Store Visit Report Card

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Store Pictures

• Store Front / Store Inside

  Media

4 Pillars of Retail Success

People

• Number of reps working at time of visit?

  1

  2

  3

  4

  5 or more

• Reps in uniform?

  Yes

  No

  N/A

• Reps wearing name tags?

  Yes

  No

  N/A

• Are reps registered in the dealer portal?

  Yes

  No

  N/A

• Notes:

Operations

• Can reps access Metro U?

  Yes

  No

  N/A

• All current required trainings up to date?

  Yes

  No

  N/A

• Finance station functional?

  Yes

  No

  N/A

• Alpha Comm is at minimum requirements?

  Yes

  No

  N/A

• Notes:

Enviorment

• Store Cleanliness (Front of House)

• Burned out light bulbs

• Windows Clean?

  Yes

  No

  N/A

• Demo Phones out?

  Yes

  No

  N/A

• Collateral Current?

  Yes

  No

  N/A

• Notes:

Marketing

• Shaking sign prior to store entry?

  Yes

  No

  N/A

• Tents set up prior to store entry?

  Yes

  No

  N/A

• Distributing flyers while on site?

  Yes

  No

  N/A

• Upcoming marketing events:

• Notes:

Big 5

• Activations / Reactivations MTD vs goal

• Box sales MTD

• Conversion rate MTD

• NGA MTD

• MRC+ MTD

• CSAT

Sales / Conversion observations

• Observation 1

• Observation 2

• Observation 3

• Observation 4

• Observation 5

Outstanding Issues

• Outstanding issues that need to be addressed

  Media

• Notes:

Overall Visit Impression

• Visit score

• Owner or Manager Signature (if available)

  Sign