PLEASE be accurate when inputting your dates and times. Banks routinely review their security tapes to verify customer visits.
Due to the constant change in shopping guidelines, it is EXTREMELY important that all guidelines are printed and reviewed prior to completing your shops (guidelines are located in the far left corner of your Shop Log for each shop assigned). It is also recommended that you print your shopping form and study this prior to completing your assignment to familiarize yourself with the items that you will need to address.
PINNACLE FINANCIAL PAYMENT POLICY
Shoppers performing work for Pinnacle Financial Strategies MUST have a PAY-PAL ACCOUNT in order to receive payments for shops. The email address on your Pay-Pal account MUST BE the same email address that you provided in your Shopper Registration. Payment for shops will be paid on the 10th of the month for valid work submitted by the 20th of the month prior. Please note: your shops must be reviewed by Pinnacle Financial Strategies by the 20th to be paid on the 10th. To check the status of your paid shops, please view your shop log. The fifth column will say PAID or PENDING when we have submitted payment for your shops.
We have made changes to ALL of our platform, lobby and drive-in teller instructions effective IMMEDIATELY:
Tellers: We now requires ALL shoppers to obtain a valid proof of shop for EACH survey with the exception of Telephone shops. For shoppers using the deposit scenario, please provide a copy of the deposit slip with the date/time and teller number visible. If you perform a scenario other than a deposit, please go to the ATM and request a balance inquiry. This will provide you with a receipt without incurring an ATM or bank fee. ALSO, all shops MUST be submited on the same day the shop is completed (or within 12 hours of completion) – failure to do so may result in non-payment.
IN ORDER to be processed for payment.
Platform shops: We now requires ALL shoppers to obtain a valid proof of shop for EACH survey. Please obtain a business card from the representative during your shop. If the Rep does not provide you with a business card, please ask for one at the end of the conversation. ALSO, all shops MUST be submited within 48 hours of the day the shop is completed IN ORDER to be processed for payment.
Your shops will not be ACCEPTED OR PAID until you have provided this proof of visit. You can upload a scanned image or digital photo of the proof of visit into your report (This is preferred). However, if you are unable to upload, you must fax your proof of visit to us within 24 hours of submitting your shop in Sassie. Fax a copy of the item with your full name and phone number to (1-800-330-1304).
An important change has been made to most of our forms. At the bottom of your surveys, you will see two buttons:
SAVE SHOP FOR LATER - this button saves shops in progress, keeping them in INCOMPLETE status so editors will not prematurely work on your shop (remember, you will NOT receive credit for a shop if it's permanently left in INCOMPLETE status).
COMPLETE AND SUBMIT SHOP - this button sends the shop to the editors. After clicking this button, you will have one last chance to immediately go back and edit your shop - after that, it will go into COMPLETE status, and you will only be able to view your shop (no more edits allowed).
GOING GREEN: We are embracing a “greener” lifestyle and would like to ask for your help in achieving our “going green” goals. If at all possible, in lieu of faxing over your POVs, we request that you electronically upload them into your shop at the time of completion or email them directly to your contact. This will not only help our efforts in “going green” but also expedite the shop process in a more efficient manner. Instructions on how to upload your document electronically is explained in your shopper guidelines/instructions. Any help you can give us will be greatly appreciated - we appreciate your efforts.
SHOPPER ALERT: Pinnacle Financial Strategies has recently been made aware that there are a number of individuals using a name similar to ours in the process of a scam involving "mystery shopping opportunities" that would require you to cash a check and complete a wire money transfer.
It is our understanding that these individuals are providing bad checks in the hopes that you will deposit them into your bank account and transfer a portion of the check amount back to them as part of a mystery shop. The check will not clear and if you've already transferred funds, you will be responsible for the amount of the bounced check.
Pinnacle Financial Strategies will never:
Require that you cash or deposit a check that we send you as part of a mystery shopping assignment.
Ask you to transfer funds to an account as part of a mystery shopping assignment.
Send you a letter via the mail telling you that you have been selected to participate in a paid consumer research program.
As a Pinnacle Financial Strategies shopper you will only be contacted regarding upcoming assignments by phone or by email from an employee using an @pinnstrat.com email address. Additionally, you will always be able to reach someone at our offices during regular business hours if you need to verify that an opportunity you may be unsure of, is legitimate.
We would also urge you to visit the Mystery Shopping Providers Association website for more information and helpful tips on becoming a shopper, reputable mystery shopping companies, as well as more information on current scams in our industry. You'll find the MSPA at www.mysteryshop.org