Template

NT BDE Coaching Form

by Brad Gaddes, from the Community

10+

Coach and assess Business Development Executives with a structured form covering customer service, communication, planning, sales ability, and personal effectiveness. Guide planned calls, retail execution, and merchandising, including fridge execution, POE checks, SSO and promotional plans. Track KPIs, tasks, and notes in SaM and Trax, and finish with strengths, opportunities, and a SMART action plan.

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

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

Makro Customer Visit Form

The Makro Customer Visit Form helps sales executives document customer information and visit outcomes during store calls. Capture customer name and ID, visit date and location, photos of the shop and staff, customer voice and feedback, product needs with quantities and prices, and check M Coin status and redemption. Record orders with an attached photo of the order note, and collect visitor signatures for accountability. Ideal for retail and wholesale field sales teams to standardize visits, improve follow-ups, and track opportunities.

by CDM602 KH602, from the Community

10+

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Template

Retail Store Optimization Check V2.2

This optimization checklist helps retail store leaders evaluate daily operations and customer experience. Review team leadership and training, front-of-house service interactions, fitting rooms, visual merchandising compliance, and promotional execution. Audit POS standards, stock management and replenishment, pricing, consolidations, and stockroom organization. Verify maintenance, housekeeping, safety equipment, and risk controls including security tagging, refunds, hazard counts, and loss action plans. Track performance KPIs such as UPT, basket size, growth, and omni sales to drive continuous improvement.

by Gerhard Devilliers, from the Community

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Template

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 Operations Manager Store Visit Checklist

Use this comprehensive store visit checklist for retail operations managers to assess sales focus and KPIs, execute floor walks, verify merchandising standards, and ensure back-of-house compliance. Review POS and signage, stock mix, replenishment, grooming, and facility maintenance. Evaluate customer service behaviors, promotion awareness, and leadership presence. Check visual merchandising by trend and color, discount labeling, and recovery. Audit stockroom order, VM equipment, paperwork, and first aid. Conduct loss prevention checks including cash handling, banking variances, refunds, discounts, and staff purchases. Confirm shift briefings, debriefs, and email access. Capture training needs, meeting cadence, coaching, and development plans, and conclude with an objective action plan.

by Lam Ho, from the Community

10+

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Template

Coach Meeting Observation Form

A meeting service development form

by Zoe Lysandrou, from the Community

50+

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Template

Area MM Store Walkthrough Checklist

This Area MM store walkthrough checklist helps retail leaders review merchandising execution, back of house controls, staffing and coaching, and overall compliance. Assess Big Buys and priority zones, security cages and back door controls, clock in errors, negative stock on hand, transfers, SLAP plan counts, and telco counts. Verify credit bay setup, credit log use, and action calendar currency. Coach high performance using STARS folders and boards, provide on floor coaching with logged feedback, and track development and succession plans. Includes management sign off and action points.

by Gareth Mayhew, from the Community

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