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DARE Selling Evaluation Checklist

by gerhard.devilliers@capeunionmart.co.za, from the Community

10+

Use this DARE Selling Evaluation checklist to assess in store selling behaviors and coach retail teams. Track if staff greet customers within 5 seconds, show genuine interest and positive body language, communicate promotions and markdowns, suggest add on items, and summarize and close the sale. Confirm alternatives or omni channel options for out of stocks, explain loyalty offers such as Friends and Family, discuss lay by or pay options when price is a concern, and direct customers to the till with thanks.

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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.

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Communal Space Checks - Depot/39 Carholme
Use this DARE Selling Evaluation checklist to assess in store selling behaviors and coach retail teams. Track if staff greet customers within 5 seconds, show genuine interest and positive body language, communicate promotions and markdowns, suggest add on items, and summarize and close the sale. Confirm alternatives or omni channel options for out of stocks, explain loyalty offers such as Friends and Family, discuss lay by or pay options when price is a concern, and direct customers to the till with thanks.
by gerhard.devilliers@capeunionmart.co.za, from the Community
Downloads: 0
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DARE Customer Experience Evaluation
This retail-focused customer experience evaluation checklist helps leaders assess service on the sales floor and at the cash desk. Observe a sales interaction for timely greetings within five seconds, positive energy, and genuine interest. Check the use of open-ended questions to assess needs, communication of current promotions, and clear explanation of product benefits. Note whether Pay Just Now is offered to address price objections, add-on items are suggested, and alternatives or omni options are provided when items are out of stock. Confirm that customers are thanked and welcomed back. At the cash desk, evaluate friendly acknowledgement, energetic and efficient service, information about friends and family programs, relevant add-on suggestions, and a warm send-off.
by Anje Du plooy, from the Community
Downloads: 0
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Retail Sales Evaluation Checklist
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.
by Justin Van Zyl, from the Community
Downloads: 0
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DARE Cashier Evaluation Checklist
This DARE cashier evaluation template helps retailers assess frontline performance across key service standards. Evaluate greeting, queue handling, upselling and promotions, store card offers, and Friends and Family linking. Verify POS accuracy, payment handling, receipt and change procedures, and compliance messaging. Check merchandising at the cash desk, tag removal, bagging quality, and cash desk cleanliness. Capture observations, note action steps, and document sales assistant details with signatures to drive coaching, training, and customer experience improvements.
by Gateway Cape Union Mart, from the Community
Downloads: 10+
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Communal Space Checks - Depot/39 Carholme

by gerhard.devilliers@capeunionmart.co.za, from the Community

Get

Template

DARE Customer Experience Evaluation

This retail-focused customer experience evaluation checklist helps leaders assess service on the sales floor and at the cash desk. Observe a sales interaction for timely greetings within five seconds, positive energy, and genuine interest. Check the use of open-ended questions to assess needs, communication of current promotions, and clear explanation of product benefits. Note whether Pay Just Now is offered to address price objections, add-on items are suggested, and alternatives or omni options are provided when items are out of stock. Confirm that customers are thanked and welcomed back. At the cash desk, evaluate friendly acknowledgement, energetic and efficient service, information about friends and family programs, relevant add-on suggestions, and a warm send-off.

by Anje Du plooy, from the Community

Get

Template

Retail Sales Evaluation Checklist

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.

by Justin Van Zyl, from the Community

Get

Template

DARE Cashier Evaluation Checklist

This DARE cashier evaluation template helps retailers assess frontline performance across key service standards. Evaluate greeting, queue handling, upselling and promotions, store card offers, and Friends and Family linking. Verify POS accuracy, payment handling, receipt and change procedures, and compliance messaging. Check merchandising at the cash desk, tag removal, bagging quality, and cash desk cleanliness. Capture observations, note action steps, and document sales assistant details with signatures to drive coaching, training, and customer experience improvements.

by Gateway Cape Union Mart, from the Community

10+

Get

DARE Selling Evaluation Checklist

About author

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Communal Space Checks - Depot/39 Carholme

DARE Customer Experience Evaluation

Retail Sales Evaluation Checklist

DARE Cashier Evaluation Checklist

You might also like

Communal Space Checks - Depot/39 Carholme

DARE Customer Experience Evaluation

Retail Sales Evaluation Checklist

DARE Cashier Evaluation Checklist