Template

Tills S.B.S Retail Service Checklist

by Carl McKeown, from the Community

10+

Use this Tills S.B.S checklist to deliver consistent, simply better service at the checkout. It guides colleagues through queue management, friendly greetings, confirming customer details, offering alternatives when items are unavailable, capturing mobile numbers for order updates, adding value through relevant upsells, emailing invoices, and closing with a polite farewell. Includes space for feedback and agreed actions.

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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
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by Daniel Martin, from the Community
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Customer First Audit T5 Checklist
This Customer First Audit T5 checklist helps retail teams evaluate customer experience at manned and self-service tills. It covers greeting and eye contact, apologies for wait times, attention during transactions, promotion offers, polite payment requests, and friendly farewells. It also includes checks for uniform compliance, boarding card requests where applicable, host presence and support at self-checkouts, prompt responses to alerts, and queue management. Use this template to standardize store audits, capture photos and staff details, and record feedback for continuous improvement.
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Team Member Key Behavior Scorecard
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At Your Service Agent Call Evaluation Checklist
This hospitality checklist helps evaluate At Your Service agents when calling guests on queue at Wailea Beach Resort. Criteria include: contacting guests when the room is ready, reviewing the guest profile and reservation for Marriott Bonvoy status and special occasions, planning an amenity to wow the guest, proper self-introduction and use of the guest’s name, thanking the guest for waiting, polite and engaging tone, personalized conversation, use of Forbes-style luxury language, offering additional assistance, and a memorable farewell. Includes acknowledgement and signature.
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B&B Room Checkout Checklist

Use this B&B room checkout checklist to guide housekeeping through final room checks before guest departure. Inspect room condition, bed and linens, towels, TV and remote functionality, key return, walls and floors, and lighting. Record document details, date, preparer, and location to maintain accountability and cleanliness standards and ensure the room is ready for the next guest.

by Daniel Martin, from the Community

Get

Template

Customer First Audit T5 Checklist

This Customer First Audit T5 checklist helps retail teams evaluate customer experience at manned and self-service tills. It covers greeting and eye contact, apologies for wait times, attention during transactions, promotion offers, polite payment requests, and friendly farewells. It also includes checks for uniform compliance, boarding card requests where applicable, host presence and support at self-checkouts, prompt responses to alerts, and queue management. Use this template to standardize store audits, capture photos and staff details, and record feedback for continuous improvement.

by John Joyce, from the Community

Get

Template

Team Member Key Behavior Scorecard

This retail-focused scorecard helps managers assess key frontline behaviors that drive customer experience and sales. Criteria include greeting customers within 10–15 seconds, smiling, identifying needs, offering footwear to try, demonstrating product knowledge, suggestive selling and add-ons, offering alternatives when items are unavailable, locating out-of-stock items, promoting rewards and text programs, delivering friendly service, and thanking customers. Use and customize this checklist to coach team members, standardize service, and improve store performance.

by Brad Turner, from the Community

Get

Template

At Your Service Agent Call Evaluation Checklist

This hospitality checklist helps evaluate At Your Service agents when calling guests on queue at Wailea Beach Resort. Criteria include: contacting guests when the room is ready, reviewing the guest profile and reservation for Marriott Bonvoy status and special occasions, planning an amenity to wow the guest, proper self-introduction and use of the guest’s name, thanking the guest for waiting, polite and engaging tone, personalized conversation, use of Forbes-style luxury language, offering additional assistance, and a memorable farewell. Includes acknowledgement and signature.

by Richard Hai, from the Community

10+

Get

Tills S.B.S Retail Service Checklist

About author

You might also like

B&B Room Checkout Checklist

Customer First Audit T5 Checklist

Team Member Key Behavior Scorecard

At Your Service Agent Call Evaluation Checklist

You might also like

B&B Room Checkout Checklist

Customer First Audit T5 Checklist

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