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The 3 Main Steps for Creating the Best Curbside Pickup Experience

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May 12, 2020

4 min read

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Author

Nicole P. Dunford

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What used to be an added perk has transformed into a necessity as the curbside pickup experience becomes the new standard during the pandemic. With most of us trying to avoid as much physical contact as possible, temporary physical store closures and social distancing measures in effect delivery and pickup services are seeing a huge increase in demand.

If your business has the ability to provide curbside pickup it may just be the key to keeping your employees and your customers protected while still generating revenue.

curbside pickup sign board

You want the service you’re offering to be an added benefit to your customer’s shopping experience with your brand. Not an annoyance or hindrance. A curbside pickup experience that is confusing, without transparency, and inventory that isn’t updated will put off your customers.

If you’re new to offering delivery services it’s important that you take the necessary steps to do it right.

1. Designate a specific area of your store for orders

multi-colored delivery and takeaway bags

If you’re still operating your brick-and-mortar store and taking orders for curbside pickup, things can quickly get confusing. To avoid this, find an area of your store that will be dedicated solely to orders. This way, once an order is filled and ready for pickup, it has a specific place to go.

Then, once the customer lets you know they have arrived it’s a simple matter of grabbing their prepared order. Having a separate place for orders is the key to organized internal logistics, efficient delivery, and the best curbside pickup experience.

2. Have a Plan and Make Things Simple

Planning a successful curbside pickup experience

While the previous point will help you stay organized inside the store it’s equally as important to have a plan for the outside as well. Make the pickup experience as simple and clear as possible for your customers. Have clear signs showing what customers need to do when they arrive, whether that’s to text or call a number. Also, make sure to label any parking spaces that are designed for curbside pickup.

If you have multiple parking spaces, have them clearly numbered or outlined so that you know exactly where your customer is. You should have the instructions readily available on your website or explain them by phone. But having clear signage and instructions once the curbside pickup customer arrives will make the experience as smooth as possible.

3. Train Your Employees

Preparing training manuals for curbside pickup service

If this is the first time your business is doing curbside pickup, it’s your duty to make sure all of your employees are trained and fully prepared to implement the new system.

Once you have your plan and logistics figured out, you need to clearly establish the guidelines your employees need to follow for both safety reasons and the ability to provide your customers with the best curbside pickup experience.

Have clear written instructions for:

  • the procedure that needs to be followed
  • which employees are responsible for the curbside delivery
  • the time in which an order needs to be completed

Make sure your employees get full training before you implement the new system.

Frequently Asked Questions

<details class="ih-faq"><summary>How do you notify customers their curbside pickup order is ready?</summary><div class="ih-faq-a">Establish clear communication procedures outlined on your website and signage. Customers should know whether to text or call upon arrival. Train employees on the notification system to ensure orders are ready when customers arrive, creating a seamless experience.</div></details><details class="ih-faq"><summary>What safety measures should be included in curbside pickup training?</summary><div class="ih-faq-a">Your employee training should cover safety guidelines alongside operational procedures. Document procedures for contactless delivery, proper hygiene, social distancing, and how employees should interact with customers during pickup to minimize contact and protect both parties.</div></details><details class="ih-faq"><summary>How can small businesses implement curbside pickup without much experience?</summary><div class="ih-faq-a">Start by designating a dedicated order area inside your store, create a simple external plan with clear signage and parking labels, then thoroughly train all staff on procedures before launch. Keep instructions straightforward and readily available online and at your location.</div></details><details class="ih-faq"><summary>What happens if you don&#x27;t update inventory for curbside pickup orders?</summary><div class="ih-faq-a">Outdated inventory causes confusion and frustration for customers. They may arrive for orders that aren&#x27;t actually available, damaging trust in your service. Maintaining accurate, real-time inventory is essential for providing transparency and a professional curbside experience.</div></details><details class="ih-faq"><summary>Why is employee training critical for curbside pickup success?</summary><div class="ih-faq-a">Without proper training, your curbside service becomes disorganized and inefficient. Clear guidelines ensure employees know procedures, safety protocols, and timelines. Well-trained staff deliver consistent, professional service that meets customer expectations and protects both employees and customers.</div></details>

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