Workflow Templates: Customer Greeting and Engagement Checklist

Welcome each customer as they enter the store with a friendly smile and eye contact

Use a warm and inviting tone of voice

Personalize the greeting if the customer is a regular or if their information is available

Ask open-ended questions to understand customer needs

Offer assistance and provide helpful recommendations

Be attentive and actively listen to the customer's responses

Use the customer's name during the conversation if known

Show genuine interest in the customer's shopping experience

Share relevant personal experiences or stories to create a connection

Remain visible and available for customer queries

Ensure the store is clean, organized, and inviting

Regularly check on customers without being intrusive

Stay informed about the store's products and services

Be prepared to answer questions and offer comparisons

Demonstrate product usage if applicable

Thank the customer for visiting the store

Invite the customer to return in the future

Offer further assistance or directions to the checkout

Customer Greeting and Engagement Checklist