Template

Acquisition Short Visit Checklist

Assess acquisition behaviors during short store visits with this checklist. Review cashier prompts for email capture, loyalty and credit card signups, and charity donations. Verify associate and shift leader knowledge of the TMC program, annual goals, employee benefits, email and scan rate targets, and use of the Triangle App. Ideal for field leaders and managers to coach teams, measure performance against yearly goals, and standardize retail visit observations.

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

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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 .

Template

Team Member Performance Review Template

This monthly team member performance review template is designed for retail store leaders and operations teams to standardize coaching and evaluations. Capture key details by store and location, then assess performance across sales targets, customer service and selling, merchandising and housekeeping, promotions and price changes, and training completion. Use defined benchmarks to rate results, document feedback, and track development actions during store visits. Ideal for driving consistent performance, aligning goals, and improving accountability across retail teams.

by Gerhard Devilliers, from the Community

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Template

Retail Store Visit Checklist - Frontier Short Visit

Use this retail store visit checklist to review store opening status, time and attendance, rota gaps, staff uniform, storefront and display quality, back-area housekeeping, and equipment issues. Track sales performance with targets, daily and hourly averages, transactions, and category sales for key, ID, gift, and canvas products. Capture photos, record observations, agree actions, and sign off visits.

by Adam Lowes, from the Community

10+

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Template

Frontier Store Short Visit August 2017

This Frontier short visit checklist is designed for quick retail store visits. It guides reviewers through confirming store opening compliance and rota use, checking timekeeping, and assessing store standards such as uniforms, overall appearance, and the cleanliness and safety of the back work area. It prompts photo capture of displays and workspaces and records improvement notes. The checklist includes a sales and productivity section to track targets, month to date sales, daily and hourly averages, transaction counts, and key categories such as ID, gift, and canvas sales. It also covers completion of the sales workbook and weekly reviews, observations on sales behaviors, a summary of the visit, team comments, and signatures.

by Adam Lowes, from the Community

10+

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Template

AW Store Visit Report Card Template

This AW Store Visit Report Card template helps retail field leaders and managers evaluate store performance during site visits. Use it to document people, operations, environment, and marketing pillars; check training compliance, merchandising, pricing, and cleanliness; review sales metrics like activations, conversions, and CSAT; capture photos; note observations and outstanding issues; and assign corrective actions with due dates and owners. Standardize visit scoring across locations and gather signatures for accountability. Ideal for chain stores and dealer locations.

by Angie Moten, from the Community

10+

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Template

Sales Visit Checklist

Use this sales visit checklist to standardize store visits. Record preparer, date, and location, capture store details and partners, review results and KPIs such as NPS and BTS percent to plan, and assess accessories and attachments. Set focus areas with goals, tactics, timelines, and follow-ups. Audit merchandising, perform visual inspections, log outstanding items with photos, set timelines for completion, and add visit notes to drive retail performance.

by Nick Rubio, from the Community

20+

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Template

Leader on Duty Daily Closing Routine

This leader on duty daily closing routine checklist helps store leaders complete end of day tasks consistently. It covers customer engagement, coaching department managers, staffing and register coverage, queue control, merchandising and salesfloor standards, fitting rooms and restrooms, stockroom and warehouse readiness, security guard interactions, AC and lighting checks, replenishment gaps, cash wrap supplies, prestige lounge service, and RDU organization. It also guides leaders to review sales performance, SMAC acquisition goals, and opportunities such as mall selling or events, then capture notes, actions, and a reflection for continuous improvement.

by Michael Klepp, from the Community

30+

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