https://ace.shopmetrics.com/getattachment.asp?ID=108237&Password=4074F9FB739043D29619D9C58DAE501CF1F6EA4F78BB4B87BF7D996131D68A65

Bank Inquiry Phone Call Guidelines

Your Landing Page

Last Updated: February 17, 2026

How to Shop

HOW TO SHOP

⛔IMPORTANT: This is a recorded phone shop to inquire about accounts using the scenario below.

Use the scenario for the assigned month as a guide. You don't need to share all details unless asked. Inquire about opening accounts and let them ask qualifying questions to guide you to the best options.

Allow them to lead the conversation and provide information about accounts. Let them talk and try to sell it to you.

At the end, you can mention that you'll consider bringing your spouse if you decide to open an account.

Video Tutorial of Using Click to Call System

April 2026 Customer Scenario

Use these talking points during customer mystery shops. Reveal details only when asked.

This scenario is for April shops.

Marital Status

Married

Children

Empty-nester

Reason for Shopping

Looking for a better ROI

Accounts at current bank

Checking

Typical balance: $7,500

Savings / Emergency Fund

$50,000

401(k)

Through employer — $450,000

Miscellaneous

Currently has Roadside Assistance and Phone Insurance.
Open to a mortgage refinance conversation.

Tip: Share specifics only when asked (e.g., refinance timeline, target ROI).

Survey Instructions

Please Review All Survey Questions Before Completing This Shop!

To help us enhance our client's customer experience, your detailed narrative is crucial. Here are some important guidelines to follow:

Be Descriptive: Your narrative should tell a complete story.
Highlight Key Observations: Include specific experiences throughout your visit.
Avoid One-liners: Short comments do not provide enough information for meaningful improvements.

We appreciate your thoroughness in completing this survey! Your insights are invaluable in driving improvement.

RO Tip

PRO TIP!

Audio recording your in-person bank shops discreetly is recommended for remembering crucial details, especially due to numerous account names. You can do this by discreetly using your phone or a smartwatch. It makes inputting your survey a breeze!

While it's not required, if a client disputes your shop and you provide covert audio proof, we'll offer an extra $5 as a thank-you for sending us the recording.

https://mcusercontent.com/5b7901264c455a0bb65af8db3/images/d9d9508c-6079-c2c4-dc6d-078e17abbd8a.png

https://mcusercontent.com/5b7901264c455a0bb65af8db3/images/56e3f7d1-9d7a-6ade-0dce-3b62c3826ad3.gif

https://s.phonesites.com/v0/b/phonesites-prod.appspot.com/o/images%2FcxYrCIEcIwOnEk45kT6JFDtIkOD3%2F1760667753040*leah*png?alt=media&token=0ea681ec-6ef0-43a2-ac37-d3fc1fa5d099

https://s.phonesites.com/v0/b/phonesites-prod.appspot.com/o/images%2FcxYrCIEcIwOnEk45kT6JFDtIkOD3%2F1739247003738*Payment%20Information%20We%20pay%20via%20Melio%20and%20process%20payments%20by%20the%2015th%20of%20each%20month%20for%20the%20previous%20month%E2%80%99s%20shops*%20Most%20shoppers%20receive%20payments%20earlier*%20Example%20Shop%20on%20March%2015th20th%20-%20Payment%20(1)*png?alt=media&token=e885100a-5b8f-40b2-a824-f53c9d932d4e