Title Page

  • Document No.

  • Property
  • Conducted on

  • Prepared by:

  • Manager/s on duty:

Current Occupancy

  • undefined

Current Delinquency

  • undefined

Golf Cart:

  • Condition & cleanliness

Driveways and parking lot

  • undefined

Curb appeal

  • Landscaping

Storage buildings

  • Building 1

  • Building 2

  • Building 3

  • Building 4

  • Building 5

  • Building 6

RV/Parking

  • Clean

  • Lines/Numbers

  • Clutter

Dumpster

  • Condition

Outside Lighting

  • Any Issues

Signage

  • Condition

  • Operational Issues

Office

  • Free from clutter

  • Floor clean

  • Equipment condition

  • Store frontage, directional signs, lighting clean & operational

  • Staff in correct uniform

Breakroom/Supply Room

  • Is the staff room clean<br>

  • Is the customer restroom clean and operational ?

  • Is the store AC working properly with cool temperature?

  • Are all lights on and operational?

Customer Service

  • Is there any action for underperform customer satisfaction?<br>

  • Are managers proactively managing sales activity

  • Are colleagues proactively approaching customers?

  • Are Snacks and water available?

Final summary

Operational

  • Have all items from last site visit been addressed?

  • Is the store visit compatible with company policy ? <br>

Final summary

  • Add additional visit for next steps or comments with 3 action priorities to drive sales

  • Action 1

  • Select date

  • Action 2

  • Select date

  • Action 3

  • Select date

  • What would you rate the store visit from 1 to 10 after we have completed our visit ?

  • Store manager signature

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.