Categories
Retail
Discover easy-to-use Retail templates and training courses for store operation, customer service, loss prevention, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Retail industry with confidence.
- Course
Selling Strategies and Interacting with Customers
This course equips learners with essential skills for effective customer engagement and sales success. Participants will learn how to greet customers warmly and make a strong first impression. The course emphasizes the importance of asking the right questions to understand customer needs and using curiosity to guide sales. Learners will explore value-based selling techniques to demonstrate the benefits of products and services and discover proven strategies for closing sales. By the end of the course, participants will be prepared to enhance customer interactions and drive sales performance. (Last updated: March, 2025)
by SafetyCultureDownloads: 2,653 - Template
General Mystery Shopper Checklist
Use this General Mystery Shopper Questions template to record your overall impression of an establishment - its environment, staff members assistance, available services, equipment, and the overall customer experience. Evaluate if the shop was easily located through visible signs and if it provides a welcoming ambiance. Next, assess if the receptionist and resource staff member show enthusiasm and offer assistance. Check the available services and observe how employees performed their tasks. Go around and see if you have access to some office equipment. Complete the audit by listing commendations, opportunities for improvement, and provide your overall impression. Use SafetyCulture to capture photo evidences and make some annotations to give emphasis.
by SafetyCultureDownloads: 2,434 - Template
General Store Audit
You can use this General Store Audit Checklist to evaluate the facilities, employees, safety, cleanliness, and processes within your retail store. Begin by inspecting your products' layout, promotional materials, and window displays to evaluate if they are up to date, appropriate, and appealing to your customers. Assess all employees' adherence to company protocols, safety and emergency procedures, and check if they demonstrate product knowledge. Check if storage materials and electrical systems are in good working condition. Conclude the inspection by providing additional comments and affix a digital signature to validate the inspection. You can also use this template across all of your retail outlets to check if brand standards are met. Use SafetyCulture's scheduling feature to make sure you never miss conducting another store audit and use Analytics to watch for trends and identify frequently failed items.
by SafetyCultureDownloads: 2,273 - Course
Retail Services - Communication
Communication in retail is a key driver of success for many reasons including its ability to develop a larger customer base and satisfy the existing ones. This course is designed to demonstrate the best practices to deliver excellent retail communication on the job. The course will provide worthwhile skills to retail employees, enabling them to provide service to customers that is above and beyond, and memorable. If you need to brush up on your retail communication skills, this is the course for you.
by SafetyCultureDownloads: 2,116 - Template
Inspection for Retail Store Checklist
This Retial Store Checklist template can be used for inspecting sinage, entrances and exits and security for retail stores.
by SafetyCultureDownloads: 1,910 - Course
Heavy Lifting (in Retail)
Improper lifting of heavy items in the warehouse can cause a lot of injuries and disorders. Take this course to learn more about the principles, the risks and the techniques for safe lifting. This course is Industry Approved, built in collaboration with industry experts at SafetyCulture to meet your operational needs.
by SafetyCultureDownloads: 1,647 - Template
Retail Mystery Shopper Checklist
Use this Retail Mystery Shopper Checklist to evaluate retail employees on their adherence to the standard practices of the company. This checklist covers employees attitude and behavior when assisting and acknowledging a customer. Use SafetyCulture the world's most powerful digital inspection app to perform your audits and generate a comprehensive report on how to improve on retail services.
by SafetyCultureDownloads: 1,431 - Course
Fatigue Risk Management
Learn about fatigue and its safety risks in the workplace, effects on retail employees, and the strategies that you can take to avoid it. (Last updated: January 2025)
by SafetyCultureDownloads: 1,413 - Course
Embracing Teamwork
Effective teams must ensure collaboration amongst employees with various expertise and experience. That's why being a team player is essential for seamless communication and collaboration within organisations. If you've experienced both positive and negative team experiences, you will understand the necessity for effective teamwork training, which is why you do not need to look further than this course to brush up your and your fellow colleagues' skills on how to be a team player. The course explores all the ways you can be a team player in the workplace.
by SafetyCultureDownloads: 1,341 - Template
Retail Store Operations Checklist
This Retail Store Operations Checklist can be used to evaluate the following: employees' product knowledge, facility cleanliness, product and window display's appeal to customers, and safety of item storage. Use SafetyCulture to download this template and use it as a base to create your own personalized store operations checklist that meets your store's standards.
