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Your checklist for premium in-store service

Personal Shopper Checklist: 10 essentials to elevate CX

INTRODUCTION

Deliver personal shopping with impact

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.

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What’s inside the checklist

Build the Right Foundation

Define your goals, choose the right format, and lay the groundwork for an effective personal shopper service.

Deliver Personalized Experiences

Design memorable, one-on-one shopping moments by combining training, tech, and deep customer insights.

Scale with Operational Excellence

From KPIs to team rituals, learn how to optimize your service, track performance, and grow sustainably.

TAKE IT A STEP FURTHER

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