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Mystery shopper questionnaire template

Mystery shopper questionnaire template

This mystery shopper questionnaire template is an essential tool for gathering detailed feedback on customer interactions. It covers a wide range of topics, including staff friendliness, product knowledge, and checkout efficiency. The template is designed to capture specific insights into the customer journey, providing valuable data for improving service quality and enhancing overall customer satisfaction.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
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or Download template as PDF
Mystery shopper questionnaire template

This mystery shopper questionnaire template is an essential tool for gathering detailed feedback on customer interactions. It covers a wide range of topics, including staff friendliness, product knowledge, and checkout efficiency. The template is designed to capture specific insights into the customer journey, providing valuable data for improving service quality and enhancing overall customer satisfaction.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This mystery shopper questionnaire template transforms casual observers into strategic evaluators, capturing the authentic customer journey through your business. Created for retail managers and customer experience professionals, it provides a systematic framework to assess service quality, physical environment, product presentation, and transaction processes. When customer complaints seem vague or inconsistent, mystery shoppers can pinpoint specific issues through structured observation. T

he template incorporates both rating scales and open-ended questions, allowing you to quantify performance while gathering descriptive details about customer interactions. With industry statistics showing over 1.5 million active mystery shoppers worldwide, this evaluation approach offers reliable, unbiased feedback that traditional surveys often miss, helping you make targeted improvements to your customer experience.

Related categories

  • Operational excellence templates
  • Retail templates
  • Quality assurance templates
Preview of the template
Visit Information
Date of Visit
Time of Visit
Location Visited
Service Quality
How would you rate the greeting and welcome by the staff?
How responsive were the staff in addressing your needs?
How knowledgeable were the staff about the products/services?
Employee Behavior
How polite and courteous were the staff?
How professional was the staff's appearance and demeanor?
How helpful and patient were the staff in assisting you?
Overall Satisfaction
How satisfied were you with your overall visit experience?
Would you recommend this location to friends and family?
Additional comments or feedback

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

A comprehensive mystery shopper guideRetail audit essentials: A practical guideRetail management: Top skills and best practicesInventory management: A complete step-by-step guide (with examples)
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Template collections

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6 essential mystery shopper checklist templates25 free work order templates for every industry3 free retail store audit checklists17 free order form templates for efficient business operations
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Mystery shopping appRetail management softwareInspection softwareSupplier audit software
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Other resources

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6 questions to ask on your mystery shopping checklist6 skills and responsibilities in retail managementHow to measure operational excellenceHow inventory management software can help you build an inventory management system

Frequently asked questions

What key sections should my mystery shopper questionnaire include?

Your questionnaire should include sections for store appearance/cleanliness, staff interaction quality, product knowledge assessment, checkout experience, and overall customer journey. Consider adding a section for competitor comparison if relevant, and always include space for qualitative observations beyond ratings to capture unexpected insights.

How do I ensure my mystery shopper questionnaire captures objective data?

Create clear evaluation criteria with specific behaviors to observe rather than vague impressions. Use a mix of yes/no questions for compliance items, rating scales for quality assessment, and open-ended questions for detailed observations. Train your mystery shoppers to focus on facts rather than opinions and provide examples of objective versus subjective feedback.

When is the best time to deploy mystery shoppers to my business?

Deploy mystery shoppers during both peak and slow periods to capture service consistency across different conditions. Include weekdays and weekends, various times of day, and consider seasonal variations if relevant. This comprehensive approach reveals whether service quality remains consistent regardless of business volume or staffing levels.

How does this mystery shopper questionnaire help in understanding customer needs?

Using our mystery shopper questionnaire helps businesses gain a deeper understanding of customer needs by capturing detailed feedback on their experiences. This insight allows businesses to tailor their services to better meet customer expectations, ultimately enhancing satisfaction and loyalty.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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