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Store visit checklist

Store visit checklist

Conduct comprehensive retail audits with this checklist, which helps you spot performance gaps and drive measurable improvements.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
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Store visit checklist

Conduct comprehensive retail audits with this checklist, which helps you spot performance gaps and drive measurable improvements.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This store visit checklist enables you to maintain consistent standards across all your retail locations. You can use it to systematically assess store conditions, customer experience, inventory management, and safety compliance.

A Retail Insight survey found that 78% of consumers have encountered out-of-stock products in-store over one year. This checklist addresses inventory management challenges and more by ensuring critical items are properly stocked and expired products are removed promptly. With clear rating systems and photo capture, you can quickly identify underperforming stores and implement targeted improvements.

Related categories

Created by

Author Name Ima Ocon
Preview of the template
Entity
Page 1
Store Information
Store Name
Store Manager Name
Date of Visit
Store Condition
Overall Cleanliness
Floors Clean and Free of Debris
Shelves Fully Stocked
Signage Clear and Visible
Lighting Functioning Properly
Customer Experience
Customers Greeted Promptly
Employees Friendly and Helpful
Checkout Lines Manageable
Overall Customer Satisfaction
Inventory Management
Critical Items In-Stock
Expiration Dates Checked
Damaged/Expired Items Removed
Inventory Levels Sufficient
Safety and Security
Aisles Clear and Unobstructed
Fire Extinguishers Accessible
Security Cameras Functioning
Emergency Exits Clearly Marked

Frequently asked questions

What should I focus on most during a store visit using this checklist?

Focus on areas directly impacting customer experience and sales performance. Pay special attention to inventory levels, store cleanliness, and staff interactions with customers. These elements create the strongest impression on shoppers and directly influence purchasing decisions.

How can I ensure store managers take action on issues identified in my visit checklist?

Document specific issues with photos when possible, assign clear responsibilities for corrections, and set reasonable deadlines for completion. Follow up with a summary email highlighting priority items and schedule a brief check-in call to verify progress. This accountability loop ensures problems don’t persist between visits.

What’s a good way to prepare store managers before using this visit checklist?

Share the checklist with store managers in advance, clearly explaining evaluation criteria and expectations. This transparency allows them to address obvious issues before your arrival and focus your visit on coaching rather than criticism. Consider implementing a pre-visit self-assessment for managers to complete, which promotes ownership of store conditions.

How should I prioritize issues found during a store visit?

Categorize findings into three tiers: customer-facing issues affecting immediate sales, operational issues impacting efficiency, and compliance/safety concerns with potential legal implications. Address customer-facing problems first as they directly impact revenue. Create a structured action plan with clear owners and deadlines for each issue requiring attention.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.