Checklist template

Promotional offers and insurance signage for optical stores

A ready-to-use checklist with 100 items in 6 sections, covering Promotions, Insurance information, Windows, Digital screens, Offer accuracy, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 100 Items
  • 87 Yes / No checks
  • 6 Scored ratings
  • 117 Points

Use this template How audits work

1. Promotions 18 items

  1. The current campaign kit was received before the campaign start date Yes / No 1 pt
  2. The kit contents were checked against the kit list and shortages were reported Yes / No 1 pt
  3. Start date of the current campaign Date
  4. Every element of the current campaign is installed where the campaign directive places it Yes / No 1 pt
  5. All material from the previous campaign has been taken down Yes / No 1 pt
  6. Signs are in holders or frames, with no tape visible Yes / No 1 pt
  7. The second-pair offer is displayed at each dispensing table Yes / No 1 pt
  8. The lens upgrade offer is displayed next to the lens demonstrators Yes / No 1 pt
  9. The contact lens annual supply or rebate offer is displayed at the contact lens counter Yes / No 1 pt
  10. The eye exam offer or exam price is displayed at reception Yes / No 1 pt
  11. The children's eyewear package is displayed in the children's section Yes / No 1 pt
  12. The sunglass offer is displayed in the sunglass section Yes / No 1 pt
  13. Offer signs on the frame boards sit next to the frames they apply to Yes / No 1 pt
  14. Each offer sign shows the offer end date Yes / No 1 pt
  15. Take-away flyers of the current campaign are stocked at reception Yes / No 1 pt
  16. Signs are in the languages required by local regulation or company policy Yes / No 1 pt
  17. 2 employees asked could state the current offers without looking them up Yes / No 1 pt
  18. Execution of the current campaign Rating
    • Complete and on time 5 pts
    • Partly installed or installed late 3 pts
    • Not installed or old campaign still up 1 pt

2. Insurance information 17 items

  1. The list of vision benefit plans accepted is displayed at the entrance or at reception Yes / No 1 pt
  2. The list displayed is the current version issued by head office Yes / No 1 pt
  3. Plans the store no longer accepts have been removed from all signs Yes / No 1 pt
  4. A sign invites customers to ask for a benefits check before choosing eyewear Yes / No 1 pt
  5. A sign states that the store bills the plan directly, where direct billing is offered Yes / No 1 pt
  6. A handout explains how customers of other plans can submit their itemized receipt for reimbursement Yes / No 1 pt
  7. Signs state which promotions cannot be combined with benefit plans Yes / No 1 pt
  8. Insurer logos are displayed only on material supplied or approved by head office Yes / No 1 pt
  9. Wording about covered exams or covered frames matches the approved wording, with no unqualified "free" claim Yes / No 1 pt
  10. A brochure explaining how vision benefits work is available at reception Yes / No 1 pt
  11. Reminders to use benefits or flexible spending funds before they expire are displayed in season Yes / No 1 pt
  12. Information on employer or group discount programs is displayed where the store takes part Yes / No 1 pt
  13. Information on public coverage of eye exams for children or seniors is displayed where it applies Yes / No 1 pt
  14. Insurance signage can be read from the customer's side of the reception desk Yes / No 1 pt
  15. The privacy notice covering insurance and health information is displayed as required by local regulation Yes / No 1 pt
  16. A receptionist asked could name the main plans accepted Yes / No 1 pt
  17. Clarity of coverage information for a walk-in customer Rating
    • Plans, direct billing and limits all visible 5 pts
    • Plans listed but conditions unclear 3 pts
    • No coverage information visible 1 pt

3. Windows 16 items

  1. The window display matches the window plan of the current campaign Yes / No 1 pt
  2. Window posters hang straight, without bubbles or curled corners Yes / No 1 pt
  3. Window decals are current, with no adhesive residue from earlier decals Yes / No 1 pt
  4. Frames shown in the window are on the stands or busts specified in the plan Yes / No 1 pt
  5. Frames in the window show no fading from the sun Yes / No 1 pt
  6. Window frames are rotated on the company schedule Yes / No 1 pt
  7. Date the window frames were last rotated Date
  8. The headline offer in the window can be read from the sidewalk or the mall corridor Yes / No 1 pt
  9. Window coverage leaves the view into the store open, within the limit set by company policy or the lease Yes / No 1 pt
  10. Opening hours posted at the entrance match the hours actually worked Yes / No 1 pt
  11. Signs about eye exam availability ("walk-ins welcome", "exams today") match the day's schedule Yes / No 1 pt
  12. The identification of the eye doctor or the independent practice is posted as required by local regulation Yes / No 1 pt
  13. Window glass is clean on both sides Yes / No 1 pt
  14. The window base is free of dust and dead insects Yes / No 1 pt
  15. The sidewalk sign is in good condition and placed where the landlord or municipality allows Yes / No 1 pt
  16. Impact of the windows from outside Rating
    • Current, clean, readable 5 pts
    • Current but cluttered or partly hidden 3 pts
    • Outdated or neglected 1 pt

