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Phone, Web Inquiry and Quote Response Audits Across Canada and the US

Find out what happens when a customer reaches out.

Most buying decisions start with a call, a web form, an email or a chat. If nobody answers, the quote is unclear or the follow-up never comes, that customer moves on to the next name on the list and you never hear about it. Our inquiry and quote response audits show you what a real prospect experiences at each location, from first contact through follow-up, so you can fix the gaps that cost you sales.

Every result comes from a real person calling, emailing or requesting a quote, not a survey panel or estimated data.

Every audit is verified through our quality control process.

What We Do

Every inquiry audit program includes:

Mystery calls, web forms, emails and chats from certified shoppers posing as real prospects

Response time tracking, from first contact to first reply and every follow-up

Recorded calls where permitted by law, plus screenshots of emails, chats and quotes

Scoring for greeting, needs discovery, product knowledge, quote clarity and asking for the sale

Results by location, region and channel, so you can see where leads slip away

Choose Your Program Style

Start small with a benchmark, or build an ongoing program. Inquiry audits can also run alongside our mystery shopping programs.

Inquiry Snapshot

A one-time benchmark of five to ten locations using the same scenario, so you can see where you stand before committing to a program.

Quote Response Benchmark

Shoppers request a real quote and track how fast it arrives, how clear it is and whether anyone follows up.

Ongoing Inquiry Programs

Monthly or quarterly calls and online inquiries that show trends, track improvement and support staff coaching.

Every missed call is a customer you paid to attract.

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Inquiries We Test

We test any business that wins customers through calls, forms or quotes. Common programs include:

  • New customer and new patient phone calls
  • Website contact forms and quote request forms
  • Email and live chat inquiries
  • Appointment, consultation and tour booking
  • Quote and estimate requests, including follow-up calls and emails
  • After-hours, voicemail and call-back handling
  • Competitor inquiry shops, to compare your response with others in your market (see our competitor intelligence)

How Our Inquiry Audits Work

Our shoppers are certified independent contractors, matched to each program and rotated so the same person isn’t contacting the same location every time. Each one follows a consistent scenario, so results are fair and comparable across locations.

Calls are recorded only where permitted by law. Emails, chats, quotes and screenshots are always captured, so your managers can see and hear exactly what the customer experienced. Every report is checked by our quality team before it reaches your portal.

Want every call scored? Recorded calls can also be analyzed with our AI call analysis.

What We Evaluate

Speed

How fast does each location answer, reply or call back?

Accessibility

Can a customer get through, or do calls go to voicemail and forms go unanswered?

Quality

Is the team friendly, clear and helpful, and do they understand what the customer needs?

Conversion

Does the team ask for the booking, the visit or the sale?

Follow-up

Does anyone follow up on the quote or inquiry, and how soon?

How an Inquiry Program Works

1. Consultation

We learn your channels, your sales process and what a good response looks like to you.

2. Scenario Design

We build realistic scenarios and the scoring criteria for each channel.

3. Shopper Matching

We assign qualified shoppers who fit your customer profile.

4. Fieldwork

Calls and inquiries go out on the schedule you choose, across all your locations.

5. Reporting

Results go to your client portal with recordings where legal, screenshots and response times, ready for coaching.

Frequently Asked Questions

What is an inquiry and quote response audit?

A certified shopper contacts your business the way a real prospect would, by phone, web form, email or chat, and records what happens: how fast you respond, how well the inquiry is handled, how clear the quote is and whether anyone follows up.

What is a mystery call?

A mystery call is a phone call from a certified shopper posing as a customer. It shows how your team answers, handles questions and asks for the booking or sale. Calls are recorded only where permitted by law.

Can you test quote follow-up?

Yes. Shoppers request a real quote or estimate and track every reply over an agreed period, so you can see whether, and when, each location follows up.

Do shoppers need to visit the location?

No. Inquiry audits are done by phone, email, web form or chat, which makes them a fast, cost-effective place to start. They can be paired with in-person mystery shopping when you want the full customer journey.

Can you compare us with our competitors?

Yes. We can run the same inquiry scenario with competitors in your market, without naming your brand on the project, so you can see how your response stacks up.

Do you test in English and French?

Yes. Our bilingual team designs, schedules and reports programs in English, French or both.

How many locations should we start with?

Many clients start with a snapshot of five to ten locations to set a baseline, then move to a monthly or quarterly program.

Related Reading

  • Retail Phone Mystery Shopping Case Study: From 59% to 75%
  • Phone Call Mystery Shops | Flexible and No Fees
  • Customers Don’t Complain, They Just Don’t Return…
  • How Mystery Shopping Can Evaluate your Online Customer Experience
  • How Much Does a Mystery Shopping Program Cost?

Want one team to run it all? With our Consultative Management tier, a dedicated consultant manages your program from end to end: design, fieldwork, insights, action plans and regular strategy reviews.

Find out where your leads are going.

Tell us about your locations and how customers reach you. We’ll connect with you within one business day to talk through your program and build your free quote.

See our mystery shopping programs, our quality control process or our work with franchise brands, or email us at hello@shoppersconfidential.com.

Get my custom quote

Unlock the Data Behind Every Customer Experience

Get my custom quote

Proud Partners in Doing Things Right

We work with industry-leading organizations that champion high standards in customer experience and mystery shopping. Because doing it right matters.

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