Template

Customer Visit Audit Checklist

by Steph Snow, from the Community

10+

This customer visit checklist supports area managers during unannounced audits of coffee shops and cafes. It covers exterior presentation, signage and lighting, paperwork, and shop setting standards. The template evaluates customer experience, barista interactions, coffee speed and quality, and food display merchandising to brand standards. It also includes toilet cleanliness checks and recognition of exceptional team members. Ideal for hospitality teams seeking consistent, on-brand standards across locations.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Cafe Customer Visit Checklist
Use this customer visit checklist to guide unannounced area manager audits in cafes. Evaluate exterior presentation, shop setting, service behaviors, coffee quality, food merchandising, stock and paperwork, restroom standards, and standout staff. Drive brand standards, faster service times, and a consistent guest experience across locations.
by Steph Snow, from the Community
Downloads: 20+
Get
Template
Coffee Shop Customer Experience Audit Checklist
This checklist helps evaluate the end-to-end customer experience in a cafe or coffee shop. It covers first impressions of the storefront and ambience, cleanliness and table turnover, use of daily checklists, and uniform standards. Bar operations include stock levels, greeting and service flow, adherence to barista priorities, upselling, loyalty card stamping, and display of retail coffee. Timing of guest orders and acceptable wait times are recorded. At-table checks verify presentation, drink-making standards, and evidence of regular cleaning, hosting, and positive team interactions. Bathrooms and merchandising are reviewed for cleanliness, stock, seasonal promotions, and compliance with display rules. The audit concludes with examples, action points, and noted strengths.
by Raffaele Di Landro, from the Community
Downloads: 60+
Get
Template
CB Coffee Audit Checklist
Use this CB Coffee Audit to evaluate cafe beverage quality and barista performance. The checklist covers speed of service, customer interaction, espresso dosing, extraction time and yield, crema and taste, milk handling and steaming technique, latte art and foam, equipment cleanliness and calibration, grinder and machine maintenance, barista knowledge checks, and required paperwork logs. Ideal for bakeries, cafes, and coffee shops seeking consistent standards and training insights.
by Martyn Balsom, from the Community
Downloads: 10+
Get
Template
Instore food store cafe/coffee shop standards visit
For use in Customer cafe and coffee shops
by Simon King, from the Community
Downloads: 100+
Get

Cafe Customer Visit Checklist

Use this customer visit checklist to guide unannounced area manager audits in cafes. Evaluate exterior presentation, shop setting, service behaviors, coffee quality, food merchandising, stock and paperwork, restroom standards, and standout staff. Drive brand standards, faster service times, and a consistent guest experience across locations.

by Steph Snow, from the Community

20+

Get

Template

Coffee Shop Customer Experience Audit Checklist

This checklist helps evaluate the end-to-end customer experience in a cafe or coffee shop. It covers first impressions of the storefront and ambience, cleanliness and table turnover, use of daily checklists, and uniform standards. Bar operations include stock levels, greeting and service flow, adherence to barista priorities, upselling, loyalty card stamping, and display of retail coffee. Timing of guest orders and acceptable wait times are recorded. At-table checks verify presentation, drink-making standards, and evidence of regular cleaning, hosting, and positive team interactions. Bathrooms and merchandising are reviewed for cleanliness, stock, seasonal promotions, and compliance with display rules. The audit concludes with examples, action points, and noted strengths.

by Raffaele Di Landro, from the Community

60+

Get

Template

CB Coffee Audit Checklist

Use this CB Coffee Audit to evaluate cafe beverage quality and barista performance. The checklist covers speed of service, customer interaction, espresso dosing, extraction time and yield, crema and taste, milk handling and steaming technique, latte art and foam, equipment cleanliness and calibration, grinder and machine maintenance, barista knowledge checks, and required paperwork logs. Ideal for bakeries, cafes, and coffee shops seeking consistent standards and training insights.

by Martyn Balsom, from the Community

10+

Get

Template

Instore food store cafe/coffee shop standards visit

For use in Customer cafe and coffee shops

by Simon King, from the Community

100+

Get

Customer Visit Audit Checklist

About author

You might also like

Cafe Customer Visit Checklist

Coffee Shop Customer Experience Audit Checklist

CB Coffee Audit Checklist

Instore food store cafe/coffee shop standards visit

You might also like

Cafe Customer Visit Checklist

Coffee Shop Customer Experience Audit Checklist

CB Coffee Audit Checklist

Instore food store cafe/coffee shop standards visit