Design the evaluation tool. Mystery shoppers complete an evaluation after each contact with the call center. The evaluation tool, or questionnaire, can be simple or sophisticated, depending on the objectives of the program. In addition, the questionnaire may include ratings and comments. Some companies avoid the use of ratings and comments because they seem too subjective.
Mystery shoppers follow pre-determined scenarios when making calls.
Scenarios are generally representative of typical customer interactions, and may take the form of questions, problems, complaints or requests. As service levels begin to improve, more challenging scenarios, such as complaint resolution, should be attempted. For example, a banking call center may use a scenario in which the shopper inquires about checking accounts. Specify reporting needs. Different employees need different reports.