Sales work type
Retail
Store associates and managers improving visibility into in-store customer interactions, sales behaviors, and performance standards execution.
Focus metric
Weekly Key Sales Behaviors
Track greeting quality, product recommendations, add-on attempts, and closing effectiveness across stores and associates.
Default target
250
Weekly cadence · Measured sales behaviors
Session types
5
Default capture templates for this work type.
Scoring mode
Comprehensive
Applied automatically when teams use this work type.
How Swiftlet supports Retail
Built as its own workflow, not a generic template.
Coaching aligned to your core metric
Swiftlet ties every conversation back to "Weekly Key Sales Behaviors" so managers can see progress against measured sales behaviors each weekly.
Ready-made conversation templates
Swiftlet recognizes sessions like Store-Floor Interaction, Product Recommendation, Add-on / Upsell Attempt. Capture, scoring, notes, and follow-up adapt to the work type from the start.
Outcomes you can report on instantly
Track outcomes such as Sale / Conversion and Add-on Accepted. Swiftlet captures commitments, coaching moments, and next steps so dashboards stay useful.
Playbooks that launch in days, not months
Start with Retail In-Store Performance Standards to coach every interaction consistently. Customize once your team is ready.
Capture defaults
Session types and outcomes are specific to Retail.
These are the defaults teams see when they set Swiftlet up for this work type. They drive recording context, analysis, reporting, and manager coaching views.
Key conversations
A live shopper conversation on the sales floor.
A conversation where an associate guides product selection or compares options.
A moment where the associate recommends an accessory, add-on, loyalty program, or related item.
A shopper decision point where the associate asks for the sale or confirms next steps.
A customer concern, hesitation, or frustration handled by an associate or manager.
Reported outcomes
The shopper moved forward with a purchase or clear buying decision.
The associate successfully attached an accessory, service, loyalty, or additional product.
Swiftlet found a missed sales behavior, recommendation, or closing moment for manager follow-up.
The interaction ended without a clear recommendation, add-on attempt, or close when one was available.
Coaching playbooks
The default rubric is matched to the work type.
Swiftlet starts with the relevant scoring standard, then lets operators customize competencies as their playbook matures.
Included preset
Retail In-Store Performance Standards
Scores greeting quality, product recommendations, add-on attempts, and closing effectiveness.
Continue exploring
Every work type has its own page, defaults, and links.
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