Shop Audit - Performance check - SM

• Store Name

• Document No.

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

BUSINESS TREND

CRM KPI

• Is turnover achieve?

  Yes

  No

  N/A

• Is conversion rate achieve?

  Yes

  No

  N/A

• Is cross selling rate achieve?

  Yes

  No

  N/A

• Is retention new achieve?

  Yes

  No

  N/A

• Is customer codification achieve?

  Yes

  No

  N/A

OTHER ACHIEVEMENTS

• Is the MTM business achieve?

  Yes

  No

  N/A

• Is the DTD revenue achieve?

  Yes

  No

  N/A

ACTIVITIES CHECK

• Is there any internal CRM activities for New customer

  Yes

  No

  N/A

• Is there any internal CRM activities for medium customers

  Yes

  No

  N/A

• Is there any internal CRM activities for High and Top customers such as MOT, delighting program

  Yes

  No

  N/A

• Is there any activities to enhance sales and team building

  Yes

  No

  N/A

SOE CHECK

Deposit and Prepayment

• Is all deposit and prepayment voucher number fully control

  Yes

  No

  N/A

• Is all deposit and prepayment voucher information written correct, neat and clean

  Yes

  No

  N/A

• Is all deposit and prepayment authorized by shop manager

  Yes

  No

  N/A

Petty cash

• Is petty cash usage have shop manager authorization

  Yes

  No

  N/A

• Is petty cash keep in safe box or lock area

  Yes

  No

  N/A

• Is petty cash completely record

  Yes

  No

  N/A

RIS Front Office

• Is customer data correctly record in system

  Yes

  No

  N/A

• Is sales type correct key in for each sales

  Yes

  No

  N/A

• Is customer service card explain and present to customer during close sale

  Yes

  No

  N/A

TRAINING AND DEVELOPMENT

Training Activities

• Did the shop conduct training for staff for the month?

  Yes

  No

  N/A

• Is the training been recorded and follow up?

  Yes

  No

  N/A

• Is the training effective, impactful and give result?

  Yes

  No

  N/A

Action Plans

• Did the previous action plan been completed?

  Yes

  No

  N/A

• Is the action plan carry out according to plan?

  Yes

  No

  N/A

• Is the action plan effective, impactful and give result?

  Yes

  No

  N/A

• Is there need to review and improve the action plan?

  Yes

  No

  N/A

Staff Engagement

• Is the shop staff team provide good impression and passionate to customer?

  Yes

  No

  N/A

• Is the shop staff team work and cooperative in serving customer?

  Yes

  No

  N/A

• Is shop in charge have spend enough time for staff to discuss their performance

  Yes

  No

  N/A

• Is shop staff familiar and know the latest information and policy of company?

  Yes

  No

  N/A