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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

Enter the store number, site name, or department being audited.
Document when the observation or review took place.
Select the shift being audited.
Record the associate name, ID, or team identifier if applicable.
Identify whether this audit was based on live observation, transaction review, or both.

Ask Rate Evaluation

Observe whether the associate asked each eligible customer to join the loyalty program.
Calculate the percentage of eligible customers who were asked to enroll.
Confirm the associate used the approved enrollment prompt or a compliant equivalent.
Verify the enrollment ask occurred at the expected step in the customer interaction.
Select factors that may have reduced the ask rate.

Signup Completion

Confirm the signup was completed whenever the customer agreed to enroll.
Enter the percentage of accepted enrollments that were fully completed.
Verify all required fields were entered correctly and completely.
Confirm consent, privacy acknowledgment, or marketing opt-in was obtained according to policy.

Customer Experience

Rate how clearly the associate explained the value of joining the loyalty program.
Rate the associate's tone, professionalism, and customer engagement during the ask.
Confirm the associate answered questions about rewards, privacy, or enrollment steps correctly.
Rate whether the signup process was smooth and did not create unnecessary delay.

Coaching and Follow-Up

Indicate whether any coaching is needed based on the audit findings.
Select the main coaching topics for the associate or team.
Document observed behaviors, examples, and recommended coaching actions.
Record the planned date and time for re-observation or coaching follow-up.

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