Have you shopped yourself?

Have you shopped yourself?

I've always been fascinated by the "secret shopper" concept. (Maybe it's because I worked retail through high school and college). The concept is simple: Have someone "secretly" shop at your place of business, so you can experience exactly what your customers experience.

My sense is that not many associations do this, and plenty of them could benefit from it. Here are just a few ways you can do it:

  1. Have someone call your office (not someone on staff, but someone else). Give them a short list of questions (two or three) to ask. Note how quickly the phone is answered, how polite and pleasant the person answering the phone was, and how well the questions were answered.
  2. Call after hours and leave a message, to determine how long it takes for messages to be replied to.
  3. Use the "got a question" form on your website (or submit a question to the generic info@ email address) and see how long it takes to get a response.
  4. Have someone (not staff) go online and join your organization, and/or register for an event, and/or purchase a product. Note how many steps it takes, what kind of email acknowledgment is sent, etc.

You get the idea.

I can't tell you the number of places I've contacted (retail outlets, online commerce sites, doctor's offices) where it's clear that management has no idea how poor the customer service really is.

I think most of my clients assume that their customer service is very good and very responsive. But the reality might be something completely different. The only way to find out is to test it yourself as secretly as possible.

Wes's Wednesday Wisdom Archives

Data doesn’t need to be perfect to be useful

March 4, 2026

Data doesn’t need to be perfect to be useful “Your data doesn’t have to be […]

Don’t just clean data, clean reports and queries

February 25, 2026

Don’t just clean data, clean reports and queries One of the reasons I exhort my […]

Don’t forget, your staff have day jobs…

February 18, 2026

Don’t forget, your staff have day jobs… The vast majority of my work is finite […]

Beware the automated “How did we do?” trap!

February 11, 2026

Beware the automated “How did we do?” trap! One of the downsides of technology is […]

Hindsight is 20/20

February 4, 2026

Hindsight is 20/20 I’m currently working with a client that is moving from their legacy […]

Cheaper now; costlier later.

January 28, 2026

Cheaper now; costlier later. Most of my clients are very cost-conscious, understandably. After all, who […]

The unified shopping cart: Dreams vs. reality

January 21, 2026

The unified shopping cart: Dreams vs. reality One of the more common requests I hear […]

Don’t forget to celebrate!

January 14, 2026

Don’t forget to celebrate! Truth be told, I’m not a big celebrator. (Maybe it’s because […]

Three thoughts on duplicate records

January 7, 2026

Three thoughts on duplicate records Duplicate records are a reality in any database of any size, […]

Please don’t do this…

December 17, 2025

Please don’t do this… I’ve noticed a trend among online retailers that I want to […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top