If your mystery shop scores below a certain percentage in a mystery shop, an action plan will be created and put into your inbox on the client portal. If this happens, you will receive a notification email. In order to access the client portal and view the action plan, go to www.proinsight.org/client-login/, put in your login and password. Your inbox is located at the bottom of the page.
Open the action plan by clicking on the blue writing and then fill in the action plan. Click 'Save Survey' once you have completed it, return to the homepage and simply click the green 'submit' button next to the action plan in order to submit it.
The action plan is then completed and submitted.