Manifestly: A Checklist App for Teams

Customer Service Checklist

Greeting

Greet the customer in a warm and friendly manner.

Welcome them to the store.

Product Knowledge

Be knowledgeable about the products in the store.

Be able to answer questions about product features, pricing, availability, etc.

Listening

Listen attentively to the customer's needs and concerns.

Understand what the customer is saying and respond appropriately.

Resolving Issues

Attempt to resolve any issues or complaints the customer may have in a timely and effective manner.

If unable to resolve the issue, involve a manager or other appropriate personnel.

Follow Up

Follow up with the customer to ensure their satisfaction.

Ask if there is anything else they need help with.

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Employee Onboarding Checklist

Pre-Employment

Background check

Drug screening

Reference check

Authorization forms signed

Onboarding

Employee handbook reviewed

Access to workplace granted

New hire paperwork completed

Computer setup

Introduction to team

Safety training

Job training

Benefits

Health insurance enrollment

Pension plan enrollment

Vacation/time off policy reviewed

Employee discounts

Technology

Email setup

Computer access setup

Training on software

Access to internal systems

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Employee Termination Checklist

Review applicable laws, policies and current collective bargaining agreements

Document the termination

Inform the employee in writing

Provide required notices

Collect company property

Terminate access to company systems

Suspend employee's benefits

Return employee's files and records

Inform staff and other relevant parties

Update employee records

Make final payments

Review employee's performance

Provide exit interviews

File all necessary paperwork

Follow up with state agencies

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Employee Training Checklist

General Training

Review of Company Policies

Introduction to Company Culture

Training on Job Responsibilities

Job Shadowing

Review of Company Hierarchy

Skills Training

Customer Service Training

Computer Skills Training

Basic Math Skills Training

Product Knowledge Training

Cash Handling/Register Training

Safety Training

Safety Procedures Training

Fire Safety Training

First Aid/CPR Training

Proper Lifting/Carrying Training

Hazardous Materials Training

Certifications

Food Handler's Certification

Alcohol Service Certification

Hazard Communication Certification

Forklift Certification

Online Training Courses

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Hiring Checklist

Job Description

Finalize job description

Obtain job description approval

Post job listing

Recruiting

Determine recruitment sources

Research potential candidates

Schedule interviews

Interviews

Prepare interview questions

Conduct interviews

Follow up with candidates

Selection

Review applicant’s qualifications

Make selection decision

Check references

Offer

Negotiate salary

Prepare offer letter

Extend offer

Onboarding

Prepare onboarding materials

Schedule orientation

Finalize paperwork

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Loss Prevention Checklist

Retail Loss Prevention Checklist

Check for suspicious behavior in store

Check store exits for unauthorized items

Check that security cameras are working properly

Check for proper staff identification

Check for proper documentation for returns and exchanges

Check for proper documentation for damaged items

Check for proper documentation for suspicious activities

Check for proper documentation for theft

Check for proper documentation for credit/debit card transactions

Check for proper documentation for cash transactions

Check for proper documentation for voids

Check for proper documentation for refunds

Check that tills and safes are locked at all times

Check that alarm systems are working and tested regularly

Check that store policies are being followed

Monitor and review security logs

Check for proper access control systems

Check that store entrances and exits are secure

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Marketing Checklist

Target Customers

Identify target customers

Define customer demographics

Identify customer needs and wants

Marketing Strategies

Develop a marketing plan

Develop a budget

Identify channels for marketing

Determine promotional tactics

Identify potential partners

Content Creation

Develop content to reach target customers

Identify content topics

Create content calendar

Optimize content for SEO

Social Media

Develop a presence on social media

Identify social media channels to use

Create content to post

Develop a schedule for posting

Measurement

Identify key performance indicators

Develop a plan to measure results

Collect data to measure results

Analyze data to identify trends and insights

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Merchandising Checklist

Product

Ensure all products are stored in the correct area.

Ensure all products are in their original packaging.

Inspect all products for damage.

Remove any products that are damaged, expired, or out of stock.

Pricing

Ensure all products are correctly priced.

Check for any price changes.

Update pricing or create special pricing for certain items.

Promotions

Create promotional materials for upcoming sales/specials.

Ensure promotional materials are displayed correctly.

Check for any expired promotions.

Visuals

Ensure shelves are neat and organized.

Check for any out of place items.

Check merchandise displays for any damages.

Replace any broken or missing items.

Ensure all products are facing out correctly.

Marketing

Check for any new marketing materials.

Ensure marketing materials are displayed correctly.

