smart checklist app

What is a Smart Checklist?

A smart checklist has points, best-practice pictures, supporting files, conditionals and action plan recommendations. It allows company standards to be checked, deficiencies tracked, assigned and resolved. It guarantees programs and policies are deployed in full, in time, in every store. A smart checklist is typically built online with a Form Builder or in Excel and … Continue reading What is a Smart Checklist?

Why your Store Checklist Needs to Work Online and Offline

Some retail audit and store execution apps only work online ("in real-time"). Others only work offline (the user synchronizes with a server at a chosen time). Both models have why chose one over the other?  Store execution and retail audit software must work online and offline, here is why: 1. A network or Wi-Fi signal … Continue reading Why your Store Checklist Needs to Work Online and Offline

Retail Audit Lexicon

Why a retail audit lexicon? Many industries and occupations have their own vocabulary to describe the various facets and nuances of their trade.  Retail audits are no exception.  Since we could not find a suitable lexicon for retail audit terms, we built one.  This lexicon is based on our interactions with retailers in North America, … Continue reading Retail Audit Lexicon

How to Build a Retail Audit Checklist

UPDATE AVAILABLE An updated version of this post is available at: We are often asked what should go on a retail audit checklist. Sometimes this question comes from a retailer starting their retail audit program from scratch. Other times, it comes from a retailer with an existing program, looking to curate or improve their … Continue reading How to Build a Retail Audit Checklist