Category: Mystery Shopping

Last year, we wrote a well-received article about 25 business types for mystery shopping programs, drawing from our years of experience with a variety of clients in many industries. From convenience stores to upscale retailers to restaurants and medical practices, mystery shopping reports go a long way toward revealing how well employees interact with customers on a daily basis.

So, how do our clients use mystery shopping? Mostly, mystery shopping is used to find out about those things customers won’t tell you in surveys or social media comments, or issues you can't discover by asking customers. If our client has a customer service delivery process or set of procedures in place for fulfilling a brand promise in front of a consumer customer, chances are the process can by mystery shopped.

We’ve compiled our top ten list of mystery shopping uses here.

Companies can realize unanticipated rewards when they change their approach to how shoppers gather the information or add mystery shop sections. As the examples below illustrate, the rewards may include improved safety measures and even the discovery of website pitfalls, to name two.

For an automotive client, adding non customer service questions to the mystery shopper survey resulted in valuable data and potential savings in safety-related areas for the company.  The company consulted with other departments to gain ideas on areas that mystery shoppers should assess at their locations. In response, Confero added several safety-related questions to the survey.  Following the visits with the added survey questions, management was able to quickly view mystery shop results through a secure web-based reporting system, including the information about safety procedures. The results: fast data on safety deficiencies at certain locations as well as decreased number of accidents, due to the increased accountability that the mystery shop program created. You can view other stories on our Automotive Mystery Shopping and Customer Experience Research Case Studies page.

As 2012 budget time approaches, companies have one priority when choosing what items to include in their budgets:  ROI.  Now, more than ever, companies are assessing carefully how every service that they use contributes to ROI. Many service providers claim their offerings tie directly into ROI; however, they don’t clearly outline the numbers.  

Managers need hard numbers to justify purchases, and mystery shopping services are no exception.  Whether a company has been using a mystery shopping program for a long time, or is considering one for the first time, estimating ROI can help weigh the costs vs. the benefits of the program.

1. In person, one on one:  One of the best ways to gain impact from mystery shops is to meet with employees one-on-one to discuss results.  If an employee does not score well on a shop, managers need to coach the employee privately. They can discuss ways to improve the customer interaction and also the employee’s concerns with any of the mystery shop expectations.
    
2. Email:  Companies send summary emails about regional and company performance within each mystery shopping area to keep everyone on the right track.  Highlighting the high-scoring areas compliments employees, while detailing often-missed sections lets employees know where to place more effort.
    
3. Staff meetings:  Whether at the unit, regional, or district level, staff meetings provide good opportunities to discuss mystery shop outcomes and improvement strategies for the more difficult areas of the mystery shop. For example, if many associates struggle with a closing question, use a staff meeting to brainstorm ideas about asking for the business. If some employees hesitate to refer customers to other departments, dig deeper into the reasons to develop process improvements.
    

Has your management team considered new ways to motivate employees during performance reviews?  A recent article on best practices for employee performance reviews contains suggestions for delivering more rewarding employee reviews.