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Template

The Recipe observation sheet

by Shaun Therisa, from the Community

Downloads: 30
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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

Description

This document outlines a structured observation checklist for retail store customer service interactions. It provides a systematic approach to evaluating employee-customer engagements, from initial greeting through to sale completion and setup. The checklist covers key touchpoints including welcome procedures, customer comfort, rapport building, product demonstrations, and device setup protocols. It emphasizes the importance of personalized service through steps like contact transfer, app downloads, and accessory recommendations. The form includes specific attention to NPS (Net Promoter Score) considerations and requires both employee and observer verification. This template serves as a valuable tool for maintaining consistent service standards and training retail staff in best practices for customer engagement. The checklist ensures no critical service elements are overlooked and helps maintain high customer satisfaction levels through standardized service delivery.

About author

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.