Secret Shopper Form PDF Details

As a business owner, you are always striving to provide top-notch customer service. Although surveys and feedback from customers can help you gauge how well your team is performing, it may not be enough in some cases. That's why secret shopping forms are such an effective way to evaluate the quality of your customer service. Secret shopper forms allow for anonymous assessments of a company's staff and services, offering valuable insights into how customers really feel about their experience. Not only will this improve your overall operations, but it also increases trust — both with existing and potential customers alike! In this blog post, we'll explore the importance of utilizing effective secret shopping form tactics within your business so that you can better understand what shoppers truly think about their experiences.

QuestionAnswer
Form NameSecret Shopper Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namessecret shopper checklist, mystery shopper template, secret shopper form, mystery shopper checklist pdf

Form Preview Example

SECRET SHOPPER SURVEY FORM – RESTAURANT

Restaurant Name_______________________________Address__________________________

Day & Date of Visit_______________________________________Time of Visit____________

Name or Description of Host/Hostess________________________________________________

Name or Description of Server_____________________________________________________

Restaurant Appearance

1.Was the restaurant’s outside appearance attractive – Did the restaurant have curb appeal?

2.Did the outside appear to be clean – clear sidewalks, clean windows and doors, etc.?

3.Was the restaurant clean and attractive inside?

4.Was the host/hostess area attractive and spacious?

5.How did you feel about the overall appearance of the restaurant?

1

2

3

4

5

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

1

2

3

4

5

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

1

2

3

4

5

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

1

2

3

4

5

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

1

2

3

4

5

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

Comments:

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Restaurant Staff

1.Were you promptly greeted by the host/hostess?

2.Was the greeting friendly & professional?

3.Were you seated promptly?

4.If not immediately seated, was the host/hostess

a.on the phone_____

b.talking with staff_____

c.on the computer_____

d.helping another customer_____

e.no one present______

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

f. other_____

If the host was occupied, did the host/hostess let you know that he/she would be right with you?_____Yes_____No

5.

Was the server knowledgeable about the menu selection?

1

2

3

4

5

 

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.

Did the server suggest a beverage or appetizer?

 

1

2

3

4

5

 

 

 

 

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

 

 

 

7.

Was the server’s appearance appropriate to the nature of

 

1

2

3

4

5

 

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

 

 

the restaurant?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8.

Was the greeter’s appearance appropriate to the nature of

 

1

2

3

4

5

 

 

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

the restaurant?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.Did the food arrive in a timely fashion?

10.Did the server check back with you during the course of your meal?

11.Were the plates cleared at the end of your meal?

12.Was the bill settled in a timely fashion?

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

13. What was your overall experience with the customer

 

 

 

 

 

service?

1

2

3

4

5

 

 

 

 

 

 

Needs Imp.

 

Good

 

Excellent

Comments:

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Food

1.What is your overall impression of the menu selection?

2.Did your meal arrive as ordered?

3.How would you rate the overall food presentation?

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

2

3

4

5

 

Needs Imp.

Good

Excellent

 

 

 

4.

Did the food meet expectations, i.e. quality, temperature?

 

 

 

 

 

 

 

5.

Was the menu item a good value for the price?

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

 

 

 

 

 

 

Needs Imp.

 

Good

 

Excellent

 

6.

At the completion of your meal, did your server invite you

 

 

 

 

 

 

 

 

1

2

3

4

5

 

 

 

 

 

 

to return?

 

Needs Imp.

 

Good

 

Excellent

 

 

 

 

 

 

 

 

 

 

Comments:

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Was the overall dining experience enjoyable, leaving you with a

1

2

3

4

5

Needs Imp.

 

Good

 

Excellent

 

 

 

desire to return?

Miscellaneous

1.Were Downtown Rochester Business Directories clearly visible?_____Yes_____No_____N/A

2.What was your total dollars spent?______________________

3.Were the restaurant hours convenient?_____Yes_____No

Additional Comments:

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Please return this form using the enclosed self-addressed, stamped envelope within (7) days of your visit. Thank you for taking the time to participate in Downtown Rochester’s Secret Shopper Program.

How to Edit Secret Shopper Form Online for Free

When you need to fill out mystery shopper checklist, it's not necessary to download and install any kind of software - just use our online tool. To make our tool better and easier to use, we constantly implement new features, considering feedback coming from our users. To get the ball rolling, take these basic steps:

Step 1: Click on the orange "Get Form" button above. It will open up our pdf editor so you can start filling out your form.

Step 2: As soon as you start the PDF editor, you will see the document ready to be completed. Besides filling out various blank fields, you could also do many other actions with the form, specifically writing custom textual content, editing the original textual content, inserting images, signing the form, and much more.

If you want to finalize this PDF form, ensure that you type in the necessary information in each and every area:

1. The mystery shopper checklist involves specific information to be entered. Be sure the next fields are completed:

mystery shopper report template conclusion process detailed (stage 1)

2. Once your current task is complete, take the next step – fill out all of these fields - How did you feel about the, restaurant, Needs Imp Good Excellent, Comments Restaurant Staff, Needs Imp Good Excellent, Needs Imp Good Excellent, Needs Imp Good Excellent, Were you promptly greeted by the, Was the greeting friendly, Were you seated promptly, If not immediately seated was the, and a on the phone b talking with with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Stage # 2 in completing mystery shopper report template

3. This 3rd segment should also be quite easy, a on the phone b talking with - each one of these empty fields will need to be filled out here.

a on the phone b talking with, a on the phone b talking with, and a on the phone b talking with inside mystery shopper report template

4. It's time to complete the next segment! Here you will get all these f other If the host was occupied, Was the server knowledgeable, Did the server suggest a beverage, Was the servers appearance, the restaurant, Was the greeters appearance, the restaurant, Did the food arrive in a timely, Did the server check back with, your meal, Were the plates cleared at the, Needs Imp Good Excellent, Needs Imp Good Excellent, Needs Imp Good Excellent, and Needs Imp Good Excellent blank fields to fill out.

mystery shopper report template conclusion process explained (portion 4)

As for Was the server knowledgeable and your meal, make sure that you double-check them in this current part. Those two are the most important fields in this document.

5. Last of all, this final section is precisely what you should wrap up prior to using the document. The blank fields in this instance include the following: Were the plates cleared at the, Was the bill settled in a timely, What was your overall experience, service, Needs Imp Good Excellent, Needs Imp Good Excellent, Needs Imp Good Excellent, Comments, Food, What is your overall impression, Did your meal arrive as ordered, How would you rate the overall, Needs Imp Good Excellent, Needs Imp Good Excellent, and Needs Imp Good Excellent.

The right way to fill in mystery shopper report template stage 5

Step 3: Ensure that your information is correct and just click "Done" to proceed further. Acquire your mystery shopper checklist after you register online for a free trial. Instantly use the pdf document within your FormsPal account, together with any edits and changes all preserved! FormsPal is committed to the confidentiality of our users; we ensure that all information processed by our system continues to be secure.