Run Retail Customer Greeting Standards Audit — Free

Observation Details

Store location identified

Enter the store, department, or zone being observed.

Date and time of observation

Record when the customer interaction was observed.

Associate role observed

Select the associate role or position observed.

Customer traffic level at time of observation

Select the approximate traffic level during the interaction.

Observation notes

Capture any context that may affect the greeting interaction.

Customer Acknowledgment

Customer acknowledged within 10 feet critical (required)

Associate acknowledged the customer when they came within approximately 10 feet, consistent with the 10-foot rule.

Yes No N/A

Eye contact made during acknowledgment critical (required)

Associate made appropriate eye contact when acknowledging the customer.

Yes No N/A

Positive body language displayed

Associate faced the customer and displayed open, attentive body language.

Yes No N/A

Acknowledgment was timely

Rate how quickly the associate acknowledged the customer after entering the area.

Greeting Delivery

Approved introductory phrase used critical (required)

Associate used an approved greeting or introductory phrase such as 'Hi, welcome in' or the store's required script.

Yes No N/A

Greeting was audible and clear

Associate spoke clearly enough for the customer to hear and understand the greeting.

Yes No N/A

Tone was friendly and professional

Rate the tone, warmth, and professionalism of the greeting.

Greeting matched store standards critical (required)

The greeting matched the approved store script, brand tone, and expected customer service standard.

Yes No N/A

No distracting behavior during greeting

Associate was not distracted by phone use, side conversations, or other tasks while greeting the customer.

Yes No N/A

Follow-Up Assistance

Assistance offered after greeting critical (required)

Associate offered help, asked what the customer needed, or otherwise invited engagement after greeting.

Yes No N/A

Follow-up occurred within a reasonable time

Rate whether the associate followed up promptly after the initial greeting.

Customer need was addressed or routed appropriately

Associate either addressed the customer need directly or directed the customer to the right person or area.

Yes No N/A

Associate remained engaged until handoff or resolution

Associate stayed engaged long enough to ensure the customer was assisted or properly handed off.

Yes No N/A

Escalation needed

Indicate whether a supervisor or manager intervention was required.

Yes No N/A

Audit Notes

Overall audit summary

Summarize the interaction and overall performance.

Primary deficiency or non-conformance

Describe the main gap observed, if any.

Coaching recommendation

Note any coaching points or follow-up training needed.

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Run: Retail Customer Greeting Standards Audit

Observation Details

Customer Acknowledgment

Greeting Delivery

Follow-Up Assistance

Audit Notes

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