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Run: Brand Representative Store Visit Audit

Use this Brand Representative Store Visit Audit to document reset work, training delivered, sample drops, and any unauthorized fixture or display changes in ...

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Visit Details

Store identifier recorded

Visit date and time recorded

Brand representative name recorded

Store contact or manager met

Visit purpose selected

Reset and Merchandising Work

Reset work completed as planned

Yes No N/A

Photo evidence (optional)

Planogram or merchandising layout matches approved standard critical (required)

Yes No N/A

Photo evidence (optional)

Product facings, placement, and signage are aligned to brand standard

Out-of-stock or low-stock items identified

Photos captured of completed reset and display

Training Delivered

Training delivered during visit

Yes No N/A

Training topics covered

Number of associates trained

Training effectiveness rating

Training notes and follow-up actions

Samples, Testers, and Collateral

Sample drop completed

Yes No N/A

Photo evidence (optional)

Sample quantities delivered

Sample or tester categories delivered

Promotional collateral left behind

Yes No N/A

Unauthorized Fixture or Display Changes

Unauthorized fixture changes observed critical (required)

Yes No N/A

Photo evidence (optional)

Unauthorized display or signage changes observed critical (required)

Yes No N/A

Photo evidence (optional)

Change type observed

Issue escalated to store leadership

Yes No N/A

Corrective action documented

Closeout

Overall visit outcome

Top issues or deficiencies noted

Next visit or follow-up date

Inspector signature

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