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.

Use this workflow
1

Client Intake

  1. Confirm the appointment 24 hours ahead
  2. Pull the client's CRM profile
  3. Capture sizes, fit notes, and budget
  4. Confirm the occasion and shopping goal
2

Pre-Pull and Fitting Room Prep

  1. Pull selections from the sales floor
  2. Check stockroom for backstock sizes
  3. Stage the fitting room with selections
  4. Tag holds with client name and appointment time
  5. Block the fitting room on the schedule
3

Appointment

  1. Greet the client and offer refreshments
  2. Walk through the pre-pull selections
  3. Coach fittings and styling combinations
  4. Suggest add-on accessories and shoes
  5. Flag alteration needs for tailoring
  6. Confirm the final purchase list
4

Checkout and Handoff

  1. Ring the sale and apply loyalty credit
  2. Deactivate EAS tags and sweep the bag
  3. Schedule the tailor pickup
  4. Walk the client out with packaged purchases
5

Post-Appointment Follow-Up

  1. Restock unsold items to the floor
  2. Update the CRM with purchases and passes
  3. Send a personalized thank-you note
  4. Capture the client's satisfaction rating
  5. Book the next appointment
  6. Escalate low ratings to the store manager