Skip to content
SafetyCulture
Template

DM Sales Visit Audit for Retail Stores

by Robert Barron, from the Community

Downloads: 10+
Get this template

This DM Sales Visit audit template is designed for retail store leaders to review customer experience, sales execution, and operational compliance during field visits. It guides coaching on behaviors such as signature demos, Quick Connect, NPS drivers, app adoption, and referral programs. Sections cover Growth, Revenue attachments, Operations controls, and Engagement, culminating in an action plan and follow up commitments.

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.