Title Page

  • Trainer

Checklist New joiner

  • Staff Name

  • Shop

Sale Floor (Tracking)

  • Score

  • Date


1. Staff apperance

  • Staff appearance overall are in neat condition

  • Staff represent neat hairstyles.

  • Man must have clean-shaven mustache and women with natural make up.

  • MUST have stuff during working hours including Name Tag, 7D Glasses and Cloth.


  • Staff manners and behaviors must be at a high level of standard and represent good posture to the customers.

  • Staff were able to represent a pleasant environment in the shop.

  • Staff always find something to do ex.arranging display, tidying glasses, and cleaning shelves.

  • Talking to customers clearly. (Not too fast)


  • Staff opened hand instead of pointing when talking with customer.

  • Staff has good standing posture toward customer.

  • Staff has eyes contact with customer.

  • Staff using nice voice tone with customer.

  • Staff has smiley face toward customer.


  • Staff always ECHO when attending and greeting customer.

  • Staff approached customers within 10 seconds after entering the shop.

  • Introduced SEVEN DAYS OPTIC concept to customers

  • Staff asked questions to find out what the customer needs.

  • Staffs have closing speech before leaving.

4.1 First give a flyer to the customer with a simple introducing

  • Price system

  • 20-Mins Processing

  • Option lens +2,000 THB.


  • Staff approached customer within 2 minutes, can be changed accordingly to the situation.

  • Sharing information about the product with customers.

  • Comparing brand or material for alternative choice to the customer.

  • Find glasses or lenses to that match the need of customers.

  • Staff holding black tray or cloth while serving customer.

  • Staff demonstrated any lens tester to the customer.

  • Give directions to the customer to the next procedure.


  • Staff did explain about Hard-Multi Coating Lens. (Hard coating)

  • Multi Coating (anti-refraction, Less glaring, water repellent)

  • UV Protection (UV400)

  • Staff understand about Transitions Basic.

  • Staff understand about Transitions GEN8.

  • Staff understand about Color Lens.

  • Staff understand about UV420 Lens.

  • Staff understand about Polarized Lens.

  • Staff understand about Antifog Lens.

  • Staff understand about Progressive Lite.

  • Staff understand about Progressive Prestige Premium.

  • staff understands how to recommend type of frame to customer.

  • Staff knows the combinations lenses.


  • Staff knows any promotion.

  • Staff recommends customers about SEVEN DAYS OPTIC membership.


  • Staff fully understood SEVEN DAYS OPTIC membership system and registration process.

  • Staff did ask if the customers wearing contact lens and ask for their current glasses's prescription.

  • F.O.P. Process : Staff fully informed policy detail and give CX try on trial lens.

  • Offering special top up lenses/or suggesting OWNDAYS contact lenses to the customers.

  • Lens replacement: Fully explained lens replacement Terms&Conditions.

  • Lens replacement: Check frame condition carefully.

  • Lens replacement: Ask customers for the signature.

  • Staff ask the customers for additional documents such as Tax invoice, Insurance claim, etc.

  • Staff give a queue ticket and direction to the customer to the waiting area.


  • Repeated Frame model / frame color to customer.

  • Repeated prescription to customer.

  • Repeated lens type to customer.

  • Ask customers that they prefer paper bag or not.

  • Inform price clearly.

  • Inform discount amount.

  • Confirm total paid amount.

  • Inform customers about No Refunds policy.

  • Ask customer for payment method.

  • Receive cash or card with both hands.

  • Counte money more than 2 times in front of the customers before putting in the drawer or recheck customer signature both behind credit card and credit card slip

  • POS Operation (Correctly scan frame and lens)

  • POS Operation (Customer record and payment)

  • Staff give and inform customer's remaining points. and period for point can be used (2 years after purchase)

  • Staff confirm with the customers if they need additional document. (Tax invoice, Tax refund etc.)

  • Fold the warranty card in a proper way.

  • Inform collecting time and shop operation hours.

  • Sent envelope to the customer with both hands.


  • Ask if the glasses is correct ,check balance up side down.

  • Wipe the lens before passing the glasses to the customers.

  • Ask for the visibility after the customers try on glasses.


  • Front - Check balances (Staff did know how to check the balance of glasses. Check from pupil to upper rim of the frame)

  • Upper - Staff did know how to check the wrap angle and nose pad.

  • Side - Confirmation of inclination angle (Pantoscopic tilt), check the distance between eyes and lenses (Vertex distance) and end of tip cell.

  • Facing-down - Staff did check if the glasses would slide down while facing down.

  • Overall - Staff did ask if the customers need any adjustment or not.


  • Staff did ask the customers if they want to wear the glasses or keep it in the case.


  • Adjustment - Staff inform customers that the adjustment services is available at any OWNDAYS shop around the world.

  • Instructions - Staff did give a good instructions on keeping spectacles in proper way.

  • Warranty - Staff did explain F+L warranty informations clearly.

  • Exceed warranty - Staff did know which frame or condition doesn't cover by our warranty.

  • Staff tell the customers to scan QR code on warranty card to get more information.

  • Staff ask the customers to evaluate or criticize the service through various channels to get complimentary a lens spray.


  • Staff sent paper bag or all stuffs to the customers with both hands.

  • Staff are willing to send the customer out-of-store with pleasure moment and always say "Thank you" to the customers.

12. Phone Manner (Calling to the shop randomly)

  • Staff talk on the phone according to company standards.

  • Talking to customer clearly. (Not too fast)

  • Using pleasant voice tone during talk to customer.

  • Good point

  • Weak point

  • Trainee

  • Trainer

  • Manager

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.