Title Page
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Conducted on
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Prepared by
Take pride in your store
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Is the exterior of the building safe and presentable?
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Is the car park free from rubbish and did all the available poster sites have posters displayed?
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Are all shelves full with no products or price tickets missing?
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Is the till area clutter free and GDPR compliant?
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Is the taste counter clean, no clutter or dirty glasses and exclusive wines available also open to taste?
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Is the back of house i.e. Kitchen, office and toilet clean, tidy and presentable?
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Is the stock room clear of rubbish, stock segregated and H&S compliant?
OOH Merchandising
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Is there drop on the shop floor present?
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Are pallets and blueys off the shop floor during opening hours?
Showing we are a Specialist
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Are dump stacks, front counter displays, hotspots and tasting pods about exclusives also linked to the weekly promo plan?
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Is the store merchandised with clear marketing messages around exclusives, new and promotion?
Rolling out the tasting pods
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Are there wooden boxes on shelves and in our stacks with bottles and pre-poured glasses?
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Is the sale counter set up with new or exclusive wines?
Shelving to help our customers find wines they’re going to love
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Are wines grouped in price order?
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Are the boxes of wine off the top shelf?
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Are the shelves full and faced up?
More tasting events
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Is the store holding weekly tastings tied into the promo plan?
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Is there a showcase tasting booked in for the incentivise week for this promo period?
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Is there evidence the store is holding any additional tasting events?
Max out our tasting counters
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Is there any team recommendations on the counter i.e. wines we love?
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Is the taste counter colourful and inspiring?
Go big with concierge
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Is there a set up for pick up parties in store?
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Is there a dedicated display in store?
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Is there evidence of signing up new customers in store?
Turbo charge customer engagement 2.1
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WELCOME- is there evidence of the following?<br><br>‘Hey, how are you today?’ <br>‘Have you shopped with us recently?’<br><br>No- ‘Great, let me show you around and tell you how everything works’<br><br>Yes - ‘Great, I’ve just opened this amazing new wine, you’ve got to try it with me’<br>
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CUSTOMER MISSION - is there evidence of the following?<br><br>‘What’s the occasion?’<br><br>‘Are you planning any events at the moment?’ Or ‘Have you got anything exciting coming up?’<br><br>‘How much are you looking to spend? £8-10, £10-15 or a bit more?’
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RECOMMEND THE PERFECT WINE - is there evidence of the following?<br><br>‘This is perfect for your occasion and bang on your budget, but this ones my absolute favourite and I know it will blow your socks off, but it is X over your budget’ <br><br>Close sale... <br><br>BIA - ‘Our customers love this, and I know that you will too!’
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OWN THE RELATIONSHIP - Is there evidence of the following? <br><br>Emails are the priority - ‘Wine Profile’<br><br> - Tasting events <br>- Special offers <br>- Concierge
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POP THIER CORK OFF - is at least 3 of these things being done?<br><br>1. Carry to the car<br>2. No Quibble <br>3. Tasting Events<br>4. Tasting notes<br>5. Introduce WIGIGs/Parcel Series or beers etc. <br>6. Glass Hire<br>7. Concierge <br>8. Free Delivery<br>9. Special occasions I.e. birthdays <br><br>‘Have you got any special occasions or birthdays coming up?’<br><br>‘Now we’ve sorted your wine, what’s your favourite summer cocktail?’
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Is there evidence of staff getting customers to taste something new to add to their basket/trolley?
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Is the music in store appropriate for customers?
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Duty Manager
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Regional Coach