Checklist template

Local store marketing for restaurants

A ready-to-use checklist with 116 items in 6 sections, covering Local plan, Community events, Loyalty program, Digital listings, Materials, Results. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 116 Items
  • 93 Yes / No checks
  • 6 Scored ratings
  • 123 Points

Use this template How audits work

1. Local plan 19 items

  1. A written local store marketing plan for the current quarter is on file at the restaurant Yes / No 1 pt
  2. The plan includes a map or list of the trade area the restaurant draws its guests from Yes / No 1 pt
  3. The plan lists the main traffic generators in the trade area (schools, offices, hospitals, sports venues, hotels) Yes / No 1 pt
  4. Each activity in the plan has a sales or guest-count goal Yes / No 1 pt
  5. Each activity in the plan has a named owner Yes / No 1 pt
  6. Each activity in the plan has a start date Yes / No 1 pt
  7. The plan has a budget approved by the district manager or the franchisee Yes / No 1 pt
  8. Spending to date is tracked against the budget Yes / No 1 pt
  9. The plan targets the restaurant's weakest daypart or day of the week, named from its sales report Yes / No 1 pt
  10. The plan includes at least one activity aimed at catering or group orders, where the restaurant offers them Yes / No 1 pt
  11. The plan was reviewed with the district manager or the marketing contact during the current quarter Yes / No 1 pt
  12. Date of the last review of the plan Date
  13. A calendar of local events (school year, sports seasons, festivals, road closures) is posted in the office Yes / No 1 pt
  14. The manager on duty could name this month's local marketing activities Yes / No 1 pt
  15. Shift leaders were told of this week's activity at a pre-shift meeting or on the communication board Yes / No 1 pt
  16. Local offers in the plan were approved by brand marketing before use Yes / No 1 pt
  17. Local marketing activities planned for the current quarter Number
  18. Local marketing activities completed so far this quarter Number
  19. Quality of the local marketing plan Rating
    • Written, with goals, owners and dates 5 pts
    • Written but incomplete 3 pts
    • No written plan 1 pt

2. Community events 20 items

  1. The restaurant took part in at least one community event in the last 90 days Yes / No 1 pt
  2. Date of the most recent community event Date
  3. Fundraiser nights (school, team, charity) are booked on the company's fundraiser agreement Yes / No 1 pt
  4. The donation for the last fundraiser was calculated from a point-of-sale report of the event's sales Yes / No 1 pt
  5. The donation for the last fundraiser was paid within the time stated in the agreement Yes / No 1 pt
  6. A log of donation and sponsorship requests is kept, with the decision on each request Yes / No 1 pt
  7. Requests in the log show an answer dated within the time set by company policy Yes / No 1 pt
  8. Donated food and gift cards are rung on the designated donation key Yes / No 1 pt
  9. Each sponsorship (youth team, school program) has a written agreement stating what the restaurant receives in return Yes / No 1 pt
  10. A photo on file shows the sponsor banner or logo in place at the sponsored venue Yes / No 1 pt
  11. The schedule for the last event night shows added staff for the expected volume Yes / No 1 pt
  12. Food sampled off-site was transported and held following the company's off-site food safety procedure Yes / No 1 pt
  13. Photos of the last off-site event show employees in full uniform Yes / No 1 pt
  14. Bounce-back offers handed out at events carry a code that identifies the event Yes / No 1 pt
  15. Contact details of event organizers are recorded for follow-up Yes / No 1 pt
  16. A thank-you message or follow-up to the organizer of the last event is on file Yes / No 1 pt
  17. Membership in the local chamber of commerce or business association is current, where the plan includes it Yes / No 1 pt
  18. Community events attended or hosted in the last 90 days Number
  19. Fundraiser nights hosted in the last 90 days Number
  20. Community involvement of the restaurant Rating
    • Regular, planned and tracked 5 pts
    • Occasional, only in response to requests 3 pts
    • None in the last 90 days 1 pt

3. Loyalty program 19 items

  1. The loyalty program sign with its QR code is displayed at the register or on the tables Yes / No 1 pt
  2. The QR code scanned during the visit opened the sign-up page Yes / No 1 pt
  3. Cashiers or servers observed asked guests whether they are loyalty members Yes / No 1 pt
  4. An employee asked could explain how points are earned Yes / No 1 pt
  5. An employee asked could explain how a reward is redeemed at the register Yes / No 1 pt
  6. An employee asked could state what a new member receives on signing up Yes / No 1 pt
  7. The loyalty scanner or phone-number entry works at each register Yes / No 1 pt
  8. The drive-thru has a working scanner or a stated way to identify members Yes / No 1 pt
  9. A weekly loyalty sign-up goal is set for the restaurant Yes / No 1 pt
  10. Loyalty sign-ups last week Number
  11. Weekly loyalty sign-up goal Number
  12. Share of transactions with a loyalty account last period (%) Number
  13. Loyalty sign-up results are posted where the crew can see them Yes / No 1 pt
  14. Sign-up results are broken down by shift or by employee, where the system reports them Yes / No 1 pt
  15. The current member offer (bonus points, member-only item) is displayed on approved materials Yes / No 1 pt
  16. Guest complaints about missing points are resolved or escalated through the company's process Yes / No 1 pt
  17. Guest Wi-Fi works in the dining room so guests can download the app Yes / No 1 pt
  18. The loyalty program is mentioned on the receipt or the order confirmation screen Yes / No 1 pt
  19. Loyalty invitation at the point of order during the visit Rating
    • Every guest observed was asked 5 pts
    • Some guests were asked 3 pts
    • No guest was asked 1 pt

