Staff Portal

Welcome to the Staff Portal

Life's great moments are worth celebrating with timeless gifts. This portal helps you serve our guests with expertise, warmth, and authenticity.

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Training Guide
Step-by-step onboarding modules covering product knowledge, customer service, metals, gemstones, and sales technique.
Knowledge Test
Test your training outcomes with scored quizzes covering all core subject areas. Instant feedback and explanations.
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Diamond Estimator
Estimate total diamond weight (ctw) in rings and jewelry by entering stone shapes and millimeter dimensions.
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Inventory Descriptions
Build standardized, consistent inventory entry descriptions using our guided form — copy-ready for any system.

New Employee Training Guide

Work through each module in order. Our training reflects our brand values: Warm, Expert, and Authentic.

Training Progress0 / 9 modules
Modules

Welcome & Culture

Our Brand Statement

"We believe life's great moments are worth celebrating with timeless gifts."

We exist to provide our community with high-quality jewelry and jewelry services in a warm and welcoming environment. Every guest who walks through our door is there to mark a moment that matters — and it is our privilege to be part of it.

Our Story

Koser Jewelers of Lancaster was founded by Mr. Koser in 1952. The store was purchased by Randy Wolgemuth in 1988. In 2022, his son-in-law Tom joined the team as store manager, continuing a tradition built on more than seven decades of community trust.

From our founding until today, we are focused on providing the best possible service to our customers. Koser Jewelers has been — and always will be — a community-grounded, community-focused, community-driven jeweler.

Our Brand Voice: Warm · Expert · Authentic

Everything we say and do — from greeting a guest to writing a product description — reflects three defining traits:

WARM

We are approachable. We seek to establish rapport with prospective guests and be a trusted friend to our current community.

EXPERT

We are dedicated to our craft and knowledgeable about our subject. Our guests can trust our recommendations.

AUTHENTIC

We take our responsibility as consultants seriously. Guests know that we tell the truth and have their best interest at heart.

Brand Voice Do's & Don'ts

Voice Do Don't
Warm Speak directly to the guest · Use inviting language · Keep a personal and encouraging tone Seem aloof or superior · Be judgmental or smug · Conflate "warm" with "low-ticket"
Expert Speak with clarity and authority · Selectively educate (not too much) · Reference positive guest experiences Use an informal tone · Promote non-fine jewelry · Write vague content
Authentic Speak honestly and directly · Own mistakes and show how you're addressing them Use marketing jargon · Come across as "salesy" · Oversell

Professional Standards

  • Always greet guests within 30 seconds of entering the store.
  • Maintain a neat, professional appearance — your presentation reflects the brand.
  • Never discuss pricing in a dismissive way; every price point deserves respect.
  • Confidentiality — never discuss specific guest purchases or financial information.
  • We refer to the people who shop with us as guests, not customers. This is intentional — it reflects the level of hospitality we provide.
💡 Brand Tip: Learn guests' names and use them. A guest who hears their name feels valued and remembered — this is the single most impactful personal touch in fine jewelry retail. It's also the most Authentic, Warm, and Expert thing you can do in one breath.

The S.A.L.E.S. Framework

The S.A.L.E.S. process is Koser Jewelers' structured approach to every guest interaction. It is guest-oriented, not product-oriented — your goal is always to understand the guest first and present solutions second.

S
Square In
A
Assess
L
Lead
E
Eliminate
S
Secure

S — Square In on the Guest

"The guest buys you first, then the store, and then the product."

Welcome guests in a fun and engaging way. Never open with "May I help you?" — it invites an instant "No." Instead, come out from behind the display case, make eye contact, and use an open-ended or observational opener.

StepDoAvoid
AcknowledgeCome from behind the case, greet warmly, make guest comfortableStaying behind the case (creates a barrier); frowning; looking bored
Introduce yourself"Welcome to Koser Jewelers, I'm [name] — and your name is?" Offer a handshake, use their name immediatelyNot introducing yourself (limits personal connection)
Open the door"I see you're looking at our watch collection — tell me, what features are you looking for?" or a genuine compliment to open conversation"May I help you?" — potentially leads to instant rejection
💡 Concurrence Questions: Ask yes/no questions throughout to check understanding, minimize objections, and confirm you're on track — "You mentioned she prefers white metals, is that correct?"

A — Assess Their Wants and Needs

Build a relationship. Listen more than you talk — the guest will tell you exactly what to show them. Capture their "power phrases" and adjectives so you can use their own words when presenting product.

  • Ask open-ended questions: "Who are you shopping for today?" / "Is this for a special occasion?"
  • Listen and pick up on what the guest wants — probe to confirm.
  • Read the guest's style — if they wear gold, show them gold.
  • Do a needs analysis: type of guest, occasion, recipient, and budget signals.
  • Establish touch-points with concurrence questions: "You said you're looking for something simple — is that right?"
  • Never profile guests — every guest receives the same level of service.

Key takeaways: Listen for occasion, product type, recipient, and potential add-ons. Do not move to presenting product before you have confidence you understand their needs.

L — Lead Them Through a Koser Jewelers Experience

Present with the Feature → Function → Benefit method. Always go back to the guest's story and their power phrases.

FeatureFunctionBenefit
What is it? (Answers "What?")Why does it matter? (Answers "Why?")So what? (Tie back to guest's words)
"This diamond is a single solitaire with a platinum band""So she can enjoy the neutral color of the metal""Since she's not a flashy person (her words), she'll love the simplicity and timelessness"

E — Eliminate Objections

Recognize concerns and empathize immediately. Address objections early — don't wait until the close. The first step is always to listen, then clarify, then offer the solution.

