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Baseline Mystery Shopping

 

When companies have not used mystery shopping to measure the customer experience, they typically find out more than what they bargained for.

 

Typically, they start with a standard evaluation to get a baseline of what is happening in their locations. In most cases, employees are not informed that this baseline program will be happening so that companies can get a true picture of what is happening in each of their locations. This covert baseline allows for true measurement, as employees will not be “on their toes” knowing this is happening. The program typically runs with shops at a higher frequency, once or more per week, over a four to six week period across a variety of days and times of the day. This is a great start to see where employees are the strongest, and what operational procedures need to improve.

 

However, it often time reveals information that the company may not have been looking for, yet is very useful when measuring the customer experience. This is most true when companies are not already using customer feedback programs or asking the right questions.

 

Take, for example, the retail store that has several locations. They started a baseline program to evaluate the employees, determine strengths and challenges, and roll out a new training program. In the evaluation report, they asked mystery shoppers to indicate whether they’d return in the future, and their reasoning for it.

 

While their operational checkpoints were strong, with employees tending to stick to the correct policies and procedures, they found that many of the shoppers would not return because of their selection of products. A secondary theme they found among the baseline reports revolved around the way cashiers were bagging items – while this was not a part of the standard evaluation, comments in the last section asking why a shopper would or would not return revealed that many cashiers were not bagging items correctly, often times placing lighter items underneath heavier items, or not double bagging heavier items. While this was not something the company set out to find, this was an issue that was affecting the customer experience and one that could easily rectified now that they were aware of it.

 

Another beneficial question to ask is “If there was one way your visit could have been improved, what would it be?” or the offshoot “What is one thing we can do to improve?” Companies have received helpful and valuable feedback by asking these two simple questions as part of their program, especially when it’s part of a baseline evaluation.

 

It’s the little things sometimes that can really stand out when companies are measured using a mystery shopping program. Make the most of your program by asking these types of questions in addition to the objective, operational based questions to get the most impact from your program.

 

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“Our Customer Service is Broken”

 

These were the words shared by McDonald’s last week during a webconference with franchisees. The company has been struggling as of late, and an increase of complaints has not helped.

 

While there were some complaints related to food quality, these were overshadowed by the other complains related to customer service and employee attitude. Namely, the most complaints revolved around:

 

1. Rude or unprofessional employees

2. Orders taking too long to be prepared

 

These are some major factors in customer service, and while McDonald’s continues to be a frontrunner in the industry, continued complaints and service related issues can hurt them in the long run.
One of their challenges lies in the franchised based system – it’s difficult sometimes to ensure all franchisees are holding the same standards as corporate does, and to make sure that all operational procedures are being strictly adhered to.

 

This increase in complaints has definitely gotten their attention, and they will be working hard to overcome the challenges, improve service levels, and get back to where they used to be as far as customer service and satisfaction.

 

What can a company do when this happens? Since an increase in complaints signals concern, there are some steps that can be taken to pinpoint, address, and fix issues:

 

1. Determine if it’s a company-wide or regional problem. It might be there are only some locations that are showing signs of concern, or it may be a particular region. Start with these areas and talk with district managers who are responsible for these locations; has there been a change in any way? Is the manager seeing similar issues when visiting locations? It’s time to work with management for a clear review and observation to pinpoint issues.

 

2. Look for training opportunities. There may be a slew of new staff that may not have been trained properly, or a similar issue causing the decreased service levels. Determine if additional training is needed.

 

3. Ramp up your mystery shopping program. Check to see that you’re measuring the right aspects of the business. With franchises especially, it can be difficult to get buy in, especially if corporate offers mystery shopping services at the franchisee’s expense.

 

If you’re not doing so, it might be time to incorporate an incentive program tied to the mystery shopping program. Rewarding good service can increase its likelihood.

 

4. Talk to your employees. if you’re seeing a decline in service across a particular location, region, or even company wide, implement an anonymous employee feedback survey to ask employees for their thoughts and opinions regarding their work, their satisfaction, and ask for suggestions for improvement. Based on responses, this could be a great starting point for additional conversations with your employees, or signal the need for more or different training to give your employees a chance to be successful in their work.

 

Employee morale and work satisfaction have a direct correlation to customer service levels; when your company is seeing an increase in customer complaints, it’s time to start paying attention.

 

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Mystery Shopping in the Senior Housing Industry

 

I came across a great case study showing the effectiveness of mystery shopping in the senior housing industry. This is an emerging industry that is important to our aging population and their family members. As senior housing is a big decision, facilities want to be sure that their staff are disclosing accurate information, making the tour experience as positive as possible, and even handling the more simple, basic tasks such as answering calls and returning calls promptly.

 

One company demonstrated how utilizing a mystery shopping program has helped increase response rates by their staff. Sometimes it’s hard for upper management to really know what’s going on when customers contact the business, and mystery shopping can give managers the data they need to see what their customer sees and make actionable decisions based on the information they get through an objective, third party program.

 

Senior housing mystery shopping has shown effectiveness, with one company reporting a 40% increase in conversion rates. The article goes on to state that “Communities that respond to inquiries within 30 minutes rather than within a 24-hour timeframe have historically achieved a 16% market share advantage above their competitors, according to APFM.”

 

In the chart below, you can see the improvement over time after utilizing a mystery shopping program to track return calls to potential clients:

 

 

Mystery shopping in any industry can do wonders for employee performance. It gives companies insight into what their customers experience, and to be honest, it keeps employees on their toes – they are aware that shoppers are out there, but never know when a visit will take place. In turn, they need to treat every customer as the shopper so their performance scores remain high. It’s a great methodolgy to measure and monitor employee performance and the customer experience, no matter which industry you’re in.

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