Ebook

The Ultimate Guide to Improving Retail Store Visits

Fix the five most common store visit failures and turn routine audits into a driver of in-store sales.

Key findings

  • Retail teams using YOOBIC spend 40% less time executing store tasks.
  • Retailers using YOOBIC boost in-store conversions by 22%.
  • 95% of people surveyed by the Society of Human Resources Management feel irritation and dread when a performance review invite appears on their calendar.

Summary

Retail has moved into an era of experiential shopping, where the physical store has to work harder to stand out. Yet the store visit remains decades behind the rest of retail: an exercise in low-value admin and policing rather than a way to improve the in-store experience and lift performance.

This guide sets out the five most common problems with outdated, paper-based store visit procedures and how to fix each one. It draws on YOOBIC’s eight years working with retailers and an interview with Louise O’Keeffe, Head of Retail Support at Halfords, which operates 455 shops.

What you’ll learn

  • The five most common store visit pitfalls and how to fix them.
  • How a stores-first approach surfaces useful insights and drives performance.
  • How Halfords redefined its store visits, cutting 200 field-team questions down to a focused 35 that follow the customer journey.