Our Process
Initial Consultation
Every project begins with a conversation. Contact us through our website, email, or by phone to tell us about your business and the objectives of your project. Once we receive your inquiry, we'll gather preliminary information such as the number of locations, desired evaluation criteria, reporting preferences, timeline, and any specific goals you would like to achieve.
After reviewing the initial details, we'll schedule a complimentary 30-minute consultation to discuss your project in greater depth. During this call, we'll answer your questions, explain our process, review pricing, and recommend the best approach based on your organization's needs.
Proposal & Approval
Following our consultation, you'll receive a customized proposal through HoneyBook outlining the project scope, services, timeline, pricing, and deliverables.
Once the proposal has been reviewed and approved, you can securely complete payment through HoneyBook. A receipt will automatically be generated for your records, and your project will officially move into our production pipeline where scheduling and preparation begin.
Project Execution
After your project is approved, our team begins conducting evaluations according to the agreed-upon scope. Calls are completed using the scenarios, evaluation criteria, and reporting requirements established during the planning phase.
Throughout the project, we remain available to answer questions and provide progress updates whenever appropriate. Our goal is to ensure every evaluation is completed professionally, consistently, and with complete confidentiality.
Completion
Once all evaluations have been completed, we compile and review the results before preparing your final deliverables. Depending on your selected reporting option, findings may be provided through customized reporting forms, Airtable, Microsoft Excel, Google Sheets, or another agreed-upon format.
You'll be notified as soon as your project is complete, and all reports and supporting documentation will be delivered through the agreed method. After delivery, the project is formally closed within HoneyBook, where you'll have access to your proposal, invoice, receipt, and project records for future reference.
Whether you're looking to evaluate customer service, improve operational consistency, monitor employee performance, or gain a clearer understanding of your customers' experiences, we're here to help. Our customized phone mystery shopping and customer experience audits provide managers and business owners with objective, actionable insights that support better decision-making, strengthen training initiatives, and improve service across every location.
Every organization has unique goals, which is why we tailor each project to your specific needs. From single-location evaluations to large-scale, multi-location audits, we'll work with you to develop a solution that fits your business, your objectives, and your budget.
If you're ready to gain valuable insight into your customer experience, we'd love to hear from you. Contact us today to schedule your complimentary consultation and receive a customized, no-obligation quote for your project.