  • Listen & assess — Paraphrase the objection: "I can understand that..." Probe to find the real concern.
  • Offer the solution — Respond and overcome: "Our goldsmiths can help with that. If there's ever an issue with sizing in the next five years, we'll take care of it."
  • Close — Once resolved, gain agreement: "Does that help with your concern?"

Key: Reiterate value before moving to any discretionary discount. Never treat objections as unjustified. Never say "As I said..." or "As you know..." — these put guests on the defensive.

The three main types of objections: Price, Need (not sure it's right), and Urgency (I'll come back). Price is often a signal of other concerns — probe first.

S — Secure the Sale

When closing: summarize features and benefits, then ask for the sale — and stop talking. Guests rarely ask to proceed on their own.

Alternative Close

"Did you want the earrings to match, or just the necklace today?"

Assumptive Close

"I'll just need to know how you'd like to pay today." / "Would you like to use our 6-month zero interest financing through Wells Fargo?"

Direct Close

"Shall we go ahead then?" — ask for the sale directly.

Client Card Close

Start filling out guest information in EDGE while they decide — this signals momentum and commitment.

After the sale: thank the guest, explain next steps, and always collect contact information for clienteling. Every guest is a lifetime relationship, not a single transaction.

💡 Core Belief: "Every action is a prioritization of that task over another. No matter who you are, at all times your top priority is a waiting guest on our floor or on the phone." — Koser Jewelers Operating Guidelines

Precious Metals

Gold Purity — Karats & Stamps

Gold is measured in karats (K), with 24K being the purest at 99.9% gold. The stamp indicates the percentage of gold in the alloy. The U.S. minimum to be sold as "gold" is 10K.

KaratStampGold %Notes
24K.999 / 99999.9%Purest gold; too soft for most jewelry
22K.916 / 91691.6%Common in Asia & Middle East
18K.750 / 75075%Rich color; preferred for fine jewelry
14K.585 / 583 / 14KP58.3%Most common in US; great balance of value & durability
10K.41741.7%Most durable; US minimum for "gold"

Note: KP (Karat Plumb) such as 14KP means the gold content is exactly that karat, not merely "at least."

Gold Colors & Their Alloys

  • Yellow Gold — Pure gold alloyed with copper and silver. Higher karat = more yellow.
  • White Gold — Gold mixed with palladium, nickel, or silver. Has a slight yellowish tint on its own; almost always rhodium-plated to achieve bright white finish.
  • Rose Gold — Significant copper alloy gives the pinkish-red hue. More copper = deeper red. A small amount of silver may be added to lighten the shade.
  • Green Gold (Electrum) — Naturally occurring gold and silver alloy; produces a subtle greenish-yellow tint.

Rhodium

Rhodium is a rare platinum-family metal that is too brittle to use on its own. It is used exclusively as a plating metal. Key facts for guests:

  • Gives white gold its bright, brilliant white shine and a harder, more scratch-resistant surface.
  • Also used on sterling silver to prevent tarnishing, and to create hypoallergenic surfaces over alloys that contain nickel.
  • Important: Rhodium plating is very thin and wears off over time — especially on rings. Plan to re-plate every 1–3 years to maintain the bright white luster.

Silver Stamps

  • Sterling Silver (.925 / 925) — 92.5% pure silver, 7.5% other metals (usually copper). Most common.
  • Fine Silver (.999 / 999FS) — 99.9% pure silver; very soft, used for fine jewelry and bullion.
  • Coin Silver (.900) — 90% silver; historically used for US coins.
  • German Silver — Misleading name; contains no silver. It is copper, nickel, and zinc.

Platinum Stamps

  • 950 Plat / PLAT — 95% pure platinum. Most common for fine jewelry. Naturally white, hypoallergenic, very durable.
  • 900 Plat — 90% pure platinum.
  • 850 Plat — 85% pure platinum.

Fake & Misleading Stamps — Know the Difference

  • Gold-Filled (GF) — e.g., "1/20 14K GF." Base metal with thick outer gold layer bonded to it. Not solid gold.
  • Gold Plated (GP) / Gold Electroplate (GEP) — Very thin gold layer applied chemically or electrically. Wears off easily.
  • Heavy Gold Electroplate (HGE) — Slightly thicker plating than GP; still not solid gold.
  • Silver Plated (SP) — Thin silver layer over base metal.
  • Vermeil — Thick gold plating over a sterling silver base. Higher quality than GP but not solid gold.
💡 Pro Tip: When a guest asks "is this real gold?", look for the karat stamp inside the shank or on the clasp. GP, GF, or HGE stamps indicate plated items — not solid gold. Solid gold must be stamped with a karat mark in the US.

Diamonds

Diamond Basics

  • Diamonds rate 10 on the Mohs Hardness Scale — the hardest natural substance.
  • "Diamond" comes from the Greek word adamas — "unconquerable."
  • Diamonds are the April birthstone and recommended anniversary gift for 10, 25, and 60 years.
  • Pure carbon; arrangement of atoms is nearly perfectly symmetrical.
  • Only 20% of mined diamonds are gem quality — most are used industrially.
  • Diamonds are mined in 20+ countries; eight countries produce ~95% of supply: Russia, Botswana, South Africa, Angola, Australia, Canada, Congo, and Namibia.
  • Diamonds can only be damaged by other diamonds and by intense flame.

