Our proven 6-step process ensures you receive actionable insights that drive real improvements in your customer experience.

1

Initial Consultation (FREE)

🎯 We start by listening

In your free consultation, we'll discuss:

  • Your business goals and current challenges
  • Specific areas you want to evaluate
  • Your target customer profile
  • Budget and timeline considerations
  • Key performance indicators that matter
  • Previous feedback or known pain points
  • Desired outcomes and success metrics

What Happens:

Duration: 30–45 minutes
Format: Phone call, video call, or in-person (London area)

Our consultant will ask detailed questions to understand your business, share relevant case studies, and propose initial service options.

No obligation, fully confidential.

πŸ“ž Book Your Free Consultation πŸ›’ Order Spot Check Now

Get results in 7 days (after shopper visit)

2

Programme Design

πŸ”§ Tailored to your unique needs

Evaluation Criteria:

Specific aspects of your business to assess (e.g., greeting protocols, product knowledge, cleanliness standards, compliance checks, upselling techniques)

Methodology Selection:

The right evaluation methods for your objectives:

  • In-person visits (retail, hospitality, healthcare)
  • Phone calls (call centres, support lines)
  • Online interactions (e-commerce, booking, banking)
  • Video recordings (comprehensive visual evidence)
  • Combination approaches (multi-channel evaluation)

Shopper Profile:

Mystery shoppers selected to match your target customer demographics and visit type requirements

Reporting Format:

Custom report templates that highlight the metrics most important to you, including scoring systems, visual dashboards, and action recommendations

Deliverable: Detailed Proposal

You'll receive a comprehensive proposal including:

  • Scope of work and evaluation criteria
  • Timeline and milestones
  • Transparent pricing (no hidden fees)
  • Sample report format
  • Service level agreements

βœ… Fully transparent, fully binding once signed

3

Shopper Recruitment & Training

πŸ‘₯ Quality starts with quality evaluators

Multi-Stage Recruitment:

  • Application review and background screening
  • Reference checks and reliability assessment
  • Interview and personality fit evaluation
  • Suitability for specific assignment type

Comprehensive Training:

  • Detailed briefing on your specific evaluation criteria
  • Brand standards and service level expectations
  • Assignment guidelines and evidence collection methods
  • Technology and portal training
  • Confidentiality and professionalism requirements

Quality Checks:

  • Regular audits of submitted reports
  • Feedback loop for continuous improvement
  • Re-training on identified gaps

Ongoing Support:

  • Clear instructions for each assignment
  • 24-hour responsive support for questions
  • Flexible scheduling for shopper availability
  • Payment and communication channels
4

Evaluation Execution

🎬 Real-world assessments

Visit Your Locations:

  • Visit retail stores, restaurants, offices as regular customers
  • Call your phone lines for authentic service evaluation
  • Browse and purchase online as regular shoppers
  • Experience your business exactly as your customers do

Document & Collect Evidence:

  • Complete detailed notes immediately after the visit
  • Photograph relevant areas (discreetly as agreed)
  • Collect receipts, promotional materials, business cards
  • Record video evidence (where applicable and legal)
  • Note staff names, descriptions, and exact interactions

Submit Evaluations:

  • Submit detailed evaluations through secure online platform
  • Attach photographs, videos, receipts, and supporting evidence
  • Complete within 24 hours of visit for accuracy

Ethical & Legal Compliance:

  • All evaluations conducted ethically and professionally
  • Full compliance with UK laws and MRS guidelines
  • Respect for privacy, data protection, and surveillance laws
  • Transparent about identity if questioned
5

Reporting & Analysis

πŸ“Š Insights delivered fast (Within 7 Days)

Detailed Written Report:

  • Overall scores against your KPIs (color-coded ratings)
  • Objective observations on each evaluation criterion
  • Direct quotes from staff interactions
  • Strengths clearly highlighted
  • Areas for improvement with actionable recommendations
  • Comparison to previous visits (if applicable)

Supporting Evidence:

  • Photographs of locations, products, signage
  • Video or audio recordings (where applicable)
  • Receipts and transaction documentation
  • Staff descriptions and names
  • Timestamps and location details

Actionable Recommendations:

  • Specific, practical suggestions for improvement
  • Priority areas to address first
  • Training opportunities identified
  • Best practices to replicate across locations
  • ROI projections for recommended changes

Secure Access:

  • All reports delivered through your password-protected client portal
  • Download, share, and archive as needed
  • Historical data for trend analysis
  • Email notifications with report summaries
  • Mobile-friendly access on all devices
6

Continuous Improvement

πŸ”„ Partnership beyond the report

Follow-Up Consultation:

  • Discuss findings and implementation strategies
  • Clarify recommendations and next steps
  • Identify quick wins and long-term improvements
  • Plan staff training and process changes

Progress Tracking:

  • Measure improvements with repeat evaluations
  • Compare current performance to baseline
  • Identify which changes are working
  • Adjust approach based on results

Programme Refinement:

  • Adjust evaluation criteria as your business evolves
  • Add new locations or services as needed
  • Refine KPIs based on insights
  • Customize reports for different departments

Trend Analysis:

  • Identify patterns across multiple locations
  • Spot seasonal variations or recurring issues
  • Compare performance against company goals
  • Benchmark against previous reporting periods

Optional Benchmarking:

  • Compare your performance to competitors
  • Understand market positioning
  • Identify competitive advantages
  • Spot industry trends and best practices

Ready to Get Started?

Experience the ClueCheck difference with our proven 6-step process

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