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Run: Retail Mystery Shopper Debrief Form

Use this Retail Mystery Shopper Debrief Form to turn a completed shop into scored behaviors, concrete examples, and coaching actions with owners and due dates.

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Debrief Overview

Date of mystery shop (required)

Select the date the mystery shop occurred.

Store location (required)

Enter the store name or location identifier.

Debrief facilitator (required)

Name of the manager or coach leading the debrief.

Shop type (required)

Select the channel used for the mystery shop.

Overall result summary (required)

Briefly summarize the overall outcome and the main takeaway from the shop.

Behavior-Level Scoring

Greeting and acknowledgment (required)

Rate whether the shopper was greeted promptly and acknowledged appropriately.

Product knowledge and accuracy (required)

Rate how accurately and confidently the associate answered questions.

Needs assessment and recommendation (required)

Rate whether the associate asked questions to understand the shopper's needs and made relevant recommendations.

Closing and invitation to return (required)

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 (required)

Add one row for each coaching action.

Overall coaching priority (required)

Select the overall urgency for follow-up.

Follow-up review date (required)

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 (required)

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.

Get your results

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Email (required)

Your name (optional)

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