Personal Shopper Checklist: 10 essentials to elevate CX

Personal shopping services are evolving — they’re no longer reserved for luxury, but a key driver of customer engagement across retail formats.

This checklist helps you design, deploy, and optimize a personal shopper program that’s efficient, scalable, and tailored to your brand’s DNA.

Here’s what’s inside:

• How to define service goals and customer targets
• What tech and processes to set up for smooth operations
• How to train teams and track performance
• Tips to personalize, promote, and grow long-term loyalty
  

Whether you’re just getting started or scaling an existing service, this guide will keep your strategy on track.