Ad-hoc Surveys & Mystery Visits
Quick answers for time sensitive questions
Need a rapid read on a new promotion, product launch, or priority touchpoint? Shared Insight’s ad-hoc surveys and one off mystery visits deliver fast, focused feedback - so you can validate execution, fix issues quickly, and make confident decisions without committing to a full program.
Choose the mix that fits the moment: a short, mobile survey for customers, a targeted mystery visit for objective observation, or both for a 360° snapshot of what customers experience right now.
Looking for ongoing programs? Explore Mystery Shopping and Customer Satisfaction Surveys.
When to use ad-hoc surveys & visits
Promotions & launches
Validate signage, availability, and price execution in week one - before small issues scale.
Operational spot checks
Assess speed, accuracy, cleanliness, or pickup flows during peak dayparts or special events.
Voice of customer pulse
Short, mobile first surveys capture sentiment and open text themes within days not weeks.
Competitive scans
Compare experience, pricing, and merchandising across key competitors in selected markets.
How a quick turn study works
- Scope & objectives. Define the business question, locations, timeline, and KPIs.
- Instrument & scenario. Build a 8-15 question survey and/or a focused visit checklist.
- Field & collect. Deploy email, SMS and/or QR surveys and schedule one off visits in days.
- QA & release. Validate submissions; publish results to Clarity® dashboards.
- Decide & act. Review findings, route fixes, and (optionally) expand to a program.
Fast turnaround
From brief to fielding in days; early reads often available within the first 72 hours.
Targeted scope
Focus on the one question that matters now - keep cost and complexity low.
Objective evidence
Photos, time stamps, and clear criteria provide defensible, actionable findings.
Real time reporting
Clarity® dashboards surface exceptions and trends as results arrive.
Need deeper evaluation? Scale into ongoing Mystery Shopping or CSAT programs.
Business outcomes you can expect
Fix issues before they scale
Catch execution gaps in the first days of a campaign to protect conversion and brand perception.
Faster decisions
Rapid reads reduce debate and accelerate merchandising, pricing, and ops adjustments.
Lower cost, higher impact
Answer the question at hand without committing to a full program - then scale what works.
Cross-functional alignment
One source of truth for marketing, operations, and field leadership to act together.
Ad-hoc Surveys & Mystery Visits FAQ
How fast can we launch?
Most quick turn studies launch in days, depending on locations and instrument complexity.
How many locations do we need?
Pilots can start with a handful of priority stores; expand based on findings and budget.
Can we combine surveys and visits?
Yes - pair a short customer survey with a targeted visit for both sentiment and objective evidence.
Where do we see results?
All results are delivered in real time through Clarity® dashboards and exports.
Want to understand our shopper network and policies? See how we recruit and brief shoppers.
Our solutions
Our customer experience solutions have a proven track record of driving positive change in our clients’ businesses - improving customer experiences and increasing the likelihood to recommend and return.
Partner with our team of customer experience experts to design the right measurement program for your goals.
Mystery Shopping
Bespoke mystery shopping programs that deliver objective, scenario based evaluations of service behaviors, standards, and execution - so you know what’s working and where to focus next.
Learn more about Mystery ShoppingCustomer Satisfaction Surveys
Ongoing and ad-hoc online surveys capture customer feedback across touchpoints, helping you measure, manage, and improve satisfaction and loyalty with real time insight.
Learn more about Customer Satisfaction SurveysCompliance Audits
Field audits that provide accurate store level intelligence and verify adherence to non negotiable brand standards, merchandising, and promotional execution.
Learn more about AuditsEmployee Surveys
Give your front line teams a voice. Identify enablers and barriers to delivering great customer experiences and turn insights into action plans that stick.
Learn more about Employee SurveysAdvanced Reporting & Analytics
Cut through the noise. Our analysts synthesize data from multiple sources to surface what matters most - delivering meaningful, actionable insights via Clarity®.
Learn more about Advanced Reporting & AnalyticsAd-hoc Surveys & Mystery Visits
Quick turn projects to assess launches, promotions, or priority touchpoints and get a current read on what customers experience right now.
Learn more about Ad-hoc solutions