Template

Sales Visit Checklist

by Nick Rubio, from the Community

20+

Use this sales visit checklist to standardize store visits. Record preparer, date, and location, capture store details and partners, review results and KPIs such as NPS and BTS percent to plan, and assess accessories and attachments. Set focus areas with goals, tactics, timelines, and follow-ups. Audit merchandising, perform visual inspections, log outstanding items with photos, set timelines for completion, and add visit notes to drive retail 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

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 Store Visit Checklist (Template 5/1)
Use this retail store visit checklist to evaluate merchandising standards, customer experience, and operational excellence across telecom retail locations. Capture store details, record results such as NPS, SME performance, BTS totals, accessories sales and attach rates, and review remorse returns. Verify device compliance and condition, track priority trainings like Mobile Expert certification, and document plans with goals, tactics, timelines, and follow‑ups. Assess brand execution with My Merch percentage, conduct visual inspections, log outstanding items with photos and timelines, and finalize visit notes for clear next steps.
by Nick Rubio, from the Community
Downloads: 10+
Get
Template
Telecom Retail Sales Visit Checklist
This sales visit checklist is designed for telecom retail store audits. It helps teams record store details, assess customer experience with NPS, review key sales KPIs and attach rates, monitor remorse and accessory returns, verify device compliance and condition, and confirm staff training status. The template also covers merchandising checks, brand presentation, and visual inspections. Capture photos, outline focus areas, set goals and tactics, assign timelines, and document follow up actions to drive continuous improvement.
by Nick Rubio, from the Community
Downloads: 30+
Get
Template
Sales Manager Store Visit Guide
This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.
by Mary Maloof, from the Community
Downloads: 20+
Get
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
Downloads: 10+
Get

Retail Store Visit Checklist (Template 5/1)

Use this retail store visit checklist to evaluate merchandising standards, customer experience, and operational excellence across telecom retail locations. Capture store details, record results such as NPS, SME performance, BTS totals, accessories sales and attach rates, and review remorse returns. Verify device compliance and condition, track priority trainings like Mobile Expert certification, and document plans with goals, tactics, timelines, and follow‑ups. Assess brand execution with My Merch percentage, conduct visual inspections, log outstanding items with photos and timelines, and finalize visit notes for clear next steps.

by Nick Rubio, from the Community

10+

Get

Template

Telecom Retail Sales Visit Checklist

This sales visit checklist is designed for telecom retail store audits. It helps teams record store details, assess customer experience with NPS, review key sales KPIs and attach rates, monitor remorse and accessory returns, verify device compliance and condition, and confirm staff training status. The template also covers merchandising checks, brand presentation, and visual inspections. Capture photos, outline focus areas, set goals and tactics, assign timelines, and document follow up actions to drive continuous improvement.

by Nick Rubio, from the Community

30+

Get

Template

Sales Manager Store Visit Guide

This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.

by Mary Maloof, from the Community

20+

Get

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+

Get

Sales Visit Checklist

About author

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Retail Store Visit Checklist (Template 5/1)

Telecom Retail Sales Visit Checklist

Sales Manager Store Visit Guide

DM Store Visit Audit Checklist

You might also like

Retail Store Visit Checklist (Template 5/1)

Telecom Retail Sales Visit Checklist

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