The 4 Cs — Grading Characteristics

Cut — the most important C. 60% of a diamond's value is based on cut quality. Cut determines how the diamond captures and returns light.

  • Brilliance — total intensity of light reflected from internal and external surfaces.
  • Dispersion (Fire) — splitting of white light into spectral colors.
  • Scintillation — the sparkle effect from brilliance and dispersion during movement.
  • Three styles: Brilliant cut (triangular/diamond-shaped facets in a circle), Step cut (trapezoidal facets in rows — Emerald, Asscher), Mixed cut (combination).
  • If too shallow, light escapes through the pavilion. If too deep, light escapes through the sides. Ideal cut returns light through the table.

Color — graded D (colorless) to Z (light yellow/brown). Most U.S. sales are G–L. Fancy colored diamonds (yellow, blue, pink) are graded by hue, tone, and saturation.

Clarity — blemishes are surface irregularities; inclusions are internal. Graded FL, IF, VVS1/2, VS1/2, SI1/2, I1/2/3. Only 2% of gem-quality diamonds are Flawless. SI1 is often eye-clean — great value.

Carat — 1 carat = 1/5 gram = 100 points. A 0.75ct diamond = 75 points. Weight fractions: 1/4 ct refers to 0.23–0.29ct range. Always clarify center stone vs. total diamond weight (TDW) for the guest.

Ideal Proportions by Shape

ShapeDepth %Table %L/W Ratio
Round Brilliant59–62.6%54–57%1.00–1.03
Princess68–74%69–75%1.00–1.04
Oval<63%53–63%1.30–1.50
Cushion61–68%<68%1.00–1.08 (sq); 1.15–1.25 (rect)
Emerald61–68%61–69%1.30–1.45
Pear<68%53–65%1.45–1.75
Marquise58–62%58–62%1.85–2.10
Heart56–66%56–62%1.00
Radiant<67%61–69%1.00–1.05 (sq); 1.20–1.50 (rect)
Asscher61–68%61–69%1.00–1.05

Remember: a guest may value a look (elongated Emerald) more than technical ideals. The guest's priority always outweighs technical specs.

Lab-Grown Diamonds

  • Identical chemical and optical properties to natural diamonds.
  • Two production methods: HPHT (High Pressure, High Temperature — mimics earth conditions) and CVD (Chemical Vapor Deposition — carbon gas deposits onto a diamond seed at moderate temperatures).
  • Require advanced gemological lab testing (GIA) to distinguish from natural — strain patterns, trace elements, fluorescence, and phosphorescence differ.
  • Key distinction for guests: Lab-grown diamonds have little to no intrinsic value — supply expands to meet demand and prices have declined massively since market entry. Natural diamonds retain value scarcity.
  • Lab-grown are not ecologically neutral — production requires significant energy and generates greater carbon emissions than mining.

Grading Laboratories

  • Many labs exist with very different standards. Budget labs (used by large box retailers) frequently overgrade by one to three letter/clarity grades.
  • GIA (Gemological Institute of America) — the gold standard for diamond grading. When we sell GIA-graded diamonds, guests can trust the report.
  • AGS was a respected lab but consolidated with GIA in 2023.

Conflict Diamonds & the Kimberley Process

Koser Jewelers takes conflict diamonds seriously. We require vendors to certify that diamonds are from legitimate, conflict-free sources. The Kimberley Process Certification Scheme sets international standards for rough diamond import/export — today 99%+ of the world's diamond supply is certified conflict-free. Our message to guests: "Koser Jewelers does not sell conflict diamonds and our suppliers adhere to the Kimberley Process."

Diamond Security

  • No more than 3 diamonds out at one time. This limits confusion for both the guest and you.
  • Always weigh diamonds after showing and returning to the diamond wallet.
  • If there is less than a 0.10ct difference from expected weight, check girdle inscriptions immediately.
💡 Sales Tip: Lead with Cut. A beautifully cut SI1 G diamond will out-sparkle a poorly cut IF D diamond every time. Help guests prioritize Cut first, then set a Color/Clarity range within their budget.

Gemstones & Product Categories

Popular Colored Gemstones

  • Ruby — Red corundum. Mohs 9. July birthstone. Heat treatment is industry standard and acceptable.
  • Sapphire — Blue (and other colors) corundum. Mohs 9. September birthstone. One of the most durable gems for daily wear.
  • Emerald — Green beryl. Mohs 7.5–8. May birthstone. Almost always oiled to improve clarity — this is accepted industry practice.
  • Amethyst — Purple quartz. Mohs 7. February birthstone. Affordable and accessible.
  • Morganite — Pink beryl. Very popular in rose gold settings. Durable and feminine.
  • Aquamarine — Blue-green beryl. March birthstone. Very clean and durable.
  • Tanzanite — Deep blue-violet. Mohs 6.5–7. Found only in Tanzania. December birthstone.
  • Opal — Mohs 5.5–6.5. Beautiful play of color. Never put in ultrasonic cleaners. Requires care.
  • Tourmaline — Wide color range. Mohs 7–7.5. October birthstone (with Opal).
  • Peridot — Olive green. Mohs 6.5–7. August birthstone.

Engagement Rings

Our most significant category. Always ask about lifestyle — an active guest needs a lower-profile setting. Key elements: center stone, metal type, setting style (solitaire, halo, three-stone, side-stone), and band width. Discuss ring sizing and our resizing policy at point of sale.

