Information

  • Conducted on

  • Conducted By

  • Location
  • Person on location:

  • Position;

STORE PRESENTATION

  • POP is current and there is a call to action facing traffic

  • Phone and Accessory pricing is correct

  • Store front is clean

  • Cupboards, safes, and drawers are properly organized

  • Counters and terminals are completely clear of clutter

  • In-store displays, including live displays (45 degrees to front) are working

  • Accessory pegs are all full with the corresponding signage (4 rows X 3 columns)

  • Our team is professionally presented (Dressed accordingly and name tags)

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  • Comments:

PROCESS & INVENTORY

  • Loaner phones are neatly organized

  • FIFO is in place

  • Daily open and close cash card counts are done

  • Weekly serialized spot checks are completed

  • Weekly high value accessories checks are completed.

  • Add Photo:

  • Comments:

CHECKLIST PROCESSES

  • Store open/close checklist is updated and followed up on everyday

  • Manager's Weekly checklist is completed

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  • Comments:

DM BINDER/FOLDER PROCESSES

  • Open PO report – has everything over 30 days been addressed

  • Open IST – has everything over 4 days been addressed

  • Adjustment History report

  • Non-sellable report

  • Refund report

  • Cash Card Product tracking report

  • Service Request History report

  • Cash Card Exception Log filled and completed.

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  • Comments:

CONTRACT AND INVOICE AUDIT PROCESS

  • Manager is initialing each contract

  • Each contract has attached CCP

  • All refunds include customer's info, original invoice # and notes

  • LNP authorization forms are completed and attached to contracts

  • Activation logs are up to date

  • Audits are filed in one envelope per week

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  • Comments:

PEOPLE DEVELOPMENT

  • Recruiting department is used and updated

  • On-boarding guides and progress evaluations are present and updated

  • Assistant manager has a store responsibility that is managed and coached

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  • Comments:

SALES DEVELOPMENT

  • Are customers being greeted within 30 seconds

  • Manager & Staff are trending to P2

  • Daily goal is posted and up to date

  • Weekly meeting minutes are being submitted and are available for review

  • 1 month of coaching logs are on file for each rep

  • Coaching logs are based on manager-rep discussions and are behavioural

  • Training modules are up to date

  • Competition binder is up to date

  • Schedules are posted for 2 weeks ahead and meet business needs

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  • Comments:

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.