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Run: Retail Customer Greeting Standards Audit

Audit retail greeting behavior against clear service standards so every store visit starts with a consistent, professional customer experience.

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Observation Details

Store location

Identify the store, department, or area being observed.

Date and time of observation

Record when the customer interaction was observed.

Associate name or identifier

Enter the associate being evaluated.

Customer Acknowledgment

Customer acknowledged within 10 feet critical (required)

Associate acknowledges the customer as soon as they come within the 10-foot greeting zone.

Yes No N/A

Appropriate eye contact made

Associate makes appropriate eye contact while greeting the customer.

Yes No N/A

Body language is welcoming

Evaluate whether posture, facial expression, and general demeanor are friendly and approachable.

Greeting Delivery

Uses approved introductory phrase critical (required)

Associate uses the store-approved opening phrase or greeting script.

Yes No N/A

Greeting is spoken clearly and professionally

Greeting is audible, polite, and delivered in a professional tone.

Yes No N/A

Greeting is timely

Assess whether the greeting occurs promptly without unnecessary delay.

Follow-Up Assistance

Offers assistance or assistance question critical (required)

Associate follows the greeting with an offer to help or a service-oriented question.

Yes No N/A

Follow-up is relevant to customer needs

The follow-up aligns with the customer situation and does not feel scripted or inappropriate.

Yes No N/A

Customer interaction ends positively

Evaluate whether the interaction concludes in a courteous and helpful manner.

Audit Notes

Observed strengths

Summarize what the associate did well during the greeting interaction.

Opportunities for improvement

Document any gaps or coaching opportunities identified during the audit.

Inspector signature critical (required)

Signature of the person completing the audit.

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