Template

Market Visit Checklist for Telecom Dealers

by Riju Chatterjee, from the Community

Use this market visit checklist to streamline telecom dealer audits. Verify SIM stock and wallet balance, check POSM and signage visibility, confirm dispenser availability, and assess dealer awareness of current products. Record top-selling operators, identify pain points such as product, commission, network, or customer awareness, and note special incentives or gifts. Capture issues with the dealer app and branding interest to improve retail execution and channel performance.

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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
Dealer Visit Checklist
Dealer Visit Checklist
by Tom Dickin, from the Community
Downloads: 40+
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Template
Dealer Evaluation Audit Checklist
Assess dealership showroom compliance with this dealer evaluation audit checklist. Review exterior and interior signage, furniture quality, alignment, and maintenance, plus flooring condition against approved layouts and brand standards. Capture notes on unapproved elements, verify WiFi availability, and document issues with photos. Gather dealer feedback and propose improvements to ensure a consistent, on-brand customer experience.
by Ci Cd, from the Community
Downloads: 30+
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Sprint Dealer In-Store Assessment
This Sprint Dealer In-Store Assessment checklist helps evaluate dealer store compliance and performance. Review demo device management and functionality, verify inventory against required device lists, and confirm accurate device and accessory pricing. Assess merchandising and planogram execution, ensure current marketing materials and removal of outdated signage, and check data security practices for customer information. Evaluate staffing levels and scheduling, verify completion of required trainings, and confirm proper capture of e-signatures. Use this template to identify deficiencies and align stores with company standards.
by Nicole Lee, from the Community
Downloads: 20+
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Template
Makita Dealer Visitation Checklist
This Makita Dealer Visitation Checklist helps sales and field teams assess retail partners and hardware dealers. Review client status and dealership level, capture available competitor brands, and benchmark pricing, inventory, and promotions. Verify merchandising quality, including Makita signage, product displays, brochures, catalogs, and flyers. Record feedback on ordering, delivery, and stock replenishment, and note specific product requests. Track visit frequency, identify nearby hardware or depot stores, and document opportunities to improve service and increase sales. Use this structured checklist to standardize dealer visits, strengthen channel execution, and grow Makita’s presence at point of sale.
by Briann Barrios, from the Community
Downloads: 10+
Get

Dealer Visit Checklist

by Tom Dickin, from the Community

40+

Get

Template

Dealer Evaluation Audit Checklist

Assess dealership showroom compliance with this dealer evaluation audit checklist. Review exterior and interior signage, furniture quality, alignment, and maintenance, plus flooring condition against approved layouts and brand standards. Capture notes on unapproved elements, verify WiFi availability, and document issues with photos. Gather dealer feedback and propose improvements to ensure a consistent, on-brand customer experience.

by Ci Cd, from the Community

30+

Get

Template

Sprint Dealer In-Store Assessment

This Sprint Dealer In-Store Assessment checklist helps evaluate dealer store compliance and performance. Review demo device management and functionality, verify inventory against required device lists, and confirm accurate device and accessory pricing. Assess merchandising and planogram execution, ensure current marketing materials and removal of outdated signage, and check data security practices for customer information. Evaluate staffing levels and scheduling, verify completion of required trainings, and confirm proper capture of e-signatures. Use this template to identify deficiencies and align stores with company standards.

by Nicole Lee, from the Community

20+

Get

Template

Makita Dealer Visitation Checklist

This Makita Dealer Visitation Checklist helps sales and field teams assess retail partners and hardware dealers. Review client status and dealership level, capture available competitor brands, and benchmark pricing, inventory, and promotions. Verify merchandising quality, including Makita signage, product displays, brochures, catalogs, and flyers. Record feedback on ordering, delivery, and stock replenishment, and note specific product requests. Track visit frequency, identify nearby hardware or depot stores, and document opportunities to improve service and increase sales. Use this structured checklist to standardize dealer visits, strengthen channel execution, and grow Makita’s presence at point of sale.

by Briann Barrios, from the Community

10+

Get

Market Visit Checklist for Telecom Dealers

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Dealer Visit Checklist

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Dealer Visit Checklist

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