• Store / Trade Counter

  • Conducted on

  • Prepared by

  • Duty Managers Name

People Review

  • Last Visit Review

  • Everyday Engagement

  • Manager Champ Roles

  • Succession Plan - First Steps / Fast Track

  • Performance Issues

  • Vacancies

  • Other Development Opportunities

Service and Standards

  • Mystery Shop Results Acceptable?

  • Quick Shop App

  • FoH Standards Excellent?

  • FoH to Merchandising Brief?

  • Daily Briefs & Check My Store completed?

  • SBS Acceptable?

  • Clearance Activity in place?

  • A2 Process followed?

  • SBS Observations

  • Warehouse Standards Acceptable?


  • Rotafix

  • P&L Review

  • Scorecard Review

  • MCR audit key actions

  • Health & Safety compliance/audits

  • Health & Safety compliance/audits

  • Cash & Stock review - risk profile

Trade+ Review

  • Cash & Stock review - risk profile

  • Participation to target?

  • CRM Update

  • Top 30 & Lapsed Customers contacted in last 4 weeks?

  • Trade+ Brandings

  • Rota Efficiency

  • Rota Efficiency

  • Quote Folder Controlled?

  • Weekly Reviews in place?

  • Quarterly Colleague reviews/ratings

Trade Counter Key Actions (note any key actions for the TC to follow up and any support required from the Area Manager)

  • Area Manager Signature

  • Duty 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.