Secret Agents

Mystery shoppers go undercover to test hotel sales and service

Secret AgentWhen Pamela Allison visits one of many Hilton hotels in the Southeastern United States, she checks how clean her room is, records how long it takes room service meals to arrive and notes whether there is visible security in public spaces. Allison isn’t just a finicky traveler, though; she’s a managing partner at Orlando-based Service Quality Solutions Inc., a so-called mystery shopping firm that focuses strictly on the hotel industry.

“If mystery shopping is done routinely, then the staff must stay in top shape,” notes Dave Buckalew, Allison’s fellow managing partner at Service Quality Solutions. He adds that a growing segment of the hospitality industry is waking up to the fact that being “graded” by unbiased, anonymous auditors is one of the best ways to take the pulse of service levels.

“We’ve tripled our business in nine months,” notes Allison. She says Hilton is a major client, and her corporate contact there recently signed on to have not only Hilton, but Doubletree and Embassy Suites properties evaluated.

Allison’s day job is far from unique. John Swinburn, executive director of the Dallas-based Mystery Shopping Providers Association, says demand for such services in the hospitality industry is increasing significantly. “The industry at large is growing at 11 to 12 percent per year,” he says, “and anecdotally, hospitality mystery shopping appears to be on the rise.”

“We’re seeing a very significant, pervasive adoption across almost every segment of the hospitality industry,” says Jeff Hall, president of the St. Albans, U.K.-based International Mystery Shopping Alliance and president of Ann Arbor, Mich.-based mystery shopping firm Second to None.

What’s more, it’s not just hotels and resort properties that are employing mystery shoppers. A growing number of trade show exhibitors and even managers are hiring companies to come in and anonymously audit their exhibits. All of this activity benefits planners, since mystery shopping lets vendors drill down to the person-to-person interactions that distinguish good service from poor.

“You do have to be able to have a measurement tool to assess customer service, and customer comment cards are not enough,” notes Beth Cooper-Zobott, director, conference services at Equity Residential in Chicago.

Undercover guests

Hotel mystery shopping falls into two categories: Shoppers either evaluate the property from a guest’s perspective, or they test the sales and convention services departments by pretending to be meeting planners.

“We observe room cleanliness, the condition of the hallways, the vending machines, workout facilities, room service and the general attitudes of employees when you pass them in the hall,” says Chuck Paul, president of Norcross, Ga.-based mystery shopping company A Closer Look. He says his shoppers also take note of things like the availability and cost of Internet access and business services, which conference attendees often use.

For her part, Pam Allison of Service Quality Solutions says many of her evaluations focus on property security. Her team will note whether security guards patrol the meeting space, they’ll make sure doors are locked, and they’ll request an escort to their room or the parking area to gauge a property’s responsiveness to guests’ personal-safety concerns.

“Our hotel mystery shops are very in-depth,” says Kathy Doering, president of Naperville, Ill.-based Ann Michaels & Associates Ltd. “We do everything from recording the phone conversation with the reservationist to measuring the response time that it takes to get a requested service, such as asking for someone to come help adjust the temperature in a guest room.

“Hotels tell their people they’re being mystery-shopped, so staff thinks every potential guest could be the shopper. They try to do everything right and make them feel welcome,” Doering says. “That’s the whole point of mystery shopping.”

Meeting managers like Alexandra Wagner, director of corporate event marketing at SunTrust Banks Inc. in Atlanta, agree with this assertion. “Mystery shopping gives management feedback they have no other way of obtaining,” she says.

Mile High Mystery Shopping
Jayne BuckIf you’re taking a group to Denver, don’t be surprised to hear attendees raving about the friendly service and the tips they got for visiting local hot spots. The Mile High City is advancing the art of hospitality with an innovative program that combines mystery shopping with CVB promotion.

Jayne Buck, right, vice president of tourism for the Denver Metro Convention & Visitors Bureau, and her team partnered with Norcross, Ga.-based mystery shopping firm A Closer Look and developed “Go the Extra Mile,” a program designed to turn the city’s cashiers, waitstaff and others into ambassadors for Denver.

Starting in June, shoppers fanned out across the city’s hotels, restaurants, shops, attractions and entertainment venues to find out if front-line staff were cheerful, efficient and quick to point visitors toward things to see and do while in town. For the most part, they were.

“Now we want to build on that efficiency and professionalism,” says Buck. “We want our people to be proactive in all scenarios.” For instance, she says, if a restaurant server noticed that customers were carrying tote bags emblazoned with the name of a conference, he or she could engage them and suggest a local attraction for them to check out during their stay.

“Go the Extra Mile” will include training for Denver’s front-line work force as well as initiate a series of bus tours of the city’s major attractions and lively presentations by the mayor and CVB staffers. Buck says her team is working on creating a web-based incentive program to reward participants who perform exceptionally well when A Closer Look mystery shoppers return to evaluate them. -- M.C.W.

Sales anonymous

Other types of hotel mystery shopping programs focus on the sales and convention services departments. James Coyle, founder and president of Coyle Hospitality Group, a New York City-based mystery shopping company that caters to the hotel industry, often has shoppers pose as meeting planners to evaluate how a sales department handles different types of requests.

