Retail Mystery Shopper Debrief Form

Debrief a retail mystery shop, capture behavior-level scores and observations, and assign coaching actions with owners and due dates.

Debrief Overview

• Date of mystery shop
  Select the date the mystery shop occurred.
• Store location
  Enter the store name or location identifier.
• Debrief facilitator
  Name of the manager or coach leading the debrief.
• Shop type
  Select the channel used for the mystery shop.
• Overall result summary
  Briefly summarize the overall outcome and the main takeaway from the shop.

Behavior-Level Scoring

• Greeting and acknowledgment
  Rate whether the shopper was greeted promptly and acknowledged appropriately.
• Product knowledge and accuracy
  Rate how accurately and confidently the associate answered questions.
• Needs assessment and recommendation
  Rate whether the associate asked questions to understand the shopper's needs and made relevant recommendations.
• Closing and invitation to return
  Rate how well the interaction was closed and whether the shopper was invited to return.
• Behavior-level observations
  Document specific examples that support the scores, including what was said or done.

Strengths and Improvement Opportunities

• Top strengths observed
  Select the behaviors that were performed well.
• Improvement areas
  Select the behaviors that need coaching or reinforcement.
• Specific examples
  Provide observable examples that explain the strengths and improvement opportunities.

Coaching Actions

• Coaching action items
  Add one row for each coaching action.
• Overall coaching priority
  Select the overall urgency for follow-up.
• Follow-up review date
  Choose the date to review progress on the assigned actions.

Store Team Review

• Number of team members present
  Enter the number of people present at the debrief.
• Team understands next steps
  Confirm whether the team understands the coaching actions and follow-up expectations.
• Additional comments
  Add any other notes relevant to the debrief or audit trail.