Checklist template

Loyalty and autoship promotion for pet stores

A ready-to-use checklist with 102 items in 6 sections, covering Signage, Cashier offer, Enrolment, Autoship, Staff knowledge, Results. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 102 Items
  • 82 Yes / No checks
  • 6 Scored ratings
  • 112 Points

Use this template How audits work

1. Signage 16 items

  1. The loyalty program is signed on the entrance door or front window Yes / No 1 pt
  2. A loyalty sign stands at each open register Yes / No 1 pt
  3. The payment terminal screen prompts for the member's phone number or shows the join message Yes / No 1 pt
  4. A benefits sign lists what members earn (points, birthday treat, free bag after a set number of bags) Yes / No 1 pt
  5. The current sign-up offer is posted with its valid dates Yes / No 1 pt
  6. The list of brands in the frequent buyer bag program is posted in the food aisle Yes / No 1 pt
  7. Autoship shelf talkers are placed on eligible food and litter items Yes / No 1 pt
  8. The autoship discount shown on signs matches the current offer Yes / No 1 pt
  9. The QR code on loyalty signs opens the app download or sign-up page when scanned Yes / No 1 pt
  10. The grooming salon counter carries a loyalty sign Yes / No 1 pt
  11. Take-away program leaflets are stocked at the registers Yes / No 1 pt
  12. The printed or emailed receipt carries the loyalty message with the member's points balance Yes / No 1 pt
  13. Signs for expired loyalty offers have been removed Yes / No 1 pt
  14. Loyalty signs are in the languages required by local regulation Yes / No 1 pt
  15. In-store digital screens or audio messages include the loyalty or autoship message Yes / No 1 pt
  16. Visibility of the loyalty and autoship programs in the store Rating
    • Visible at the entrance, in the aisles and at the registers 5 pts
    • Visible at the registers only 3 pts
    • Hardly visible 1 pt

2. Cashier offer 16 items

  1. Transactions observed at the registers Number
  2. Transactions observed in which the cashier asked for the loyalty account Number
  3. The cashier asked for the loyalty account before scanning the first item Yes / No 1 pt
  4. The cashier looked up members by phone number or email when they had no card or app Yes / No 1 pt
  5. Customers who were not members were invited to join Yes / No 1 pt
  6. The cashier named one specific benefit when inviting a customer to join Yes / No 1 pt
  7. The cashier mentioned the current sign-up offer Yes / No 1 pt
  8. The cashier told members their points balance or their available reward Yes / No 1 pt
  9. The cashier asked the member before redeeming a reward Yes / No 1 pt
  10. The cashier told frequent buyer members how many bags remain before the free bag Yes / No 1 pt
  11. The cashier mentioned autoship when food or litter was in the basket Yes / No 1 pt
  12. The cashier accepted a "no" without pressing the customer a second time Yes / No 1 pt
  13. No store or generic loyalty number was used for a customer who is not a member Yes / No 1 pt
  14. The loyalty account is requested at grooming salon checkout Yes / No 1 pt
  15. The self-checkout or pickup counter attendant asks for the loyalty account Yes / No 1 pt
  16. Quality of the cashier's loyalty offer Rating
    • Asked every customer with a clear benefit 5 pts
    • Asked most customers without a benefit 3 pts
    • Rarely asked 1 pt

3. Enrolment 18 items

  1. A customer can join at the register or on the payment terminal Yes / No 1 pt
  2. An enrollment observed or demonstrated during the visit took less than two minutes Yes / No 1 pt
  3. Enrollment captures the customer's name Yes / No 1 pt
  4. Enrollment captures a phone number Yes / No 1 pt
  5. Enrollment captures an email address Yes / No 1 pt
  6. The pet's name and species are added to the profile at enrollment Yes / No 1 pt
  7. The pet's birthday or adoption date is requested for the birthday offer Yes / No 1 pt
  8. Consent to marketing email is asked as a clear question and is not ticked in advance Yes / No 1 pt
  9. The program terms and privacy notice are available to the customer at the register Yes / No 1 pt
  10. The cashier checks for an existing account under the phone number before creating a new one Yes / No 1 pt
  11. The welcome offer is issued to the customer at the time of joining Yes / No 1 pt
  12. Associates offer to help the customer install the app Yes / No 1 pt
  13. Customers who bring home a new pet are offered the new pet welcome offer Yes / No 1 pt
  14. Grooming and training customers are enrolled when they book Yes / No 1 pt
  15. No completed paper sign-up sheets with customer details are left at the registers Yes / No 1 pt
  16. Enrollments recorded by the store yesterday Number
  17. Enrollments recorded by the store in the last 7 days Number
  18. Ease of joining the program in the store Rating
    • Quick and complete at any register 5 pts
    • Possible but slow or incomplete 3 pts
    • Difficult or not offered 1 pt

