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Are you using “secret shoppers”? You should.

Every time I call my haircut place to make an appointment, I have the same experience. The person taking the call can’t hear me (because it’s so loud in the salon) and they have to ask me to repeat everything I say once or twice. It’s incredibly frustrating, like I’m talking to a three year old. I’d be willing to be they’ve never used a secret shopper there.

The concept of a “secret shopper” is simple: Someone poses as a customer and “shops” your organization in order to better understand the experience the customer is receiving.

Consider these questions:

  • Do you know what it’s like to call your association?
  • Do you know what it’s like to try to join, or register for an event, on your website?
  • Do you know how long it takes your staff to respond to inquiries?

These are all things that a secret shopper can help you determine. We all think our service is great and that the customer experience with our organization is wonderful. But there’s really no way to know that without experiencing it ourselves, first hand. That’s what a secret shopper can do for you.

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Testimonials

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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