Free Mystery Shopping Self-Service Template
Turn your colleagues, friends and family into Mystery Shoppers
Mystery Shopping is one of the most effective ways to understand what supporters are actually experiencing in the field.
At Fundraising Partners, we believe every organisation should Mystery Shop its fundraising teams as often as possible. That's why we've created this self-service guide. Using the templates provided, anyone in your organisation, family or friendship group can act as a Mystery Shopper and provide valuable feedback on fundraiser performance, supporter experience and compliance.
Regular Mystery Shopping helps identify strengths, uncover coaching opportunities and ensure fundraising standards are being maintained. The more frequently it is conducted, the more useful the insights become.
However, self-service Mystery Shopping and professional Mystery Shopping serve different purposes.
Fundraising Partners Mystery Shops are conducted by experienced fundraisers who understand the nuances of face-to-face fundraising. Beyond simply recording what happened, they can assess fundraiser behaviour, language, objection handling, compliance, supporter engagement, location use and overall fundraising technique. This deeper level of analysis often reveals opportunities and risks that may not be obvious to an untrained observer.
We strongly recommend a combination of both approaches.
Use this guide to Mystery Shop your teams regularly and build a culture of continuous improvement. Then complement those efforts with professional Mystery Shopping from trained fundraising specialists to gain deeper insights and independent feedback.
Other Services
We work alongside charities to strengthen the people, processes and behaviours that sit behind sustainable income. That means practical, grounded support not theory.
Fundraising Call Audit
Get a clear understanding of what your new donors are hearing and experiencing during the these calls.
Saves Workshops
Fundraising Partners delivers half and full day workshops designed specifically for supporter care teams.
Verification Call Audit
We listen to the calls your new donors receive and assess whether the experience reflects the standards your organisation expects.