Update marketing materials as needed.

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Promotion Checklist

Promotion Planning

Define goals and objectives

Set budget

Research target market

Develop promotion strategy

Create promotional materials

Promotion Execution

Select appropriate channels

Set launch date

Monitor performance

Adjust strategy as needed

Collect feedback

Post Promotion

Evaluate performance

Analyze results

Adjust budget as needed

Leverage results for future promotions

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Safety Checklist

General

Ensure adequate ventilation

Check safety equipment and materials

Ensure proper signage

Check for any potential fire hazards

Check for any potential slip and fall hazards

Employee Safety

Ensure all employees are properly trained

Ensure all employees have the necessary safety gear

Ensure all employees are aware of the safety procedures

Ensure all employees are aware of their rights and responsibilities

Ensure all employees are aware of the reporting procedure

Customer Safety

Ensure all customers are aware of the safety procedures

Ensure all customers understand the safety rules and regulations

Ensure all customers are aware of their rights and responsibilities

Ensure all customers are informed of any potential hazards

Ensure all customers are aware of the reporting procedure

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Sales and Inventory Checklist

Sales

Review sales trends

Analyze customer buying patterns

Check stock levels

Assess customer feedback

Examine promotional campaigns

Inventory

Review item availability

Analyze stock turnover

Check for obsolete inventory

Assess re-ordering needs

Examine inventory costs

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Store Maintenance Checklist

Interior Maintenance

Clean floors and carpets

Dust shelves and fixtures

Clean bathrooms

Check for any necessary repairs

Check for any damage to merchandise

Exterior Maintenance

Sweep and mop sidewalks

Remove debris from the parking lot

Check for any necessary repairs

Check for any damage to signage

Check for any graffiti

Security

Check for any security breaches

Check for any suspicious activity

Check for any theft

Check surveillance cameras

Check locks on doors and windows

Emergency Preparedness

Check fire extinguishers

Check emergency exits

Check fire alarms

Check first aid kits

Check emergency lighting

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Store Opening/Closing Checklist

Store Opening

Check/verify that all employees are present and accounted for

Inspect the premises for any issues or damages

Confirm that all merchandise is properly displayed

Check the cleanliness of the store

Verify that all security and alarm systems are functioning

Check/verify that all cash registers and POS systems are working

Inspect all store signage and displays

Receive and verify any incoming deliveries

Store Closing

Check/verify that all employees have left the premises

Secure the doors and windows

Turn off all lights and electronics

Check/verify that all cash registers and POS systems are secure

Check/verify the cleanliness of the store

Set the alarm systems

Check/verify that all merchandise is accounted for and properly stored

Check/verify that all deliveries have been received and properly secured

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Technology Checklist

Hardware

Servers

Desktops

Laptops

Tablets

Mobile Phones

POS Terminals

Barcode Scanners

Wireless Routers

Software

Operating Systems

Networking Software

Security Software

Productivity Software

Database Software

Analytics Software

Inventory Management Software

Point-of-Sale Software

Customer Relationship Management Software

Networking

Network Cabling

Network Architecture

Network Security

Network Monitoring

Network Backup

Network Connectivity

Storage

Storage Devices

Storage Capacity

Storage Security

Data Backup

Data Recovery

Security

Firewall

Antivirus

Encryption

Intrusion Detection

Access Control

Auditing

Identity Management

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Free Checklist Templates for Retail

Customer Service Checklist

Greeting

Product Knowledge

Listening

Resolving Issues

Follow Up

Employee Onboarding Checklist

Pre-Employment

Onboarding

Benefits

Technology

Employee Termination Checklist

Employee Termination Checklist

Employee Training Checklist

General Training

Skills Training

Safety Training

Certifications

Hiring Checklist

Job Description

Recruiting

Interviews

Selection

Offer

Onboarding

Loss Prevention Checklist

Retail Loss Prevention Checklist

Marketing Checklist

Target Customers

Marketing Strategies

Content Creation

Social Media

Measurement

Merchandising Checklist

Product

Pricing

Promotions

Visuals

Marketing

Promotion Checklist

Promotion Planning

Promotion Execution

Post Promotion

Safety Checklist

General

Employee Safety

Customer Safety

Sales and Inventory Checklist

Sales

Inventory

Store Maintenance Checklist

Interior Maintenance

Exterior Maintenance

Security

Emergency Preparedness

Store Opening/Closing Checklist

Store Opening

Store Closing

Technology Checklist

Hardware

Software

Networking

Storage

Security

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