4. Autoship 18 items

  1. Associates can set up an autoship order in the store on a register or handheld Yes / No 1 pt
  2. An associate demonstrated the autoship set-up screens during the visit Yes / No 1 pt
  3. Associates explain the delivery frequency options Yes / No 1 pt
  4. Associates tell customers that an autoship order can be skipped, changed or canceled at any time Yes / No 1 pt
  5. The option to pick up an autoship order in the store is offered where the company provides it Yes / No 1 pt
  6. The customer's payment card is entered by the customer and is never written down by an associate Yes / No 1 pt
  7. Heavy items (litter, large bags of food) are featured in autoship signs or displays Yes / No 1 pt
  8. An autoship leaflet is handed out with food purchases Yes / No 1 pt
  9. Autoship orders for store pickup are staged in a labeled location Yes / No 1 pt
  10. Each staged pickup order is labeled with the customer's name and the order date Yes / No 1 pt
  11. Pickup orders are picked by the time promised to the customer Yes / No 1 pt
  12. No substitution is made in an autoship order without contacting the customer Yes / No 1 pt
  13. An item out of stock for an autoship pickup order is reported to the customer before pickup Yes / No 1 pt
  14. The price charged at pickup equals the autoship price Yes / No 1 pt
  15. No pickup order has been staged longer than the hold period set by company policy Yes / No 1 pt
  16. Autoship sign-ups recorded by the store in the last 7 days Number
  17. Autoship pickup orders waiting at the time of the visit Number
  18. Promotion of autoship in the store Rating
    • Offered actively with clear explanation 5 pts
    • Explained only when the customer asks 3 pts
    • Associates cannot explain it 1 pt

5. Staff knowledge 16 items

  1. Associates questioned about the programs Number
  2. Associates asked could state how points are earned Yes / No 1 pt
  3. Associates asked could state how rewards are redeemed Yes / No 1 pt
  4. Associates asked could state when points expire Yes / No 1 pt
  5. Associates asked could name three brands in the frequent buyer bag program Yes / No 1 pt
  6. Associates asked could describe the birthday offer Yes / No 1 pt
  7. Associates asked could state the current autoship discount Yes / No 1 pt
  8. Associates asked could explain how a customer cancels an autoship order Yes / No 1 pt
  9. Associates asked knew whether grooming and training purchases earn points Yes / No 1 pt
  10. Associates asked could explain why the email address is requested Yes / No 1 pt
  11. Associates asked knew where to direct a customer who wants to unsubscribe or close an account Yes / No 1 pt
  12. Associates asked could state the store's loyalty capture target Yes / No 1 pt
  13. A job aid for loyalty look-up and enrollment is kept at each register Yes / No 1 pt
  14. Loyalty and autoship training is recorded as completed for every cashier Yes / No 1 pt
  15. The loyalty result was covered in a team huddle in the last 7 days Yes / No 1 pt
  16. Associates' knowledge of the loyalty and autoship programs Rating
    • Accurate and confident 5 pts
    • Partly accurate 3 pts
    • Unable to answer 1 pt

6. Results 18 items

  1. Share of transactions with a loyalty account last week (%) Number
  2. The store's target for that share (%) Number
  3. New members enrolled in the last period Number
  4. Autoship sign-ups in the last period Number
  5. Share of new members with a valid email address (%) Number
  6. Loyalty and autoship results are posted where associates can see them Yes / No 1 pt
  7. The report of results by cashier is reviewed by a manager each week Yes / No 1 pt
  8. Cashiers with the lowest results have a documented coaching conversation Yes / No 1 pt
  9. The report of generic or repeated loyalty numbers is reviewed each week Yes / No 1 pt
  10. No cashier shows repeated use of the same loyalty number across unrelated transactions Yes / No 1 pt
  11. The store's rank in its district for loyalty capture is known to the manager Yes / No 1 pt
  12. Recognition is given to the cashiers with the best results Yes / No 1 pt
  13. Store contests on enrollment follow the rules issued by the home office Yes / No 1 pt
  14. Stores below target have a written action plan Yes / No 1 pt
  15. Actions from the previous loyalty review have been completed Yes / No 1 pt
  16. Name of the manager on duty Short text
  17. Overall execution of the loyalty and autoship programs Rating
    • Strong 5 pts
    • Acceptable 3 pts
    • Weak 1 pt
  18. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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