Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Store Pictures
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Store Front / Store Inside
4 Pillars of Retail Success
People
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Number of reps working at time of visit?
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Reps in uniform?
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Reps wearing name tags?
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Are reps registered in the dealer portal?
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Contests/spiffs:
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Notes:
Operations
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Add media
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Is the quota calendar up to date?
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Is the conversion tracker filled out?
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Are they using the Right Fit Guide?
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Is scorecard tracker up?
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Can reps access Metro U?
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All current required trainings up to date?
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Finance station functional?
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Alpha Comm is at minimum requirements?
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Notes:
Enviorment
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Windows Clean?
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Demo Phones out?
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Collateral Current?
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Are price tags correct?
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Notes:
Marketing
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Shaking sign prior to store entry?
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Tents set up prior to store entry?
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Distributing flyers while on site?
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Upcoming marketing events:
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Notes/plans for owning their mile:
Big 5
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Activations / Reactivations MTD vs goal
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Box sales MTD
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Conversion rate MTD
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MRC+ MTD
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NGA MTD
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CSAT
Sales / Conversion observations
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Observation 1
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Observation 2
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Observation 3
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Observation 4
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Observation 5
Outstanding Issues
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Outstanding issues that need to be addressed
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Notes:
Overall Visit Impression
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Owner or Manager Signature (if available)