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Retail audits made easy: How a coffee chain manages POP in 330 stores

  • Industry: F&B (Coffee Franchise)
  • Size: Over 330 stores
  • Overview: A drive-thru-based coffee franchise in Mexico operating more than 330 stores nationwide. The brand is also expanding into the U.S. market.

Summary

This growing coffee franchise struggled with time-consuming, manual audits to check in-store marketing execution across hundreds of locations. Verifying display setups, collecting photos, and building reports used to take hours. With Shopl, the team automated field data collection, made POP audits faster and more reliable, and simplified reporting with just one mobile app.

"We used to spend too much time checking photos and building PowerPoints manually. Now, with Shopl, everything from photo collection to reporting is automated and efficient."

— Laura, Trade Marketing Coordinator —

Challenges

  • Time-consuming manual audits: Store managers or marketers had to visit locations in person, collect photos separately, and compile them into PowerPoint files manually.
  • Low data accuracy: Verifying whether photos were actually taken on-site required checking GPS data or comparing store backgrounds.
  • Scattered reporting tools: Using checklists, Google Forms, and messaging apps created a fragmented workflow with room for errors.

Solution

1. Automated Photo Collection and Reporting

With Shopl, staff upload photos through the app. Each photo is automatically tagged with the store location, time, and submitter info. Reports in PowerPoint or Excel format are generated instantly—no need for manual editing.

This drastically reduced the time spent organizing files and allowed the team to use clean, ready-to-share reports immediately.

2. Faster, More Accurate POP Audits

POP audits are now managed through Shopl’s To-do feature. Teams assign specific checklist items—such as promo display setup, cleanliness, or store photo compliance—to each store.

Store staff respond directly via the app, and responses are organized automatically. Execution rates and missing data are easy to track, which helps measure field performance at a glance.

3. Easy-to-Use App for Field Staff

The Shopl app is intuitive and simple, making it easy for staff to check in, upload photos, and respond to tasks on their phones.

Time and location are auto-stamped on photos, so no extra steps are needed to verify them. This ease of use helped drive adoption across teams and even sparked interest from other departments.

Results

  • Reporting time reduced by more than half
  • Automated POP audits across 330+ stores
  • Strong internal adoption thanks to user-friendly app design

"We audit stores regularly, and now with Shopl, submitting checklist responses is much easier. Reports are generated automatically, so the entire process is faster. Our team loves it."

— Laura, Trade Marketing Coordinator —

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