Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Store Pictures

  • Store Front / Store Inside

4 Pillars of Retail Success

People

  • Number of reps working at time of visit?

  • Reps in uniform?

  • Reps wearing name tags?

  • Notes:

Operations

  • Add media

  • Is ASR sales tracker up to date?

  • Is the RightFit guide available for use?

  • Can reps access Metro U?

  • All current required trainings up to date?

  • Alpha Comm is at minimum requirements?

  • Notes:

Enviorment

  • Store Cleanliness (Front of House)

  • Burned out light bulbs

  • Windows Clean?

  • Demo Phones out?

  • Collateral Current?

  • Are price tags correct?

  • Notes:

Marketing

  • Sign spinning prior to store entry?

  • Tents set up prior to store entry?

  • Distributing flyers while on site, or planned in near future?

  • Upcoming marketing events:

  • Notes/plans for owning their mile:

Big 5

  • Activations / Reactivations MTD vs goal

  • Box sales MTD

  • Conversion rate MTD

  • NGA MTD

  • MRC+ MTD

  • CSAT

Sales / Conversion observations

  • Observation 1

  • Observation 2

  • Observation 3

  • Observation 4

  • Observation 5

Outstanding Issues

  • Outstanding issues that need to be addressed

  • Notes:

Overall Visit Impression

  • Visit score

  • Owner or Manager Signature (if available)

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.