Free tool · Intake
Secret-shop score sheet: score five test calls to your firm
Mark ten lines for each of five test calls to your own firm. The sheet adds up each call, finds the weakest and names one fix. Free. Nothing is sent.
What is this for?
A secret shop is a test call you place to your own firm, as a stranger who has just been hurt. Make the five calls from our guide, mark each line yes, partly or no, and the sheet adds up each call in your browser. At the end it tells you which call scored lowest and what to fix first.
If you plan to record the calls, check your state’s call-recording rule first in the rules library. If you are not sure, take notes by hand.
The score sheet
Yes is worth two points, partly one, and no none. Open each call as you make it.
How was this built?
What it covers. Five test calls to your own firm (weekday, after hours, in Spanish, a case you do not take, and a hang-up), each scored on the same ten lines.
Method. Each line scores two points for yes, one for partly and none for no, as in our secret-shop guide. The browser adds the points for each call, finds the weakest call and the weakest line in it, and names one fix. Nothing you mark is stored or sent.
Limits. It is our own rough guide, not a legal standard or an industry benchmark. One call is a sample, so repeat the set after any change. Whether you may record a call depends on your state. It is marketing guidance, not legal advice.
Related
Questions people ask
How many calls should I score?
All five: a weekday call, an after-hours call, a Spanish-speaking caller, a case you do not take and a hang-up. Each one tests a different weak spot.
Does the sheet keep what I mark?
No. The points are added in your browser and nothing you mark is stored or sent. Print the page if you want a copy.
Can I record the test calls?
That depends on your state’s call-recording rule, which our rules library lists. If you are not sure, take notes by hand instead.
Sources
- The Probative Standard: speed to lead, answer rate and secret-shop callsAccessed October 28, 2026
- The Probative Standard: how we count leads, signed cases and costAccessed October 26, 2026
Want someone else to place the calls?
Ask for the free review. Probative Growth records a short video of what clients see when they search for your firm, including how the phone is answered, and sends it by email within two business days. It does not use or store what you marked above.
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