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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
