The Mystery Shopper's Manual

A shopper asks:

I am getting ready to retire and my spouse and I want to hit the road and travel across the country. Is it possible to mystery shop while we are on the road? Anything we need to watch out for?

Sure, you can mystery shop on the road, whether you are on a one-week vacation, you regularly travel for your job, or you have become a permanent road warrior.

There are a few things you may have to do differently to make mystery shopping while traveling work for you. Here are some things to consider.
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Several years ago, when I was developing the MSPA Gold Certification, I spent a lot of time talking with executives, schedulers and others at mystery shopping companies. As we talked about what they needed shoppers to know, I discovered some shocking and disturbing truths about mystery shoppers.

The biggest problem was that of shoppers who accept assignments then do not complete them. Sometimes the shopper cancels at the last minute and other times they simply do not do the shop. It happens more than you might think. In fact, many companies have told me that it is typical for 25% of mystery shopper jobs to be reassigned because the shopper “flaked.” That’s right, it happens so often that there is an industry term for it.

…continue reading Being a “Top-Ten-Percenter”

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Did you make any New Year’s resolutions this year? How many of them have you kept so far? Uh-oh. Maybe it is time to make a few simple resolutions that can make you a more successful mystery shopper this year. Why not give some of these a try?

Communicate more. Mystery shopping companies want shoppers to keep them informed. Let them know if there is a problem scheduling an appointment or something goes wrong on the shop visit or a location no longer exists or… One shopper told me that she discovered a major problem with the scenario for a shop: Shoppers were supposed to tell the salesperson the amount of their budget, and there was nothing in the store for anything close to that price. Oops. Letting them know about the error immediately helped them fix the problem before other shoppers did their assignments.
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Most mystery shopper jobs require that you submit a receipt or some other documentation (such as a business card) for an assignment to be complete. Some may require that you mail the original to them, but most of the time the mystery shopping company requests that you upload a scan or digital photo of the receipt.

Here are some suggestions for getting a good quality image of the receipt to submit with your report.

First of all, pay attention to the guidelines and submit the receipt as requested. The guidelines will always supercede any general information, such as these tips.

Some companies will want your name and/or shopper ID on the receipt. If so, write it neatly on the receipt.
…continue reading Submitting Mystery Shop Receipts

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Although anyone can make a mistake during a mystery shop visit, there are some mistakes that are completely avoidable. Here are ten mistakes that can derail your shopping career, but can be easily avoided with proper preparation and attention to detail.

Failure to read the guidelines and form before the visit. In order to know what you need to do, you need to review the client’s guidelines and the report form you will complete after the shop visit. Without this preparation you won’t know what questions to ask, observations to make, required purchases, etc.

Going to the wrong location. Believe it or not, this happens all the time. There are many clients that have multiple locations in the same area. When shoppers do not verify the address they may end up at the wrong one. Even worse, some shoppers go to a location of another business, not the client.
…continue reading Mystery Shopper Mistakes – Top 10 Visit Mistakes

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A new year is a good time for a new start, especially when it comes to running your mystery shopping business. Here are some moves you can make now to get organized and take your mystery shopper business to a new level of profitability in the coming year.

Clear out your file cabinet. Get rid of outdated shop notes, printouts of reports and guidelines, and other clutter. In general, you should keep shop notes ad report copies for at least 90 days, although some mystery shopping companies may recommend keeping them longer.

Go paperless. OK, going completely paperless is probably not realistic for most people. However, you may be able to reduce the amount of paper that flows through your office. Instead of printing copies of the reports you submit, save them to your computer as PDFs. Scan papers you would normally keep and get rid of the papers. (Before getting rid of things such as receipts, make sure that there is no chance the mystery shopping company will ask you to produce the original.)
…continue reading Get Off to a Good Start in 2011

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Being a great secret shopper is simple, but that does not mean that it is easy. Secret shopping is a business, and successful secret shoppers are professionals who take their work seriously. The tips in this article will make you a great secret shopper and help you get more and better secret shopper jobs.

Doing these seven things will make you a better—and a more successful—secret shopper.
…continue reading Secret Shopping Guide – 7 Tips to Be a Great Secret Shopper

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Each of us has at least one food that we simply refuse to eat, and there may be others that we do not care for or should not eat. This may be due to health reasons, religious prohibitions or just personal preference.

Most of the time this is not a problem on restaurant mystery shops. The guidelines may state that you must order an appetizer, entree and side, but not specify the exact menu items to be ordered. There are shops (usually fast food), though, that will specify specific foods to order. Even if you may choose any menu item you wish, there may be limitations on special requests, such as asking for sauce on the side or substituting items.

So what if someone has a long list of foods that can not or will not eat? Can they still do restaurant mystery shops? Sure! Here are a few tips anyone can follow to make sure their food preferences do not clash with the mystery shop requirements.
…continue reading Restaurant Mystery Shops and Food Preferences

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Most mystery shopper jobs require that you include several timings. These may include:

• The time you arrived and the time you left
• How long you were at the location before you were greeted by an employee
• The time between placing an order and receiving it
• How long it took to check out
• And many others.

Timings are vitally important to the client. Many of their standards to relate to client service times. Customers want speed and efficiency, and clients need to know that they are meeting client expectations.

The client may ask for timings rounded to the nearest minute, or they may want them down to the second. How can you get the specific timings needed to make your mystery shopper reports accurate and complete? Here are some of my favorite tips.
…continue reading Getting Timings on Mystery Shops

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