Template

2022 VP Store Audit Checklist

by Brandi Hill, from the Community

20+

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.

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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 Quarterly Store Audit
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.
by Brandi Hill, from the Community
Downloads: 0
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Template
District Manager Store Visit Checklist
This district manager visit checklist helps assess store performance and compliance across multiple areas. Review sales and SPMH, safety practices like wheel installations and PPE, binders and documentation, staffing and scheduling, customer service, TCS items such as open service requests, purchases and transfers, courtesy inspections, showroom presentation, shop operations, exterior conditions, and point-of-purchase materials. Use it to standardize visits, flag issues, and ensure brand standards across locations.
by Brandi Hill, from the Community
Downloads: 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
Downloads: 20+
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 Quarterly Store Audit

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.

by Brandi Hill, from the Community

Get

Template

District Manager Store Visit Checklist

This district manager visit checklist helps assess store performance and compliance across multiple areas. Review sales and SPMH, safety practices like wheel installations and PPE, binders and documentation, staffing and scheduling, customer service, TCS items such as open service requests, purchases and transfers, courtesy inspections, showroom presentation, shop operations, exterior conditions, and point-of-purchase materials. Use it to standardize visits, flag issues, and ensure brand standards across locations.

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

2022 VP Store Audit Checklist

About author

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2022 VP Store Audit Form

2022 VP Quarterly Store Audit

District Manager Store Visit Checklist

Sales Manager Store Visit Guide

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2022 VP Store Audit Form

2022 VP Quarterly Store Audit

District Manager Store Visit Checklist

Sales Manager Store Visit Guide