Checklist template

Promotional event and gift-with-purchase execution for beauty retailers

A ready-to-use checklist with 112 items in 6 sections, covering Setup, Signage, Gift stock, Staff knowledge, Sampling, Results. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 112 Items
  • 91 Yes / No checks
  • 6 Scored ratings
  • 121 Points

Use this template How audits work

1. Setup 20 items

  1. The store manager signed the event directive as read before the start date Yes / No 1 pt
  2. The event was set by the start date and time in the directive Yes / No 1 pt
  3. Start date of the event Date
  4. The event table or bay is at the location stated in the directive Yes / No 1 pt
  5. The featured brand's products are stocked at the event location in the quantities on the directive Yes / No 1 pt
  6. Qualifying products are grouped together so the customer can see what counts toward the gift Yes / No 1 pt
  7. One gift is opened and displayed to show its contents Yes / No 1 pt
  8. The displayed gift is marked "display only" Yes / No 1 pt
  9. Brand-supplied props (tablecloth, risers, backdrop) are used as the setup photo shows Yes / No 1 pt
  10. Makeover chairs are in place where the event includes services Yes / No 1 pt
  11. The mirror light at the event station works Yes / No 1 pt
  12. The setup photo was sent to head office by the deadline Yes / No 1 pt
  13. The times of brand representative or guest artist appearances are posted for employees Yes / No 1 pt
  14. The brand representative or guest artist checked in with the manager on arrival Yes / No 1 pt
  15. The event appointment book is at the counter Yes / No 1 pt
  16. Appointments booked for the event at the time of the visit Number
  17. The gift rang at zero when a qualifying purchase was scanned (tested at one register) Yes / No 1 pt
  18. Regular stock displaced by the event is stored and labeled for the reset Yes / No 1 pt
  19. The event setup leaves the aisle width required by company policy Yes / No 1 pt
  20. Match between the event setup and the directive Rating
    • Fully as directed 5 pts
    • One or two elements missing or moved 3 pts
    • Not as directed 1 pt

2. Signage 18 items

  1. An event sign is displayed at the store entrance or in the window Yes / No 1 pt
  2. The event sign states the qualifying purchase Yes / No 1 pt
  3. The event sign states the event dates Yes / No 1 pt
  4. The sign states "while supplies last" or the per-customer limit where the directive requires it Yes / No 1 pt
  5. The picture of the gift on the sign matches the gift on hand Yes / No 1 pt
  6. Shelf-edge callouts mark the qualifying products on the brand's regular wall Yes / No 1 pt
  7. Excluded products are named on the sign where the directive lists exclusions Yes / No 1 pt
  8. A counter card for the event is at each register Yes / No 1 pt
  9. Store screens show the event content, where the store has screens Yes / No 1 pt
  10. Signs from the previous event have been removed Yes / No 1 pt
  11. All event signs are printed from the kit, with none handwritten Yes / No 1 pt
  12. No event sign is taped to a fixture or to glass Yes / No 1 pt
  13. Signs are in each language required by local regulation or company policy Yes / No 1 pt
  14. A sign tells customers how to book an event appointment Yes / No 1 pt
  15. When a gift ran out, the event signs were removed or a notice was posted the same day Yes / No 1 pt
  16. A substitute gift, where head office authorized one, is signed as a substitute Yes / No 1 pt
  17. Signs from the event kit not displayed Number
  18. Event signage Rating
    • Complete, current and accurate 5 pts
    • Some signs missing 3 pts
    • Most signs missing or wrong 1 pt

3. Gift stock 18 items

  1. The gift quantity received was counted against the packing slip Yes / No 1 pt
  2. Gifts received for the event Number
  3. Gifts on hand at the time of the visit Number
  4. Gift stock is kept behind the counter or in the stockroom, off the open sales floor Yes / No 1 pt
  5. Gifts are released only at the register with a qualifying transaction Yes / No 1 pt
  6. Each gift given out is scanned or logged Yes / No 1 pt
  7. Gifts on hand equal gifts received less gifts given out per the register report (counted during the visit) Yes / No 1 pt
  8. Each gift is complete, with every piece in its sealed pouch (3 gifts checked) Yes / No 1 pt
  9. No gift on hand shows leaks or crushed packaging Yes / No 1 pt
  10. One gift is given per qualifying transaction, as the directive states Yes / No 1 pt
  11. Where the offer has tiers, the gift for each tier is in stock Yes / No 1 pt
  12. Where the customer chooses between gifts, a sign shows which options are gone Yes / No 1 pt
  13. Gifts for online orders collected in store are set aside and labeled Yes / No 1 pt
  14. An employee asked could explain what happens to the gift when a qualifying purchase is returned Yes / No 1 pt
  15. The manager could explain how to request more gift stock or a transfer from another store Yes / No 1 pt
  16. Head office was told when gift stock fell below the level set in the directive Yes / No 1 pt
  17. Gifts left over from the previous event were handled as its directive required Yes / No 1 pt
  18. Control of gift stock Rating
    • Counted, secured and reconciled 5 pts
    • Secured but not reconciled 3 pts
    • Neither secured nor counted 1 pt

