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Mystery shoppers pay dividends http://www.tolsonmessenger.co.uk/resource/news/03-09-01.htm
Mystery shopping is widely used by companies to assess how well their service or product is being sold or marketed to the customer. But is it just an excuse for companies to snoop on their staff or does it help everyone work more efficiently?
How it works An observer or mystery shopper, preferably trained for the job, poses as a customer, unknown to your staff, and focuses on whatever aspects of your company or service you wish to have investigated.
The mystery shopper subsequently prepares a full report for you.
The aim is to help you improve your service and encourage better performance, not to catch people out. Large companies make no secret of using it regularly, so staff know their performance could be under scrutiny at any time.
When it's useful You may be running an advertising campaign and want to check that it is being carried out as per your instructions. For instance, if your product is a new brand of cider, is it being supported in just the way you intended with posters and other merchandise? Are bar staff actively offering this brand and wearing the promotional T-shirts? The mystery shopper will visit several pubs as a customer and run through a checklist.
You may want to evaluate a new staff training program before implementing it across other branches. For example, several mystery shoppers could pose as customers over the phone and face to face, to compare the skills of a receptionist who has recently received training with one in another branch who has not.
Dangers of a DIY job How feasible is it to run an investigation of your own, with a colleague posing as a mystery shopper? It's risky! If you do go down this route, here are the points to watch:
- Rehearse the script with someone else.
- Carry out the mystery shopping visit or make the calls at different times of the day to allow for normal pressures of work.
- Use more than one person and compare reports.
Advantages of using a professional
- An outside agency has the experience and impartiality you lack.
- It has a subtle approach.
- It uses actors who are confident and trained for this work.
- An agency spends time developing the right questions and routine, based on detailed discussion with you about the purpose of the exercise.
- If the outcome means someone has to be disciplined for poor performance, you have an independent, unbiased report to back you up.
The wider view Mystery shopping is also useful for monitoring your overall approach to marketing. For example:
- Speed of response. When customers email you, do they get a speedy response - or no response?
- Proof of fulfilment. Did your conference invitation or new brochure reach its target? A mystery shopping check can reveal whether it really reached its destination, and whether, after all, it didn't get lost in the post but went straight in the bin!
- Returning goods. When customers return faulty goods, are they refunded promptly?
- Teamwork. Are all your services or departments working harmoniously together? Or do some work at cross-purposes to others because of poor communication?
- Rivals. Mystery shopping can be used to check out the performance of a rival company with some discreet detective work.
How to find a good agent To find a good agent, start by contacting the Market Research Society for relevant specialists. Ask colleagues in other businesses for recommendations - you may be surprised how widely used this service is. Also search the web under 'Mystery Shopping'.
Avoid a company that will give you an off-the-peg price for the job. You need to talk about your specific requirements and get a written proposal, preferably with some price alternatives.
Ask to see an example of the kind of report you will receive with, say, a typical performance chart or graph.
Ask to start with a pilot scheme of, say, a couple of visits. Also get a price for a longer campaign.
Pitfalls to avoid If a scheme seems very expensive, it is probably too complex for your needs. Ask to scale it down.
Watch out for hidden costs. Ask if there are any that are not listed when you get the proposal. Make written notes that you can produce later if necessary.
Tips for success Get the most out of your mystery shopping survey by asking the company concerned for its advice on how to use the results.
A reward strategy is a positive way to encourage staff motivation. So tread carefully when telling your staff about the survey.
Useful contact The Market Research Society Tel: 020 7490 4911 www.mrs.org.uk
© Active Information Ltd (Better Business)
Bob Shallit: 'Mystery shopper' has pangs of guilt http://www.sacbee.com/content/business/story/7205253p-8150968c.html
By Bob Shallit -- Bee Staff Writer Published 2:15 a.m. PDT Monday, August 11, 2003
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Part actor. Part secret agent. That's the life of "mystery shoppers," those folks who visit businesses, pose as everyday customers and then report back on their experiences.
"Tina" has been in the business four years. We're not using her real name -- "you'd blow my cover," she says. She works as an independent contractor.
One recent day she's shopping an Arden-area service station. She checks out the pumps and parking lot. Nice and clean. She then walks into the minimart, surreptitiously snapping pictures with the digital camera poking out from a hole cut in her purse. She checks out the restroom, then makes a purchase.
The clerk is welcoming and friendly, bantering about politics. But he isn't wearing a name tag. And, contrary to his company's policy, he doesn't try to get her to buy anything else.
She hates turning in a negative report. "I try to catch them doing something right," she says. But the negatives get recorded right along with the positives in the report she files, on her laptop, after returning to her car. Then, it's off. To the next shop.
Taking the mystery out of mystery shopping http://www.petroretail.net/npn/2001/0401/0401csiv.asp
Few busy retailers stop to think about the next day's business, much less their customer base five years down the road. So it's no surprise that hardly anyone is thinking about a lifetime of business. But think about it. If a c-store loses a customer because of bad service, poor products or an unappealing atmosphere, it might have lost a lifetime of business. (Or with today's mobile society, at least a few years worth!)
