Mystery Shopper Pro Toolkit
A complete toolkit for established mystery-shopping agencies, including an annual engagement agreement and an in-depth store audit report
Get started with PocperA complete toolkit for established mystery-shopping agencies, including an annual engagement agreement and an in-depth store audit report
Get started with PocperThis agreement sets out the terms of an ongoing mystery-shopping engagement between the mystery-shopping agency ("Provider") and the client ("Client"). It becomes effective only when BOTH parties have signed below. The Provider completes the scope and fee tables and signs first, then shares this document with the Client for review and countersignature — either in-app, or by printing, signing, and uploading a scanned copy.
Provider (agency name):
Client (full legal name):
Client billing email:
Engagement start date:
Initial term:
Over the term, the Provider will deliver the mystery-shopping services set out below. The Provider completes this table before sharing:
Service | Visits / month | Notes |
|---|---|---|
I have read and agree to the scope of services set out above.
Fees for the engagement are set by the Provider below. Shopper purchase reimbursements are billed at cost in addition to these fees.
Fee item | Amount |
|---|---|
Monthly retainer | |
Fee per additional visit | |
Purchase reimbursement cap per visit |
Invoices are payable within 14 days of issue. Reports are delivered within 5 business days of each completed visit.
I have read and agree to the fees, payment terms, and reporting timelines set out above.
Shopper identities, evaluation criteria, and unpublished findings are confidential. The Client will not disclose shopper identities to evaluated staff, and the Provider will handle all findings solely for the agreed evaluation purpose.
Any additional confidentiality or data-handling terms:
I agree to keep shopper identities and evaluation findings confidential.
I have read and understood each section of this agreement.
I have had the opportunity to ask questions and seek independent advice.
I consent to electronic signatures having the same legal effect as handwritten signatures.
I am authorized to enter into this agreement on behalf of the party named above.
Printed name:
Date:
Printed name:
Date:
Optional — upload a countersigned scan or supporting document:
Templates are provided for reference only and do not constitute legal advice. Consult qualified counsel before relying on this document.
The Annual Engagement Agreement template is a ready-to-use form from Pocper's Mystery Shopper Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.