X
REQUEST A FREE DEMO

Pricing Strategies for CX Projects: Retainers, Packages, or One-Offs?

What Mystery Shopping Agencies Need to Know About Monetizing CX Services

As a mystery shopping agency, you already have a foothold in evaluating in-store and service performance. But when you start offering Customer Experience (CX) services, you’re moving into a space with different client expectations – and pricing dynamics.

So how should you charge for CX projects like surveys, journey audits, or NPS programs?

Let’s break down the most effective pricing strategies – and how they can align with your existing mystery shopping services.

1. Retainers: Combine Long-Term Mystery Shopping + CX Monitoring

CX retainers are perfect when mystery shopping is already happening on a monthly or quarterly basis. By layering in automated customer surveys, you offer a more holistic program – and justify a higher-value ongoing contract.

Example:
A client gets monthly shopper evaluations and real-time customer feedback through SMS surveys. You analyze both to provide insights and recommendations in your monthly report.

📈 Bonus: This makes your agency less replaceable and deepens your strategic role.

2. Packages: Sell CX + Mystery Shopping as Bundles

Create bundles that combine mystery shopping with CX tools, such as:

  • “First Impressions Audit” (shopper + survey after first visit)
  • “Branch Experience Package” (5 mystery visits + 100 CSAT surveys)
  • “Q4 Loyalty Check” (loyalty journey + NPS tracking)

Clients love clarity, and this allows you to productize your offering without losing customization.

3. One-Off Projects: Ideal for CX Pilots or New Clients

Already doing a standalone mystery audit? Offer a CX survey add-on:

  • A short exit survey
  • A mobile NPS question
  • A single-location pilot study

This builds trust and helps clients see the value of dual-method insight.

Final Tip: Use Mystery Shopping as the Foundation

You’re not starting from scratch. Use shopper data to guide CX survey design.
For example, if mystery visits show staff aren’t mentioning loyalty programs, your customer survey can ask: “Were you informed about any membership benefits?”

Pairing external observation with internal feedback offers more credible, cross-validated results – and clients are willing to pay for that.

Want to start offering CX surveys? Let’s talk!