How to use the Mystery shop findings template

Start a board from it
Use this template opens a new Freero board with the Mystery shop findings template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Mystery shop findings”.
Follow the instruction on the board
“Share the findings with the whole team, not only the manager. Coach the gaps, not the person, and celebrate the full marks.”
Fill in each part
- Table Columns: Moment · Our standard · What happened · Score · What we’ll coach
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Mystery shop findings board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Store visit report
Record an area manager’s store visit: trading against plan, standards on the floor, stock, the team and the actions agreed.
Stock count plan
Plan a full stock count so the numbers can be trusted: preparation, count day, recounts, reconciling and reporting.
Customer complaint log
Log every customer complaint with its channel, category and how it was put right, and spot the themes that keep coming back.
Peak trading staffing plan
Match staff hours to the busiest days of a peak season, slot by slot, and see the gaps before the rush rather than during it.
Shrinkage review
Break down where stock goes missing, from theft to admin errors and waste, and agree the fixes that cut losses most.
Patient pathway map
Follow one patient from referral to follow-up: what happens at each step, how long they wait, how it feels and what could be better.