Wedding Bands, Necklaces & Earrings

  • Wedding bands: Plain/comfort-fit, diamond eternity or half-eternity, and matching bridal sets.
  • Chain lengths: 16" choker · 18" collarbone · 20" below collarbone · 24" mid-chest · 30" below chest. Always use a display board to show lengths to the guest.
  • Earrings: Studs, drops/dangles, hoops, huggies, jackets. Post types: friction, screw-back, push-back, leverback, hook. Guests with sensitive ears: recommend gold (14K+) or platinum posts to minimize irritation.

Bracelets & Watches

Bangles, cuffs, tennis, charm, and link bracelets. Measure the guest's wrist and add 0.5"–0.75" for comfort. For watches and timepieces, refer to the Timepieces module.

Jewelry Care for Guests

  • Put on jewelry last, after applying cosmetics, scents, and lotions.
  • Warn against wearing diamond jewelry for strenuous sports or household chores.
  • Recommend lower-raised settings for active lifestyles (hairdressers, nurses, etc.).
  • Bring jewelry in for professional cleaning and inspection every 6–12 months.
  • Avoid: chlorine, ultrasonic cleaners for opals/emeralds, and fingerprinting loose stones — use tweezers or pincers.
💡 Remember: Birthstones are a powerful selling tool — know them cold. They drive spontaneous purchases for birthdays, Mother's Day, and personalized gifts.

Timepieces

"A watch is something someone wears to tell time. A timepiece is something more. It tells a story about its wearer. At Koser Jewelers we are explicitly focused on providing quality timepieces to our guests."

Types of Movements

Quartz

Battery-powered. Vibrates quartz crystal at 32,768 Hz for precision. Very accurate. Battery must be replaced regularly. Lifespan 20–30 years. Relatively affordable.

Power Cell

Rechargeable cell charged via station, cord, or light panels (e.g., Citizen Eco-Drive). Very precise. Prone to user error from lack of charge. Cell may need replacement every 10–15 years.

Mechanical

No electric components. Powered by a wound mainspring via the crown. Requires continuous manual winding. May gain or lose a few seconds per day. Service every 3–8 years.

Automatic

Same as mechanical but with a rotor (oscillating weight) that continuously winds the timepiece as it is worn. Service every 3–8 years. The choice of true horological enthusiasts.

Critical Rule: Manual Wind Date Setting

Never set the date when the time on the timepiece is between 9 p.m. and 2 a.m. The date-changing mechanism is engaged during this window — setting the date then can break the delicate teeth. Always advance past 2 a.m. before setting the date. Also: always rotate the time forward (clockwise) — never backward.

The four greatest threats to mechanical/automatic timepieces: Moisture, Heat, Shock, and Magnetism.

Swiss Brands to Know

Rolex — Founded 1905, Geneva. Hans Wilsdorf Foundation (private). Notable: Submariner, Daytona, GMT-Master II, Day-Date.
Tudor — Rolex subsidiary, founded 1926. Notable: Black Bay, Ranger, Pelagos.
Omega — Founded 1903, Biel. Swatch Group. Famous for NASA Speedmaster (Apollo 11). Notable: Speedmaster, Seamaster, Constellation.
Breitling — Founded 1884. Aviation focus. Partners Group (private equity). Notable: Navitimer.
TAG Heuer — Founded 1860. LVMH. Notable: Carrera, Aquaracer, Formula 1.
Cartier — Founded 1847, Paris. Richemont Group. Global luxury jewelry & watches. Notable: Tank.
Longines — Founded 1832, Saint-Imier. Swatch Group. Classic elegance.
Tissot — Founded 1853, Le Locle. Swatch Group. Great entry-level Swiss quality.
Ball Watch — Founded 1891, Cleveland. Originally US railroad timepiece. Private. Notable: Engineer Hydrocarbon, Trainmaster.
Hamilton — Founded 1892, Lancaster PA. Now Bienne, Switzerland. Swatch Group. Notable: Khaki Field, Ventura.

Japanese Brands to Know

Seiko — Founded 1881, Tokyo. Invented the quartz movement; launched the world's first commercial quartz timepiece in 1969 (Astron). Owned by the Hattori family.

Grand Seiko — Seiko subsidiary since 1960. Features the Spring Drive movement (1999) — a mechanical movement that generates a trickle of electricity for glide-smooth precision. Outstanding finishing and value.

Citizen — Eco-Drive light-powered movement. 5-year manufacturer warranty on most models (2 years on SmartWatches). Excellent everyday value.

Timepiece Presentation Standards

  • Always present on a counter pad — shows value, protects the piece, and is a natural place for the guest's existing timepiece while they try.
  • Use a polish cloth before placing on the guest's wrist — removes fingerprints, improves dial visibility.
  • No more than 3 timepieces out at one time.
  • Place the timepiece on the guest's wrist yourself — this is an elevated service moment.
  • Review: movement type, strap/clasp, crystal type, chronograph use, any special/limited edition status.
  • Discuss warranty at the sales counter, not at POS: Ball Watch 2yr / Citizen 5yr.

Timepiece Markets

  • Authorized Retailer (AR) — Approved by manufacturer to sell directly. ARs can fulfill manufacturer warranties. Only ARs carry Manufacturer's Warranties. Koser Jewelers is an authorized retailer for all new timepieces.
  • Gray Market — Unauthorized dealer. Not approved by brand. No manufacturer warranty. Often discounted online.
  • Black Market — Stolen, counterfeit, or fake timepieces.

Key selling point: buying through Koser (an AR) protects the guest's warranty, ensures resale value, and provides authentic service support from the manufacturer.

