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Ghost Visit Retail Audit Checklist

by Douglas Jackson, from the Community

Downloads: 10+
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Use this ghost visit checklist to evaluate retail execution during an anonymous store visit. Capture store details, personnel on site, and store type. Verify merchandising is current, attach photos of displays, and confirm staff knowledge of current promotions and competitive positioning. Record discussion points with staff, note Walmart column counts where relevant, and document endcaps, sidekicks, shippers, and barrier covers. Check goal communication, comparison sheets, and rep ability to do carrier comparisons. Log training recency, role plays, strengths, opportunities, and a narrative summary with photo evidence.

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

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.

Ghost Visit Retail Audit Checklist | Store Merch Review | Free Template