Template

Maplin v3 Health Check

10+

This Maplin v3 health check template helps retail teams evaluate in-store service and sales behaviors. Review greeting quality, needs analysis, active listening, clear recommendations, finance and install options, point-of-sale conversion and multi-selling attempts, data capture, and customer send-off. Use the checklist to rate each interaction, identify gaps, and drive consistent customer experience and store performance.

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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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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 .

Template

Retail Store Customer Journey Audit PASSQ v3

PASSQ v3 is a comprehensive retail store customer journey and operations audit template. It guides teams through merchandising checks such as right location, right price, correct POS, and product condition across departments including hardware, plumbing, electrical, paint, and flooring. The checklist covers service behaviors, stock on shelf and project quantity availability, standards and safety, warehouse and yard housekeeping, and queue management. Use this template to assess compliance, improve store execution, and enhance the customer experience.

by Adrian Chapman, from the Community

30+

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Customer Service Retail Audit Checklist

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.

by Brad Turner, from the Community

40+

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ARI Way 5S Audit- Execs

A detailed retail store audit framework following the 5S methodology: Shop, Shelf, Service, Staff, and Selling. This comprehensive checklist helps evaluate store performance across key areas including store appearance, merchandising standards, customer service quality, staff presentation, and selling effectiveness. Each section contains five specific criteria for assessment, enabling thorough evaluation of retail operations. The audit tool is designed to maintain consistent store standards, enhance customer experience, and optimize sales performance through systematic evaluation of critical retail operations components. Ideal for store managers, retail auditors, and operations teams looking to maintain high standards of retail excellence.

by Jane Gully, from the Community

100+

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Team Member Performance Review Template

This monthly team member performance review template is designed for retail store leaders and operations teams to standardize coaching and evaluations. Capture key details by store and location, then assess performance across sales targets, customer service and selling, merchandising and housekeeping, promotions and price changes, and training completion. Use defined benchmarks to rate results, document feedback, and track development actions during store visits. Ideal for driving consistent performance, aligning goals, and improving accountability across retail teams.

by Gerhard Devilliers, from the Community

10+

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Template

ARI Way 5S Audit

The ARI Way 5S Audit is a comprehensive retail evaluation system that focuses on five key areas: Shop appearance, Shelf merchandising, Service quality, Staff presentation, and Selling skills. Each section contains detailed criteria to assess store performance and customer experience. The audit evaluates store cleanliness, product presentation, customer service standards, staff professionalism, and sales effectiveness. It includes specific checkpoints for visual merchandising, customer interaction, staff appearance, and sales techniques. This structured approach helps retail locations maintain consistent standards, improve customer satisfaction, and drive sales performance. The checklist ensures compliance with operational guidelines while promoting a customer-centric shopping environment.

by Jane Gully, from the Community

200+

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Template

DM Store Visit Audit Checklist

This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.

by David Barrett, from the Community

10+

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