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When preparing a site visit report, it is crucial to include comprehensive details about the location, observations made during the visit, and any recommendations for improvement. The report should cover all aspects of the site, including its physical condition, safety measures, and compliance with regulations.
At bare minimum, a store visit should cover: Store cleanliness and maintenance. Compliance with visual merchandising, promotional and operational guidelines. Employee product knowledge. Inventory management. Loss prevention. Pricing accuracy. Health and safety. Employee scheduling and management.
How to approach store visitors: Smile. Friendly voice. Welcome store visitors and introduce yourself. Ask the walk-in customer how they are doing. Ask about their needs. Deal with negative response. Engage and dont give unasked advice. Ask for feedback.
Structure of a report (Site visit) Title page. Table of Contents. Summary / Abstract. Introduction. Literature Review. Information about the site(s) Field Observations. Reflection of visit experience and Implication(s)
The five Ss of retail operations are systems, standards, stock, space, and staff. The best strategies encompass all five.
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If you are tracking online sales as conversions and value them as the Revenue generated, you can use this formula to decide on the Conversion Value for store visits: Store Visit Conversion Value = Average In-store Conversion Rate x In-Store AOV (Average Order Value)
Store visits are an extremely important part of any teams retail execution strategy. They provide an opportunity to collect important data insights about performance on the shelf, strengthen relationships with key retailers, and interact with potential buyers directly at the point of purchase.
Store Visit Checklist Store Visit Checklist Template. General Information. Section 1: Store Exterior Entrance. Section 2: Store Interior Cleanliness Organization. Section 3: Merchandising Product Display. Section 4: Customer Service. Section 5: Stockroom Inventory. Section 6: Compliance Safety.

store visit report template