4. Staff knowledge 19 items

  1. Employees on shift signed the event briefing sheet Yes / No 1 pt
  2. An employee asked could state the qualifying purchase Yes / No 1 pt
  3. An employee asked could list what the gift contains Yes / No 1 pt
  4. An employee asked could state the last day of the event Yes / No 1 pt
  5. An employee asked could name the excluded products Yes / No 1 pt
  6. An employee asked could name two featured products with one benefit of each Yes / No 1 pt
  7. A cashier asked could show how the gift is rung Yes / No 1 pt
  8. An employee asked could say what to tell a customer once the gift has run out Yes / No 1 pt
  9. An employee asked could state the limit per customer Yes / No 1 pt
  10. Employees mentioned the offer to customers shopping the featured brand (observed during the visit) Yes / No 1 pt
  11. Cashiers told customers who were just under the qualifying amount about the gift (observed or asked) Yes / No 1 pt
  12. The brand's product fact sheet is at the counter Yes / No 1 pt
  13. Employees asked knew the store's sales goal for the event Yes / No 1 pt
  14. Employees asked knew the loyalty bonus tied to the event Yes / No 1 pt
  15. The brand representative briefed the team on the featured products at the start of the event Yes / No 1 pt
  16. The schedule shows extra coverage at the counter during the event's peak hours Yes / No 1 pt
  17. Employees asked about the offer Number
  18. Employees who stated the qualifying purchase correctly Number
  19. Staff knowledge of the event Rating
    • Every employee asked knew the offer 5 pts
    • Some employees missed one or two points 3 pts
    • Most could not explain the offer 1 pt

5. Sampling 19 items

  1. Samples of the featured products are at the event station Yes / No 1 pt
  2. Samples are handed out by an employee, unless the directive allows self-service Yes / No 1 pt
  3. Sample packets and vials are sealed Yes / No 1 pt
  4. Sample packets and vials are within their expiry date Yes / No 1 pt
  5. Testers of the featured products are labeled with the date opened Yes / No 1 pt
  6. Samples are given only to the customers the directive names (consultation done or featured brand bought), where it restricts them Yes / No 1 pt
  7. Brand representatives and guest artists use the store's disposable applicators, with no applicator dipped twice (observed) Yes / No 1 pt
  8. Samples given out are recorded on the event tracker Yes / No 1 pt
  9. Hand sanitizer is at the event station Yes / No 1 pt
  10. Samples are bagged with the event leaflet or the brand's product card Yes / No 1 pt
  11. The waste bin at the station is less than three quarters full Yes / No 1 pt
  12. Customers are asked about allergies or skin sensitivities before a product is applied Yes / No 1 pt
  13. The mini makeover or skin consultation is offered as the directive describes Yes / No 1 pt
  14. Samples given match the customer's shade or skin type from the consultation Yes / No 1 pt
  15. The shade-matching device or shade cards are at the station Yes / No 1 pt
  16. A product recommendation card is filled in and given to each customer served Yes / No 1 pt
  17. Sample stock on hand covers the remaining days of the event Yes / No 1 pt
  18. Customers sampled or consulted during 30 minutes of observation Number
  19. Quality of sampling and consultation Rating
    • Hygienic and tailored to each customer 5 pts
    • Hygienic but samples handed out at random 3 pts
    • Hygiene lapses seen 1 pt

6. Results 18 items

  1. Sales of the featured brand since the start of the event (dollars) Number
  2. Sales goal for the event (dollars) Number
  3. Gifts given out since the start of the event Number
  4. Units sold of the event's lead product Number
  5. New loyalty members enrolled during the event Number
  6. Sales are recorded each day against the goal on the event tracker Yes / No 1 pt
  7. The manager shares event results with the team at the daily meeting Yes / No 1 pt
  8. The number of gifts given out agrees with the number of qualifying transactions on the report Yes / No 1 pt
  9. Appointment no-shows are recorded in the appointment book Yes / No 1 pt
  10. Qualifying products that sold out were reordered during the event Yes / No 1 pt
  11. Out-of-stocks of qualifying products were reported to head office Yes / No 1 pt
  12. Customer questions and objections about the offer are noted for the recap Yes / No 1 pt
  13. The recap of the previous event is on file with photos, sales and leftover gifts Yes / No 1 pt
  14. After the previous event, the bay was returned to planogram within the time set by its directive Yes / No 1 pt
  15. Props from the previous event were returned or discarded as its directive required Yes / No 1 pt
  16. Name of the store manager Short text
  17. Overall execution of the event Rating
    • Set, signed, stocked and sold as directed 5 pts
    • Running with gaps in setup, gifts or staff knowledge 3 pts
    • Not set or not running as directed 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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