Confero Blog

Telephone Mystery Shopping Questions

by Elaine Buxton


Many companies that are considering the implementation of a telephone mystery shopping program ask us for sample mystery shopper survey questions.

Of course, firms need to customize questions to match their own specific customer service guidelines. Taking a look at some basic telephone survey questions can be a good starting point for the company to move toward a program that fulfills its unique requirements without having to reinvent the wheel.

Here are some sample telephone mystery shop questions to use as a starting point:

Mystery shopper questions about basic telephone etiquette:

  • Did the employee answer the phone within 2-3 rings?
  • Did the employee thank you for calling?
  • Did the employee answer in a friendly voice?
  • Did the employee supply his/her name and name of the location?
  • If you were placed on hold, were you asked to hold?
  • When the person you were transferred to answered your call, were you thanked for holding?
  • Did the employee confirm your request?
  • Were you provided with information relevant to the product or service you asked about?

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Mystery Shopping Call Scenarios for Banks

by Elaine Buxton

Considering telephone mystery shopping call scenarios for your bank ? A good starting point is to think about the client interactions that are most critical to the achievement of your bank’s sales and service goals.

For example, if your goal is to become the bank of choice for those relocating into the area, include a phone shop where the shopper calls a branch, tells the employee that he/she is new to the area and is considering several local banks before making a decision. Then measure the interaction based on the employee’s friendliness, knowledge and willingness to “close” the sale.

If your goal is to capture more business from CD “rate-shoppers”, include a measurement to determine if your employees go a step further when providing the client with basic CD information. For example, mystery shoppers listen to see if the employee simply quotes a CD rate or if the employee asks the client additional clarifying questions before quoting a rate. They also listen to see if the employee invites them to come into the branch to open the CD.

You might also be wondering about how well your front- line employees handle complaints via the phone.

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