Boutique · Gift Shop · Specialty · Home Goods

Retail Operations Self-Audit

Find where your retail operation is leaking margin and time — inventory gaps, vendor issues, marketing waste — with specific steps to fix each one.

20–25 minutes · 6 sections · Scored findings with action steps
What this audit covers
  • Inventory & Online Store
  • Buying, Vendors & Faire
  • Email, Loyalty & Google Shopping
  • HR, Hiring & E-Verify
  • Business Continuity
What you get
  • On-screen score the moment you submit
  • Gaps ranked by priority and revenue impact
  • Specific action steps you can implement yourself
  • Tool and platform recommendations with context
  • Full report emailed within 72 hours
Get Started — $197 →
Secure checkout via Stripe · Access link emailed immediately after payment
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Independent Retail

How Well Is Your Store Actually Running?

Walk through your own systems honestly. This audit finds where manual processes are costing you time and where automation could close the gap without changing everything you have already built.

⏱ 20-25 minutes📋 6 sections✓ Detailed results with specific recommendations
Your Store
Section 1 of 6
What type of store do you operate?
Boutique clothing / accessories
Gift shop / home goods / decor
Specialty food / beverage / hobby
Jewelry / art / gallery
Other independent retail
Inventory & Online Store
Section 2 of 6
When something sells in your physical store, does your online store inventory update automatically? The split inventory problem
Yes -- one system (Shopify POS + Shopify online) with real-time inventory in both directions Unified
Yes -- via a sync tool that connects our separate POS and website continuously Connected
Manually -- we export and import periodically Delayed
No -- in-store and online are completely separate and unconnected High Gap
Online only -- no physical store
Is there an automated abandoned cart email sequence on your online store? 70% abandon rate -- 10.7% recover with follow-up
Yes -- a multi-email sequence (1 hour, 24 hours, 72 hours) fires automatically Optimized
A single abandoned cart email -- not a full sequence Partial
No abandoned cart emails configured at all High Gap
We do not have an online store
Is there a back-in-stock notification option on your sold-out product pages?
Yes -- customers can sign up to be notified when a sold-out item is available again Good
No -- sold-out items show as unavailable with no notification option Gap
No online store
Buying, Vendors & Faire
Section 3 of 6
If you buy on Faire -- is it connected to your POS so products sync automatically on receipt?
Yes -- Faire integrates directly with our Shopify or Lightspeed Good
We use Faire but enter every order manually into the POS High Gap
We do not use Faire
When you place a wholesale reorder, what data are you using to decide quantities?
POS sell-through reports -- I know which items sold and how fast before placing a buy Data-Driven
Experience and observation -- I have a feel for what moves Experience
Gut feel -- I order what seems low or what looks good in the catalog Gap
Email, Loyalty & Google Shopping
Section 4 of 6
What automated email flows are currently active in your Klaviyo, Shopify Email, or Omnisend? $36-$40 ROI per dollar invested
Multiple active flows -- abandoned cart, post-purchase, win-back, back-in-stock Optimized
Welcome email only -- everything else is inactive drafts Minimal
We send manual newsletters -- no automated behavioral flows Gap
No email marketing at all High Gap
Are your products appearing in Google Shopping results when someone searches for them?
Yes -- Google Merchant Center is set up and products appear in Shopping results Good
Not sure -- I have never checked whether we appear in Google Shopping Unknown
No -- Google Merchant Center is not set up Gap
Is Instagram Shopping connected so you can tag products in posts with direct purchase links?
Yes -- product catalog connected, we tag products in posts and stories Good
We post products on Instagram but Shopping is not connected -- no purchase tags Gap
We are not active on Instagram
HR, Hiring & E-Verify
Section 5 of 6
Florida SB 1718 -- E-Verify: if you have 25 or more employees including seasonal hires, is E-Verify being used for every new hire within 3 business days? FL SB 1718
Yes -- E-Verify runs for every hire within 3 days, results retained 3 years Compliant
Under 25 employees year-round and seasonally -- not currently required Monitor Threshold
Seasonal hires may push us over 25 -- not sure if E-Verify is required for those hires Gap -- Seasonal Risk
25 or more employees and E-Verify is not consistently being used High Gap
When a new employee is hired, how does onboarding work?
Digital -- packet sent before day one, I-9 and all forms completed electronically with timestamps Best Practice
Paper -- forms filled out on the first day or when we get around to it Gap
Informal -- not a consistent process, depends on who is onboarding Gap
Business Continuity & Storm Readiness
About Your Operation When You Can't Be There
If a storm watch went up tomorrow and you had to evacuate by Thursday -- which of these would your business still have running on Friday?
Select all that apply. This matters in coastal Florida -- three named storms hit Tampa Bay in 65 days in 2024.
Automated customer emails going out on schedule (sequences, notifications, follow-ups)
New customer inquiries or leads still being captured via online form or booking system
A pre-built closure notification ready to send to my customer list in one click
All vendor and supplier contacts documented somewhere other than my personal phone
None of these -- my operation requires me to be present to keep running Gap
Is your store inventory documented digitally -- photos, values, a POS export -- in a way that would support an insurance claim after a storm?
Yes -- current photos and a digital inventory log exist in cloud storage Good
Partially -- some documentation exists but it has not been updated recently Partial
No -- if the location were damaged tomorrow, the insurance claim would be based on memory High Gap
If you had to close the physical store due to a storm, how would you notify customers? Would your online store continue accepting orders you could not fulfill?
Yes -- automated email or text to the customer list, works whether or not I am at the location Good
Manual but fast -- I have a template and the list, I can send in a few minutes from anywhere Manageable
Social media post -- customers who follow us will see it Gap
No plan -- I would figure it out when it happened High Gap
About You
Section 6 of 6
Get Your Full Results
Every answer is analyzed. You will see exactly where the gaps are, ranked by impact.
Automation Opportunity Score
0
out of 100 -- higher score means more untapped automation
Your Results
Want a Specific Action Plan for Your Store?
Free 30-minute discovery call -- we look at your actual setup and tell you what is worth changing and in what order.
Schedule a Free Discovery Call