# Mystery Shopper Report Template, Free Source: https://nerix.ai/templates/mystery-shopper-report Record a secret visit: what happened, scored points for service and cleanliness, and what to improve. Before you send it 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. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/mystery-shopper-report) ### Mystery shopper report **Business:** Harbour Coffee, Market Street **Shopper:** Shopper 14 **Date:** 6 August 2027 **Time:** 12:40 to 13:05 **Staff seen:** Server at till; barista; one cleaner ## The task Order a flat white and a sandwich, ask about allergens, pay by card and ask for a receipt. ## Arrival Entrance clean, greeted within 10 seconds, no queue. ## Scores Scale: 5 excellent, 4 good, 3 acceptable, 2 poor, 1 very poor. | Area | Score | | Welcome and friendliness | Welcome and friendliness | | Product knowledge and helpfulness | Product knowledge and helpfulness | | Speed of service | Speed of service | | Cleanliness and tidiness | Cleanliness and tidiness | | Quality of product or result | Quality of product or result | | Payment and goodbye | Payment and goodbye | ## What happened 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 Warm greeting Accurate allergen answer Tidy tables ## What to improve Offer a receipt without being asked Empty the bin near the door ## Notes for use This report is one visit and one person's view. Use it with other visits and results to see patterns, and share it with the team as help to improve, not as blame. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Operations and quality ## What this template is for A mystery shopper report for shops, restaurants and service sites: visit details, scored service points, what was seen, strengths and fixes. Free to fill in. 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](https://nerix.ai/templates/operations-quality) Operations and quality ## What you fill in The form asks for 16 details. The document fills itself in as you type. - ### 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 Operations and quality ## What is inside The parts of this document, in order. - 1 The task - 2 Arrival - 3 Scores - 4 What happened - 5 What was done well - 6 What to improve - 7 Notes for use Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=mystery-shopper-report) ### Was this template helpful? Operations and quality ## Questions people ask ### 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. Templates ## More in Operations and quality - [Allergen and food safety record One page for the kitchen: allergens by dish, daily temperature and cleaning checks, and what was done about problems. Operations and quality](https://nerix.ai/templates/allergen-and-food-safety-record) - [Asset handover and return form Record equipment given to a person and returned later, with condition and signatures. Operations and quality](https://nerix.ai/templates/asset-handover-and-return-form) - [Asset register List what the business owns: each asset, who has it, where it is, what it is worth and its condition. Operations and quality](https://nerix.ai/templates/asset-register) - [Business continuity plan Plan how to keep critical work going through a fire, outage, supplier failure or loss of people. Operations and quality Premium, €4.99](https://nerix.ai/templates/business-continuity-plan) - [Capacity plan Work out whether you can meet future demand: current use, expected growth, gaps, options and what to decide. Operations and quality](https://nerix.ai/templates/capacity-plan) - [Class register Record attendance for one class or session, with late and absent names and the reason. Operations and quality](https://nerix.ai/templates/class-register) [See all Operations and quality templates](https://nerix.ai/templates/operations-quality) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Quality records](https://nerix.ai/product/quality-records) - [Checks](https://nerix.ai/product/audits) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Operations and quality](https://nerix.ai/templates/operations-quality)