Retailers 32-Point Profit Finder Diagnostic
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Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Position
*
Please Select
Owner
Manager
Director
CEO
Other
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🟡 Section 1: Customers
How effectively are you attracting new shoppers and keeping the good ones coming back? Rate each item from 1–10 based on how true it is for your store right now.
🛒 Customer Attraction & Loyalty
We attract new local customers every week through clear, repeatable channels
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We have an effective database or list of VIPs and high-spending regulars
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We know which marketing channels are generating walk-ins or phone orders
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We actively collect emails, names, or contacts in-store or online
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We have at least one working referral or loyalty system in place
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We get consistent word-of-mouth, Google, and customer reviews
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We run effective occasional or seasonal campaigns to specifically target and bring lapsed customers back
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
Our branding and signage clearly communicates who we serve and what we offer
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It Does Not
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Absolutely
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1 is It Does Not, 10 is Absolutely
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🟠 Section 2: Visits
These questions focus on how often people come into your store and what’s being done to keep them coming back more often. Think about walk-ins, visibility, and local engagement.
🚶♂️ Foot Traffic & Repeat Visits
We track visit frequency and know exactly how often our regulars return
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We have visible, compelling offers that actively increase foot traffic
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
Our window displays or front end drive daily interest
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No Real Impact
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Absolutely
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1 is No Real Impact, 10 is Absolutely
We have relationships with local organisations, schools, or events
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Not Really
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Absolutely
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1 is Not Really, 10 is Absolutely
We test or rotate small promotions that specifically encourage repeat visits
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We run seasonal themes or specials that give people a reason to stop in randomly
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We know our peak traffic hours and staff accordingly
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We actively promote return visits via receipts, loyalty, or other in-store messaging
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
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🔵 Section 3: Cart
These questions explore how well your store is lifting the amount each customer spends - without pushing or relying on discounts. It’s all about cart value and smart product placement.
🛍️ Basket Size & Margin Boosters
Our POS system or team actively suggests relevant add-ons
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We review and optimise product placement in high-margin zones
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We know our average basket size and have specific processes in place to increase it
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We feature high-margin impulse items near checkout
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
Our staff are trained in upselling without being pushy
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They Are Not
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Absolutely
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1 is They Are Not, 10 is Absolutely
We regularly review margin performance by category
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We test bundled offers or volume-based deals to lift spend per visit
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We know which 10 products make us the most margin... and we feature them strategically
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
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🟢 Section 4: Scale
Is your store set up to grow without burning you out? These questions look at staffing, systems, delegation, and whether your operation can scale profit without adding pressure.
⚙️ Team, Systems & Scalability
We have clear systems for onboarding and training new team members
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We delegate tasks effectively and don’t rely on one person to run everything
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We have regular staff check-ins and specific performance tracking metrics
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We know which team members are most productive, and why
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We use technology or automation to reduce manual admin tasks
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We have a comprehensive CRM, loyalty, or customer tracking system in place
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We track all key store metrics (e.g. basket size, margin %, foot traffic)
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
We’ve got space, time, or team bandwidth to grow revenue without burning out
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We Do Not
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Absolutely
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1 is We Do Not, 10 is Absolutely
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🟢 Section 5: Your Numbers
We'll use the details from this section to give you actual profit leak and opportunity cost figures. If you don't know your exact numbers, give your best guess and we'll estimate from there.
What is your average daily customer count?
What are your average daily takings (average week/7)?
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