Do You Know How Research Information Is Shared with Business Clients? What Happens After You Submit a Shop

Do You Know How Research Information Is Shared with Business Clients? What Happens After You Submit a Shop

A lot happens behind the scenes after you complete a shop. You see only your assignment and report — but the information you provide becomes part of a much larger system that business clients rely on to make strategic decisions.

Here’s a look at how your work moves from your report to a client’s dashboard, and how it helps their teams improve the customer experience.


Step 1: Your Report Is Reviewed by an Editor

Once you submit your shop, an editor checks:

  • Clarity

  • Completeness

  • Consistency

  • Required evidence (when applicable)

  • Whether your comments support the scores

This review ensures the final report is accurate and usable for the client.


Step 2: The Report Is Added to the Client’s Dashboard

After approval, your report moves into the client’s reporting system — often within minutes.

Each client chooses how they want to receive updates. They may:

  • Get email alerts for new shops

  • Log in daily or weekly

  • Pull custom reports

  • Compare multiple locations or periods

This flexibility means your data gets to the right people quickly.


Step 3: Different Roles See Different Views

Company dashboards are structured to give each level of leadership the information they need. For example:

✔ Store Managers

See only their own store’s results.
Many check their dashboard as soon as a shop posts.

✔ District or Regional Managers

See all stores in their assigned territories.
They often compare performance across teams and time periods.

✔ Corporate or Executive Leadership (including CEOs)

See every shop across every location.
This is where big-picture insights come from:
trends, training gaps, customer sentiment, and system-wide opportunities.


Step 4: Some Information Is Routed Differently for Special Programs

Clients occasionally run short-term features like:

  • “Question of the Week” campaigns

  • New product rollouts

  • Seasonal promotions

  • Employee recognition initiatives

  • Compliance checks

These data points may be highlighted or pushed to a separate workflow because they are time-sensitive or especially important.


Why This Matters to You as a Contractor

Understanding how the information flows helps you appreciate:

  • Why clarity in your report matters

  • Why accuracy has real business impact

  • Why shops can influence training, staffing, product decisions, and employee recognition

  • How your independent business contributes to meaningful improvements for companies and their customers

You’re not just reporting on a single moment — you’re helping shape the insights that leaders use to run successful organizations.


Every Report You Submit Helps Improve Customer Experience

Whether you’re completing a performance audit, a competitive review, or a simple price check, your observations help companies see the real customer journey and make informed decisions.

You’re a vital part of the customer experience ecosystem.

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