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Free inspection template

retailInspectionMobile + PDF

Retail Visual Merchandising & Branding Audit

Run this Retail Visual Merchandising & Branding Audit from your phone — online or offline — and get a finished PDF report when you're done.

Free tier, no card Works fully offline PDF report on completion
7
Inspection areas
30
Checkpoints · Pass / Fail / N·A
2critical
High-severity flags
Yes
Photo & signature support
retail
Based on

Overview

What is a Retail Visual Merchandising and Branding Audit?

A visual merchandising audit is a walkthrough a district manager, franchise consultant, or owner runs to check a store against the brand's own visual and service standards, not a government code. It scores the storefront, entry, sales floor, checkout, and staff presentation zone by zone, so one store can be compared to another on the same scale. For a multi-location retailer or franchise, the audit is how a brand stays consistent from one door to the next. Correct signage, planogram compliance (the store's approved layout for where products go), current promotions, and staff presentation are what a customer actually judges before they judge the product.

This template covers 30 checkpoints across five scored zones (exterior, entry, sales floor, point of sale, and staff presentation), plus an audit-details section and a sign-off section, for seven sections total. Two items are flagged critical: correct, current signage and planogram compliance. A Fail on either drops the visit to Below Brand Standard regardless of the composite score. It's built for a district or regional manager to run in 8 to 15 minutes per store, with photo capture at each zone. It does not cover opening/closing security, cash handling, or fire and safety compliance; those live in separate FieldSpect templates.

The checklist

Every checkpoint, in full

A read-only preview of the live template. Clone it to run the inspection on mobile, where each item records Pass, Fail or N·A with optional photos and notes.

PassFailN·A
01

Audit Details

4 checks

Store / location name

Text

Auditor

Text

Audit date

Date

Region / district

Text
02

Exterior & Curb Appeal

4 checks

Signage clean, lit, and shows the current, correct logoCritical

No burned-out lighting, dated logos, or unauthorized signage. A wrong or outdated logo is off-brand regardless of the rest of the store.

PassFailN·A

Window displays current and on-theme

PassFailN·A

Entrance, walkway, and parking area clean and unobstructed

PassFailN·A

Photo — storefront

Photo
03

Entry & First Impression

4 checks

Lighting, music, and temperature on standard

PassFailN·A

Seasonal / promotional displays current and correct

PassFailN·A

Store clean and clutter-free on entry

PassFailN·A

Photo — entry zone

Photo
04

Sales Floor & Merchandising

6 checks

Floor layout follows the planogramCritical

Planogram = the brand's prescribed layout for fixtures, sections, and product placement. The core of visual merchandising.

PassFailN·A

Products fully stocked and faced

PassFailN·A

Pricing and shelf signage accurate and current

PassFailN·A

Featured / promotional product displayed per the plan

PassFailN·A

Fitting rooms / demo areas clean and stocked

Mark N/A if the store has no fitting rooms or demo areas.

PassFailN·A

Photo — key fixtures / feature displays

Photo
05

Point of Sale

4 checks

Checkout / POS area clean and uncluttered

PassFailN·A

Current promotions displayed at the register

PassFailN·A

Queue / impulse merchandising set per the plan

PassFailN·A

Photo — point of sale

Photo
06

Staff & Brand Presentation

3 checks

Staff in uniform / dress code

PassFailN·A

Name badges worn per standard

PassFailN·A

Brand greeting / service standard observed

PassFailN·A
07

Summary & Sign-off

5 checks

Top action items / follow-ups

The 1–3 things this store should fix first.

Text

Overall notes

Text

Auditor signature

Signature

Reviewed with the store manager?

YesNo

Store manager acknowledgment

Signature

Yours to edit

Not quite how your site runs?

Clone it and the checklist becomes yours in seconds. Reword a checkpoint, drop in a whole new section, flag what's critical, and add photo or signature fields wherever proof matters. No code, no form-building. And if you'd rather start clean, build a template from scratch in the same builder.

+ Add a section✎ Reword any check⚑ Flag critical⤓ Photo & signature

Field procedure

How to run this inspection

Walk the site area by area. Mark each checkpoint Pass, Fail or N·A as you go, and add a photo on any Fail to document it for the report.

STEP 01

Audit Details

Check all items in the Audit Details area and record Pass, Fail or N·A for each.

STEP 02

Exterior & Curb Appeal

Check all items in the Exterior & Curb Appeal area and record Pass, Fail or N·A for each.

STEP 03

Entry & First Impression

Check all items in the Entry & First Impression area and record Pass, Fail or N·A for each.

STEP 04

Sales Floor & Merchandising

Check all items in the Sales Floor & Merchandising area and record Pass, Fail or N·A for each.

STEP 05

Point of Sale

Check all items in the Point of Sale area and record Pass, Fail or N·A for each.

STEP 06

Staff & Brand Presentation

Check all items in the Staff & Brand Presentation area and record Pass, Fail or N·A for each.

Run your first Retail Visual Merchandising & Branding Audit today

Clone the template, inspect from your phone, and hand over a finished PDF report before you leave the floor.