Skip to content
SafetyCulture
Template

H+H Customer Visit Checklist

by Steph Snow, from the Community

Downloads: 20+
Get this template

This H+H customer visit checklist helps field leaders and store managers capture observations during shop visits. Review shop cleanliness, product availability and merchandising across fridges, pastry and bakery displays, and noticeboards. Evaluate customer interactions, including greetings, wait acknowledgements, barista engagement, drink delivery speed, and service cues. Note toilet cleanliness and maintenance where applicable. Record strengths, issues, and follow-up actions to improve customer experience and operational standards across sites.

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

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.