Compliance Audits
Verify brand standards and operational readiness at scale
Shared Insight’s compliance audit programs provide objective, photo verified checks of your brand standards, merchandising, promotions, safety, and store readiness. We design concise, evidence based checklists mapped to your non negotiables and deliver results in real time through Clarity® - so leaders can spot issues, enforce accountability, and fix problems fast.
From planogram and pricing accuracy to food safety, cleanliness, and loss prevention controls, our field-ready audits give you consistent, defensible documentation across every location.
Also evaluating Mystery Shopping or Customer Satisfaction Surveys? Combine methods for a 360° view of experience, execution, and compliance.
Why choose Shared Insight for audits
Evidence you can trust
Photo and document uploads with time stamps and optional geotagging provide defensible proof. Built in QA checks ensure completeness before results are released.
Built for non negotiables
Checklists mirror your brand standards: planograms, pricing & promo execution, cleanliness, safety, food handling, signage, age restricted sales, and more.
Real time reporting with Clarity®
Dashboards surface failures by severity, store, region, or topic. Export exception lists and trend reports to prioritize remediation.
Action & accountability
Route critical failures to owners with due dates and SLAs. Track corrective actions and re-inspection outcomes for closed loop governance.
How our compliance audit program works
- Standards & scope. We translate your brand standards and regulatory requirements into clear, objective items with weighted scoring.
- Checklist & evidence. Mandatory photo fields (where required), document capture, and comments provide proof and context.
- Field execution. Audits are conducted on agreed cadence (weekly, monthly, quarterly) by trained auditors, store teams, or hybrid models.
- Quality assurance. Submissions are validated for accuracy and completeness prior to release in Clarity®.
- Reporting & remediation. Exceptions trigger tasks with owners, due dates, and SLAs; follow up audits verify closure.
Planogram & merchandising
Validate adjacency, facings, promotional displays, and seasonal sets with photo evidence.
Pricing & promo execution
Check shelf tags, POS signage, and offer accuracy to reduce customer friction and penalties.
Safety & cleanliness
Assess cleanliness, equipment status, PPE, and H&S protocols to mitigate operational risk.
Food safety & temperature
Spot check holding temps, labeling, rotation, and contamination controls for compliance.
Loss prevention
Verify cash-handling, secured items, CCTV signage, and restricted-access procedures.
Regulated sales & accessibility
Audit age restricted sales, ADA/accessible routes, and required public postings.
Need customer perspective observations too? Pair audits with Mystery Shopping and CSAT for a complete picture.
Business outcomes you can expect
Reduce compliance risk
Catch critical failures early and document remediation to satisfy internal and external audits.
Protect brand integrity
Ensure non negotiable presentation, pricing, cleanliness - are consistently executed across locations.
Improve execution speed
Real time exception reporting and tasks help teams fix issues faster and prevent repeat failures.
Link compliance to sales
Correlate audit scores with transaction data to prioritize fixes that impact conversion and basket size.
Industries we serve
Retail, restaurants & QSR, grocery, convenience & fuel, car washes, automotive, hospitality, banking & financial services, healthcare, gyms, spas and specialty services - All programs scale seamlessly for multi location and franchise networks.
Compliance Audits FAQ (for businesses)
How are audits different from mystery shopping?
Audits validate objective standards (checklists, evidence, measurements). Mystery shopping captures customer journey behaviors and service quality. Used together, you see both execution and the customer impact.
Who conducts the audits?
Options include third party field auditors, your store/field teams, or a hybrid model. We train and QA all auditors to ensure consistency and integrity.
What evidence is captured?
Required photos (with time stamps and optional geotags), documents, and comments. You can specify mandatory proof for critical items (e.g., temperature logs, signage).
How fast can we launch?
Typical pilots launch in 2-4 weeks depending on checklist complexity and footprint. We can scale nationwide as soon as standards and cadence are approved.
Can corrective actions be tracked?
Yes. Exceptions create tasks with owners, due dates, and SLAs. Follow up verification and re-inspections are logged to ensure closure and prevent repeat issues.
Want to understand our shopper network and policies? See how we recruit and brief shoppers.
Our solutions
Our customer experience solutions have a proven track record of driving positive change in our clients’ businesses - improving customer experiences and increasing the likelihood to recommend and return.
Partner with our team of customer experience experts to design the right measurement program for your goals.
Mystery Shopping
Bespoke mystery shopping programs that deliver objective, scenario based evaluations of service behaviors, standards, and execution - so you know what’s working and where to focus next.
Learn more about Mystery ShoppingCustomer Satisfaction Surveys
Ongoing and ad-hoc online surveys capture customer feedback across touchpoints, helping you measure, manage, and improve satisfaction and loyalty with real time insight.
Learn more about Customer Satisfaction SurveysCompliance Audits
Field audits that provide accurate store level intelligence and verify adherence to non negotiable brand standards, merchandising, and promotional execution.
Learn more about AuditsEmployee Surveys
Give your front line teams a voice. Identify enablers and barriers to delivering great customer experiences and turn insights into action plans that stick.
Learn more about Employee SurveysAdvanced Reporting & Analytics
Cut through the noise. Our analysts synthesize data from multiple sources to surface what matters most - delivering meaningful, actionable insights via Clarity®.
Learn more about Advanced Reporting & AnalyticsAd-hoc Surveys & Mystery Visits
Quick turn projects to assess launches, promotions, or priority touchpoints and get a current read on what customers experience right now.
Learn more about Ad-hoc solutions