Template

Market Visit Template

by Nouman Khan, from the Community

This Market Visit Template helps field teams plan and record retail store visits. Capture key details such as date, location, and who conducted the visit, along with market details and stores visited. Attach photos, document observations, note issues and opportunities, and add remarks and feedback for area or sales managers. Use it to standardize store checks, merchandising reviews, promotions monitoring, and compliance observations, then share a clear, structured report with stakeholders.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

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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

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
Client Visit Checklist
Use this client visit checklist to document retail micro market visits. Inspect merchandising, signage, and cleanliness, check kiosk, tablet, and camera operation, verify cooler and freezer temperatures, and note any fixture damage or missing parts. Capture full market and equipment photos, record client comments, and add manager observations for follow up.
by Bryan Vaughn, from the Community
Downloads: 0
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Template
Retail Market Survey Template
This retail market survey template helps field teams evaluate grocery and supermarket merchandising. Record client and location details, neighborhood type, and demographics. Rate store traffic and review product categories like ramen and snacks for condition, stock levels, correct fronting, and accurate pricing. Capture photos, document promotional displays and pricing across end caps, pallets, and aisles, and log competitor insights. Use the checklist to standardize market visits, track execution quality, and identify opportunities to improve visibility and sales.
by Sam Park, from the Community
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Template
Total Supply Market Information Template
Use this Total Supply Market Information template to capture opportunity details, quantities and pricing, related issues, and any relevant market insights. Record client or site reference, location, preparer, and attach supporting images to provide context. Standardize how your team evaluates supply opportunities and informs sourcing decisions. Ideal for procurement, category management, and supplier market analysis.
by Rebekah La Franchie, from the Community
Downloads: 10+
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Template
Meat Market Report Checklist
This Meat Market Report template helps butchery and meat market managers assess merchandising standards, stock rotation and cold chain, promotions, administrative controls, health and safety, back-of-house hygiene, equipment sanitation, and staffing. Use it to track weekly cleaning, temperature logs, FIFO, cutting plans, waste reduction, PPE compliance, and customer service readiness to drive sales and ensure food safety.
by Neil Ackerman, from the Community
Downloads: 0
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Client Visit Checklist

Use this client visit checklist to document retail micro market visits. Inspect merchandising, signage, and cleanliness, check kiosk, tablet, and camera operation, verify cooler and freezer temperatures, and note any fixture damage or missing parts. Capture full market and equipment photos, record client comments, and add manager observations for follow up.

by Bryan Vaughn, from the Community

Get

Template

Retail Market Survey Template

This retail market survey template helps field teams evaluate grocery and supermarket merchandising. Record client and location details, neighborhood type, and demographics. Rate store traffic and review product categories like ramen and snacks for condition, stock levels, correct fronting, and accurate pricing. Capture photos, document promotional displays and pricing across end caps, pallets, and aisles, and log competitor insights. Use the checklist to standardize market visits, track execution quality, and identify opportunities to improve visibility and sales.

by Sam Park, from the Community

Get

Template

Total Supply Market Information Template

Use this Total Supply Market Information template to capture opportunity details, quantities and pricing, related issues, and any relevant market insights. Record client or site reference, location, preparer, and attach supporting images to provide context. Standardize how your team evaluates supply opportunities and informs sourcing decisions. Ideal for procurement, category management, and supplier market analysis.

by Rebekah La Franchie, from the Community

10+

Get

Template

Meat Market Report Checklist

This Meat Market Report template helps butchery and meat market managers assess merchandising standards, stock rotation and cold chain, promotions, administrative controls, health and safety, back-of-house hygiene, equipment sanitation, and staffing. Use it to track weekly cleaning, temperature logs, FIFO, cutting plans, waste reduction, PPE compliance, and customer service readiness to drive sales and ensure food safety.

by Neil Ackerman, from the Community

Get

Market Visit Template

About author

You might also like

Client Visit Checklist

Retail Market Survey Template

Total Supply Market Information Template

Meat Market Report Checklist

You might also like

Client Visit Checklist

Retail Market Survey Template

Total Supply Market Information Template

Meat Market Report Checklist