Holland and Barrett Promo Visit Checklist

• Document No.

• Store name

• Conducted on

  Date

• Manager Name

• Asm conducting the visit

People / communication

• Are the team aware of today's sales target?

  Yes

  No

  N/A

• Has everyone read the promotional bulletin and do they know the key messages?

  Yes

  No

  N/A

• Have the targets been set for the 5-2 drive and does everyone know what they are?

  Yes

  No

  N/A

• Talk to an associate about offering customers a second item at penny, what does it mean to them? Do they have a clear understanding that it is about increasing customer awareness for products in trying them for 1p or the multiple savings?

  Yes

  No

  N/A

Promotion bulletin / pulse

• Has the promotion bulletin been checked and signed?

  Yes

  No

  N/A

• Do team members understand the buy one try one mechanics and are the actively selling them? Take a picture of the displays.

  Yes

  No

  N/A

• Do the team understand the ask us campaign?

  Yes

  No

  N/A

Overall impressions

• Windows - is the pos displayed correctly

  Yes

  No

  N/A

• Windows - are the displays Big, Bold and Brave? All store utilising all space? Take some pictures.

  Yes

  No

  N/A

• The store - is the store Big, Bold and Brave inside? Take some pictures.

  Yes

  No

  N/A

• Are the team members wearing the ask us badges?

  Yes

  No

  N/A

POS

• Stacks, make sure they are safe and shopable, are the ticketed with barker cards?

  Yes

  No

  N/A

• Stickers on the penny sale items?

  Yes

  No

  N/A

• Are the healthy magazine on the counter and displayed prominently?

  Yes

  No

  N/A

• Are till units full and impactful? Take a picture.

  Yes

  No

  N/A

• Do all staff members have the loyalty leads on?

  Yes

  No

  N/A

• Are they using them?

  Yes

  No

  N/A

• Is the store correctly deployed for the day?

  Yes

  No

  N/A

• Are the team wearing the correct uniform and name badges?

  Yes

  No

  N/A

Sampling and service

• Is the sampling stand being fully utilised.?

  Yes

  No

  N/A

• Is the store maximising customers by approaching all customers? Ask the team what the weekly conversion target is.

  Yes

  No

  N/A

Stock

• Any concerns with stock? If so what stock is to low / high?

  Yes

  No

Overall

• Overall score out of ten

Actions discussed, evidence to be sent to the asm via whatsapp or pictures.

• Manager signature

  Sign

• Asm signature

  Sign