What are Action Management Plans?

Our Action Management Plans go far beyond an email notification and a to do list. The action management plan triggers are tied to the mystery shop and instant audit surveys and are triggered by an answer set definition.

Each plan can include up to 15 questions that must be answered/completed. The action plan is sent to the appropriate manager or staff manager for completion. Once the item/issue is corrected, the assigned staff member completes the plan by filling out the required corrective action responses and including a picture, if needed, of the correction.

The plan is then routed to a corporate member for review and approval. Open plans are automatically monitored with reminders sent and escalations if needed. All open and completed plans can be monitored and reviewed in the client dashboard.

The Elite CXS Action Management solution completes the “Act” phase of the Acquire > Analyze > Act > Achieve! service excellence cycle, allowing our clients to close the quality management loop and help them achieve 100% service excellence through continuous improvement for sustainable growth.

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We had used multiple Mystery Shopping companies before, the difference with Elite CXS is AMAZING! we get a real report, detailed with solutions we can actually educate with! Thank you!

Justine Moore, Franchise Owner

We were stuck with customer complaints that our sales team were not adhering to company processes. Elite CXS’s team were so pleasant to deal with & were prompt in delivery and fairly priced. The product supplied, allowed me to fix the problems in my dealerships.

Kevin Ruez, Automotive Industry
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