About this template
The Store Profile Form template provides a comprehensive way for retail managers, field representatives, and marketing teams to audit store locations, merchandising assets, and local market details. Whether you are conducting routine quality control, tracking promotional displays, or gathering store-level data for a franchise network, this form captures every essential detail from interior menu boards and register placement to exterior signage and competitor proximity.
Designed for field visits and retail operations, this template eliminates messy paper checklists by standardizing how store profiles are recorded. Field reps and auditors can quickly document asset counts, promotional material status, and store hours in one organized place. With Doc2Form, you can instantly turn this structured layout into a working Google Form, making it seamless to collect, analyze, and store your retail audit data in Google Sheets for real-time reporting.
Key features
- Capture complete interior and exterior store asset inventories in one walkthrough.
- Standardize data collection across multiple retail locations and field reps.
- Document promotional displays, menu boards, and signage status effortlessly.
- Track local market factors including nearby competitors and community landmarks.
- Sync all inspection data directly into Google Sheets for instant reporting.
Use cases
Field marketing representatives conducting routine retail audits and …
Field marketing representatives conducting routine retail audits and franchise check-ins.
Operations managers tracking interior and exterior merchandising comp…
Operations managers tracking interior and exterior merchandising compliance.
New store onboarding and baseline asset documentation.
Competitive market analysis and local store profiling.
What this form collects
- Date of Visit (Date)Select the date the store visit took place.
- Marketing Representative Visited (Short answer)Enter the full name of the marketing representative or auditor.
- Employee Visited With (Short answer)Enter the name and title of the store employee who accompanied the walkthrough.
- Market / DMA / City (Short answer)Enter the Designated Market Area (DMA), Market name, and City.
- Store Number (Short answer)Enter the official store identification number.
- Leadership (AD / GM) (Short answer)Enter the names of the Area Director (AD) and General Manager (GM) if applicable.
- Price Structure (Dropdown)Select the pricing tier or version active in this store.
- Interior Menuboard Format (Short answer)Describe or select the type of interior menuboard currently installed.
- Register Placement & Counter Display (Paragraph)Describe the register setup and current counter display options.
- Beverage Units & Valves Count (Short answer)Enter counts for beverage units, lobby valves, and drive-thru valves.
- Readerboard & Digital Board Status (Paragraph)Provide details on readerboards, digital boards, lines, and types.
- Promotional Door Clings & Window Clings (Multiple choice)Indicate whether current promotional door and window clings are properly displayed.
- Grass Areas & Exterior Status (Dropdown)Select the condition of grass areas facing the road and in the drive-thru.
- Billboard & Exit Sign Status (Short answer)Note the operational status of billboard signs, exit signs, and nearby structures.
- Nearby Schools & Churches (Short answer)List any notable nearby schools or churches that impact local traffic.
- Competitive Shops Within a Mile (Paragraph)List competing stores or businesses located within a one-mile radius.
- Competitive Shop Photos & Documentation (Paragraph)Please paste links to competitor shop photos or describe any required visual attachments.
FAQ
What is a store profile form used for?
A store profile form is used by retail businesses, franchises, and field marketing teams to record detailed information about a store's layout, operating hours, merchandising displays, promotional signage, and equipment.
Who typically fills out this store profile form?
Field marketing representatives, regional managers, account executives, and store auditors typically complete this form during on-site visits to ensure brand compliance and asset tracking.
Can I customize the checklist items in this template?
Yes. Once you convert this template into a Google Form using Doc2Form, you can easily add, remove, or edit any questions to match your specific retail audit requirements.
How can I access the submitted audit responses?
All responses collected through your Google Form are automatically saved to a linked Google Sheet, allowing your team to analyze data, filter by location, and generate reports instantly.
Is this store profile template free to use?
Yes, this template is completely free to convert and deploy as a Google Form for your business.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.