Workflow Templates: Personal Shopping Assistance Checklist

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Personal Shopping Assistance Checklist

Client Onboarding

Greet the client with a warm and professional demeanor

Obtain the client’s personal details and shopping preferences

Explain the personal shopping service process and benefits

Pre-Appointment Preparation

Review the client's style preferences, sizes, and budget

Select a variety of clothing and accessories based on the client’s needs

Prepare the fitting room with the chosen items prior to the appointment

During the Appointment

Offer refreshments and a comfortable seating area to the client

Present the selected items, explaining the rationale behind each choice

Provide style advice and assist with fittings as required

Post-Appointment Follow-Up

Send a thank you message and request feedback on the service

Record the client’s purchases and preferences for future visits

Schedule the next appointment if the client expresses interest

Inventory Management

Keep track of the inventory used during personal shopping sessions

Update the client’s profile with items that were of interest

Restock and organize items that were not selected by the client

Service Promotion

Inform the client about upcoming promotions and exclusive events

Encourage satisfied clients to refer friends and family

Utilize social media and email newsletters to highlight personal shopping successes

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