The Store Visit Checklist is an operational must for all retailers - but making sure the work gets done properly every time can be difficult if you’re still relying on static PDFs (or even worse - pen and paper).

With the Article Studio, you can outline all of the actionables for your store staff and managers, in an interactive and engaging way - all while being able to capture and track insights on what got done, when, and by who.

Efficient retail operations, with less work - all while making it more engaging for the store staff and managers?

That’s what we call retail excellence.

Here's what the Store Visit Checklist template can do for you:

Efficient store operations and alignment from HQ to store level

An interactive and digital store visit checklist using Atobi makes this repeated admin task efficient - easily check off tasks, upload pictures to confirm VM compliance, and create alignment from HQ to store level on requirements, success criteria, and best practices.

Real-time collaboration

Atobi helps foster a collaborative environment where Regional, Country or Area managers can work together with store managers to create best practices and improve store operations.

Aggregated data and actionable insights

Aggregating data on a store level helps generate large-scale actionable insights on a Regional, Country or Area level, so you can identify best practice or at-risk stores, and improve strategic decision making.

Structure of the template

The structure this template is purely based on the team's experience working in retail - but feel free to customize it however you'd like. In this template, we have included:

1. Visual Merchandising

The Visual Merchandising section includes 4 'quiz' blocks that outline the different departments/categories the store is divided into. Each individual quiz has its own checklist, so that you can measure performance on a department/category level as well.

2. Compliance and safety

This section will vary depending on your store's rules and regulations, but here we've added 2 simple 'Yes/No' blocks to measure compliance.

3. Customer experience

For this section, we've added a 'Yes/No' and an 'Open Question' block to measure Cleanliness and a qualitative evaluation of store staff performance.

4. Inventory management

For this section, there is a 'Yes/No' block to confirm sufficient stock levels, and a 'Simple Task' to confirm stock levels are above 99% accuracy.

5. First impressions/feedback

This final section is to provide the store managers and staff with some qualitative feedback for what they can improve in the store. Therefore, we've added 2 'Open Question' blocks.