Home  /  Templates  /  Head office and area managers
Free template · Head office and area managers

Area Manager Store Visit Checklist Template

Score every store against the same standard on every visit, and leave with three fixes that have owners.

Who and whenArea manager, at each store visit
Serves the goalEvery store meets the brand standard
Counts towardStore presentation
Run this in RakuOps
16 checks · 2 photos · 1 reading with limitsTap a check to tick it off

1First impression

  • Store front from the streetPhoto
  • First impression as a customerRating 1 to 5
  • Signage lit and clean; window display current

2Product and display

  • Main display or counterPhoto
  • Display full, labelled and priced
  • Range on sale matches the current list

3Service

  • Greeted within 30 seconds
  • Order or purchase correct; add-on offered
  • Queue waitReading · 0 min to 5 min

4Records and cleanliness

  • Temperature log complete for the last 7 days
  • Cleaning schedule complete for the last 7 days
  • Washroom clean

5Team

  • Uniform standard met
  • Rota covers the busiest hours

6Close out

  • Top three things to fix, each with an ownerNotes
  • Store managerSignature

In RakuOps, a check answered No, a reading outside its limits, or a photo that does not match your best store's opens a fix for that store, with an owner and a due date.

Why chains run this check

Store visits often end with a chat and a list in someone's notebook. The next visit starts from scratch, and nobody can say whether the store is better than last month.

This visit scores the same things every time, checks the store's own records for the last week, and ends with three fixes that have owners. The next visit starts by checking those fixes held.

How it runs at every store

  1. One standard. Send this checklist to every store, on a schedule, to whoever is on shift.
  2. Evidence back. Photos, readings and answers come back from the phone, timestamped and named.
  3. Problems become fixes. Anything that fails opens a fix for that store, due in hours, not at the next visit.
  4. Best against worst. The scorecard ranks your stores on it and shows which check the worst store misses.

Run it at one store tomorrow morning

Free for one store, with unlimited users and no card. The checklist arrives ready to run, exactly as it is on this page, and you can change any check.

Run this template free

Related templates

Frequently asked questions

Is this template free?

Yes. Print it, save it as a PDF, or tick it off on this page. To run it at every store, with photos, readings that open a fix when they are out of range, and a scorecard that ranks your stores, use it in RakuOps. The free plan covers one store, with unlimited users.

What should an area manager check on a store visit?

What a customer sees first, the display, the service, the store's own records for the past week, and the team. Then agree three fixes with owners, and check them on the next visit.

How is this different from mystery shopping?

A mystery shopper sees one visit as a customer. A store visit also checks the records behind the counter and ends with fixes the store agrees to. Most chains need both.