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Run: Retail Loyalty Program Enrollment Audit

Audit retail loyalty enrollments by store, shift, and associate to measure ask rate, signup completion, and coaching needs in one walk-through. Use it to spo...

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Audit Context

Store location recorded

Enter the store number, site name, or department being audited.

Audit date and time recorded

Document when the observation or review took place.

Shift or daypart identified

Select the shift being audited.

Associate or team observed

Record the associate name, ID, or team identifier if applicable.

Audit method selected

Identify whether this audit was based on live observation, transaction review, or both.

Ask Rate Evaluation

Eligible customers were asked about loyalty enrollment critical (required)

Observe whether the associate asked each eligible customer to join the loyalty program.

Yes No N/A

Ask rate percentage

Calculate the percentage of eligible customers who were asked to enroll.

Ask was delivered using approved script or approved language

Confirm the associate used the approved enrollment prompt or a compliant equivalent.

Yes No N/A

Ask was made at the correct point in the transaction

Verify the enrollment ask occurred at the expected step in the customer interaction.

Yes No N/A

Ask rate barriers observed

Select factors that may have reduced the ask rate.

Note (optional)

Signup Completion

Enrollment completed successfully when customer accepted critical (required)

Confirm the signup was completed whenever the customer agreed to enroll.

Yes No N/A

Signup completion rate

Enter the percentage of accepted enrollments that were fully completed.

Required customer information captured accurately critical (required)

Verify all required fields were entered correctly and completely.

Yes No N/A

Customer consent or opt-in captured where required critical (required)

Confirm consent, privacy acknowledgment, or marketing opt-in was obtained according to policy.

Yes No N/A

Customer Experience

Program benefits explained clearly

Rate how clearly the associate explained the value of joining the loyalty program.

Tone was friendly and customer-focused

Rate the associate's tone, professionalism, and customer engagement during the ask.

Customer questions were answered accurately

Confirm the associate answered questions about rewards, privacy, or enrollment steps correctly.

Yes No N/A

Enrollment process was efficient

Rate whether the signup process was smooth and did not create unnecessary delay.

Coaching and Follow-Up

Coaching opportunity identified

Indicate whether any coaching is needed based on the audit findings.

Yes No N/A

Primary coaching focus

Select the main coaching topics for the associate or team.

Note (optional)

Specific coaching notes

Document observed behaviors, examples, and recommended coaching actions.

Follow-up date scheduled

Record the planned date and time for re-observation or coaching follow-up.

Note (optional)

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