Template

TPR Inland California Store Visit Checklist

by David Hernandez, from the Community

10+

Use this TPR Inland California Store Visit checklist to guide retail field visits across wireless dealer locations. Review brand compliance, sales performance, and daily Quick Connect completions, and coach on floor execution. Capture traffic conversion, accessories attach, T-Mobile 1 Plus, NPS/SME, and ramp-up metrics, and record wins, observations, and next steps.

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

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

April Inland Empire Store Visit

This store visit checklist supports retail leaders in the Inland Empire to assess operations, sales behavior, and customer experience. It covers whiteboard reviews, posting of compensation and incentive materials, referral and review prompts, and completion of Metric Mastery forms with action plans. Sections guide reviews of revenue, growth, and experience metrics, weekly observation guides, and sales floor behavior. Appearance standards include cleanliness of windows, floors, back room, and bathroom, plus stocked pegs. Team readiness checks include uniforms, attitude, system logins such as TMO Connect and Salesforce, use of REMOs, side by side selling, Magenta Standards, energetic greetings, name capture, Retail Valet usage, and quality two way conversations.

by crystal Rubio, from the Community

Get

Template

Q4 2018 Full Visit Retail Store Audit

This Q4 2018 Full Visit checklist is designed for telecom retail store leaders and district managers to review performance and compliance. It covers customer experience metrics like NPS and SME and the 4Ts, digital tools readiness including REMOs and T-Connect, growth and revenue drivers such as conversions and accessory sales, operations and paperwork controls, merchandising, staffing, facilities, and CPNI and PII handling. Use it to set commitments, track follow ups, and uphold brand standards across locations.

by Jessica Hickman, from the Community

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

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+

Get

Template

Sales Visit Checklist

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.

by Nick Rubio, from the Community

20+

Get