FAQs Archive

Q: Who do I contact if I have questions?

For general inquiries, please call 800.741.7758 ext 145, ext 146, or ext 149, Monday ‐ Friday 9 a.m. ‐ 5p.m. EST. Or e‐mail info@pinnstrat.com . If you are a current shopper, it is best to contact the specific Account Manager for the assignment in question. This information is provided in the guidelines for your shop. You can also use the Help/Contact link in your shop log. If you are a current shopper and unable to complete a scheduled assignment, you are required to IMMEDIATELY notify your scheduler by phone or e‐mail even if our office is closed. You may contact your scheduler by clicking on the Help/Contact link. Failure to contact your scheduler immediately will result in a reduction to your shopper grade.

Q: Can I have multiple shopper accounts/profiles?

Shoppers may not have more than one account with Pinnacle Financial Strategies. Your account must be unique to you. Multiple accounts will be flagged and affect your ability to shop for Pinnacle going forward.

Q: Will I be required to sign a confidentiality agreement?

Yes, as a shopper you will be required to sign a confidentiality agreement when registering online.

Q: How do I sign up to be a mystery shopper?

T o sign up as a mystery shopper with Pinnacle, please create an account through Sassie, the platform we use to manage our shops. Use the following link to get started: Register on Sassie .

Q: What is an Independent Contractor?

The specific and legal attributes of an Independent Contractor are fully disclosed in the Independent Contractor’s Agreement that is included in the shopper registration process. In order to register as a shopper, you must click “I agree” to the contents of the Agreement. It’s important that you read that Agreement in its entirety. View the Independent Contractor Agreement here . We encourage you to learn more about being an independent contractor by visiting It’s My Business, an organization dedicated to protecting the rights of independent contractors. The website can be found at www.itsmybusiness.com .

Q: As a shopper, will I be an employee of Pinnacle Financial Strategies?

No, all shoppers are self‐employed Independent Contractors.

Q: Is training/certification available that will help make me more accomplished in this field?

We encourage shoppers to become certified through the Mystery Shopping Providers Association (MSPA). Visit mysteryshop.org to learn more about certification programs. Certification is well worth your time and investment! Our Account Managers give preference to Silver and Gold certified mystery shoppers.

Q: Are you affiliated with the MSPA?

Pinnacle Financial Strategies is a proud member of the MSPA. The MSPA ensures that its members are reputable mystery shopping companies. For more information on Mystery Shopping and how to avoid being scammed, please visit mysteryshop.org .

Q: I am a mystery shopper who is registered with SASSIE, so why does the system say I am not registered?

Many mystery shopping companies use Sassie as their web based reporting system; however, you must be registered with each company’s Sassie system separately. Please register with Pinnacle’s Sassie site to begin completing our shops.

Q: What is Pinnacle Financial Strategies looking for in our Mystery Shoppers?

Our clients use your feedback to pinpoint strengths and weaknesses for targeted “coach and reward” training programs. Therefore, as a shopper with Pinnacle, your responsibilities are to report on the facts rather than opinions when evaluating services. We are looking for individuals who: Accept full responsibility for completing a project on time, including timely responses for corrections or clarifications Pay attention to detail and are observant Read all instructions and surveys in advance and question their scheduler on any unclear points prior to conducting the shop Keep the “mystery” in “mystery shopping” by not taking notes during the shop, not divulging their identity, and not bringing any unnecessary or unusual attention to themselves Communicate clearly and effectively Are comfortable with email communication and are responsive to email notification/requests Read, understand and practice the spirit and intent of their IC agreement

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