Information

  • Audit Title

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Metrics

  • Current YoY %?

  • New % to Goal

  • Current AAL

  • Current HS Conversion %?

  • Current Profit Trend for Store

  • Upgrade % to Goal

  • Accessory Profit to Goal

  • Current NBA %?

  • Current TEP %?

  • Current SPS %?

Look/Sound/Feel

  • Outside - Was it clutter free, attracting to the eye, easily visible, outdoor marketing (both ours and surrounding)?<br>

  • Inside - Clean, clutter free, marketing messages current?<br>

  • Music on, energetic, fun, inviting environment?

  • Are customers being greeted, and greeted from the sales floor?

  • Are they staffed for success?

  • Did the staff know where they stood on the current important metrics?

  • Were sales boards updated in the back room?

  • Were the associates using NBA correctly (selecting appropriate reason for visit) with EVERY customer, and verbally communicating the offer to the customer?

  • Sales interactions only happen on the sales floor (only time behind the counter is to process the transaction)

Outbound activities (daily business plan)

  • All stores to have a Daily plan – This should be delivered by the SM every day (if SM off they should have delivered to their team the day before)

  • Has the store started working the daily plan?

  • Event Planning (outside of store)<br> - 1 selling event/partnership per quarter (Partnership should be with a local business on where you can set up either in store or have them sending referrals over to our store.<br> - 1 non selling/information table event per month (these are the easy ones as I can walk to the local gym right now and get us set up for this week)

  • Sales force calls to be completed:<br> - I will always put a date that is before due date, but if done correctly this is very easy as I will not put a date out there that is unachievable<br> * We need these to be quality calls and appointments set

  • All associates and Managers properly dressed in correct attire including Name tags, lanyards, black shoes, nice dress pants or jeans as well as the correct Sprint approved shirt

Referrals

  • Does each associate have 1 new and 1 upgrade appointment set for their shift?

  • Did you see the associate pitch the Referral Program to a customer using the Referral Sheet?

  • Were quote sheets used in every single transaction?

CL

  • Every Manager touch 5 small business each week (not big retailers/chains…only small mom/pop):<br> - Inspection point is logging in “CL Book of Business” that all SMs should already have from our GLR pillars<br> - OR<br> - Can be put into the Canvas App if they would prefer to keep online<br> *** Will show where you went, who you talked to, when it happened, what you talked about

  • 3 Questions should be asked to every customer in store every time<br> - Where do you work?<br> - What do you do for a living?<br> - Do you own a business?<br>

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.