# Run a district store visit and write the follow-up plan

A data-led visit plan, store walk checklist, and coaching follow-up email with up to three priorities for the store manager.

- Topic: Leadership & Management
- Framework: Few-Shot
- Level: Standard
- Tags: Leadership, Productivity, Write, Plan, Fill-in Template, Interactive
- Source: https://www.thinkwithprompt.com/prompts/run-a-district-store-visit-and-write-the-follow-up-plan

## Prompt

```text
Help me prepare for and follow up on a store visit.

**Store and manager:** [STORE, MANAGER NAME, TENURE]
**KPIs vs. plan and district average:** [comp sales, conversion, ATV, UPT, shrink, labor %, customer survey score, online pickup times]
**Last visit's action items:** [WHAT WAS AGREED and status]
**Company priorities this period:** [e.g. "loyalty sign-ups", "holiday floor set"]
**Time on site:** [e.g. "3 hours"]

Part 1 - Before the visit: a visit plan with what the data says to look at, the 3 questions I most need answered, and a walk route.

Part 2 - Store walk checklist, grouped by area (exterior and windows, sales floor, fitting rooms, cash wrap, stockroom, back office, safety). Cover: in-stock on top sellers and promoted items, price and sign accuracy against the POS, merchandising standards, customer greeting and engagement, pickup and ship-from-store backlog, stockroom organization and receiving backlog, safety hazards and blocked exits, required postings, and schedule vs. traffic.

Part 3 - After the visit: turn my notes [PASTE NOTES] into a follow-up email to the store manager with:
- What's working, with specific examples.
- Up to 3 priorities, each with an owner, a measure, and a date.
- The support I will provide.
- When I'll check back.

Keep the tone coaching, not policing, and focus on the few things that move results. Base feedback only on what I observed or the data shows.
```

## What to fill in

- STORE, MANAGER NAME, TENURE
- WHAT WAS AGREED and status
- e.g. "loyalty sign-ups", "holiday floor set"
- e.g. "3 hours"
- PASTE NOTES

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.