Template

2022 VP Quarterly Store Audit

by Brandi Hill, from the Community

Use this VP Quarterly Store Audit template to evaluate retail store performance each quarter. Assess exterior and showroom standards, shop area conditions, customer perception and NPS, podium response times, sales behaviors (say yes, ask for the sale, guarantee the lowest price), binder compliance, staffing and depth charts, employee retention, safety incidents, and sales KPIs (MTD, QTD, YTD). Capture photos, record findings, and track action items to improve operations and consistency 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
2022 VP Store Audit Form
This VP Store Audit Form helps retail leaders evaluate store operations and compliance across key areas. Use it to review exterior and showroom standards, shop area readiness, customer perception and NPS, phone shop results, and core sales behaviors like asking for the sale, guaranteeing the lowest price, and saying yes. Assess binder compliance, business review, scheduling and SPMH practices, courtesy inspections, and staffing depth charts. Track safety incidents, insured and uninsured claims, and analyze sales KPIs MTD, QTD, and YTD. Record location concerns and assign actions to drive continuous improvement.
by Brandi Hill, from the Community
Downloads: 0
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Template
2022 VP Store Audit Checklist
This electronic store audit template helps retail leaders assess location standards and performance. Review outside property, showroom and shop areas; customer perception, NPS and phone shop results; sales behaviors such as asking for the sale, lowest price guarantees, and saying yes; binder compliance and business review; schedules and SPMH planning; courtesy inspections; staffing depth charts and retention; safety incidents; and sales KPIs versus last year. Capture concerns and track actions to improve store operations.
by Brandi Hill, from the Community
Downloads: 20+
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Template
Sales Manager Store Visit Guide
This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.
by Mary Maloof, from the Community
Downloads: 20+
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Template
DM Store Visit Audit Checklist
This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.
by David Barrett, from the Community
Downloads: 10+
Get

2022 VP Store Audit Form

This VP Store Audit Form helps retail leaders evaluate store operations and compliance across key areas. Use it to review exterior and showroom standards, shop area readiness, customer perception and NPS, phone shop results, and core sales behaviors like asking for the sale, guaranteeing the lowest price, and saying yes. Assess binder compliance, business review, scheduling and SPMH practices, courtesy inspections, and staffing depth charts. Track safety incidents, insured and uninsured claims, and analyze sales KPIs MTD, QTD, and YTD. Record location concerns and assign actions to drive continuous improvement.

by Brandi Hill, from the Community

Get

Template

2022 VP Store Audit Checklist

This electronic store audit template helps retail leaders assess location standards and performance. Review outside property, showroom and shop areas; customer perception, NPS and phone shop results; sales behaviors such as asking for the sale, lowest price guarantees, and saying yes; binder compliance and business review; schedules and SPMH planning; courtesy inspections; staffing depth charts and retention; safety incidents; and sales KPIs versus last year. Capture concerns and track actions to improve store operations.

by Brandi Hill, from the Community

20+

Get

Template

Sales Manager Store Visit Guide

This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.

by Mary Maloof, from the Community

20+

Get

Template

DM Store Visit Audit Checklist

This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.

by David Barrett, from the Community

10+

Get

2022 VP Quarterly Store Audit

About author

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