SW Retail Store Walk: Daily Version 2

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

Store Performance & KPIs

• What is he current MTD revenue?

• How do transactions compare WoW, MoM and YoY?

• How many customer this week and this month?

• What is the First Time Customer count for last week and this month?

• How does the store's AOV and IPT compare to last week?

• What are the top-performing product categories? Any underperforming products?

• What was last weeks Comp to Rev?

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Customer Experience

• Did you observe any positive or negative customer interactions?

  Good

  Fair

  Poor

  N/A

• Were customers greeted promptly and assisted appropriately?

  Good

  Fair

  Poor

  N/A

• Are wait times reasonable? Any bottlenecks at the register?

  Good

  Fair

  Poor

  N/A

• Is the store's atmosphere (music, cleanliness, scent) enhancing the shopping experience?

  Good

  Fair

  Poor

  N/A

• Any recent customer complaints or feedback trends to address?

  Yes

  No

  N/A

• Are displays clean, stocked and organized?

  Good

  Fair

  Poor

  N/A

• Are employees following proper checkout and security protocols?

  Good

  Fair

  Poor

  N/A

• Are all daily checklists (opening/closing, cash handling, compliance) being completed?

  Good

  Fair

  Poor

  N/A

• Any staffing issues today (shortages, call-outs, scheduling conflicts)?

  Good

  Fair

  Poor

  N/A

• Are promotional materials displayed according to guidelines?

  Good

  Fair

  Poor

  N/A

• Are employees actively promoting current deals?

  Yes

  No

  N/A

• Are employees enrolling customers in the loyalty program?

  Yes

  No

  N/A

• Any customer feedback on the loyalty program (confusion, benefits, complaints)?

Facility

• Any visible facility issues (lighting out, flooring issues, leaks, AC problems)?

  Good

  Fair

  Poor

  N/A

• Are security measures (cameras, safes, alarm systems in place and functioning?

  Yes

  No

  N/A

• Yes

  No

  N/A

Inventory & Operations

• Are all high-demand products in stock and properly displayed?

  Yes

  No

  N/A

• Any out-of-stock or low-inventory issues affecting revenue?

  Yes

  No

  N/A

• Are lower-performing products being properly rotated or discounted to clear space?

  Yes

  No

  N/A

• Are promotional items correctly priced and displayed?

  Yes

  No

  N/A

• How many recent inventory variances does this location have?

• Any discrepancies in the cash drawer or safe count?

Employee

• Are team members engaging in suggestive selling and product education?

  Yes

  No

  N/A

• Are team members engaging in suggestive selling and product education?

  Yes

  No

  N/A

• Any performance concerns or coaching opportunities observed?

  Yes

  No

  N/A

• Any standout employees to recognize for great work today?

• Do employees appear motivated and engaged today?

  Good

  Fair

  Poor

  N/A

• Any signs of burnout or frustration among the team?

  Good

  Fair

  Poor

  N/A

• Are managers checking in with staff and offering support?

  Good

  Fair

  Poor

  N/A