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Personal Shopping Package Checklist

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$3.99 $4.43 −9%

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Personal Shopping Package Checklist

Every step of a paid personal shopping engagement laid out as a tickable list — brief, research, in-store flow, purchase review, summary, and debrief.

6sections

23items

instantaccess

🔥 Action-focused · no theory

A printable PDF checklist with 23 items across 6 sections covering the full personal shopping engagement from brief to business debrief.

Built for stylists who want one document to work through on every paid shopping session.

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✓ Instant PDF download

✓ Action-focused, not theory

✓ Read on any device, lifetime access

SOUND FAMILIAR?

A shopping session can drift in the first thirty minutes

The brief is vague going in

You don't have a firm budget ceiling, the gaps aren't named, and you find yourself negotiating scope in the middle of a department store.

You arrive without pre-shopping

No stock checks, no shortlists, no return policies — and the first hour of paid time is wandering, not styling.

Impulse buys make it to checkout

The client falls for a piece that doesn't address the brief, you don't have a clear filter to push back, and it ends up unworn in the closet.

The session ends with no record

No purchase summary, no outfit formulas, no return deadlines logged — and the client can't remember what goes with what by Friday night.

WHAT'S INSIDE

Inside the checklist, 6 sections and 23 items

Define the Shopping Brief

Lock the budget ceiling, name three to five wardrobe gaps, capture measurements and restrictions, and clarify the occasions every piece needs to serve.

Pre-Shop Research & Store Selection

Pick the right two or three retailers, confirm stock, log return policies, and arrive with a shortlist of three to five items per gap at multiple price points.

During the Shopping Session

Hold the client to the brief, apply the three-piece versatility test, photograph every try-on, and track running spend so checkout holds no surprises.

Purchase Review Before Checkout

Lay everything out as one group, reconcile spend against the brief, flag any sizing uncertainty, and pull out impulse adds for a wish list instead.

Post-Session Client Summary

Send the written summary with outfit formulas, include care and styling notes for investment pieces, log the wish list, and lock return deadlines.

Business Debrief & Process Improvement

Audit how tight the brief actually was, record one store or brand worth revisiting, and request a client review within 48 hours of the session.

🛍️

Run every shopping session on one tickable list

Download the PDF and walk into your next paid shopping session with a tight brief, a pre-shop plan, and a checkout filter already in place.

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Before you buy

Questions, answered

Access is instant. Right after purchase the product appears in your personal account and you get a confirmation email.

Any device with a browser — phone, tablet or desktop. Your access is lifetime.

No. All future updates are included and delivered to your account at no additional charge.

Refunds are handled under the store's Refund Policy: within 30 days, if the product doesn't match its description or you can't access it.

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Instant Delivery

Upon purchase, you get immediate access via your personal account and a confirmation email.

Returns & Refunds

Refunds are handled under the store's Refund Policy. Within 30 days, a refund may be available if the product doesn't match its description or you can't access it. Once the files have been accessed, refunds for a change of mind aren't available.