Cannabis Retail Customer Experience Survey Checklist
Elevate your cannabis retail business with our comprehensive Customer Experience Survey Checklist! Ensure exceptional service, gather valuable insights, and cultivate loyal customers. Optimize your budtender performance, refine your product selection, and create a welcoming atmosphere - all with this essential guide.
This Template was installed 5 times.
Pre-Purchase Experience
Evaluates the customer's initial interactions and information gathering.
How did you first hear about our dispensary?
Approximately how many times have you visited our dispensary previously?
What date were you planning to visit our dispensary?
What was your initial impression of our online presence (website/menu)?
Please share any specific reasons for choosing our dispensary over others.
Product Selection & Knowledge
Assesses the assistance provided and product information available.
How knowledgeable did the staff seem about the products?
Which of the following product information was helpful?
On a scale of 1-5 (1 being not helpful, 5 being very helpful), how would you rate the product recommendations you received?
Were you able to easily find the products you were looking for?
Please provide any additional comments about the product selection and staff knowledge.
Purchase Process
Focuses on the ease and efficiency of the transaction.
Order Total (USD)
Payment Method
Transaction Time
Ease of Payment
Approximate Wait Time (minutes)
Did you encounter any issues during checkout?
Staff Interaction & Service
Gathers feedback on staff professionalism, friendliness, and expertise.
How would you rate the staff's friendliness?
How knowledgeable did the staff seem about the products?
Please describe your interaction with the staff. What was helpful or could have been improved?
On a scale of 1-10, how likely are you to seek assistance from a staff member again?
Did the staff member actively listen to your needs?
Signature for Confirmation
Store Environment & Atmosphere
Covers the store's cleanliness, organization, and overall ambiance.
Rate the cleanliness of the store (1-5)
Rate the overall organization of the store (1-5)
How would you describe the lighting in the store?
Which of the following aspects of the store's atmosphere did you notice?
Please describe any aspects of the store environment that could be improved.
Post-Purchase Experience
Addresses concerns, loyalty programs, and potential return visits.
Were you contacted regarding your purchase?
How satisfied were you with the communication (if applicable)?
Rate the ease of returning/exchanging (if applicable) 1-5 (1=Very Difficult, 5=Very Easy)
Do you have any suggestions for improving our post-purchase service?
Would you recommend our store to a friend?
Product Quality & Selection
Gathers feedback on the quality and variety of products offered.
How would you rate the overall quality of the products you purchased?
Which of the following product categories did you purchase today? (Select all that apply)
On a scale of 1-5 (1 being not enough, 5 being plenty), how satisfied were you with the product selection?
If you purchased flower, what strain did you purchase?
Do you have any additional comments regarding the quality or selection of products offered?
Overall Satisfaction
A general assessment of the customer's entire experience.
Overall Satisfaction Score (1-10)
How likely are you to recommend this store to a friend?
What was the best part of your experience?
How could we improve your experience?
Would you visit this store again?
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
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