Generic Mystery Shopper Checklist

Creating a Mystery Shopper Checklist using eAuditor involves outlining specific criteria and tasks that a mystery shopper should evaluate during their visit.

Here’s a structured checklist that you can use:

Mystery Shopper Checklist

1. Preparation

• Read and understand the assignment brief
• Confirm visit date and time
• Review the target location and any special instructions

2. Exterior Observation

• Parking availability and condition
• Storefront cleanliness and signage visibility
• Presence of promotional materials and window displays

3. Initial Contact

• Time taken to be acknowledged by staff
• Friendliness and professionalism of the greeting
• Staff appearance (uniform, name tag, grooming)

4. Store Layout and Cleanliness

• Ease of navigation within the store
• Cleanliness of floors, shelves, and common areas
• Stock levels and organization of products

5. Product Knowledge and Assistance

• Staff knowledge about products and promotions
• Staff willingness to assist and provide recommendations
• Quality and accuracy of information provided

6. Sales Interaction

• Staff approach to up-selling or cross-selling
• Handling of objections or questions
• Overall experience of the sales interaction

7. Customer Service

• Politeness and professionalism throughout the interaction
• Efficiency and speed of service
• Resolution of any issues or concerns

8. Purchase Process

• Clarity of pricing and promotions
• Ease of the checkout process
• Receipt provided and accuracy of the transaction

9. Post-Purchase

• Staff thank you and invitation to return
• Any follow-up communication or service

10. Overall Impression

• General ambiance and atmosphere of the store
• Overall satisfaction with the visit
• Likelihood of returning and recommending to others

11. Comments and Suggestions

• Any additional observations
• Suggestions for improvement
  

Implementing in eAuditor Audits & Inspections Mystery Shopper Checklist

To implement this checklist in eAuditor, follow these steps:

1. Create a New Template: In eAuditor, go to the Templates section and create a new template.
2. Add Sections and Items: Add each section of the checklist as a new section in the template. Under each section, add the relevant items.
3. Customize Response Types: For each checklist item, choose the appropriate response type (e.g., Yes/No, Text Field, Number, etc.).
4. Set Up Scoring: If you want to quantify the results, set up scoring for each item.
5. Test the Template: Before using it in a real scenario, test the template to ensure it captures all necessary information.
6. Deploy to Mystery Shoppers: Share the template with your mystery shoppers so they can use it during their visits.

By following these steps, you can create a comprehensive Mystery Shopper Checklist that can be used within eAuditor to ensure a consistent and thorough evaluation of customer experience.