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September Quarterly Secret Shop Report

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Quarterly Secret Shop: 9/26/23
Last Shop Performed: 11/29/21
Service: Microneedling

Comments & Events

Elizabeth Ruffa
began 9/26
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi  fyi letting you know this is in motion since Vania tasked it out and you are now the newly assigned CSM.
Elizabeth Ruffa thank u alyssa
Elizabeth Ruffa
Restarting this quarterly shop  Judi Vallano, Medstar Judi  
Elizabeth Ruffa rescheduled this to-do
Was
Now
Isaac Klausnser, Medstar
Elizabeth Ruffa Elizabeth -

I am seeing it on the sheet.


For the GHL. Only the CoolTone and Coolsculpting service forms and popups are connected to GHL on this website. Rest of the forms are connected to the client's own Mailchimp account.
Elizabeth Ruffa
Ok thanks Isaac Klausnser, Medstar Isaac  
Elizabeth Ruffa
Hi Judi Vallano, Medstar Judi  

EMAIL DRAFT:

Hi Team,

As part of our ongoing support to help you reach your marketing goals, we regularly "Secret Shop'' your practice. The information we gather helps us better train your staff, and provides you with the feedback you need to convert as many leads as possible. The process includes inputting a lead into a form on your landing page, communicating via text with your staff after replying to one of your text messages, and finally calling and speaking with the front desk to inquire about one of your services.  

Here is your latest full report and your recorded call link for you to review. 

Great Job, Keep it Up
  • We received a welcome email after we input the lead. 
  • The salesperson who answered our call was friendly, professional, and knowledgeable.
  • The salesperson was able to answer financing questions in a recommended way. 

Things To Work On
  • Contacting a lead with a direct phone call is the best way to ensure that a lead is converted into a potential patient. We recommend contacting leads 3x in the first week with direct calls. [Unfortunately we only received 1 phone call from you] It is also our recommendation to set up automated text messages as this creates a personal camaraderie between the spa and the potential client, and an additional channel of communication. 
  • When asked about cost, we recommend quoting the cost of the lowest priced applicator and then mentioning that an accurate price can’t be given until they can be assessed during their consultation. As well as mentioning any current promotion that is being offered.

We would love to set-up a refresher training to expand your company's client acquisition strategy and review best practices to ensure your success. 

You can schedule your front desk refresher training here: https://calendly.com/emily-clientmtg/front-desk-training


We look forward to speaking soon.
Elizabeth Ruffa
Judi Vallano, Medstar Judi  please close out this task once this shop has been sent to the client. Ty :) 
Judi Vallano, Medstar
Elizabeth Ruffa Elizabeth  Sent to client
Elizabeth Ruffa
Elizabeth Ruffa completed this to-do.