Information

  • Client / Site

  • Conducted on

  • Prepared by

Retailer Executive Visit

SITE INFORMATION

  • Account Manager or Specialist

  • Location Name

  • Location Address
  • Visit Date

PREVIOUS/CURRENT MONTH KPI's

  • Strengths

  • Opportunities

GOAL SETTING

  • Strengths

  • Opportunities

NEWS AND EVENTS

  • Strengths

  • Opportunities

MERCHANDISING REVIEW

  • Strengths

  • Opportunities

COMPETITIVE UPDATE

  • Strengths

  • Opportunities

ACTION ITEMS

  • Strengths

  • Opportunities

OBSERVATION COMMENTS

  • 1.

  • 2.

  • 3.

  • 4.

  • 5.

SIGNATURE

  • Store Representative

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.