by SafetyCultureDownloads: 1,323 - Template
Vehicle Damage Report
The vehicle damage report is used to collect necessary information such as details of the driver, vehicle damage, parties involved and witnesses statement to support insurance claims. Follow the points below to utilize the said form: 1. Provide general details of the driver (full name, driver license number, VIN etc) 2. Add a description and even sketch the scenario 3. Take and annotate unlimited photos as evidence for your case 4. Include signatures and statements from witnesses if there are 5. Complete the form by providing digital signatures verified by fleet manager
by SafetyCultureDownloads: 1,321 - Course
Slips, Trips and Falls in Retail
We want to keep our customers and co-workers safe, that's a given. But how do we do that? Slips, trips and falls are the most common injuries in a retail setting. Fortunately, there are steps we can take to prevent these accidents from happening.
by SafetyCultureDownloads: 1,298 - Course
De-escalation Training
This course will provide training on how to handle emotionally volatile situations.
by SafetyCultureDownloads: 1,121 - Course
Ergonomics for Retail (US)
Retail ergonomics is where comfort meets productivity. This course tells us the how-tos of applying ergonomic principles in creating a comfortable working space for employees and helping them provide the best costumer service possible. Last updated: December 2024
by SafetyCultureDownloads: 1,050 - Course
Loss Prevention Primer
Loss prevention is one of the most important aspects organisations should have under control. Theft is more prominent than it seems which is why you must be prepared for any threat. This 5-part loss prevention training extends from talking about what loss prevention actually is, to common methods of theft, techniques to deal with loss prevention and theft, concluding with a review to consolidare learning. Get learning!
by SafetyCultureDownloads: 1,001 - Course
Visual Merchandising (for Fashion Retail)
There is more than meets the eye when it comes to visual merchandising, and this course will teach you the art and science behind it.
by SafetyCultureDownloads: 987 - Template
Retail Store Daily Checklist - Opening
Use this Retail Store Daily Checklist to confirm retail opening tasks that include conducting toolbox talk meetings, ensuring all merchandise on display are clean, undamaged, and up to date, and checking if electronic devices like the POS system, cash registers, printers, and phones are functioning properly before commencement of operations. Use SafetyCulture to take photos of the store's areas for improvement and generate reports on the spot.
by SafetyCultureDownloads: 918 - Course
Diversity and Inclusion in Retail
Creating a diverse and inclusive store only makes us stronger in the retail industry. Learn how to deal with your own implicit biases and create a safe space for all walks of life.
by SafetyCultureDownloads: 904 - Course
The Leap From No to Yes - Customer Objections
This course tackles the age-old dilemma of handling customer objections, updating past assumptions on customer behavior with modern perspectives from the field of psychology. It also delves into the different types of customer objections, provides suggestions for handling specific objections, and explores best practices as one navigates through the sales process. This course can be taken by beginners and veteran salespeople alike.
by SafetyCultureDownloads: 890 - Template
Retail Customer Satisfaction Survey Form
This customer satisfaction form can be used to collect feedback from customers who visit your retail shop. Make sure that the survey kiosks are easy to locate by putting signages. This form covers an evaluation of the shop's appearance, products and services offered, pricing, staff and the overall purchasing experience. Get insights from customers through the comments and suggestions field. Customers have the option to enter their name and provide a digital signature at the end of the survey. Use SafetyCulture to gather data and determine what areas need to be improved. Compile all customer surveys across all branches and use the Analytics feature to track overall customer satisfaction.
by SafetyCultureDownloads: 872 - Course
Inclusive Selling
How do we sell to a diverse market? In this course, you'll learn how to sell across differences in culture, gender, and generation, and build stronger sales relationships through inclusive selling.
by SafetyCultureDownloads: 825 - Course
Planning a Sales Call
Research has shown that the most successful salespeople plan before a call. Doing your homework of researching, building an objective, and creating a strategy can help ensure that you will achieve your goal with every sales call you make. This course will discuss the essential steps of planning for a sales call.
by SafetyCultureDownloads: 807 - Template
Vehicle Maintenance Log
A vehicle maintenance log is used by commercial fleet owners to document maintenance work and repairs. Use this template to record crucial vehicle information and keep track of vehicle's condition.
by SafetyCultureDownloads: 754 - Course
Electric and Manual Pallet Jacks
This course covers the different types of pallet jacks commonly used in the retail industry and how you can safely use and take care of them.
by SafetyCultureDownloads: 744