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Retail Field Sales Execution Checklist

by laszlo varga, from the Community

Downloads: 10+
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Use this checklist to prepare and run effective retail store visits for consumer goods. Confirm sales tools and standards on your device, review partner conditions, sales trends and shopper profiles, and plan daily and weekly priorities. In store, check pricing and promotions, shelf compliance, placements, visibility and stock rotation, and document any gaps. Lead negotiations by aligning partner needs with company strategy, set SMART goals, and summarize tasks and deadlines. Support offers with data, apply business math, and use OBPPC to optimize pack and price by channel. Close with clear next steps and schedule follow up.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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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

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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 .