4. Digital screens 16 items

  1. Every screen is on and playing content at opening Yes / No 1 pt
  2. Screens not working at the time of the visit Number
  3. The playlist running is the one scheduled for the current campaign Yes / No 1 pt
  4. A full loop was watched and showed no expired offer Yes / No 1 pt
  5. No screen shows an error message, a desktop or a "no signal" notice Yes / No 1 pt
  6. Sound is off or at the level set by company policy Yes / No 1 pt
  7. The waiting area screen shows the company's eye health and lens education content rather than a TV channel Yes / No 1 pt
  8. Screen surfaces are free of dust and fingerprints Yes / No 1 pt
  9. Screen cables and media players are hidden from view Yes / No 1 pt
  10. Screens switch on and off by timer Yes / No 1 pt
  11. Content fills the screen in the correct orientation, without stretching Yes / No 1 pt
  12. The media player is connected to the network Yes / No 1 pt
  13. Date of the last content update shown by the media player Date
  14. The support contact for the screens is posted in the back office Yes / No 1 pt
  15. A window-facing screen can be read from outside the store in daylight, without glare Yes / No 1 pt
  16. State of digital screens Rating
    • All playing current content 5 pts
    • One screen off or outdated 3 pts
    • Several screens off or showing errors 1 pt

5. Offer accuracy 17 items

  1. 3 advertised offers tested at the register were applied at the advertised price Yes / No 1 pt
  2. Offers that failed the register test Number
  3. Conditions of each offer (minimum purchase, selected frames, lens types included) are printed on the sign in type readable at arm's length Yes / No 1 pt
  4. Frames included in an offer are identified on the board by the campaign sticker or tag Yes / No 1 pt
  5. For each "from" price advertised, a frame or lens at that price is available in the store Yes / No 1 pt
  6. Prices on in-store signs match the current flyer Yes / No 1 pt
  7. Prices on in-store signs match the company website for the store's region Yes / No 1 pt
  8. The advertised eye exam fee matches the fee charged at reception Yes / No 1 pt
  9. Percentage-off claims refer to the regular price held in the system Yes / No 1 pt
  10. Lens offers name the lens type and options included Yes / No 1 pt
  11. "Free second pair" signs state which frames and lenses the free pair includes Yes / No 1 pt
  12. Signs of offers that ended were removed by opening on the day after the end date Yes / No 1 pt
  13. An employee's verbal quote for an advertised offer matched the sign Yes / No 1 pt
  14. Financing signs carry the disclosures supplied by the financing provider Yes / No 1 pt
  15. The substitution or rain check rule for an out-of-stock offer frame is known to the employee asked Yes / No 1 pt
  16. Correction notices for flyer errors are posted at the entrance and the register Yes / No 1 pt
  17. Accuracy of advertised offers Rating
    • Signs, register and staff agree 5 pts
    • One discrepancy found 3 pts
    • Several discrepancies or expired offers displayed 1 pt

6. Condition 16 items

  1. Sign holders are free of cracks and yellowing Yes / No 1 pt
  2. Printed signs are free of fading, curling and tears Yes / No 1 pt
  3. No handwritten sign is displayed to customers Yes / No 1 pt
  4. Walls, glass and fixtures are free of tape residue Yes / No 1 pt
  5. Hanging signs are level and at the height stated in the directive Yes / No 1 pt
  6. Floor decals lie flat, with no lifted edges Yes / No 1 pt
  7. Brochure racks are filled and faced Yes / No 1 pt
  8. Counter mats show the current campaign or the brand standard Yes / No 1 pt
  9. The exterior store sign is fully lit, with no letters out Yes / No 1 pt
  10. Banner stands are stable and clear of aisles and exits Yes / No 1 pt
  11. Unused signage is stored flat and labeled, or discarded Yes / No 1 pt
  12. The photochromic and polarized lens demonstrators work Yes / No 1 pt
  13. Completion photos of the campaign were sent to head office by the deadline Yes / No 1 pt
  14. Name of the store manager Short text
  15. Overall standard of promotional and insurance signage Rating
    • Strong 5 pts
    • Acceptable 3 pts
    • Weak 1 pt
  16. 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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