💡 Timepiece Key Measurements: Case size = width from 9 o'clock to 3 o'clock. Lug-to-lug = bracket width that determines strap/bracelet diameter. Case thickness = top of crystal to bottom of case. All measured in millimeters.

Guest Service & Clienteling

Our Intent

We are an intent-based organization. The intent is simple: every guest feels delighted by our service, respected by our professionalism, and valued as a member of our community. You are explicitly empowered to make common-sense decisions that align with this aim. Management will support you as long as the action was taken in good faith with the guest at the center.

The Guest Greeting

Every guest receives a warm greeting within 30 seconds. We call the people we serve guests — intentionally. Avoid "Can I help you?" (invites "No"). Instead use open-ended or observational openers. Introduce yourself, shake hands, and use their name immediately once given.

Key: Come out from behind the display case. Staying behind creates an instant barrier between you and the guest.

Clienteling — Building Lifetime Guests

Clienteling is the practice of proactively contacting guests to establish and maintain relationships. Use Clientbook daily.

  • Capture information at every touch point — email, ring sizes, anniversary dates, style preferences, spouse/partner name.
  • Maintain the information so outreach (emails, texts, thank-you cards) is relevant and personal.
  • Use the information: reach out about new merchandise you think they'd love, upcoming events, or just to say happy anniversary.
  • Keep reaching out until they return or ask to be removed.
  • Proactively be involved in the community — this is how you grow your personal guest base.

The outcome: more sales from existing guests, more referrals, and a growing community around you.

Jewelry Care Guidance for Guests

Always review care instructions at point of sale and provide a care card. Key points: avoid chlorine, lotions, and perfume before wearing; use mild soap and warm water; bring in for professional cleaning every 6–12 months; store separately to avoid scratching.

💡 Relationship Tip: Record guest details in our system — anniversary dates, ring sizes, style preferences, preferred contact method. A call or card on their anniversary builds lifelong loyalty and makes them feel like the community member they are to us.

Sales & Store Processes

Point of Sale

  • Always verify the SKU and price tag match before ringing a sale.
  • Collect guest contact information — name, email, phone, mailing address.
  • Review our warranty/repair policy with every purchase.
  • Gift wrap is available on request — ask at every sale.

Ring Sizing

Use mandrel and ring sizer set. Fingers are largest mid-afternoon or in warm weather — note if sizing in the morning. Wide bands typically need to be ordered 0.5 size larger. Record ring size in guest profile. Typical resizing takes 1–2 weeks for our bench jeweler.

Edge Ticket Writing — Repairs

Koser uses Edge for all job ticketing. Keys to successful repair tickets:

  1. Photographs — one head-on photo and one highlighting each identified deficiency.
  2. Item Description — describe specifically without assumptions. Note metal type, stone count and color, distinguishing marks. Do not assume stone or metal type unless stamped, tested, or a Koser sold product.
  3. Condition Notes — practice "inside-out" inspection. After fixing the guest's stated issue, zoom out and inspect for chips, cracks, loose stones, or other wear. Document everything — once we fix any part of it, the guest will assume we are responsible for all of it.
  4. Notify — double-check the guest's phone number. Incorrect contact = poor guest experience.
  5. Tasks — one task per action needed. Provide the end-state to the goldsmith, not the method. Use private notes for specific parts or Stuller item numbers.
  6. ETA — two weeks standard. Discuss expediting with Bench/Sales Lead if needed.
  7. Location — default to "Triage — Bench" unless otherwise required.
  8. One ticket per item — allows for clean tracking.

Special Orders & Custom Work

  • Special Orders: Double-check guest contact. Note any hard dates (weddings, engagements, trips). Note if item is a surprise.
  • Custom Work: Collect full design description, metal preference, stone details, target budget, and timeline. Do not include parts in the custom job ticket — parts are either Koser stock items (purchased separately) or sourced by the bench.
  • Require 50% deposit. Document with a signed work order. Under-promise, over-deliver on timeline.

Inventory & Security

  • Never leave open cases unattended.
  • One case or tray out at a time during customer viewing.
  • No more than 3 diamonds out at a time — weigh after every showing.
  • Count your case before opening and after closing each day.
  • Report any discrepancies to management immediately — do not attempt to resolve alone.

Timepiece Sale Process

  1. Set timepiece in front of guest; talk through and demonstrate all functions.
  2. If complications present (chronograph, etc.), demonstrate and have guest practice at least once.
  3. Size bracelet to wrist; secure extra links in plastic pouch in box.
  4. Box must include: certification card, all tags (remove Koser price tag), extra links.
  5. Inform guest: returns require all items — certification, tags, all bracelet links.

Guest Personas

Understanding who walks through our door is just as important as knowing what we sell. Koser Jewelers has identified three core guest personas. Each has a different motivation, pain point, and ideal experience. Recognizing which type of guest you're working with helps you serve them better from the first handshake.

THE GIFTER Greg

Stimulus
Expression of Love
Pain Point
Lack of jewelry knowledge — he needs to be guided confidently
Occasion
The "Big Three" — engagement, anniversary, holiday
Core Desire
To give a gift his partner will love — and feel confident doing it
Ideal Experience
  • Guided through the process — don't overwhelm him with options; narrow choices to 2–3
  • Help him understand value so he feels his investment is sound
  • Make him feel celebrated — he's doing something meaningful
  • Reinforce the joy his partner will feel at receiving the gift
💡 How to spot Greg: He may browse without touching anything, look slightly uncertain, or say "I'm not really sure what she'd like." Lead with questions about his partner's style — not his budget. Trust follows confidence.

