Title Page

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Take pride in your store

  • Is the exterior of the building safe and presentable?

  • Is the car park free from rubbish and did all the available poster sites have posters displayed?

  • Are all shelves full with no products or price tickets missing?

  • Is the till area clutter free and GDPR compliant?

  • Is the taste counter clean, no clutter or dirty glasses and exclusive wines available also open to taste?

  • Is the back of house i.e. Kitchen, office and toilet clean, tidy and presentable?

  • Is the stock room clear of rubbish, stock segregated and H&S compliant?

OOH Merchandising

  • Is there drop on the shop floor present?

  • Are pallets and blueys off the shop floor during opening hours?

Showing we are a Specialist

  • Are dump stacks, front counter displays, hotspots and tasting pods about exclusives also linked to the weekly promo plan?

  • Is the store merchandised with clear marketing messages around exclusives, new and promotion?

Rolling out the tasting pods

  • Are there wooden boxes on shelves and in our stacks with bottles and pre-poured glasses?

  • Is the sale counter set up with new or exclusive wines?

Shelving to help our customers find wines they’re going to love

  • Are wines grouped in price order?

  • Are the boxes of wine off the top shelf?

  • Are the shelves full and faced up?

More tasting events

  • Is the store holding weekly tastings tied into the promo plan?

  • Is there a showcase tasting booked in for the incentivise week for this promo period?

  • Is there evidence the store is holding any additional tasting events?

Max out our tasting counters

  • Is there any team recommendations on the counter i.e. wines we love?

  • Is the taste counter colourful and inspiring?

Go big with concierge

  • Is there a set up for pick up parties in store?

  • Is there a dedicated display in store?

  • Is there evidence of signing up new customers in store?

Turbo charge customer engagement 2.1

  • 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>

  • 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?’

  • 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!’

  • 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

  • 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?’

  • Is there evidence of staff getting customers to taste something new to add to their basket/trolley?

  • Is the music in store appropriate for customers?

  • Duty Manager

  • Regional Coach

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.