Many opportunities include a conversation with a store associate or manager. Here's how to handle those conversations professionally and write notes that get your observation accepted.
Always treat associates kindly, professionally, and with respect. Show them your Letter of Authorization if you have one. If they're busy, wait respectfully until they have time for your questions.
Stay courteous and professional, and show them your Letter of Authorization (LOA) if you have one. It explains that you're completing an observation on behalf of Observa.
Complete as much as you can, then write detailed notes (at least 5 sentences) on what happened. Photograph the storefront wherever a photo is required and submit. We'll review it and decide whether compensation is warranted.
Your notes give us a clear account of who you spoke to, what you discussed, and how they helped. Record the conversation in multiple complete sentences in the observation itself.
Notes like "NA," "Employee not available," or "Sufficient stock" will get your observation rejected. A good note names who you spoke with, their role, what they checked, and what they told you — for example, that the front-end manager looked up the UPC and found the store doesn't carry it.
Clear, detailed notes are one of the easiest ways to get your observation accepted.