Template

Cold Front Route Sales Coaching Checklist

by Daniel Servaes, from the Community

30+

This Route Sales Coaching checklist helps supervisors and route sales reps plan and execute effective store visits. It covers account planning, store walkthroughs, customer engagement, merchandising standards, pricing and POS visibility, freezer management and planogram compliance, rotation and removal of damaged or out-of-date stock, upselling opportunities, and thorough follow up. Leadership behaviors are reinforced, including proactive problem solving, teamwork with distributor and merchandising partners, and maintaining a professional image.

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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
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
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Inventory Audit Checklist for Route Verification
Use this inventory audit template to verify route inventory against end of day route reports and improve accountability across delivery operations. Record location, route number, driver name, ending inventory units, audit units, and audit date. Capture supervisor and manager signatures to certify that physical counts match the paperwork, then follow the steps to scan and email records for review and settlement. Ideal for field supervisors and brand managers overseeing route sales teams in dairy or other distribution based operations.
by Marquis Edwards, from the Community
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Cold Front Store Audit Checklist
This simple store audit template helps retail teams assess key in store standards quickly. Record store details and review pricing, planogram integrity, merchandising, and stock availability. Add photos and comments to document conditions and capture issues on the spot. Use the checklist to verify compliance with display schematics, ensure accurate pricing, confirm items are in stock, and note required service stickers. The structure supports consistent site visits across multiple locations and provides a clear record for follow up actions and continuous improvement.
by Daniel Servaes, from the Community
Downloads: 20+
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Template
Yumi TSM/TSR Employee Assessment
Evaluate Territory Sales Managers and Representatives on retail execution across route visits. This assessment covers appearance and uniform, planogram compliance, equipment readiness and cleaning, upsell and ordering opportunities, backstock management, merchandising and product signage, POS materials inside and outside, dating and rotation practices, handling of spoils and credits, promotions and advertised product, paperwork and reporting accuracy, routing and efficiency, product knowledge, handheld device operation, communication, customer service, and time management. Includes fields for route, truck, location, names, and signatures of the auditor and TSM/TSR. Ideal for retail field teams seeking consistent standards and performance coaching.
by Ops Tc-audit, from the Community
Downloads: 0
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Cold Front Route Sales Coaching Checklist

About author

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Sales Manager Store Visit Guide

Inventory Audit Checklist for Route Verification

Cold Front Store Audit Checklist

Yumi TSM/TSR Employee Assessment

You might also like

Sales Manager Store Visit Guide

Inventory Audit Checklist for Route Verification

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