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Customer Focus Flow Checklist

by Dino Baijnath, from the Community

Use this customer focus flow to evaluate retail store presentation and readiness. Inspect windows inside and out, confirm current campaigns are installed, and check mannequins, pricing and signage across departments. Review holders and front table setup, verify layouts follow best practice, and ensure accessories complete the look. Assess footwear and backpack walls, sleeping bags, lighting, hydration, camping essentials and densities. Check point of sale merchandising and staff awareness of targets, best sellers and new lines. Verify housekeeping and stockroom organization. Capture first impressions of the overall customer experience.

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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.

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Visual Merchandising Field Optimization Check
Use this VM field optimization checklist during every in-store visit to review windows, mannequins, signage, front tables, promotions, fixture tops, queue merchandising, point of sale, footwear and backpack walls, socks and thermals, sleeping bags, and more. Rate compliance against briefs, verify layouts, check pricing and Silent Salesmanship signage, assess cleanliness, and confirm correct sizing and tagging. Capture photo evidence and record corrective actions to drive consistent retail execution.
by Dino Baijnath, from the Community
Downloads: 10+
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VM Field Optimization Check for Retail Stores
This visual merchandising field optimization checklist helps retail teams assess store presentation and compliance during every visit. Review windows, mannequins, decals and banners, cleanliness, lighting, and pricing accuracy. Check front tables, promotions and silent salesmanship signage, fixture tops, the snake queue, and point of sale standards. Validate category walls such as footwear, backpacks, socks and thermals, and sleeping bags, ensuring correct layouts, stuffing, lacing, and price pointing. Confirm tagging and hanger disciplines, signage on priced-to-go and end-of-range rails, and grouping of equipment categories like lighting, flasks, knives and multitools, consumer electronics, camping, braai, cooking and gas, headwear, and travel. Use findings to rate compliance with briefs and provide clear, actionable feedback to improve store execution.
by Dino Baijnath, from the Community
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Retail Daily Standards Operational Checklist
This daily standards operational checklist helps retail teams assess store presentation and readiness. Review windows and entrances for cleanliness, mannequins, posters, and correct POS. Check the first 15 feet and power wall for full, priced, and on plan displays. Verify store standards including fixtures, densities, markdowns, hanger and till point standards. Confirm visual merchandising launches per the pocket planner and that best sellers are highlighted. Ensure people and process items are in place including deployment, uniform adherence, replenishment routines, and queuing systems to prioritize customers first and tasks second.
by Alasdair Edgar, from the Community
Downloads: 10+
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Group Store Visit Checklist – Poetry
Use this group store visit checklist to standardize retail audits across first impressions, windows and signage, visual merchandising, promotions, floor fixtures, sizing and replenishment, top displays, POS and housekeeping. Assess lighting and footwear walls, stockroom organization, markdowns and consolidations, and accessories presentation. Evaluate customer service from bag policy to coaching, music, air-conditioning, and fitting rooms. Review risk and maintenance, including ladders, fire extinguishers, security tagging, and EAS systems. Confirm team induction, uniforms, training, staffing and daily assignments to drive consistent retail standards.
by Willie Coetzee, from the Community
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Customer Focus Flow Checklist

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