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Client Visit Checklist

by Bryan Vaughn, from the Community

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Use this client visit checklist to document retail micro market visits. Inspect merchandising, signage, and cleanliness, check kiosk, tablet, and camera operation, verify cooler and freezer temperatures, and note any fixture damage or missing parts. Capture full market and equipment photos, record client comments, and add manager observations for follow up.

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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

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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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.