Template

Plan and Phone Recommendations Checklist

by Kevin Has, from the Community

Use this telco retail checklist to evaluate sales floor interactions. Verify discovery questions for plan type and data usage, review recommended plans and add-ons, assess device demos and suitability, disclose fees, and note store cleanliness, issues, and actions. Standardize observations to improve customer experience and compliance.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

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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
Full Visit Audit Checklist for Retail Stores
Use this comprehensive Full Visit audit checklist to evaluate daily retail operations in telecom stores. Assess staffing levels and compliance, POS readiness, deposits and paperwork, inventory security, and backroom controls. Review merchandising compliance, live device demos, price cards, and marketing materials. Check facilities cleanliness, lighting, and customer areas, and verify training completion and sales coaching. Includes sections for network setup, regional initiatives, and an action plan with goals, behaviors, and timelines. Add notes, photos, and corrective actions, then sign and export your report.
by Nick Rubio, from the Community
Downloads: 10+
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Store Visit Guide
Use this comprehensive store visit guide to evaluate retail operations and customer experience in telecom stores. It covers exterior and interior standards, merchandising compliance, device demos, safety and security checks, name tags and uniform, returns management, and tactics to reduce remorse returns. It also prompts leaders to review NPS goals, ratings and reviews, one-stop shop talk tracks, signature demos, accessory sales, promotions, and community outreach. Training checkpoints include certification status, priority courses, leader readiness, and network updates.
by Nicholas Shine, from the Community
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Template
GISONT Retail Store Checklist
Use this GISONT retail store checklist to standardize retail store visits and audits. Assess donation intake, production areas, sales floor practices, and housekeeping standards. Verify employee purchase logs, customer greetings, cleanliness of restrooms and fitting rooms, and overall safety and organization. Ideal for store operations teams seeking consistent audits, compliance, and better customer experience.
by Jesseca McDonald, from the Community
Downloads: 10+
Get
Template
Retail and Guest Relations Audit Checklist
This retail and guest relations audit checklist helps store teams evaluate customer service, sales floor presentation, merchandising, cleanliness, and basic safety and compliance across locations. Use it to review staff interactions, signage and displays, stock condition and dating, storage practices, and overall store readiness. Ideal for non-food guest relations reviews and general retail operations, it supports consistent brand standards, a better customer experience, and actionable follow-ups from each audit.
by Aneesa Malik, from the Community
Downloads: 0
Get

Full Visit Audit Checklist for Retail Stores

Use this comprehensive Full Visit audit checklist to evaluate daily retail operations in telecom stores. Assess staffing levels and compliance, POS readiness, deposits and paperwork, inventory security, and backroom controls. Review merchandising compliance, live device demos, price cards, and marketing materials. Check facilities cleanliness, lighting, and customer areas, and verify training completion and sales coaching. Includes sections for network setup, regional initiatives, and an action plan with goals, behaviors, and timelines. Add notes, photos, and corrective actions, then sign and export your report.

by Nick Rubio, from the Community

10+

Get

Template

Store Visit Guide

Use this comprehensive store visit guide to evaluate retail operations and customer experience in telecom stores. It covers exterior and interior standards, merchandising compliance, device demos, safety and security checks, name tags and uniform, returns management, and tactics to reduce remorse returns. It also prompts leaders to review NPS goals, ratings and reviews, one-stop shop talk tracks, signature demos, accessory sales, promotions, and community outreach. Training checkpoints include certification status, priority courses, leader readiness, and network updates.

by Nicholas Shine, from the Community

10+

Get

Template

GISONT Retail Store Checklist

Use this GISONT retail store checklist to standardize retail store visits and audits. Assess donation intake, production areas, sales floor practices, and housekeeping standards. Verify employee purchase logs, customer greetings, cleanliness of restrooms and fitting rooms, and overall safety and organization. Ideal for store operations teams seeking consistent audits, compliance, and better customer experience.

by Jesseca McDonald, from the Community

10+

Get

Template

Retail and Guest Relations Audit Checklist

This retail and guest relations audit checklist helps store teams evaluate customer service, sales floor presentation, merchandising, cleanliness, and basic safety and compliance across locations. Use it to review staff interactions, signage and displays, stock condition and dating, storage practices, and overall store readiness. Ideal for non-food guest relations reviews and general retail operations, it supports consistent brand standards, a better customer experience, and actionable follow-ups from each audit.

by Aneesa Malik, from the Community

Get

Plan and Phone Recommendations Checklist

About author

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Full Visit Audit Checklist for Retail Stores

Store Visit Guide

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Full Visit Audit Checklist for Retail Stores

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