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.

2

Programme Design

🔧 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

✅ Fully transparent, fully binding once signed

3

Shopper Recruitment & Training

👥 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

📊 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

🔄 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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