Personal Shopper Templates

Personal Shopper Templates

There is a huge number of templates that someone in the Personal Shopper role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Personal Shopper. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Inventory Management Spreadsheet
3. Client Order Form
4. Expense Tracker
5. Budget Planning Worksheet
6. Product Price Comparison Chart
7. Weekly Shopping List
8. Supplier Contact List
9. Customer Feedback Survey
10. Monthly Performance Evaluation

Reports

Reports are often prepared by a Personal Shopper to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Inventory Analysis Report
3. Customer Satisfaction Report
4. Product Performance Report
5. Trend Analysis Report
6. Marketing Campaign Report
7. Supplier Performance Report
8. Return and Exchange Report
9. Employee Performance Report
10. Financial Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Personal Shopper does and how they do it.

1. Customer Consultation SOP
2. Product Research SOP
3. Order Placement SOP
4. Inventory Management SOP
5. Quality Control SOP
6. Delivery Coordination SOP
7. Returns and Exchanges SOP
8. Customer Feedback SOP
9. Sales Reporting SOP
10. Personal Shopper Training SOP

Presentations

Personal Shopper presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Trend Analysis Presentation
3. New Product Launch Presentation
4. Customer Feedback Presentation
5. Seasonal Fashion Trends Presentation

Legal Docs

There are several key times when a Personal Shopper needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Purchase Agreement Template
4. Return and Exchange Policy Template
5. Independent Contractor Agreement Template

Health & Safety Templates

Health & Safety templates for a Personal Shopper ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Personal Shopper calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Client Appointments Calendar
3. Product Launch Calendar
4. Promotions and Discounts Calendar
5. Inventory Management Calendar

Invoice Templates

Several types of Personal Shopper invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Retail Purchase Invoice
2. Monthly Personal Shopping Service Invoice
3. Monthly Delivery and Handling Invoice
4. Monthly Gift Wrapping and Packaging Invoice
5. Monthly Personal Shopping Consultation Invoice

Survey Templates

For a Personal Shopper to get insights related to the work they do, they need to send out Personal Shopper surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Shopping Experience Survey
4. Brand Awareness Survey
5. Market Research Survey

Meeting Agendas

Having premade Personal Shopper meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Sales Review Meeting
2. Inventory Planning Meeting
3. Client Consultation Meeting
4. Team Training Meeting
5. Supplier Negotiation Meeting

Budget Templates

To manage finances well, a Personal Shopper would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expenses Template
2. Grocery and Household Expenses Template
3. Clothing and Accessories Expenses Template
4. Entertainment and Leisure Expenses Template
5. Savings and Investments Template

Dashboards

Dashboards are a useful way for a Personal Shopper to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Engagement Dashboard
4. Product Performance Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Personal Shopper needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Fashion Trends Proposal
2. Seasonal Wardrobe Refresh Proposal
3. Special Occasion Styling Proposal
4. Personalized Gift Shopping Proposal
5. Home Decor and Organization Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Personal Shopper templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.