Choose your business type

There are four major categories by which the Client can be compared to its competitors. The default and base is General.  This category should be completed for all audits..

Add Your Competitor Names

General 1-7
Online 1
Physical Store 1
Direct Sales 1

Purchasing Process

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Amount of time required to make purchase

  • + Add

  • Amount of effort required to make purchase

  • + Add

  • Ease of purchase

  • + Add

  • Simplicity of purchase

  • + Add

  • Total

  • Score

Product
i

The buying process should be audited in addition to the product (offering) itself)

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Ease of purchase

  • + Add

  • Effort saved by product

  • + Add

  • Ease of use of product

  • + Add

  • Simple to use

  • + Add

  • Total

  • Score

Price

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Price Point

  • + Add

  • Ancillary options (shipping, warranties, other)

  • + Add

  • Price Transparency (upfront on all costs)

  • + Add

  • Total

  • Score

User Buying Process Experience
i

Experience expected based on the offering purchased. “When buying anything, buyers expect what they should receive. Example, coffee should be hot, combo meals complete, plumbers fix the problem, etc.

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Treated special as if you are only customer

  • + Add

  • Fulfilled promises (follow through, delivery, etc)

  • + Add

  • Quickly answer questions

  • + Add

  • Human to question

  • + Add

  • Availability of resources to provide answers

  • + Add

  • Experience Expected based on offering purchased

  • + Add

  • Total

  • Score

Product Experience

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Feel good/better than before

  • + Add

  • Recovery if applicable

  • + Add

  • Total

  • Score

Merchandise
i

If the Client and competitors offer merchandise, and not a service, this is to evaluate the actual items.

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Stylishness

  • + Add

  • Efficiency

  • + Add

  • Durability

  • + Add

  • Nicely packaged

  • + Add

  • Total

  • Score

Trustworthiness
i

Tenure in business – Do they display or promote the amount of time they have been in business?

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Guarantees

  • + Add

  • Warranties

  • + Add

  • Conveninet and Easy Returns (if applicable)

  • + Add

  • Testimonials provided

  • + Add

  • References available

  • + Add

  • Tenure in business

  • + Add

  • Promoting awards won (if applicable)

  • + Add

  • Promote Themselves as Specialists

  • + Add

  • Total

  • Score

Website

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Ease of website navigation

  • + Add

  • Intuitive website navigation

  • + Add

  • Comprehensive search engine

  • + Add

  • Product reviews available

  • + Add

  • Testimonials on products

  • + Add

  • Steps outlined to engage seller

  • + Add

  • Calls to action throughout

  • + Add

  • Follow through on Contact Us

  • + Add

  • Product diversification

  • + Add

  • Return process (if applicable)

  • + Add

  • Steps outlined to engage seller

  • + Add

  • Shipping cost exposed

  • + Add

  • Value proposition on landing page

  • + Add

  • Number of payment options

  • + Add

  • Total

  • Score

Physical Store/Office

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Store cleanliness

  • + Add

  • Well lit

  • + Add

  • Stocked

  • + Add

  • Items priced

  • + Add

  • Organized

  • + Add

  • Well-staffed

  • + Add

  • Staffed checkout

  • + Add

  • Self checkout

  • + Add

  • Available & clean restrooms

  • + Add

  • Safe environment

  • + Add

  • Clutter-free

  • + Add

  • Ample Parking

  • + Add

  • Access from Street/Hwy

  • + Add

  • Total

  • Score

Direct Sales

  • Competitor 1
  • Competitor 2
  • Competitor 3
  • Observations

  • Minimal phone tree

  • + Add

  • Bots for customer service/other

  • + Add

  • Online chat

  • + Add

  • Proactive communication

  • + Add

  • Professionalism

  • + Add

  • Uniformed employees

  • + Add

  • Fast response time

  • + Add

  • Hours available

  • + Add

  • Total

  • Score

Total

  • Competitor 1
  • Competitor 2
  • Competitor 3

  • General Total

  • Online Total

  • Store Total

  • Sales Total

  • Total

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