THE BRAND Logan

Stimulus
Expression of Self / Status
Pain Point
Brand availability — he wants specific prestige names
Occasion
Major life event — promotion, milestone, achievement
Core Desire
A purchase that signals his status — treated as a decision maker
Ideal Experience
  • Purchasing with us is an experience — the environment and service must match his expectations
  • Focus on the brand value of what he's buying
  • Be available and responsive — including after hours if needed
  • Keep the closing process efficient — he's a decisive buyer
  • Invite him to exclusive events and brand partner occasions
💡 How to spot Logan: He may walk in knowing exactly what he wants, ask about specific brands, or make quick decisions once satisfied. Match his energy — be professional, efficient, and treat him as the expert he considers himself to be.

THE STYLIST Shiv

Stimulus
Expression of Self / Fashion
Pain Point
Availability of current styles — she wants what's new now
Occasion
Major life event or personal treat
Core Desire
Current, fashionable jewelry that reflects her personal style
Ideal Experience
  • Provide current and accurate knowledge of hot styles — she will notice if you're out of date
  • The shopping experience itself must match her glamorized expectations
  • Give her "early access" feel — she wants to discover, not be sold
  • Invite her to product launches and new arrivals previews
  • Loyalty discounts on her favorite brands build long-term relationships
💡 How to spot Shiv: She often knows current trends and may reference specific styles she's seen online or on social. Be current. Know what's trending. Her confidence in you grows quickly if you can speak her language — and drops fast if you can't.

Matching Your Approach

Most guests are a blend — a Greg who also cares about brands, or a Shiv who's buying a gift. Use the personas as a starting lens, not a final label. Your goal is always to understand what this specific guest is really hoping to feel when they walk out the door — and make sure they feel it.

Floor Examples

Knowledge Test

20 questions covering all 9 training modules. Select the best answer for each, then submit to see your score and explanations.

