Template

PSI Dealer Visit Checklist

10+

Use this dealership visit checklist to guide in store conversations and audits. Review presentation, signage, stock holding, demonstrator mix, sales performance, PMA and market share, training compliance, customer satisfaction, marketing activity, PAC metrics, service operations, and agreed actions.

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

Dealer Visit Checklist

by Tom Dickin, from the Community

40+

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Template

Market Visit Template

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.

by Nouman Khan, from the Community

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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

20+

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Template

Market Visit Checklist for Telecom Dealers

Use this market visit checklist to streamline telecom dealer audits. Verify SIM stock and wallet balance, check POSM and signage visibility, confirm dispenser availability, and assess dealer awareness of current products. Record top-selling operators, identify pain points such as product, commission, network, or customer awareness, and note special incentives or gifts. Capture issues with the dealer app and branding interest to improve retail execution and channel performance.

by Riju Chatterjee, from the Community

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Template

Area Manager - Store Visit Checklist

Store Visit Checklist

by Bruno Batistela, from the Community

200+

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Template

AW Store Visit Report Card Template

This AW Store Visit Report Card template helps retail field leaders and managers evaluate store performance during site visits. Use it to document people, operations, environment, and marketing pillars; check training compliance, merchandising, pricing, and cleanliness; review sales metrics like activations, conversions, and CSAT; capture photos; note observations and outstanding issues; and assign corrective actions with due dates and owners. Standardize visit scoring across locations and gather signatures for accountability. Ideal for chain stores and dealer locations.

by Angie Moten, from the Community

10+

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