Online Templates for Personal Shopper

Looking for free Personal Shopper templates to use in your day-to-day work? We’ve provided thousands of free & paid templates to big & small businesses looking to streamline their workflow with powerful, custom templates. See some example Retail templates that we can make below or get in touch with your own template request.

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Personal Shopper Templates

Are you in the Personal Shopper role and looking for Retail template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Retail, you’re in the right place. We build powerful online templates for Personal Shoppers like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Retail templates created, get in touch to discuss.

Personal Shopper Template Examples

Template Name: Monthly Shopping List
Description: This template is used to create a comprehensive shopping list for each month. It includes categories such as groceries, household items, clothing, and personal care products. The template is designed to help the personal shopper organize and prioritize the items needed by the client.
Basic Layout: The template consists of a table with columns for item description, quantity needed, preferred brand or specifications, and any additional notes. The items are categorized under different sections for easy reference and efficient shopping.

Template Name: Client Preferences
Description: This template is used to record and update the client’s preferences, including preferred brands, sizes, colors, and styles. It helps the personal shopper provide a personalized shopping experience for the client.
Basic Layout: The template includes sections for different categories such as clothing, accessories, home decor, and food preferences. Each section has columns for item description, preferred brand, size, color, and any specific notes provided by the client.

Template Name: Budget Tracker
Description: This template is used to track the client’s budget for each month. It helps the personal shopper ensure that the shopping expenses stay within the allocated budget.
Basic Layout: The template consists of a table with columns for item description, estimated cost, actual cost, and any notes regarding discounts or special offers. It also includes a summary section that calculates the total estimated and actual costs, allowing the personal shopper to monitor the budget effectively.

Template Name: Store Promotions
Description: This template is used to keep track of ongoing promotions, discounts, and sales at various stores. It helps the personal shopper identify opportunities for cost savings and inform the client about potential deals.
Basic Layout: The template includes columns for store name, promotion details, validity dates, and any specific terms or conditions. It is organized in a table format, allowing the personal shopper to easily compare and evaluate different promotions.

Template Name: Shopping Schedule
Description: This template is used to plan and schedule shopping trips for the month. It helps the personal shopper allocate time efficiently and ensure timely completion of shopping tasks.
Basic Layout: The template includes a calendar layout with each day of the month. The personal shopper can allocate specific time slots for different shopping tasks, such as grocery shopping, clothing shopping, or running errands. It also includes a section for notes or reminders related to each shopping trip.

Template Name: Return/Exchange Log
Description: This template is used to track any returns or exchanges made on behalf of the client. It helps the personal shopper keep a record of the items returned, reasons for return, and any associated refunds or exchanges.
Basic Layout: The template consists of columns for date of return/exchange, item description, reason for return, store name, refund/exchange details, and any additional notes. It is designed to be a logbook format, allowing the personal shopper to easily track and reference return or exchange activities.

Template Name: Client Feedback
Description: This template is used to collect feedback from the client regarding the personal shopper’s services. It helps the personal shopper understand the client’s satisfaction level and make improvements if necessary.
Basic Layout: The template includes sections for different aspects of the personal shopper’s services, such as communication, product selection, and overall experience. It provides rating scales or open-ended questions for the client to provide feedback. Additionally, there is space for any specific comments or suggestions the client may have