Organizational Methods in Mystery Shopping

Time for the final post in the mystery shopping series. We have already looked at how to get a mystery shopping job and what you will need. Now we are going to look at organization. Organization is very important in mystery shopping. If you forget part of the shop or part of your paperwork you can void the entire thing (and not get paid!).

First, you should keep a Calendar or to do list to make sure that you never forget a job! If you forget a job then you will be less likely to get a job in the future. You will pick a day and time to show up (usually you will be given a time frame of a few hours). You must show up during that time. I kept a separate calender, but use whatever works for you. Putting an alarm on your phone can also be useful.

When you get your paperwork print it out immediately and keep it in a separate file or notebook. Take it with you to the shop (but don’t bring it in).

You can bring a small notebook (one that fits in a pocket) so if something important happens that you will need to remember you can stop in the bathroom and write it down.

After your shop fill out your paperwork as you are out of site from the shopping location. This will help you remember what you need to know. Immediately copy and fax your receipt and paperwork. Most places give you a 24 hour window to do this, but the sooner the better. You do not want to forget! If you do then it might invalidate your shop and hence you will not get paid.

I hope this series has helped you get some mystery shopping jobs!

{ 2 comments… read them below or add one }

1 Anonymous January 15, 2010 at 2:14 am

Thanks so much for this entire series…..found your site via "Money Saving Mom."

Mrs. R.


2 LittlePeopleWealth January 15, 2010 at 2:32 am

You're welcome 🙂


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