1. According to our Operating Guidelines, what is your top priority at all times while on the floor?
Completing your assigned cleaning or stocking task
A waiting guest on the floor or on the phone
Checking inventory counts
Reviewing the daily sales report
The Koser Operating Guidelines state: "No matter who you are, at all times your top priority is a waiting guest on our floor or on the phone." In the absence of a waiting guest, tackle the next most immediate issue that will impact the guest experience.
2. What does the "S" in the S.A.L.E.S. framework stand for, and what is the primary goal of that step?
Show product — present as many items as possible
Suggest pricing — anchor the guest to a budget range
Square in on the guest — welcome them in a fun and engaging way
Summarize features — close the sale with a benefit recap
The first "S" in S.A.L.E.S. stands for "Square in on the Guest." The goal is to welcome guests in a fun and engaging way. The guest buys you first, then the store, and then the product. Never open with "May I help you?" — it invites an instant "No."
3. What is the Feature → Function → Benefit method used for in the "L" step of S.A.L.E.S.?
Explaining our return policy to guests
Presenting product in a way that ties back to the guest's own words and story
Describing the manufacturing process of fine jewelry
Training new staff on product categories
"Lead them through a Koser Jewelers Experience" uses the Feature→Function→Benefit method. Feature answers "What is it?", Function answers "Why does it matter?", and Benefit ties back to the guest's story and their own power phrases — e.g., "Since she's 'not a flashy person' (her words), she'll love the simplicity and timelessness."
4. When a guest says "I need to think about it," what is the best first response according to the E step (Eliminate Objections)?
"No problem, here's my card — come back anytime."
"I understand — this is actually our most popular piece."
Listen, clarify the concern by paraphrasing, then probe to find the real objection
Immediately offer a discount to close the sale
The E step says to listen first, then clarify the objection by paraphrasing or reflecting — "I can understand that..." — then probe to find the real concern. Never debate with the guest or treat the objection as unjustified. Reiterate value before ever moving to a discretionary discount.
5. Which closing technique is being used in this statement: "I'll just need to know how you'd like to pay today"?
Alternative close
Assumptive close
Direct close
Client card close
This is an assumptive close — it assumes the guest is buying and moves directly to payment method. The alternative close offers two options ("earrings to match or just the necklace?"). The direct close simply asks "Shall we go ahead then?" The client card close involves beginning to fill out the guest's account information.
6. A piece of jewelry is stamped "1/20 14K GF." What does this mean?
It is solid 14-karat gold, first quality
It is 14-karat gold plated with a very thin electroplated layer
It is gold-filled — a base metal core with at least 1/20th of its weight in 14K gold bonded to it
It is fine silver with 14K gold accents
GF stands for Gold-Filled. The stamp "1/20 14K GF" means the item's weight is at least 1/20th 14-karat gold bonded over a base metal core (usually brass or copper). It is not solid gold. Gold Plated (GP) has a far thinner layer applied chemically and wears off easily.
7. White gold jewelry requires rhodium plating. Why does the plating wear off, and what should guests expect?
It doesn't wear off — rhodium is permanent once applied
It wears off only if exposed to water or chlorine
It is a very thin layer that wears with normal use; guests should expect replating every few years, especially on rings
It wears off only on lower-karat gold, not on 18K or above
Rhodium plating is a very thin layer that will wear off over time, especially on high-wear items like rings. Guests should plan to have the jewelry re-plated every 1–3 years (depending on wear) to maintain its bright white luster. This is a normal part of white gold ownership.
8. According to the manual, what percentage of a diamond's value is based on cut quality?
25%
40%
60%
80%
The training manual states that 60% of a diamond's value is based on cut quality — making it the most important of the 4 Cs. A beautifully cut diamond will out-sparkle a larger, flawless diamond with a poor cut. Always lead with Cut when helping guests evaluate diamonds.
9. What is the diamond security rule regarding how many diamonds may be shown at one time?
No limit — show as many as the guest wants to see
No more than 5 at a time
No more than 3 at a time — and always weigh them after showing
No more than 2 at a time
The policy is absolutely no more than 3 diamonds out at a time. This limits guest confusion and yours. After showing diamonds and returning them to the diamond wallet, they must be weighed. If there is less than a 0.10 carat difference from expected weight, check girdle inscriptions immediately.
10. What are the two production methods used to create lab-grown diamonds?
Laser Cutting and Fracture Filling
Irradiation and Ion Implantation
HPHT (High Pressure, High Temperature) and CVD (Chemical Vapor Deposition)
Synthetic Casting and Moissanite Conversion
HPHT mimics conditions deep in the earth (5–6 GPa of pressure, 1300–1600°C). CVD grows diamonds from carbon-containing gas in a vacuum chamber at moderate temperatures (700–1300°C). Both produce diamonds chemically identical to natural ones. Advanced GIA lab testing (strain patterns, fluorescence, trace elements) is required to distinguish them from natural diamonds.
11. A guest asks about the difference between an "authorized retailer" and a "gray market" seller for a Rolex. What is the key distinction?
Gray market watches are always counterfeit
Authorized retailers offer lower prices because they buy directly
Authorized retailers carry manufacturer's warranties and can service under warranty; gray market sellers are unauthorized and cannot
There is no meaningful difference for the guest
An authorized retailer (AR) has been approved by the manufacturer and can fulfill manufacturer warranties. Buying through an AR also helps ensure resale value. A gray market retailer is unauthorized — they do not acquire products directly from the brand, so they cannot provide or service manufacturer warranties. Gray market watches may be genuine but come without brand protections.
12. What is the critical rule about setting the date on a manual wind timepiece?
Always set the date before setting the time
Set the date by rotating the crown counter-clockwise
Never set the date when the time on the timepiece is between 9 p.m. and 2 a.m.
The date can be set at any time — it is the same mechanism as the time
The date-changing mechanism begins to engage the gear train after 9 p.m. and only disengages after 2 a.m. Setting the date during this window can break the delicate teeth of the mechanism — a costly repair. Always advance the hands past 2 a.m. before setting the date. Also, always rotate the time forward (clockwise), never backward.
13. What type of movement powers the Citizen Eco-Drive?
Mechanical — wound by a mainspring
Automatic — wound by a rotor
Power cell — recharged by light panels
Spring Drive — a Seiko-exclusive hybrid movement
The Citizen Eco-Drive uses a power cell movement recharged through light panels — converting both natural and artificial light into energy. The Spring Drive is a Seiko/Grand Seiko exclusive that uses a mechanical mainspring but generates a small trickle of electricity for glide-smooth precision regulation.
14. Which Swiss watch brand was famously worn by Buzz Aldrin on the Apollo 11 moon mission?
Rolex Submariner
TAG Heuer Carrera
Omega Speedmaster
Breitling Navitimer
Omega is famous for its involvement in the NASA space program — Buzz Aldrin wore an Omega Speedmaster on the Apollo 11 mission. Omega was founded in 1903 in Biel, Switzerland, and is currently owned by Swatch Group. The Speedmaster remains one of the most iconic chronograph timepieces in history.
15. When writing a repair ticket in Edge, what is the correct approach to describing the repair task to the goldsmith?
Describe exactly which tools and techniques the bench should use
Describe the desired end-state, not the method — the bench selects how to achieve it
Leave the task description blank and discuss verbally with the bench
List all possible repair options and let the bench choose
The manual states: "Provide the end-state to the goldsmiths, not the method." Use the private notes section to outline the end result. If you need a specific part (such as a Stuller head), include the part number in private notes — otherwise, assume the bench will select something similar to the original. One task per action required.
16. After completing a repair on a guest's piece, the guest claims a stone was chipped during the work. What does "inside-out" inspection during intake protect against?
It prevents theft by the bench team
It documents pre-existing deficiencies so the store is not held responsible for damage that existed before intake
It speeds up the repair process by identifying the main issue quickly
It is required by insurance — it has no practical guest impact
The manual warns: "Once we fix any part of it, the guest will assume we are responsible for every part of it." A thorough inside-out inspection identifies and documents all existing chips, cracks, loose stones, and wear before we touch the piece. This protects both the guest (preventative maintenance) and Koser Jewelers (if the guest declines repairs).
17. What is "clienteling" and which tool does Koser Jewelers use for it?
A way to calculate client credit scores — we use QuickBooks
Proactively contacting guests to establish and maintain relationships — we use Clientbook
A method for tracking inventory by client preference — we use Edge
A social media marketing strategy — we use Instagram
Clienteling is contacting guests in an effort to establish and maintain a relationship, and utilizing guest information to increase store traffic and sales. Koser Jewelers uses Clientbook daily. Capture guest information at every touch point — email, sizes, special dates, and preferences — then maintain it so outreach feels personal and relevant.
18. Which of the following is NOT one of the four main threats to a fine mechanical or automatic timepiece?
Magnetism
Shock
Dust
Moisture
The four biggest threats to fine mechanical and automatic timepieces are Moisture, Heat, Shock, and Magnetism. Keeping a timepiece near a strong magnetic field (sound amplifiers, laptops) will reduce accuracy. Sudden shock can knock the gear trains off the movement. Dust is a concern for long-term storage but is not listed among the four primary threats.
19. What is the Kimberley Process, and what does Koser Jewelers tell guests about it?
A diamond cutting standard that determines ideal proportions
A gemological grading system used as an alternative to GIA
An international certification scheme that sets standards for rough diamond import/export to prevent conflict diamonds — we tell guests we do not sell conflict diamonds and our suppliers comply
A US government import tax on rough diamonds from certain countries
The Kimberley Process is an international certification scheme that sets standards for rough diamond import/export. Every shipment must be certified, numbered, and sealed. As a result, 99%+ of the world's diamond supply is certified conflict-free. Koser's message: "We do not sell conflict diamonds and our suppliers adhere to the laws outlined in the Kimberley Process."
20. According to the manual, what is the key difference between the "Greg the Gifter" persona's pain point versus "Logan the Brand" persona's pain point?
Greg wants a discount; Logan wants to negotiate
Greg's pain point is lack of jewelry knowledge; Logan's pain point is brand availability
Greg wants the latest styles; Logan wants a timeless classic
Greg buys for himself; Logan buys for others
Greg (The Gifter) is stimulated by expression of love and his pain point is knowledge — he needs to be guided confidently through the process. Logan (The Brand) is stimulated by expression of self/status and his pain point is brand availability — he wants specific prestige names and to be treated as a decision maker. Shiv (The Stylist) cares about current style availability.

