Custom Project Brief & Requirements

1. Company & Contact Information

Company / Organisation name *

Country of registration *

Website

Industry / sector *

Contact person name *

Job title *

Email address *

Phone number (with country code) *

2. Project Overview & Objectives

Project name / internal reference (if applicable)

Main purpose of this project *

Measure service quality Evaluate sales process Benchmark competitors Support market entry Commercial due diligence Training needs analysis Compliance check Other

This project is intended to assess: *

Your own retail network Competitor stores A target company for commercial due diligence Other

Which parts of the customer journey are most important? * (e.g. store exterior and signage, greeting, needs discovery, product recommendation, checkout, after-sales, loyalty programme, complaint handling)

What decisions will this project support? * (e.g. training design, operational changes, market entry strategy, investment decision, KPI definition)

Do you have existing service standards, brand guidelines or mystery shopping criteria to align with?

Yes No

Describe the standards, guidelines or criteria we should align to. You can also attach the documents in Section 9.

3. Geographic Scope & Store List

Which countries are in scope? *

United Kingdom Portugal Brazil Other (please list)

Estimated total number of store visits *

Expected allocation of visits by country (if known) (e.g. UK 8, Germany 4, France 4, Italy 2, Spain 2)

Do you already have a final store list?

Yes (attach in section 9) Partially (some stores confirmed, others TBD) No — we need support to define the sample

For each store, please be ready to provide (now or later): Store name/brand · Full address · Store type (flagship, standard, outlet, shopping centre, high street, other) · Any specific instructions (e.g. avoid certain hours, focus on weekends)

4. Shopper Profile & Scenario

Type of shopper profile required? *

General adult Luxury shopper Young professional Parent with child Tech-savvy Other

Demographic or behavioural requirements (e.g. age range, gender, language, purchase power, familiarity with the category)

Will shoppers need to speak specific languages?

Yes (please list) No — English is sufficient

Main customer scenario(s) to be evaluated * (e.g. “looking for a daily-use product with limited budget”, “returning a product”, “booking a service appointment”, “simulating a complaint”)

Should the scenario be identical across countries, or adapted by market?

Identical scenario in all countries Core scenario with local adaptations Different scenarios by country/market

Actions shoppers must NOT take (e.g. no audio/video recording, no internal photos, no detailed product testing)

5. Purchase Requirements & Evidence

Is a purchase required during the visit? *

Yes — mandatory purchase Purchase recommended but not mandatory No purchase required

Expected product category (e.g. skincare, footwear, electronics accessory)

Maximum reimbursement amount per visit

Receipt / invoice required? *

Yes — original receipt/invoice required Photo of receipt sufficient No receipt required

Evidence required from each visit (tick all that apply) *

Photo of store exterior Photo of specific product area / display Photo of price tags / promotions Photo of checkout area Photo of receipt / proof of purchase Short written description of the visit Other (please specify)

Are internal photos allowed in the stores?

Yes, generally allowed Only with staff permission Not allowed / sensitive environment Depends on country/store

Additional evidence requirements (e.g. geolocation, time-stamped photos, audio notes, video)

6. Questionnaire & Reporting Requirements

Do you already have a mystery shopping questionnaire?

Yes (attach or paste in section 9) No — we need ClueCheck to propose one We have draft questions and would like your input

Approximately how many questions per visit?

Up to 10 11–20 More than 21

Preferred question types (tick all that apply) *

Yes / No (objective compliance) Multiple choice Rating scales (e.g. 1–10, poor to excellent) Short open-ended comments (1–3 sentences) Longer open-ended observations (paragraphs)

Open-ended questions anticipated per visit?

0 1–3 4–6 More than 6

In which language(s) should shoppers submit responses?

Local language only English only Local language + English translation required Other

Level of reporting required *

Standard individual visit reports (one report per visit) Consolidated report by country Global consolidated report (all countries) Executive summary with key insights and recommendations Raw data export (CSV/Excel) Presentation / slide deck for internal stakeholders

Benchmarking or comparison required?

Between countries Between stores within the same country Between different shopper profiles Against your internal standards / KPIs Against competitors (if competitor study)

Specific metrics or KPIs to track (e.g. greeting within 30 seconds, product knowledge score, cross-sell rate)

7. Timeline & Fieldwork

Desired project start date *

Desired fieldwork period (start–end) *

Required delivery date for final report(s) *

Is the timeline flexible if shopper recruitment takes longer in some markets?

Yes — we can adjust within reason No — the deadline is fixed

Blackout dates or periods to avoid (e.g. public holidays, major sales, store closures)

8. Budget & Commercials

Estimated budget range *

Up to USD/EUR/GBP 5,000 USD/EUR/GBP 5,001–10,000 USD/EUR/GBP 10,001–20,000 Above USD/EUR/GBP 20,000 Other

Preferred currency for quotation and invoicing *

USD EUR GBP Other

Legal entity to be invoiced * (company name, country, VAT/Tax ID, billing address)

Is your company registered in the UK?

Yes No

Internal procurement or vendor registration requirements (vendor form, compliance questionnaire, insurance certificates, DPA/NDA)

9. Additional Information & Attachments

Attach any of the following, if available (max 3 files, 8 MB each — store list CSV/Excel, existing questionnaire, brand guidelines, previous reports)

Additional comments or requirements (data protection constraints, compliance needs, stakeholders, presentation requirements)

10. Data Protection & Confidentiality

Will this project involve processing of personal data? (staff names, contact details, images of identifiable individuals)

Yes No Not sure

Do you require a Data Processing Agreement (DPA) or data protection clauses?

Yes No To be discussed

Do you require a Non-Disclosure Agreement (NDA) before sharing store lists or internal standards?

Yes (indicate preferred process) No