As a market research firm whose primary business is customer satisfaction surveys, we soon found that a well-planned and consistent mystery-shopping program is one of the most important strategies for keeping and attracting business. And surprisingly, it's also a great way to retain employees.
What's mystery shopping? Selected individuals portray actual customers who "shop" a store. The shopper follows a set script that details what should be observed, purchased, etc. Then, the shopper fills out a survey evaluating the c-store's atmosphere, employees and products -- everything from whether the clerk has a name tag, to whether a new product line or brand display is being used effectively.
Collecting data
The surveys -- often submitted by shoppers online -- are input into a database, and detailed reports pinpoint problem areas as well as areas where the store is excelling. The shops also play a critical role in helping c-stores avoid harsh sanctions and civil penalties from sales of alcohol and cigarettes to minors. For instance, in an alcohol "compliance" program, shoppers over age 21 and under age 25, buy beer or wine. Most stores have a policy that a clerk should ask for identification if the buyer appears to be age 27 or younger (many stores use age 30). So the shoppers record whether they were "carded," and the identity of the clerk.
The evaluation is only half the process, though. And it's the other half that often worries both management and employees alike. If you do encounter problems, you have to correct them. Unfortunately, a lot of people immediately assume that this means firing or penalizing the responsible employee.
Employers should look at it a bit differently, as if this were an opportunity to help their workers. Bad customer service or an untidy store may have underlying reasons. Not that this justifies the behavior, but it creates a framework for the management to work on improving the problems. For example, we heard of clerks who were inundated with a barrage of customers (a few of them school kids with a penchant for pocketing items without payment) every day just as their shift was nearing an end. Tired and trying to handle unruly kids, spills and other mishaps, they became abrasive to customers. The manager sat his employees down and told them that together, the three of them would find a solution to the problem, because it was unfair to take frustration out on customers. The three quickly decided to add more overlap and have another employee come in for the end of the shift, thus freeing up an employee to work in the store, cleaning, restocking and offering a deterrence to the shoplifters.
Communicate
It's also incumbent on management and ownership to relate the purpose of the mystery-shopping program to their employees, to take the mystery out of it. Openness prevents distrust and derision from employees who naturally don't appreciate being spied on. Once again, framing the programs as an opportunity to learn and keep alert usually makes enough sense to sell employees on the idea.
One clerk we talked to, Keith, actually enjoyed the prospect of facing mystery shoppers and said it made good customer service seem more natural. "I was always wondering, 'Is this a mystery shopper, is she a shopper, is he one, and so on,'" he said. "At first, it was a bit unnerving. But then I asked myself, 'Well what would any customer think if I was rude or the store was a mess?' After all, I'm a customer when I'm not working, and I know how I like to be treated."
Mystery shopping also lets you reward good employees. It boosts their esteem and helps retain them, which is especially important in an economy that makes finding and keeping quality employees increasingly difficult.
Today's laws
Additional training in alcoholic beverage and tobacco sales laws and rules (much of which is mandatory now for c-store employees) may be an option. Usually, employees that fail to card once learn the possible legal consequences if they're caught in a similar situation by law enforcement agents, and they learn to ask for identification.
Liability is another major problem. If an underage drinker is hurt or killed in an accident or injures someone else, the store that sold the alcohol to them is liable for damages. The average claim for lawsuits settled over the mark of $350,000 is a whopping $668,000, according to data from Federated Insurance Companies. Even smaller settlements in the $10,000 range can incur legal costs as high as $13,000 or more. Add to that the cost of higher insurance rates and the damage of bad publicity, and it's easy to see why training and monitoring of employees is so important.
Going forward
So the end result of a well-planned mystery shopper program is customer loyalty and lower employee turnover: profit and cost savings. There are many other evaluation techniques -- surveys, intercept interviews, focus groups -- but mystery shopping offers the closest thing to a real world experience for how to keep customers. After all, what's the point in attracting new business, if you can't keep the business you have?
Can Mystery Shopping Help You? http://www.hotelresource.com/newsletter/magazine/stories/article-71.html
by Harry Nobles
An anonymous service evaluation, commonly called "shopping," is one more way to assess how well your staff is serving your guests. When properly used, a mystery shopper can help you identify weaknesses and flaws in service delivery that never happen when you are watching. Shoppers can also uncover theft, an unfortunate but real problem that occurs in all business environments. On the positive side, a shopper can also identify those employees who provide consistently superior service to your guests. I always advise my clients to use this knowledge to recognize and reward employees. Your employees will appreciate and respond to positive feedback.
I advise clients that shopping a property too frequently can have a counter-productive effect; employees can develop a defensive attitude when they perceive they are being scrutinized excessively. In my opinion, there is already sufficient stress inherent in the daily workload of your guest contact employees. You can conduct regular anonymous evaluations without overdoing it. I suggest no more than quarterly shopping, and I suggest that the property be shopped in both peak and off-peak periods.
Mystery shopping is just one more tool to help management assess employee performance, assure consistent adherence to standards, and maximize guest satisfaction.
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