Performing Your Assignment
A detailed shop flow is provided with each assignment in order to help you have a rewarding and successful experience. Since specific requirements vary from client-to-client and month-to-month, we require you to read through the instructions and the evaluation form prior to every shop. We want you to have a great experience, so please feel free to contact the Scheduler or the Account Coordinator listed in your directions for help.
These are the steps for a successful shop:
Before Your Visit
- Log in to your Shopper Home Page and click "View Visit Details or Fill Out the Form" for the shop you have been assigned.
- Read the Shopper Directions and the evaluation before your visit.
- ALL assignments require a proof of visit (i.e., receipt, business card, quote, floor plan, etc.). Check your Shopper Directions for the type of proof needed for your shop.
During Your Visit
- Be sure to double-check that you're at the correct address!
- Perform all required portions of the shop. Depending on the type of shop, requirements could include a home tour, a purchase and/or return or a test drive.
- REMAIN ANONYMOUS!! This is key. Behaving as a regular customer protects your status as a shopper and allows you to have a typical customer experience.
- Be sure to obtain the required proof of visit item(s).
After Your Visit
- Once you have completed your shop, we suggest going immediately to a location away from the shop site and writing down the DETAILS while they are fresh in your mind. Details can include:
- Specific items/features mentioned by associate(s)
- Names and descriptions, as required
- Timing for the visit
- Any other shop specific details
- Remember this - details tend to be forgotten with time, so TAKE NOTES!!
- Submit your report and your proof of visit by midnight on the same day of the shop (unless otherwise noted in your Shopper Directions)!
NEXT UP >> To find out how to submit your assignment, review "Submitting Your Work."