“We’re testing them on standard stuff you look for in a sales call,” Coyle says. “The big thing in our industry is that salespeople have been order-takers during the seller’s market of the past three years.” As a result, he adds, hotel managers are often concerned that the staff’s actual selling skills might not be up to par.

According to Coyle, hotel management has good reason to be concerned. In many cases when his team calls and requests rooms and space during a peak period, they’re just brushed off. “A lot of times the phone just gets hung up. This is a common occurrence,” he says.

The follow-up training Coyle offers clients helps correct that, a boon not only for hotels looking to ramp up their business, but for every planner who’s ever had a request curtly turned down -- or ignored entirely.

Coyle and his team, no longer posing as planners, will train the sales staff how to qualify a planner even if the planner’s original request could not be met. He teaches them to ask about the flexibility of their dates and whether the planner anticipates doing business in the area when the property does have availability. He even advises them to brush up on their competitors’ offerings so they can recommend another local property.

With such training in place, Coyle says, a planner might still hear a “no” but come away with a valuable lead on alternatives to place the meeting. Coyle also teaches hotels’ salespeople how to ask specific questions about the group and its needs, in order to highlight features to planners who otherwise might not see much of a difference between Property A and Property B.

Other firms that mystery-shop hotel convention sales say they pose challenges to try to ascertain a hotel’s flexibility and willingness to make changes. “We check how well they deal with things like getting an additional room block or 50 more people at a lunch,” says Second to None’s Jeff Hall. His team also notes how helpful a property is when it comes to recommending outside vendors such as decorators and florists.

One mystery shopping company is even offering a web-based evaluation of hotel sales departments. “So much more group business is being done through the Internet,” says Jay Delerno, president of Dallas-based Revenue Source One. His team will send RFPs through a property or a chain’s standardized proposal template and record the resulting correspondence.

What does Delerno find? “Hotels are shocked to see what their salespeople are sending out,” he says, which should come as no surprise to any planner who’s been frustrated by the online proposal process. “I’ve seen e-mail responses formatted with JPEGs that get picked up as junk mail and never delivered. Some messages are riddled with typos.”

Delerno says results like this have prompted hotels to invest more resources and oversight into the online RFP process.

Trade show spies

The trade show arena also is subject to undercover agents. Since more exhibitors are facing pressures from higher-ups to quantify the ROI that show participation brings, they are turning to mystery shopping firms to identify areas of weakness in their booth staff, then building training programs around those issues.

“Many of our clients are looking for ways of validating what they do at a show,” says Barry Siskind, president of the Toronto-based International Training and Management Co. Siskind’s company handles mystery shopping for trade shows across a variety of industries, including automotive, pharmaceutical and technological.

To determine whether booth staff are conveying the company’s message effectively and prospecting fruitful leads, Siskind’s employees pose as show attendees. Typically, a team of two or three shoppers will visit a booth twice during the day to evaluate both the morning and afternoon shifts of booth staffers.

“People who work the show are ambassadors for the company. You can make or break relationships on the show floor,” says Susan Friedmann, who goes by the title of The Tradeshow Coach. “We look at how the staff behave, if they’re chatting with each other and not watching people at the booth, or if they’re on their cell phones.” Lake Placid, N.Y.-based Friedmann says another frequent mistake booth staff make is too quickly sizing up and dismissing attendees if the title or company name displayed on their badge doesn’t sound impressive enough.

Some companies use mystery shoppers at trade shows not only to peek in on their own booths, but on those of their competitors, too. “We do a lot of competitive intelligence gathering,” says Friedmann. “The trade show environment is probably one of the most overt corporate espionage situations ever.” She says she frequently emphasizes to booth staff employees not to disclose or even casually discuss proprietary information while at a show. “Be careful what you say and where you say it,” she cautions. “There are eyes and ears everywhere.”

Pharmaceutical shows are a sector that’s being mystery-shopped more frequently, according to those in the field. A growing phalanx of regulations regarding communication on “off-label” uses means that drug companies often hire mystery shoppers to make sure booth staffers aren’t discussing prohibited uses for their products. What’s more, some assert the FDA itself sends mystery shoppers into pharma shows to make sure guidelines are being followed.

“The FDA has very strict guidelines that relate to events and what an exhibit worker can or can’t say to a doctor,” says Keith Reznick, founder of Voorhees, N.J.-based Creative Training Solutions. He adds that a complicating factor is that different countries have different rules surrounding the uses of the same drugs, including some that are considered off-label by the U.S. government. As a result, if an international attendee has a question about a use of a drug that is legal in their country but illegal in the States, the booth staffer has to recognize this quickly and decline to continue the discussion.

Agent for change

“Mystery shopping is a mechanism that allows organizations to see the extent to which their brand promise is being fulfilled,” says Swinburn of the Mystery Shopping Providers Association. With more hospitality industry companies seeking to quantify the intangible elements of customer service and tie them to ROI, mystery shopping lets them assess worker attitudes and competence with greater accuracy. It also allows a company to concentrate resources where they are most needed.

Clearly, both the hotels that hire mystery shoppers and planners who select those properties hope these anonymous evaluators will help raise the level of service attendees experience. Notes Cooper-Zobott of Equity Residential, “By having trained, experienced people who are able to provide objective feedback, a hotel has another tool to ascertain whether they are providing good customer service.”