Checklist template

Retail boutique merchandising for spas

A ready-to-use checklist with 100 items in 6 sections, covering Displays, Testers, Pricing, Stock, Cross-selling, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 100 Items
  • 83 Yes / No checks
  • 5 Scored ratings
  • 108 Points

Use this template How audits work

1. Displays 18 items

  1. The retail area is visible from the front desk and from the path guests take to check out Yes / No 1 pt
  2. Products are grouped by brand, and within each brand by routine step (cleanse, treat, moisturize, protect) Yes / No 1 pt
  3. The layout of each shelf matches the current planogram or the brand's display guide Yes / No 1 pt
  4. Best sellers and hero products are placed at eye level Yes / No 1 pt
  5. Each product has the number of facings shown in the planogram Yes / No 1 pt
  6. Products are pulled to the front edge of the shelf with labels facing forward Yes / No 1 pt
  7. Shelves are full, with no gap wider than one product Yes / No 1 pt
  8. The focal display tells one brand or routine story, with products, a tester and one sign Yes / No 1 pt
  9. Products on the focal display are also stocked on the regular shelf Yes / No 1 pt
  10. Body care, bath and home fragrance items are displayed apart from facial skin care Yes / No 1 pt
  11. Gift sets are displayed assembled, with one set open or pictured to show the contents Yes / No 1 pt
  12. Travel sizes and impulse items are placed at the front desk within reach of a guest who is paying Yes / No 1 pt
  13. Brand signs and shelf talkers are the current versions supplied by the brand or head office Yes / No 1 pt
  14. Display lighting is on, with no burned-out bulb over the shelves Yes / No 1 pt
  15. Products are not displayed in direct sunlight or above a heat source Yes / No 1 pt
  16. Locked cases for devices and high-value items have a key at the front desk Yes / No 1 pt
  17. Date of the planogram or display guide in use Date
  18. Execution of the planogram Rating
    • Matches on every shelf 5 pts
    • Small deviations 3 pts
    • Planogram not followed 1 pt

2. Testers 17 items

  1. A tester is available for each product the brand supplies testers for Yes / No 1 pt
  2. Each tester carries a tester label and stands in front of or beside its product Yes / No 1 pt
  3. Testers are at least one-third full Yes / No 1 pt
  4. Tester pumps, caps and nozzles are free of dried product Yes / No 1 pt
  5. Jar testers have disposable spatulas beside them Yes / No 1 pt
  6. Cotton pads, tissues and a waste bin are provided at the tester area Yes / No 1 pt
  7. A mirror is placed at the tester area Yes / No 1 pt
  8. Hand sanitizer is offered at the tester area Yes / No 1 pt
  9. Testers are marked with the date they were opened Yes / No 1 pt
  10. Testers past their period-after-opening have been replaced Yes / No 1 pt
  11. Testers with changed color, smell or texture have been removed Yes / No 1 pt
  12. Testers of new launches are out on the day the product reaches the shelf Yes / No 1 pt
  13. Sunscreen and fragrance testers are capped and upright Yes / No 1 pt
  14. Lip and eye product testers are sampled only with disposable applicators Yes / No 1 pt
  15. Testers are the same formula and packaging as the product on sale Yes / No 1 pt
  16. Products on display without a tester where one is supplied Number
  17. Condition of the testers Rating
    • Clean, labeled and full 5 pts
    • Usable with a few dirty or low 3 pts
    • Dirty, empty or missing 1 pt

3. Pricing 15 items

  1. Every product on display has a price on the shelf edge or on the item Yes / No 1 pt
  2. Shelf prices are printed in the company format, with no handwritten labels Yes / No 1 pt
  3. Shelf labels are positioned under the product they describe Yes / No 1 pt
  4. 10 items scanned at the register matched the shelf price Yes / No 1 pt
  5. Promotional prices show the regular price, the offer and the end date Yes / No 1 pt
  6. Prices of items in locked cases are visible without opening the case Yes / No 1 pt
  7. Gift-with-purchase offers state the qualifying purchase and are stocked with the gift Yes / No 1 pt
  8. Member or loyalty pricing is shown where the program gives a retail discount Yes / No 1 pt
  9. Size (oz or ml) is visible where two sizes of the same product are displayed Yes / No 1 pt
  10. Price changes sent by head office this month were applied on the effective date Yes / No 1 pt
  11. Prices of sets are lower than or equal to the sum of the items, as the offer states Yes / No 1 pt
  12. Prices in the brand brochures or retail price list handed to guests match the shelf prices Yes / No 1 pt
  13. Items without a price found on display Number
  14. Price mismatches among the 10 items scanned Number
  15. Price accuracy and visibility Rating
    • Every item priced and scanning correctly 5 pts
    • A few labels missing 3 pts
    • Many missing or wrong prices 1 pt

