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Learn to Hire a Mystery Shopper with CustomerOptix

Learn to Hire a Mystery Shopper with CustomerOptix

If you’ve spent any time in the business world, you know how important it is to learn how to hire a mystery shopper. Mystery shopping, also known as customer experience (CX) evaluation, can be a game-changer for any business looking to improve customer service and gain valuable insights into day-to-day operations. And with CustomerOptix, the process of finding and hiring a mystery shopper has never been easier. 

Whether you’re new to mystery shopping or looking for a more efficient way to manage your CX evaluations, our platform simplifies every step. You can watch this explainer video to see it in action—or keep reading. We’ll walk you through the process and show you how to hire a mystery shopper easily with us. 

What Is Mystery Shopping and Why Does It Matter? 

Mystery shops are a key part of any business that wants to succeed. Trained evaluators pose as regular customers at a business and assess the quality of the customer experience and operational performance. Thus, this process offers an unbiased view of interactions and allows you to identify strengths and weaknesses. Without it, your company could have consistent CX issues that go completely unnoticed. Alternatively, you could be missing out on huge opportunities to capitalize on what already makes your business special. That’s why it’s so important to learn how to hire a mystery shopper to evaluate your operations on a regular basis. 

Depending on the type of evaluation, your mystery shopper will take a close look at particular aspects of your CX, including the following: 

  • First impressions from prospective and returning customers
  • Staff interactions and knowledge
  • Brand identity and compliance
  • Facility conditions
  • Digital and online presence

By regularly evaluating your CX through mystery shopping, you’ll ensure consistent service and continual upward momentum. Ultimately, you’ll boost customer loyalty, streamline your processes, and uncover new chances to enhance customer satisfaction. Undoubtedly, it’s a worthwhile investment. 

5 Reasons You Should Hire a Mystery Shopper from Us

If you’ve decided you need to hire a mystery shopper, congratulations—you’re already on track. While there are plenty of resources out there for CX evaluations, CustomerOptix is a clear frontrunner, especially for small- to mid-size businesses. To that end, here are five reasons you should try a mystery shop with us. 

#1: Ease of Use

Chances are, you’re already stretched pretty thin trying to run the business side of your company. Adding “learn how to hire a mystery shopper” to your to-do list shouldn’t become your final straw. That’s why CustomerOptix makes it so easy to set up. In fact, it often takes less than 10 minutes! With our streamlined, intuitive platform, you’ll be reading your report and making strategic decisions before you know it. 

#2: On-Demand Access

There are so many moving parts to your business. Instead of waiting for scheduled evaluations, you can initiate a mystery shop from CustomerOptix whenever you need. That way, you can get assessments during peak times, after staff training, or following the introduction of new policies. Whenever you need to hire a mystery shopper, we can make that happen, so you can respond rapidly to emerging issues. Plus, you’ll be able to make informed, data-driven changes—and check their success rates—anytime. 

#3: Customization Options

Need something a little special for your business? Want to focus on a new initiative? We’ve got your back. You’ll always have the option to narrow the focus of your CX evaluation. That way, you won’t have to learn how to hire a mystery shopper for every specific scenario. You can also add custom questions to the end of your report to see how you’re doing. Alternatively, design an entirely unique mystery shop scenario from scratch—and we’ll carry the torch for you. The world is your CX oyster. 

 #4: Comprehensive Reporting

Not only does CustomerOptix provide you with a quick-and-easy platform to hire a mystery shopper, you’ll still get high-quality, in-depth reporting you can count on. Our CX evaluations break down every aspect of the customer experience with clear metrics and specific observations. That way, you can strategize appropriately to enhance staff performance, streamline operations, and improve customer satisfaction overall. Our nationwide network of nearly 1 million trained evaluators will provide unbiased findings you can trust. Get solid insights you can act upon immediately. 

#5: Affordability, Flexibility & Scalability

We know what it’s like to start a business from the ground up. Depending on where you are in your business’s journey, you might need a little help getting started. CustomerOptix is designed with small- and medium-sized businesses in mind. Whether you’re just starting out or experiencing a series of growth spurts, you can build a CX evaluation schedule that works for you. Plus, we’ll scale with you so you never have to worry about relearning how to hire a mystery shopper. 

Guide: How to Hire a Mystery Shopper on CustomerOptix

With all these benefits, it’s easy to see why you’d want to learn how to hire a mystery shopper from CustomerOptix. If you’re ready to get started, watch our explainer video or check out the steps below. 

