Checklist template

Sales floor operations for furniture stores

A ready-to-use checklist with 110 items in 6 sections, covering Opening readiness, Floor coverage, Greeting and selling steps, Tags and pricing, Housekeeping, Closing. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 110 Items
  • 90 Yes / No checks
  • 6 Scored ratings
  • 120 Points

Use this template How audits work

1. Opening readiness 18 items

  1. All showroom ceiling and track lights are switched on before the doors open Yes / No 1 pt
  2. Power recliners, lift chairs and adjustable bed bases on display are plugged in and respond to their controls Yes / No 1 pt
  3. Pieces returned from customers or the warehouse overnight are not left wrapped on the sales floor Yes / No 1 pt
  4. The showroom music plays the company-approved program at the volume set by company policy Yes / No 1 pt
  5. An opening huddle was held today covering the current promotion and the financing offer Yes / No 1 pt
  6. The store's sales goal for the day is posted where sales associates can see it Yes / No 1 pt
  7. Each sales associate asked could state their own sales goal for the day Yes / No 1 pt
  8. Each sales associate asked could name the next delivery dates available for in-stock items Yes / No 1 pt
  9. Fabric swatches and finish samples in the design center are back on their racks, grouped by vendor Yes / No 1 pt
  10. Each sales desk has a tablet or terminal logged in to the order entry system Yes / No 1 pt
  11. Tape measures and room planning sheets are stocked at each sales desk Yes / No 1 pt
  12. The showroom heating or air conditioning is running at the setting in company policy before the doors open Yes / No 1 pt
  13. Gaps left by sold floor samples have been filled or reported to the merchandising team Yes / No 1 pt
  14. Sales associates have today's stock and lead-time lookup open, not a printed list from an earlier day Yes / No 1 pt
  15. The customer refreshment station counter and machines are wiped clean Yes / No 1 pt
  16. The customer refreshment station is stocked with cups and beverages Yes / No 1 pt
  17. Minutes before opening that the floor was ready for customers (0 if not ready at opening) Number
  18. Readiness of the showroom at opening Rating
    • Fully ready before the doors opened 5 pts
    • Ready within 15 minutes of opening 3 pts
    • Not ready in the first hour 1 pt

2. Floor coverage 18 items

  1. The posted schedule puts the most sales associates on the floor in the peak hours shown by the door counter Yes / No 1 pt
  2. A rotation board or "up" system shows whose turn it is to greet the next customer Yes / No 1 pt
  3. The rotation was followed for the customers who entered during the visit Yes / No 1 pt
  4. A sales associate is positioned within sight of the front entrance at all times Yes / No 1 pt
  5. Each department (upholstery, bedroom, dining, mattress gallery) has a sales associate assigned or covering it Yes / No 1 pt
  6. Meal breaks are staggered so that floor coverage stays at or above the company minimum Yes / No 1 pt
  7. A manager is available on the floor to step in when a sales associate asks for help closing a sale Yes / No 1 pt
  8. Sales associates without a customer are making follow-up calls or straightening the floor, not gathered at the sales desk Yes / No 1 pt
  9. The door counter is working Yes / No 1 pt
  10. Returning customers are handed to the sales associate who first helped them when that associate is working Yes / No 1 pt
  11. Office and warehouse employees know how to page a sales associate when a customer is waiting Yes / No 1 pt
  12. Customers waiting at the sales desk to pay or sign are acknowledged within one minute Yes / No 1 pt
  13. Sales associates on the floor at the time of the visit Number
  14. Customers on the floor at the time of the visit Number
  15. Customers seen unattended for more than 5 minutes during the visit Number
  16. Door traffic count for yesterday Number
  17. Close rate for last week (% of door traffic that bought) Number
  18. Floor coverage against customer traffic during the visit Rating
    • Every customer had a sales associate available 5 pts
    • Short waits at peak moments 3 pts
    • Customers left without being helped 1 pt

3. Greeting and selling steps 22 items

  1. Customers observed were greeted within the time set by company standard after entering Yes / No 1 pt
  2. The greeting observed was an open welcome rather than "Can I help you?" Yes / No 1 pt
  3. The sales associate gave their own name Yes / No 1 pt
  4. The sales associate asked for the customer's name Yes / No 1 pt
  5. The sales associate asked which room the customer is furnishing Yes / No 1 pt
  6. The sales associate asked about room dimensions before recommending a sectional, a bed or a dining set Yes / No 1 pt
  7. The sales associate asked about doorways, stairs or elevators the furniture has to pass through Yes / No 1 pt
  8. Customers were invited to sit on the upholstery they were looking at Yes / No 1 pt
  9. Mattress customers were asked to lie down on at least three comfort levels before a recommendation was made Yes / No 1 pt
  10. The sales associate explained the construction of the recommended piece (frame, cushion core, fabric grade or leather type) Yes / No 1 pt
  11. Custom order choices (cover, finish, configuration) were shown with the swatches from the design center Yes / No 1 pt
  12. A room planner or sketch was used for the sectional or dining configuration discussed Yes / No 1 pt
  13. The furniture protection plan was offered on each eligible sale observed Yes / No 1 pt
  14. Add-on items (mattress protector, pillows, rug, lamps, accent table) were suggested before the sale was closed Yes / No 1 pt
  15. Delivery options and their charges were explained before payment Yes / No 1 pt
  16. The lead time quoted to the customer was read from the system Yes / No 1 pt
  17. Financing was offered to each customer whose purchase reached the amount set by company policy Yes / No 1 pt
  18. Customers who left without buying were given a written quote showing the item numbers Yes / No 1 pt
  19. Non-buying customers who agreed were entered in the follow-up system with a contact date Yes / No 1 pt
  20. Protection plan attachment rate last week (% of eligible sales) Number
  21. Average sale last week (dollars) Number
  22. Selling steps in the sales interactions observed Rating
    • All steps followed through to the close 5 pts
    • Greeting and needs covered, add-ons or close skipped 3 pts
    • Customers left to browse alone 1 pt

