should help your team answer: why this brand, why now, and what would we say first?
Useful signals by agency type
- Retention agencies can look for replenishment, subscription, giftable, or consumable products.
- CRO agencies can look for unclear offers, weak product education, friction in PDPs, or confusing bundles.
- Email and lifecycle agencies can look for category fit, reorder cycles, and post-purchase education potential.
- Paid media and creative agencies can look for brands with strong products but weak landing page or offer clarity.
What belongs in the sheet
A useful Shopify lead sheet should include brand name, store URL, category, public source, visible signal, fit reason, and suggested opener angle. That context matters more than simply exporting a large list of stores.