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Retail Sales Evaluation Checklist

by Justin Van Zyl, from the Community

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Use this retail sales evaluation checklist to review key moments in the customer journey on the sales floor. Assess greeting within 5 seconds, energy and body language, asking at least three open-ended questions, and confirming customer needs. Evaluate product knowledge, clear explanation of features and benefits, and live demonstrations. Check that current promotions are communicated, upsells and add-ons are offered, and objections are handled effectively. Verify alternatives in out-of-stock situations (omnichannel options), explain loyalty or friends-and-family programs, and discuss payment options where relevant. Ensure guarantees are covered, the sale is properly closed, and the customer is thanked and welcomed back.

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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

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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.