4. Tags and pricing 17 items

  1. Missing or damaged tags found on the opening tag walk were reprinted before the doors opened Yes / No 1 pt
  2. A tag walk of the showroom was done before opening today, as shown on the opening checklist Yes / No 1 pt
  3. Each sales associate asked could say which pieces are included in the group price of a bedroom set picked by the inspector Yes / No 1 pt
  4. A sales associate who finds a tag that differs from the system quotes the system price and reports the tag to the manager on duty Yes / No 1 pt
  5. The tag change for the current sales event is signed off on the event checklist by the manager on duty Yes / No 1 pt
  6. Pieces moved or added to the floor since yesterday were tagged before the store opened Yes / No 1 pt
  7. A sales associate asked to price a sofa in a different fabric grade looked it up in the system instead of quoting from the floor tag Yes / No 1 pt
  8. No tag was found lying on the floor, inside a drawer or under a cushion Yes / No 1 pt
  9. Floor samples offered for sale as-is carry the as-is price initialed by a manager Yes / No 1 pt
  10. Discontinued floor samples are marked so that they are not written as special orders Yes / No 1 pt
  11. The tag printer at the sales desk works and is loaded with tag stock Yes / No 1 pt
  12. A price agreed with a customer is written on the customer's quote, not on the floor tag Yes / No 1 pt
  13. Each sales associate asked could name the collections or brands excluded from the current promotion Yes / No 1 pt
  14. The manager on duty can show this week's price change bulletins initialed with the date each was put on the floor Yes / No 1 pt
  15. Tags reprinted on this morning's tag walk, per the opening checklist Number
  16. Price change bulletins received this week Number
  17. Upkeep of floor tags by the store team Rating
    • Tag walk done and every gap fixed before opening 5 pts
    • Tag walk done with gaps still open 3 pts
    • No tag walk done 1 pt

5. Housekeeping 17 items

  1. Aisles are free of cartons, dollies and packing material Yes / No 1 pt
  2. Seat and back cushions are straightened after customers sit, with zippers hidden Yes / No 1 pt
  3. Recliners and sleeper sofas are returned to the closed position after being shown Yes / No 1 pt
  4. A cleaning caddy (glass cleaner, dust cloths, lint roller) is kept on the sales floor for use during trading hours Yes / No 1 pt
  5. Drawers and doors of dressers, chests and cabinets are closed Yes / No 1 pt
  6. Throw pillows and accessories moved by customers are returned to their room setting Yes / No 1 pt
  7. Showroom floors, hard and carpeted, show no debris, spills or tracked-in dirt Yes / No 1 pt
  8. Area rugs lie flat, with no curled corners in customer walkways Yes / No 1 pt
  9. Lamp cords and power strips are kept out of customer walkways Yes / No 1 pt
  10. Customer restrooms were checked and restocked during the day, as shown on the check sheet Yes / No 1 pt
  11. Swatch books and vendor catalogs left out by customers are returned to the design center Yes / No 1 pt
  12. Sales desks are free of food, drinks and personal belongings Yes / No 1 pt
  13. No customer paperwork is left in view on sales desks Yes / No 1 pt
  14. Floor samples with visible damage have been removed from the floor or tagged for repair Yes / No 1 pt
  15. A furniture touch-up kit (markers, fill sticks) is kept in the store for minor nicks Yes / No 1 pt
  16. The remote or hand control of each power display piece is in place on the piece Yes / No 1 pt
  17. Housekeeping of the showroom during trading hours Rating
    • Clean and straightened in every department 5 pts
    • Dust, cartons or unstraightened pieces in one or two departments 3 pts
    • Dust, cartons or unstraightened pieces in most departments 1 pt

6. Closing 18 items

  1. Each sales associate logged the day's open quotes and follow-ups before leaving Yes / No 1 pt
  2. A manager reviewed today's sales orders for missing delivery addresses, phone numbers or item options Yes / No 1 pt
  3. Deposits and payments taken today are balanced to the day's written orders Yes / No 1 pt
  4. Paper credit applications are locked away or shredded per company policy Yes / No 1 pt
  5. Floor samples sold today carry a "Sold" tag before the store closes Yes / No 1 pt
  6. Tomorrow's booked customer appointments are listed for the opening team Yes / No 1 pt
  7. Recliners are returned to the closed position at closing Yes / No 1 pt
  8. Adjustable bed bases are laid flat at closing Yes / No 1 pt
  9. Lamps and display electronics are switched off per the closing checklist Yes / No 1 pt
  10. Sales desk tablets are logged off and placed on charge Yes / No 1 pt
  11. Today's written sales are recorded against the store goal Yes / No 1 pt
  12. Customers with a balance due on a delivery scheduled for tomorrow were called today Yes / No 1 pt
  13. The closing manager walked the showroom to confirm that no customer remained before locking the entrance Yes / No 1 pt
  14. Written sales today (dollars) Number
  15. Sales orders written today Number
  16. Name of the closing manager Short text
  17. Overall sales floor operations Rating
    • Floor ready at opening, covered and selling steps followed 5 pts
    • Floor ready but gaps in coverage, tags or selling steps 3 pts
    • Floor not ready or customers left unattended 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.

Categories

Related templates

← All templates

Brand standards

At every site, every time

Start Free Contact us