Mystery shopper report

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Operations and quality templates

• Business or branch visited

  For example: Harbour Coffee, Market Street

• Mystery shopper

  A code is fine.

  For example: Shopper 14

• Date of visit

  For example: 6 August 2027

• Time in and out

  For example: 12:40 to 13:05

• What the shopper set out to do

  For example: Order a flat white and a sandwich, ask about allergens, pay by card and ask for a receipt.

• Arrival and first impression

  For example: Entrance clean, greeted within 10 seconds, no queue.

• Welcome and friendliness

• Product knowledge and helpfulness

• Speed of service

• Cleanliness and tidiness

• Quality of product or result

• Payment and goodbye

• What happened, in order

  For example: The server named the allergens correctly but did not offer a receipt until asked. The sandwich was ready in 4 minutes.

• What was done well

  For example: Warm greeting Accurate allergen answer Tidy tables

• What to improve

  For example: Offer a receipt without being asked Empty the bin near the door

• Staff seen, by description or role (optional)optional

  For example: Server at till; barista; one cleaner

1. 1The task
2. 2Arrival
3. 3Scores
4. 4What happened
5. 5What was done well
6. 6What to improve
7. 7Notes for use

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 16 details, starting with Business or branch visited, Mystery shopper, Date of visit, Time in and out, What the shopper set out to do. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Staff should know in general that mystery visits happen. Judge the service, not individual people, and share the findings in a fair way. Never record staff or customers without the consent that your local law requires.

Are these operations templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they meet a standard such as ISO 9001?

They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.

Who should approve a procedure?

The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.

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