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Friends and Family CRM Store Visit Checklist

by Gerhard Devilliers, from the Community

Use this store visit checklist to assess Friends and Family loyalty execution across the customer journey. Review door greeting, membership sign ups, voucher checks at POS, selling interactions, and checkout behavior. Verify marketing materials are visible, staff prompt upsell opportunities, and non members are invited to join. Capture notes and photos, record follow ups, and ensure consistent CRM standards across locations.

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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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Group Store Visit Checklist (T+M)

Use this group store visit checklist to evaluate first impressions, visual merchandising, promotions, stockroom standards, POS, and customer service across retail locations. Record issues, photos, and notes; verify safety and maintenance; check team training, staffing, and compliance. Assign actions, capture signatures, and track follow-ups to drive consistent execution.

by Willie Coetzee, from the Community

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Template

Store Visit Checklist for Marketing

This Store Visit Checklist helps marketers and operators review in-store execution across restaurant and QSR locations. Evaluate signage cleanliness and visibility, condition of glass and marketing materials, staff uniforms, customer-area cleanliness, and menu presentation. Confirm staff use proper scripts and communicate accurate timing at counter and on delivery. Check product presentation, monitor cleanliness and content, awareness of current promotions, and quality of local store marketing actions. Capture overall satisfaction and signatures to drive consistent brand standards.

by Vishal Kapur, from the Community

10+

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Template

Old Khaki Store Optimization Check V2

This Old Khaki store optimization checklist helps area and store leaders review end‑to‑end retail operations. It covers team leadership and first impressions, customer greeting and sales interactions, Friends and Family program execution, fitting room standards, and daily evaluations. Store optimization spans visual merchandising compliance, table and rail fill, pricing and testers, lighting and air‑conditioning, maintenance and housekeeping. POS checks include cleanliness and surprise cash‑ups. Stock management reviews stockroom standards, planograms, markdown and price change execution, consolidations, replenishment, and size curves. Risk controls include refund checks, security tagging, negative stock management, hazard counts, fire equipment service, and floor coverage. The checklist concludes with performance discussions, training, and corrective actions.

by Gerhard Devilliers, from the Community

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Retail Store Visit Report Template

Use this retail store visit report template to evaluate stockroom organization, SOP compliance, health and safety, sales floor standards, and customer service. Capture checks on merchandising, signage, CCTV, emergency readiness, fire safety equipment, and POS controls. Track coaching actions, KPI awareness, and staff grooming to improve execution. Standardize audits across stores and document corrective actions and follow ups.

by Adventure HQ Safety Checks Sharaf HQ Investment, from the Community

30+

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Template

Retail Store Optimization Checklist (Cape Union Mart)

This Optimization Check for Cape Union Mart is a comprehensive retail store operations audit. It guides area and store leaders to review team leadership and first impressions, customer service behaviors at the door, on the sales floor and at checkout, and adherence to Friends and Family program practices. It covers fitting room standards, visual merchandising and VM Ignite implementation, equipment displays, pricing and promotions, POS and cash-up controls, and housekeeping. Additional sections assess stockroom organization, replenishment and planograms, markdown and consolidation execution, maintenance and lighting follow-ups, and aircon checks. Risk management includes tagging disciplines, refund checks, negative stock control, hazard counts, fire equipment servicing, and anti-shoplifting coverage. The checklist ends with structured performance discussions for underperformers and top performers.

by Gerhard Devilliers, from the Community

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Template

Store Closing Visit Checklist

This store closing visit checklist helps area and store managers verify end-of-day standards across operations, safety, and security. Use it to confirm clean close procedures, doors and alarms are secured, cash handling and reconciliation are correctly performed, and any operational blockers are identified. Capture visit feedback, assign follow-up actions, and standardize closing routines across multiple locations to improve compliance and store readiness.

by Oliver Shearing, from the Community

20+

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