Step 1: Select a questionnaire that reflects your industry. 

We offer specialized solutions for a wide variety of industries. Choose an option that fits with your business, and we’ll customize your mystery shop to reflect your standards and expectations. 

Step 2: Enter the location or locations you need to evaluate. 

Add one or more locations that you want to hire a mystery shopper for. You’ll also be prompted to include contact information for each location, as well as direction on where to send the final report. 

Step 3: Choose a frequency of evaluation.

We’re all about flexibility, so you can elect to do a one-off CX evaluation or set up a recurring order. With a single shop, you can try us out and come back later if you like what you see. On the other hand, you can take an administrative task off your plate and set up recurring evaluations. Reports will come in on your schedule. 

Step 4: Add purchase and reimbursement information as needed. 

If you want to know how to hire a mystery shop with reimbursements for purchases, you’ll have the option of adding that information to your order. Purchases are a key element of the customer experience—and providing compensation is standard practice. That way, the evaluator can be even more objective. 

Step 5: Submit your order. 

That’s it! Once your shop is complete, you’ll receive a full report in approximately 72 business hours. 

Bonus Tips for the Best Mystery Shop-Hiring Experience

Certainly, we guarantee that you’ll get value from each evaluation (or it’s free). While any mystery shop is bound to give you great insights to work with, here’s how to hire a mystery shopper in a way that will give you even more benefits. 

  1. Set up recurring shops. The first mystery shop you receive should function as your baseline. From those data points, you can begin to strategize for improvement or capitalize on your already-glowing opportunities. However, you can’t know for sure if your operations have improved unless you collect new data. That’s why getting multiple CX evaluations over time is so important—and such a key element of a winning business model. By setting up a recurring order, your next shop will occur automatically, without extra work on your end. 
  2. Customize your shop. CustomerOptix has a wide range of experience in a variety of industries. With this expertise, we’ve created a series of industry-specific mystery shop templates you can choose from. That being said, to get the most value out of your mystery shop, we offer the option for you to add customization. Thus, you’ll be able to get an objective evaluation on the various unique aspects of your particular business. 
  3. Try a survey for even more CX data. While mystery shopping is a critical and value-packed way to gain CX data, there are more options for you to gather additional information. One of the best ways is a customer survey—also available through CustomerOptix. Choose from our various industry-specific templates, add a few of your own questions, or create a completely custom survey. With this method, you’ll get CX data straight from your customers’ mouths. 

Reviews on How to Hire a Mystery Shopper

Learning how to hire a mystery shopper is one thing… but is it really as easy as it sounds? Take it from these happy customers. 

“CustomerOptix is easy to use, efficient, and we have been very pleased with the results we have received.” 

–Alexis Graham, LaVida Massage

“CustomerOptix has been an asset to our company! As we have grown, it has allowed us to maintain our standards in our stores without our team feeling patrolled by management. The platform is great and easy to use. It also uses different pricing structures for different industries, which is great when you have a diverse portfolio. The service CustomerOptix provides is accurate, quick, and reliable.” 

–Kelsey Higgins, KickStart Management, Inc. 

“I highly recommend using CustomerOptix for any business that has limited resources in gathering operational information. CustomerOptix is a fast, easy, and affordable way to get a clear picture of our day-to-day business operations. From day one, [their team] made the onboarding process simple and helped me organize the shopper’s survey in a way that generated much-needed information about our business. I love that we can choose the location and how often we want our sites evaluated. The reports are clear, easy to understand, and provide the information we need to maximize our members’ experiences.” 

–Mary Granito, Glow Car Wash

Knowing How to Hire a Mystery Shopper Will Benefit Your Business

In conclusion, learning how to hire a mystery shopper with CustomerOptix is simple—yet incredibly valuable. With our easy-to-use platform, on-demand access, and comprehensive reporting, you’ll gain valuable insights that can enhance customer satisfaction and streamline operations. Instead of struggling through the CX evaluation process on your own, you’ll offload administrative tasks and be able to spend more time strategizing on your business. 

Whether you’re just starting out or looking to optimize your existing operations, regular CX evaluations through CustomerOptix are proven to drive meaningful improvements while saving you time, effort, and money. Start today by scheduling your first shop—and discover the benefits of a tailored, data-driven approach to customer experience.