Title Page

  • Conducted on

  • Prepared by

  • Location

Store Visit

Whiteboard Review

  • Are Bonus Calculators filled out Daily? (All kept in sleeve)

  • Is compensation section posted with Tmo Spiffs/ Comp/Bonus rules?

  • Are Accessories, Need help, LP pdf posted?

  • Is Referral pdf posted ?

Customer Segment

  • Is there a customer perspective section with customer comments?

  • Is the google/yelp review pdf posted ?

  • Is Metric Mastery form posted with top and bottom performers?

  • Is Google/Yelp inventive posted? Store and ME level.

  • Does Metric Expert have an appropriate business action plan based on current trends? Behavior based.

Hot Topics:

  • TVision- Is team knowledgeable?

  • Leads ? Activations?

Sales floor Behavior

Revenue Metric

  • Can Metric Expert present the business with gaps and action plan?

  • Is Metric Expert aware of current standing?

  • Is Metric Mastery form filled out?

  • Are Observation guides complete for the week ?

  • Is behavior being driven on the sales floor

Growth Metric

  • Can Metric Expert present the business with gaps and action plan?

  • Is Metric Expert aware of current standing?

  • Is Metric Mastery form filled out?

  • Are Observation guides complete for the week ?

  • Is behavior being driven on the sales floor

Experience Metric

  • Can Metric Expert present the business with gaps and action plan?

  • Is Metric Expert aware of current standing?

  • Is Metric Mastery form filled out?

  • Are Observation guides complete for the week ?

  • Is behavior being driven on the sales floor

Appearance

Is store clean free of smudges

  • Are windows clean ?

  • Is store swept moped

  • Zero empty pegs?

  • Is back room clean ?

  • Is bathroom clean ?

Uncarrier

  • Are all employees in uniform ?

  • Are all employees smiling

Customer ready

  • Are MEs logged into Tmo connect ? Observed one

  • Are employees logged into Salesforce? Observe one

  • Do all employees have REMOs

  • Are Employees side by side selling

Magenta Standards

  • Was there a loud, energetic, contagious Greet?

  • Did Employee shake hands and get a name?

  • Is store using Retail Valet?

  • Are two way conversations happening ?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.