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Mystery Shopper - Spreadsheet solutions

By: Ethan Hunter

Spreadsheet solutions for recording essential tracking and customer information, payments, logistics, contact information, money in/out, submission dates, payments dates, schedule and scheduler information, how many shopping adventures daily, weekly, monthly, quarterly, annually you do, your weekly and monthly earnings, Websites and addresses, travel time and different locations visited (date and details), dues dates for submitting the report, how long it took to get paid, Mystery Shopper contacts, leads and other comments can all be quite handy in your processes too.

· Structure your day and disciplined activity, driven independence

· For most of us, getting up in the morning is already a routine. Make routines work in your favor. Whatever your routine for getting every day started, make your Mystery Shopper activities and priorities part of it from the moment you get up. Check or download your email while you have your morning coffee.

· Browse and generate FIVE new leads every day as you set out and you will soon reap more success than you imagined possible. It is the small changes we make in our lives, the positive attitude and deliberate pursuit of results that will move us forward faster!

· Try to identify sites and sources for new clientele, leads and possible assignments, bids and more, apply for them and follow up. Do not delay or postpone doing so and get into the good habit of securing new business, not out of need or necessity, but because you want to!

· If any new business did come in, schedule it right away and add it to your planner Update your daily routine and places you need to be, plan and budget for the time to get to and from your assignments on the day, allowing enough cushion for inevitabilities and unforeseen, unanticipated, like traffic congestion, construction, car trouble etc.

· Pay close attention at what is required of you, what a certain task entails, go over the details, as it can not hurt you just help you!

· Questions, problems, issues, clarifications can all be identified and dealt with effectively.

· Logistics and contact information can be reviewed.

· Map out, rehearse in your mind the places you will go, travel and what you are going to do today, each day, to make it easier on yourself.

· Browse the news and Mystery Shopper industry buzz, new opportunities and apply online. It is a great and productive way to start your day.

· Getting down to serious business and getting your shopping tasks done as a professional is critical as well.

· Notebook or notepad with notes can be helpful, just ensure that you leave it out of sight, inconspicuous when on location, enacting, or executing your task, assignment and mystery shopping activity.

As you finish your task, try to make the notes somewhere else, recall is best, soonest after, but use your discretion not to be seen, risking having your identity discovered and cover blown even at this point in the process. BE HONEST AT ALL TIMES.


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