Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Store Pictures

  • Store Front / Store Inside

4 Pillars of Retail Success

People

  • Number of reps working at time of visit?

  • Reps in uniform?

  • Reps wearing name tags?

  • Are reps registered in the dealer portal?

  • Notes:

Operations

  • Can reps access Metro U?

  • All current required trainings up to date?

  • Finance station functional?

  • Alpha Comm is at minimum requirements?

  • Notes:

Enviorment

  • Store Cleanliness (Front of House)

  • Burned out light bulbs

  • Windows Clean?

  • Demo Phones out?

  • Collateral Current?

  • Notes:

Marketing

  • Shaking sign prior to store entry?

  • Tents set up prior to store entry?

  • Distributing flyers while on site?

  • 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

  • Notes:

Overall Visit Impression

  • Visit score

  • Owner or Manager Signature (if available)

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