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Run: Mystery Shop Coaching Action Plan Form

A per-advisor mystery shop debrief form for recording the score, behavior-level feedback, agreed coaching actions, and a follow-up date. Use it to turn one s...

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Session Overview

Mystery shop date (required)

Date the mystery shop occurred.

Advisor name (required)

Name of the advisor being coached.

Location / store (required)

Store, salon, or service location where the interaction occurred.

Mystery shop type (required)

Select the interaction channel evaluated.

Overall score (required)

Enter the overall mystery shop score as a numeric value.

Brief summary of the visit

Short summary of what happened during the interaction. Avoid unnecessary PII.

Behavior-Level Feedback

Greeting and welcome (required)

Product knowledge and recommendations (required)

Needs discovery and questioning (required)

Service closing and next steps (required)

Strengths observed

Describe specific behaviors that were effective and should be repeated.

Improvement opportunities

Describe specific behaviors that need coaching. Focus on observable actions, not personality.

Coaching Actions

Is coaching required? (required)

Select yes if any behavior requires follow-up coaching.

Primary focus area

Choose the main behavior to address first.

Agreed coaching actions

List the specific actions the advisor will take before the follow-up date.

Support needed from manager

Select any support that will help the advisor improve.

Advisor acknowledgment

Confirm the advisor reviewed the feedback and agreed to the action plan.

Yes No N/A

Follow-Up

Follow-up date (required)

Date to review progress on the coaching actions.

Success criteria for follow-up

Describe what improved performance should look like at the follow-up.

Manager notes

Optional notes for the coaching record.

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Email (required)

Your name (optional)

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