Information

  • Conducted on

  • Store Number / Name:

  • Who Conducted Visit Checklist:

Welcome

  • Did every customer getting knowledge within 10 seconds of walking into the store?

  • Comment:

  • Did you observe the proper greeting with name exchanges?

  • Comment:

  • Did all employees come out from behind the counter to greet their customer?

  • Comment:

  • Pictures

Emerging Products

  • Did all employees ask qualifying questions leading to emerging product discussions?

  • Comment:

  • Did all employees make an Emerging Product recommendation to their customer?

  • Comment:

  • Did all of the employees take their customers to each of the selling zones?

  • Comment:

  • Pictures

ReadyNow

  • Did all employees offer to set up email accounts and/or social networking accounts for their customers?

  • Pictures

Sales Floor / Mgr

  • Are all employees in proper uniform including wearing a name tag?

  • Comment:

  • Is the store clean and well-kept (displays clean, light bulbs working, no fingerprints, etc)?

  • Comment:

  • How well is the Floor Manager performing his/her duties? (N/A if not required)

  • Comment:

  • Pictures:

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.