4. Digital listings 21 items

  1. Opening hours on the main map listing match the hours posted on the door Yes / No 1 pt
  2. Special hours for the next public holiday have been entered in the main map listing Yes / No 1 pt
  3. The map pin of the listing leads to the restaurant's entrance Yes / No 1 pt
  4. The phone number on the listing rings at the restaurant Yes / No 1 pt
  5. The listing links to the current menu or the online ordering page Yes / No 1 pt
  6. Listing photos show the current exterior and interior, with none from before the last remodel Yes / No 1 pt
  7. A second map or review site checked during the visit shows the same opening hours Yes / No 1 pt
  8. Hours shown in the third-party delivery apps match the restaurant's actual ordering hours Yes / No 1 pt
  9. The brand's store locator page lists the correct services (drive-thru, patio, catering) Yes / No 1 pt
  10. Reviews of the last 30 days have been answered by the person designated in company policy Yes / No 1 pt
  11. Replies to negative reviews invite the guest to make contact offline Yes / No 1 pt
  12. No reply to a review argues with the guest or reveals details of the guest's visit Yes / No 1 pt
  13. Average star rating on the main map listing Number
  14. Reviews received in the last 30 days Number
  15. Reviews of the last 30 days left unanswered Number
  16. The local social media page, where allowed, uses the approved logo and page name format Yes / No 1 pt
  17. The most recent post on the local page is less than 14 days old Yes / No 1 pt
  18. Local posts use approved images or templates Yes / No 1 pt
  19. Listing and social accounts are held by the company or by at least two current managers, not by a former employee Yes / No 1 pt
  20. Recurring review themes (slow service, order accuracy) appear in manager meeting notes Yes / No 1 pt
  21. Accuracy of the listings checked during the visit Rating
    • All correct 5 pts
    • One error 3 pts
    • Several errors 1 pt

5. Materials 20 items

  1. Local marketing materials are built from approved templates of the brand portal Yes / No 1 pt
  2. The logo on local materials is not stretched, recolored or redrawn Yes / No 1 pt
  3. No handwritten promotional sign is on display Yes / No 1 pt
  4. Printed local offers state an expiry date Yes / No 1 pt
  5. Printed local offers name the participating restaurant Yes / No 1 pt
  6. Local coupons carry the point-of-sale code used to ring them Yes / No 1 pt
  7. Catering menus are stocked at the register or host stand Yes / No 1 pt
  8. Prices on the catering menu handed out match the point-of-sale system Yes / No 1 pt
  9. Business cards of the manager or the catering contact are available to guests Yes / No 1 pt
  10. A record shows where flyers or door hangers were last distributed Yes / No 1 pt
  11. The in-restaurant community board shows no event that has already passed Yes / No 1 pt
  12. The community board carries only postings approved by a manager Yes / No 1 pt
  13. Outdated local materials have been discarded from the office and the storeroom Yes / No 1 pt
  14. Materials for the next planned activity are on hand Yes / No 1 pt
  15. Exterior banners for local events have the landlord's written approval Yes / No 1 pt
  16. Exterior banners for local events have a permit where local regulation requires one Yes / No 1 pt
  17. Materials co-branded with a local partner were approved by brand marketing Yes / No 1 pt
  18. Giveaway items for school and team visits (kids' activity sheets, stickers, coupons) are in stock Yes / No 1 pt
  19. Materials are bilingual where required by local regulation or company policy Yes / No 1 pt
  20. Local marketing materials in use Rating
    • All approved and current 5 pts
    • Some outdated or off-brand 3 pts
    • Mostly unapproved or outdated 1 pt

6. Results 17 items

  1. Redemptions of each local offer are counted from the point-of-sale report Yes / No 1 pt
  2. Local offer redemptions in the last period Number
  3. Sales of the last fundraiser night were compared with the same weekday of the previous weeks Yes / No 1 pt
  4. Catering sales are tracked by period Yes / No 1 pt
  5. Catering sales in the last period (dollars) Number
  6. Change in guest count against the same period last year (%) Number
  7. The result of each completed activity is recorded next to its goal Yes / No 1 pt
  8. Activities that missed their goal have been changed or dropped Yes / No 1 pt
  9. The cost of each activity (food, discounts, materials, labor) is recorded Yes / No 1 pt
  10. Results are reviewed with the management team each month, as shown in meeting notes Yes / No 1 pt
  11. New catering or group accounts gained from local activity are recorded with a contact name Yes / No 1 pt
  12. Partners worth repeating are listed for the next quarter's plan Yes / No 1 pt
  13. The restaurant's best-performing activity was shared with the district manager Yes / No 1 pt
  14. Corrective actions from the previous local marketing review have been completed Yes / No 1 pt
  15. Name of the manager responsible for local marketing Short text
  16. Overall local store marketing Rating
    • Active and measured 5 pts
    • Active but not measured 3 pts
    • Inactive 1 pt
  17. Corrective actions required Comments

About this template

This checklist is part of the InspectLoop 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 InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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