Evaluate Territory Sales Managers and Representatives on retail execution across route visits. This assessment covers appearance and uniform, planogram compliance, equipment readiness and cleaning, upsell and ordering opportunities, backstock management, merchandising and product signage, POS materials inside and outside, dating and rotation practices, handling of spoils and credits, promotions and advertised product, paperwork and reporting accuracy, routing and efficiency, product knowledge, handheld device operation, communication, customer service, and time management. Includes fields for route, truck, location, names, and signatures of the auditor and TSM/TSR. Ideal for retail field teams seeking consistent standards and performance coaching.
With SafetyCulture you can
Digitize team workflows
Turn your workflows into digital templates or checklists so your team can conduct inspections efficiently and access them from any device.
Reduce manual errors
Help your team complete tasks more accurately with digital templates that minimize errors from manual processes.
Create and share inspection reports
Generate inspection reports and share them with your team and stakeholders to keep everyone informed.
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.
