Verify the client's name, address, and contact info on the referral form.
Note on the referral form that information is correct or which items need to be updated.
Write vehicle/truck size on the whiteboard and the green check-in sheet.
Determine if the vehicle is empty. If not:
Make sure that the shopper knows this and adjusts the available space accordingly. For example, if the truck is 1/2 full, the shopper must stop adding items when they hit 35% instead of the usual 70%.
Give the client a Target gift card and record the card # on the green check-in sheet.
Review the list of shoppers and determine which shopper is available. Assign a shopper and write the shopper’s name on the whiteboard.
Explain bonus items to the client and give the client a bag to shop for these items.
Ask the client to take these items to their vehicle before meeting with their shopper.
If the shopper is ready, the bonus items can be shopped for at the end of their visit.
Introduce the client to their assigned shopper.
Put an orange tag with the client’s name on the back of their vehicle.
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