Template

Retail Branch Marketing Checklist

by Omar Sharif, from the Community

20+

This checklist helps retail branches maintain consistent, on-brand execution across stores. It covers in-store and window cleanliness, display lighting, and overall ambience; verification that all posters, flyers, and marketing materials are approved, current, and properly placed; window displays and A-frame banners aligned to the latest campaign; availability of service and manager business cards, gift cards, bookmarks, comment cards, and discount tags; pricing and tagging standards for products; donation box visibility and condition; device readiness such as charged in-store iPads; monthly offer updates and door stickers for payments; proper setup and maintenance of brochures, plexi displays, and bocals; functioning big screens with updated content, LED strip messages, and clean floor graphics; and accurate descriptions and name/price tags for multimedia items. Use it to run regular branch audits and ensure promotional compliance and a consistent customer experience.

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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.

Template
Retail Branch Mini Checklist
This retail branch mini checklist supports operations teams during routine store visits. It covers exterior signage, windows and displays, lighting and overall cleanliness, staff uniforms and name badges, and desk standards for managers and cashiers. Sections include computer/service, stationery, books, multimedia, and storage rooms, with checks for organization, pricing accuracy, shelf stock levels, and security tags. Use it to maintain merchandising quality and consistent brand standards across branches.
by Omar Sharif, from the Community
Downloads: 10+
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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
Downloads: 10+
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Template
Full Store Audit
This full store audit checklist is designed for food and hospitality operators to evaluate front and back of house standards. It covers presentation and cleanliness, salad bar and hot box displays, coffee and juice bar setup, approved products and packaging, cool room and storage, food safety practices, work health and safety and fire safety, signage and marketing, customer service, and core business systems such as sales targets, stock control, payroll compliance and training. Use it to identify gaps, standardize inspections, and maintain brand and regulatory compliance.
by Mark Buckland, from the Community
Downloads: 20+
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Template
Operations Branch Report Template
Use this Operations Branch Report template to standardize daily and weekly branch reviews. Record branch details and date, assess cleanliness and organization, review cashier area and drawers, inspect store sections and merchandising, check exterior signage and banners, note music and ambience, grade the branch, and capture general information, customer service observations, and team feedback. Add additional comments and follow-ups to drive consistency and accountability across locations.
by Rabie Ghazal, from the Community
Downloads: 0
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Retail Branch Marketing Checklist

About author

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