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outlet visit checklist

Pre-Visit Preparation

Review outlet location and hours of operation

Check address and hours online or contact outlet directly
Ensure you have accurate directions and estimated travel time

Confirm appointment with outlet manager

Call or email outlet manager to confirm date and time
Verify any specific requirements or expectations for the visit

Gather necessary materials (e.g. product samples, marketing materials)

Prepare samples or materials needed for demonstration
Pack any brochures, flyers, or other promotional materials

Store Appearance

Ensure store is clean and organized

Check for proper signage and displays

Evaluate overall ambiance and lighting

Product Placement

Verify products are stocked and displayed correctly

Check for out-of-stock items

Assess product visibility and accessibility

Promotional Activities

Review any ongoing promotions or sales

Evaluate effectiveness of promotional materials

Discuss upcoming marketing initiatives with outlet manager

Customer Interaction

Observe interactions between staff and customers

Evaluate customer service and product knowledge

Gather feedback from customers on products

Inventory Management

Check inventory levels of products

Evaluate inventory turnover rate

Discuss inventory management practices with outlet manager

Competition Analysis

Identify competing products in the store

Compare pricing and promotions with competitors

Evaluate strengths and weaknesses relative to competitors

Post-Visit Follow-Up

Provide feedback and recommendations to outlet manager

Follow up on any action items or next steps

Schedule future visits as needed.

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