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Customer Service Retail Audit Checklist

by Brad Turner, from the Community

Downloads: 40+
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This retail customer service audit checklist helps store teams evaluate and improve every step of the in store experience. Assess greeting standards, conversational selling, probing questions, cross selling and add on sales, and objection handling. Review register operations, promotional mentions, loyalty enrollment, and thank you close. Verify staffing, red zone and no fly zone rules, and weekly KPI posting for IPS, RPS, FAR, and compliance. Check visual merchandising, signage, clearance setup, and product mix. Use this template to track performance and drive consistent customer service.

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

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.