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The Business of Mystery Shopping
Table of Contents

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  • I Starting the Business - Pages 11 - 19Open or Close
    • Choose a name and keep it for yourself
    • Obtain a formal business name (Doing Business As)
    • Choose your business structure. Positives and negatives of each option.
    • What to discuss with your accountant
    • Set up your accounting system - the easy way!
    • Open a checking account
    • Open an office - the options
    • 800 Phone numbers
    • Equipment purchases
    • Your stationary
    • City business license
    • State licensing and the Mystery Shopping industry
    • Insurance
    • Business Plan
  • II Running the Business - Pages 20 - 87Open or Close
    • Introduction
    • Overview - running a mystery shopping business - step by step
    • How automated do you want your business to be?
    • Options to put your forms on the internet and automate your business
    • Set up a new client
    • Get shoppers for your new client
    • Where to find shoppers
    • The shopper application
    • Independent Contractor Agreement
    • Set up a database for your shoppers
    • Create a questionnaire for your new client
    • Develop your standard questionnaire
    • How to customize the questionnaire for your client
    • Methods to deliver reports to your client
    • Basic questionnaire design - some options
    • Statistics
    • Point system - learn from our mistakes!
    • Length of questionnaire - how much is too much?
    • Basic design samples and generic industry questions
    • - Banks
    • - Car dealerships
    • - Department and Retail stores - Convenience stores
    • - Realty/housing companies
    • - Theaters
    • - Restaurants
    • Set up shopper restrictions
    • Link shoppers to client’s locations Shoppers assignment notifications and instructions
    • Create your assignment schedule
    • Assign the shops and Scheduling companies
    • When?
    • How?
    • Assignment reminders
    • Complete the assignments and assignment log
    • How to handle overdue and incorrectly completed assignments
    • Edit and verify completed questionnaires
    • How do you verify reports?
    • Report editing - know what to take out and what to leave in Finalized reports are made available to the client
    • Pay shoppers
    • How to handle shoppers with incorrectly completed shops
    • Create the shoppers payment log
    • Pay your shoppers - when and how to pay
    • Invoice your clients
    • Create your client invoice and how often to invoice
    • Using Paypal to invoice - step by step
    • Accounts receivable log
    • When, who, and how to call for late payments
    • The cure for slow paying clients - The Pay As You Go System
    • Count your money
  • III. Getting and Keeping Clients - Pages 88 - 131 Open or Close
    • General sales approach
    • The “Golden Nugget” of promotions! Leave your competitors “in the dust”
    • How much time and effort should you spend on promotions
    • Promotions to obtain small local clients
    • Promotions to obtain national accounts
    • What to include in your promotional package
    • Who do you send promotions to?
    • How to choose an industry for your promotions
    • Industry guide books
    • Finding companies headquarters
    • Five ways to get business using industry associations
    • Associations listed by industry with web addresses
    • Book of Lists - businesses in major metropolitan areas
    • Use the internet to get more clients
    • Host your web site “on the cheap”
    • Page design and Search Engine optimization
    • Submit your web site to Search Engines
    • If you find yourself in a bidding war
    • Sign up clients
    • Perform a trial shop
    • How much to pay your shoppers and how to easily determine this
    • How much to charge your client
    • How often to do your shops for a client
    • How soon can the client expect to receive their reports
    • The client contract (Standard & Pay As You Go)
    • How to keep clients happy (and wanting more work from you!)
    • To Do list to start your company
    • Conclusion
    • eTemplate Package
  • IV. Mytery Shopper's Treasure Chest - Pages 131 - 146Open or Close
    • Determining the types of jobs you want
    • Find jobs - the specifics
    • Job Boards, apply directly to companies, paid services, organizations and associations, certification, training, news groups
    • Get jobs over and over again
    • Stay organized
    • Uncle Sam wants his fair share
    • Miscellaneous tips
  • V. Mystery Shopping Company Listings - Pages 145 - 164Open or Close
    Around 70 listings of companies in business at least 12 years, with their areas of specialization, geographical reach and direct links to their application pages.