Diamond Weight Estimator

Select a shape, enter dimensions and count, then click Add. Build up a full ring entry-by-entry. Click any entry to edit it.

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Formula: diameter² × (diameter × 0.62) × 0.0061

Based on GIA standard proportions for well-cut round brilliants (depth ~61.5%, table ~57%). Actual weight varies with individual stone proportions.

Diameter Carat Wt. Points
2.5 mm0.06 ct6 pt
3.0 mm0.10 ct10 pt
3.5 mm0.17 ct17 pt
4.0 mm0.23 ct23 pt
4.1 mm0.25 ct25 pt
4.5 mm0.35 ct35 pt
5.0 mm0.47 ct47 pt
5.2 mm0.50 ct50 pt
5.5 mm0.60 ct60 pt
5.8 mm0.75 ct75 pt
6.0 mm0.84 ct84 pt
6.5 mm1.00 ct100 pt
7.0 mm1.25 ct125 pt
7.4 mm1.50 ct150 pt
7.8 mm1.75 ct175 pt
8.2 mm2.00 ct200 pt
8.7 mm2.50 ct250 pt
9.1 mm3.00 ct300 pt
9.5 mm3.50 ct350 pt
10.0 mm4.00 ct400 pt
10.5 mm4.50 ct450 pt
11.0 mm5.00 ct500 pt

Source: GIA 4Cs / Gems & Gemology. Values represent ideal-proportion averages; actual weights vary by individual stone proportions.

Estimated Total Weight
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Estimates based on standard industry depth ratios. Actual weight may vary. Weigh loose stones when possible for precise values.

Other Stones

Tracked Separately

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If depth is omitted, estimated weight uses standard depth ratios per shape. Enter actual depth when known for greater accuracy.

Source: GIA Gem Reference Guide and Gems & Gemology. SG values shown as published GIA ranges; typical value used for weight calculations.

Stone SG Range Typical Mohs
Precious
Diamond3.523.5210
Ruby (Corundum)3.97–4.054.009
Sapphire (Corundum)3.99–4.014.009
Emerald (Beryl)2.67–2.782.727.5–8
Semi-Precious
Alexandrite (Chrysoberyl)3.70–3.783.738.5
Spinel3.57–3.623.608
Topaz3.49–3.573.538
Aquamarine (Beryl)2.67–2.782.727.5–8
Morganite (Beryl)2.71–2.902.807.5–8
Zircon3.93–4.734.697.5
Tanzanite (Zoisite)3.353.356.5–7
Garnet, Almandine3.95–4.204.057–7.5
Garnet, Rhodolite3.74–3.943.847–7.5
Garnet, Tsavorite (Grossular)3.57–3.733.656.5–7.5
Garnet, Demantoid (Andradite)3.82–3.883.856.5–7
Tourmaline2.82–3.323.067–7.5
Peridot (Olivine)3.27–3.373.346.5–7
Iolite (Cordierite)2.53–2.652.617–7.5
Quartz (Amethyst, Citrine)2.651–2.6602.657
Other
Opal1.98–2.202.105.5–6.5
Turquoise2.60–2.902.765–6
Pearl (Nacre)2.60–2.782.712.5–4.5
Jade, Jadeite3.24–3.433.346.5–7
Jade, Nephrite2.90–3.032.956–6.5
Lapis Lazuli2.75–2.902.805–6
Moonstone (Feldspar)2.55–2.612.586–6.5
Malachite3.60–4.003.803.5–4
Coral2.60–2.702.683.5
Amber1.03–1.101.082–2.5

Source: GIA Gem Reference Guide (3rd ed.) and Gems & Gemology. Typical SG used for all weight estimates. Ranges reflect natural variation within each species.

Other Stones Total
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Weight estimates use stone-specific SG values and standard depth ratios. Actual weights may vary.

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Inventory Description Builder

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Always include: Metal Type → Item Type → Setting Style → Stone Shape → Stone Type → Carat Weight. Use "ctw" for total weight, "ct" for single stone. Abbreviate karat as K (not kt). Use title case for item descriptions. Never use slang or informal language in inventory entries.