Mystery Consumer

Template

This template is designed to manage companies’mystery consumer evaluations. It is a general template in the sense that it can be used to evaluate different types of situations, such as physical stores or telemarketing, but can also be easily customized.

Use template now
Pipefy

Template structure

See how this template is structured. As this is just an example, you can customize it.

New Evaluation

  1. Company
  2. Services
  3. Start Date
  4. End Date
  5. Client’s Requests
  6. Client’s Email Contact

Inbox

Preparing

  1. Hidden Clients
  2. Methodology
  3. Budget
  4. Budget Description

Evaluating

  1. Satisfaction with Staff
  2. Commentaries about the Staff
  3. Product Satisfaction
  4. Commentaries about the Product/Service
  5. Evaluating the Client’s Requests
  6. General Commentaries
  7. Suggested Changes
  8. Attachments

Feedback

  1. Meeting Date
  2. Meeting Location
  3. Client’s Comments
  4. Deadline to implement the changes

Review

  1. Review Date
  2. Has the client implemented all the necessary changes?
    • Yes
    • Partially
    • No
  3. Change’s Evaluation

Finished Campaigns

Archived

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact Us

Contact Us