Template

Grassroots Marketing Tracking Template

by Dan Arlow, from the Community

10+

Use this grassroots marketing tracking checklist to capture client details, date, location, and business type, including realtor, storage unit, apartment or condo, senior, other, or retail store. Record whether brochures and business cards were left, add notes from each visit, and track follow-ups. Ideal for field marketers and sales teams running local outreach campaigns to keep activity organized and measurable.

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 .

Template
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ASI Local Store Marketing Contact Sheet

Use this ASI Local Store Marketing Contact Sheet to capture outreach activity for nearby businesses and schools. Record dates, locations, contact names and phone numbers, and note promotional highlights or commitments for each visit. Standardize local marketing tracking across locations, add comments, and ensure follow ups are scheduled and documented.

by Daniel Sheppard, from the Community

10+

Get

Template

Store Visit Checklist for Marketing

This Store Visit Checklist helps marketers and operators review in-store execution across restaurant and QSR locations. Evaluate signage cleanliness and visibility, condition of glass and marketing materials, staff uniforms, customer-area cleanliness, and menu presentation. Confirm staff use proper scripts and communicate accurate timing at counter and on delivery. Check product presentation, monitor cleanliness and content, awareness of current promotions, and quality of local store marketing actions. Capture overall satisfaction and signatures to drive consistent brand standards.

by Vishal Kapur, from the Community

10+

Get

Template

000G1 Marketing Visit Checklist

This 000G1 Marketing Visit checklist helps field teams assess point of sale materials and in store presentation. Review whether all POS is relevant and in date, check for incorrect sizes or DIY signage, and confirm signage and fixtures are in good condition. Validate operational compliance with ops teams and record any additional comments, follow up tasks, or jobs to log in Dorris. Ideal for retail and hospitality merchandising audits to keep campaigns compliant and stores on brand.

by Amy Mathieson, from the Community

20+

Get

Template

Marketing Weekly Checklist

This Marketing Weekly Checklist helps restaurant teams plan and track key marketing actions from Monday to Friday. It covers preparing executive updates and presentations, reviewing email and templates, delivery tracking analysis, and social media updates. Use it to plan promotions and artwork, manage budgets and invoices, set goals, and schedule media. It also includes tasks for McCafe and McDelivery, voucher orders, sponsorships and community partnerships, event follow ups, and signage reviews to keep in-store and online marketing consistent and effective.

by Monique Keirl, from the Community

Get

Grassroots Marketing Tracking Template

About author

You might also like

ASI Local Store Marketing Contact Sheet

Store Visit Checklist for Marketing

000G1 Marketing Visit Checklist

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You might also like

ASI Local Store Marketing Contact Sheet

Store Visit Checklist for Marketing

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