Full-criteria secret customer evaluation checklist template

Summary of mystery shopper evaluation criteria applicable to businesses in the banking, auto, F&B chain, retail, and many other service industries.

mystery shopping checklist

Evaluation criteria

  • Point-of-sale space, transaction room (Outside, inside)
  • Attitude, conduct, skills, and professional competence of sales and consulting staff
  • Attitude and conduct of security guards and other staff
  • Service process
  • Customer feedback from mystery shoppers

1. Store space

1.1. Outside the store

1.1.1 Courtyard, outdoor lobby, parking area

☑️Clean parking lot, easy access, designated parking areas, free for customers, with security guards on duty.

☑️The unit's yard is clean, free of obstructions, peeling, trash, and standing water.

☑️There is a branch name and complete information as required.

☑️Clean, shiny glass doors that open and close normally.

☑️There is a trading schedule as required.

☑️No sidewalk stalls obstructing the entrance.

1.1.2 Publications, advertising media items

☑️Signs and information boards must be clean, comply with brand identity regulations, and be free of mold, mildew, and discoloration.

☑️Banners and promotional items must be clean, aesthetically displayed, and not obstruct or block walkways.

 

1.2. Inside the store

1.2.1 Common areas

☑️Arrange lighting and security cameras according to regulations.

☑️The air conditioner is working well, with no burnt-out bulbs.

☑️Staircases and walkways are clean and free of obstructions.

☑️Clean restrooms, no unpleasant odors, pleasant scent.

☑️Green plants and fresh flowers are clean, free of dust, with no wilted leaves or signs of withering.

☑️The trash can is not overflowing and has a lid.

☑️The speaker announces the order number loud and clear.

☑️Clean wall posters in the correct positions.

☑️Backdrop and logo in the store are not peeling and have lighting.

☑️Clean, dry water bottle and drinking cup.

☑️Brochure racks, books, newspapers, and suggestion boxes should be arranged in a visible, clean manner, with no expired brochures.

☑️Clean waiting chairs, still in good condition.

☑️Clean desk with all necessary pens, papers, and forms.

1.2.2 Customer waiting area

☑️LCD, electronic display always shows store information, does not broadcast entertainment programs.

1.2.3. Sales counter

1.2.3.1 Countertop, transaction counter

☑️Transaction machines are in good working order and clean.

☑️Arrange advertising materials neatly and in accordance with regulations.

☑️There are no expired publications in the flyer tray.

1.2.3.2 Inside the counter

☑️Clean, tidy, no food or drinks.

☑️The workstation does not contain any personal items unrelated to work.

☑️Set your mobile phone to vibrate/silent mode.

☑️Electrical wires are neatly bundled and secured.

☑️Do not allow unauthorized persons to enter the transaction counter.

 

2. Customer service representative

2.1 Attire, name tags

☑️Wear name tags and badges according to the company's standard design.

☑️Name tag worn neatly on the chest.

2.2 Work ethic

☑️Light makeup, suitable for the office environment.

☑️Do not drag your shoes, maintain a reasonable distance when interacting with customers.

2.3 Welcoming customers

☑️When customers arrive, staff prioritize serving them and greeting them first.

2.4 Customer Coordination

☑️Guide customers to take a number and wait for their turn in the correct area.

2.5 Information Support

☑️Proactively provide brochures and fully guide customers.

 

3. Service quality of transaction staff

3.1 Working hours

☑️Comply with the specified transaction time.

3.2 Appearance and conduct

☑️Clean uniform, neat name tag, closed-toe shoes.

☑️Neat hair, no flashy colors.

3.3 Service Attitude

☑️Proactively greet customers with warmth, friendliness, and respect.

☑️Listen, explain clearly, and do not argue with customers.

☑️Always stay calm and assist customers promptly.

3.4 Handling complaints

☑️Listen, identify the cause, and resolve the issue promptly.

☑️Do not blame customers; ensure customer rights.

 

4. Mystery shopping

☑️Would you like to return to this store/transaction point?

☑️Are you satisfied with your transactions and purchases here?

☑️Would you like to meet with the consultant again next time?

 

Contact confidential customer service

With its strength as a leading company in the field of customer experience operations and training, Bellsystem24 Vietnam delivers secret customer service with distinct values:

  • Evaluate based on customer experience rather than just standard yes/no criteria. 
  • Professional and competent Mystery shopper team. Members are well trained to ensure the most accurate and subtle understanding and perception of the assessment levels.
  • Ability to quickly implement projects nationwide. Flexibility to increase or decrease the number of personnel and evaluation areas at any given time.

Hotline: 1900 1739

E-mail: contact@bell24vietnam.vn

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