Personal Shopping Assistance Checklist
Steps a stylist or personal shopper runs to prepare for, conduct, and follow up on a one-on-one client appointment in a specialty retail store. Covers intake, pre-pull, fitting room, checkout, and CRM capture for return visits.
5 sections
25 steps
1
Client Intake
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Confirm the appointment 24 hours ahead
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Pull the client's CRM profile
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Capture sizes, fit notes, and budget
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Confirm the occasion and shopping goal
2
Pre-Pull and Fitting Room Prep
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Pull selections from the sales floor
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Check stockroom for backstock sizes
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Stage the fitting room with selections
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Tag holds with client name and appointment time
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Block the fitting room on the schedule
3
Appointment
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Greet the client and offer refreshments
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Walk through the pre-pull selections
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Coach fittings and styling combinations
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Suggest add-on accessories and shoes
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Flag alteration needs for tailoring
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Confirm the final purchase list
4
Checkout and Handoff
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Ring the sale and apply loyalty credit
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Deactivate EAS tags and sweep the bag
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Schedule the tailor pickup
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Walk the client out with packaged purchases
5
Post-Appointment Follow-Up
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Restock unsold items to the floor
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Update the CRM with purchases and passes
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Send a personalized thank-you note
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Capture the client's satisfaction rating
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Book the next appointment
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Escalate low ratings to the store manager
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Sections
5
Steps
25
Category
Retail
Price
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