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Run: Retail Loyalty Program Enrollment Audit

Audit loyalty enrollments with a clear, repeatable checklist that tracks ask rate, completion, and coaching needs. Spot missed opportunities and improve stor...

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Audit Context

Store location identified

Associate name or ID recorded

Date and time of interaction documented critical (required)

Ask Rate Evaluation

Loyalty program was offered to the customer critical (required)

Yes No N/A

Offer was made clearly and confidently

Offer was made at the appropriate point in the transaction critical (required)

Yes No N/A

Associate used approved enrollment script or key talking points

Yes No N/A

Signup Completion

Customer completed the enrollment process critical (required)

Yes No N/A

Required customer information was captured accurately critical (required)

Yes No N/A

Associate explained program benefits and next steps

Yes No N/A

Customer understood how to access or use the loyalty account

Customer Experience

Interaction remained courteous and professional

Customer objections were handled appropriately

Yes No N/A

No pressure or misleading statements were used critical (required)

Yes No N/A

Overall customer engagement was positive

Coaching and Follow-Up

Coaching is recommended

Yes No N/A

Note (optional)

Primary coaching topic

Follow-up action documented

Coaching completed by supervisor

Yes No N/A

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