Shop Questions Archives - Pinnacle Financial Strategies

Can you help me understand my shopper log?

PFSmarketing — Tue, 05 Nov 2024 18:10:37 +0000

Your shopper log consists of nine columns.

1. The 1st column, Status/Job ID, reflects the status of each shop and the Shop ID. Always include your Shop ID with any faxed or e‐mailed correspondence or supportive documentation.

2. The 2nd column, Actions, contains links to your survey, shop guidelines and a HELP area in case you need to contact your scheduler.

3. The 3rd column, Shop Due Date, shows the date your shop is due to Pinnacle Financial Strategies. You should check the due date each time you accept an assignment and advise your scheduler if you feel that you cannot comply with the time frame.

4. The 4th column, Survey Submit Date, shows the date you submitted a shop.

5. The 5th column, Don’t Shop Before, reflects the date that you can begin the assignment.

6. The 6th column, Company Survey Location, shows the name and address of the location where your assignment is to be conducted, as well as the name of the shop type.

7. The 7th column, Shop Fees, shows the payment that you will receive for the shop and if payment has been made to your PayPal account for that assignment.

8. The 8th column, Shop Rating, shows the grade that you received on your specific assignment. The highest possible grade is 10 points.

9. The 9th column shows any correspondence sent to you through the Sassie system.

The Reviewer Comments will permanently remain in your shopper log to keep a record of correspondence.

The post Can you help me understand my shopper log? appeared first on Pinnacle Financial Strategies.

I just submitted my shop for review, now what?

PFSmarketing — Tue, 05 Nov 2024 18:10:15 +0000

Your shop will be processed through our Quality Assurance process. If anything requires clarification, an editor from Pinnacle Financial Strategies will contact you. After submitting your report, please check your e‐mail and your shopper log daily to ensure that you can provide us with a timely response to any questions or requests for documentation that may arise. You will be asked to maintain your shopping notes, receipts, business cards, etc., for up to sixty days. It will be your responsibility as an Independent Contractor to provide such information if needed during that time period.

The post I just submitted my shop for review, now what? appeared first on Pinnacle Financial Strategies.

How often can I expect assignments?

PFSmarketing — Tue, 05 Nov 2024 18:10:02 +0000

This depends on where you live, your shopper rating, quality of shop reporting, etc. It is possible that ongoing Teller assignments are available in your area; please contact your scheduler.

The post How often can I expect assignments? appeared first on Pinnacle Financial Strategies.

I am not able to complete a scheduled assignment, what should I do?

PFSmarketing — Tue, 05 Nov 2024 18:09:50 +0000

You are required to IMMEDIATELY notify your scheduler by phone or e‐mail even if our office is closed. Pinnacle Financial Strategies is open Monday ‐ Friday 9 a.m. ‐ 5 p.m. EST. You may contact your scheduler by clicking on the Help/Contact link in the 2nd column of your shopper log. Failure to contact your scheduler immediately will result in a reduction to your shopper grade/the addition of a negative citation to your profile.

The post I am not able to complete a scheduled assignment, what should I do? appeared first on Pinnacle Financial Strategies.