4. Stock 16 items

  1. Each of the top 20 retail items is in stock on the shelf Yes / No 1 pt
  2. Each brand carried has its core routine (cleanser, treatment, moisturizer, sun protection) on the shelf Yes / No 1 pt
  3. Shelf stock is rotated so the unit with the nearest expiry date is at the front Yes / No 1 pt
  4. No product on the shelf is past its expiry date Yes / No 1 pt
  5. Sunscreens and products with active ingredients have at least 6 months before expiry, or the minimum in company policy Yes / No 1 pt
  6. Out-of-stock positions are marked with a shelf tag rather than filled with another product Yes / No 1 pt
  7. An order was placed according to the reorder schedule for each brand Yes / No 1 pt
  8. Minimum and maximum quantities are set in the system for each item Yes / No 1 pt
  9. Shelves are refilled from back stock when fewer than two units remain behind the front unit Yes / No 1 pt
  10. Discontinued items are grouped and marked down per head office instructions Yes / No 1 pt
  11. New product launches were on the shelf by the launch date set by the brand or head office Yes / No 1 pt
  12. Products used in the treatments on the menu are available for sale in retail size Yes / No 1 pt
  13. Shopping bags, tissue and gift wrap are stocked at the desk Yes / No 1 pt
  14. Out-of-stock items among the top 20 Number
  15. Expired or short-dated items found on the shelf Number
  16. Date of the last retail stock count Date

5. Cross-selling 17 items

  1. Therapists and estheticians bring a written product recommendation to the front desk for each guest Yes / No 1 pt
  2. Recommended products are placed at the desk before the guest arrives to pay Yes / No 1 pt
  3. The receptionist presents the recommended products and explains why they were chosen Yes / No 1 pt
  4. Shelf signs link products to the treatments that use them ("used in our signature facial") Yes / No 1 pt
  5. The service menu or the treatment room mentions the retail products used in the service Yes / No 1 pt
  6. A guest browsing the shelves is offered help by an employee within a few minutes Yes / No 1 pt
  7. The receptionist asked can describe the key benefit of three best sellers Yes / No 1 pt
  8. Samples are available to give with a recommendation Yes / No 1 pt
  9. Samples handed out are recorded on the guest's profile for follow-up at the next visit Yes / No 1 pt
  10. Retail purchases are recorded on the guest's profile Yes / No 1 pt
  11. Refill reminders or replenishment offers are sent per the company program Yes / No 1 pt
  12. Retail sales per provider are posted or reviewed with the team each week Yes / No 1 pt
  13. The spa's retail target for the month is known to the employees asked Yes / No 1 pt
  14. The return and exchange policy for retail is posted or printed on the receipt Yes / No 1 pt
  15. Retail sales as a percentage of service sales last month (%) Number
  16. Retail sales per guest last month (dollars) Number
  17. Link between treatments and retail Rating
    • Recommendations made and followed through for most guests 5 pts
    • Occasional recommendations 3 pts
    • No recommendations seen 1 pt

6. Condition 17 items

  1. Shelves, risers and glass are free of dust and fingerprints Yes / No 1 pt
  2. Product boxes on display are free of dents, tears and fading Yes / No 1 pt
  3. Bottles and jars on display are free of dust, leaks and sticky residue Yes / No 1 pt
  4. Safety seals are intact on every product for sale Yes / No 1 pt
  5. Fixtures are free of chips, peeling laminate and loose shelves Yes / No 1 pt
  6. Acrylic risers and sign holders are clear, not scratched or yellowed Yes / No 1 pt
  7. Signs and shelf talkers are flat and clean, with no curling or tape marks Yes / No 1 pt
  8. The floor under and around the fixtures is clean Yes / No 1 pt
  9. Empty boxes, packing material and delivery cartons are out of the boutique Yes / No 1 pt
  10. Damaged and returned products are kept off the shelf in a marked bin Yes / No 1 pt
  11. Shelves are dusted on a schedule and the last cleaning is signed off Yes / No 1 pt
  12. The window or entrance display is lit during opening hours Yes / No 1 pt
  13. The boutique was photographed after the last display change and the photo sent to head office, where the program requires it Yes / No 1 pt
  14. Damaged products found on display Number
  15. Name of the retail lead or manager on duty Short text
  16. Overall retail boutique presentation Rating
    • Strong 5 pts
    • Partial 3 pts
    • Weak 1 pt
  17. 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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