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Belle Vie Medical www.belleviemedical.com

This is for a client who already has a website we can use that we just need to optimize.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarSelena Vujatov, Medstar
From the list: Front Desk Support

โœ” Secret Shop/ Call Rail Report

whitney.zelig@gmail.com added this on
Completed by Hector M.
Assigned to
Amy Van Deusen Amy V.

Comments & Events

Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Amy Van Deusen Amy
We need to secret shop this client.
Please let me or Vania J, Medstar Vania know if you have any questions or need help.
You can do so on Monday or Tuesday. 
Thanks. 
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Vania J, Medstar Vania J
Amy Van Deusen Amy  we can do this together Monday or Tuesday. Just let me know. Also, I am doing one on Monday if you want to shadow.
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Amy Van Deusen Amy Van Deusen
Let's do this one on Tuesday if that works for you? Vania J, Medstar Vania  Thanks!
Vania J, Medstar ๐Ÿ™Œ
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Amy Van Deusen Amy Van Deusen
*This secret shop has to be re-done due to issues with the fake phone number.  See the new shop below.

Website -   https://www.belleviemedical.com/coolsculpting-cerritos-costa-mesa/
Confirm - https://www.belleviemedical.com/c/coolsculpting/?eid=4mR5vlyfRRZ92XgcqEVr9g%3D%3D
Date: 1/19/2021
Time:  2:49 PM EST
Name - Louisa Hermes
Email -  hermes.louisa@yahoo.com
Phone - 347-321-1271
Message - I'm looking to slim down my stomach area.

Verified.
Screen Shot 2021-01-19 at 2.53.24 PM.png 49.6 KB โ€ข Download
Vania J, Medstar โค๏ธ
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whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Hector Mota, Operations Manager at Medstar Hector  can you make amy a video of where she would find the leadsheet please? 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
She does have access to the leadsheets.
The people who have access to the leadsheets from our team is limited to about 5. This was per Chris instructions a few months back. I will provide the screenshot for her, no problem.
PS. Amy Van Deusen Amy , well done.
Please avoid using your real real full name and emails with such.
We don't know which client may know any of our names.
Thanks.

image.png 146 KB โ€ข Download
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Vania J, Medstar Vania J
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  she knows where to find the leadsheet. She just didn't have access to this one.
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Vania J, Medstar Vania J
Hector Mota, Operations Manager at Medstar Hector  this client doesn't know Amy. We used her real name because we used all our fake identities today and it was getting too confusing. She's working on getting a new app and number to add to her stash.  It's getting hard finding fake numbers. The emails are obviously easier to get. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay, no worries. 
I will handle the other secret shops tomorrow. I have tons of fake names, numbers so... 
Thank you guys for taking care of this. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Again, only about 5 of us have access to the leadsheets. I took that security initiative after conferring with Chris as that is what he wanted. 
Funny this should bite me back for being the one who started posting leadsheet verifications โ˜œ(๏พŸใƒฎ๏พŸโ˜œ) ยฏ\_(ใƒ„)_/ยฏ (T_T)
Vania J, Medstar ๐Ÿ˜œ
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Amy Van Deusen Amy Van Deusen
Hector Mota, Operations Manager at Medstar Hector This secret shop is complete. Please see below and advise regarding next steps. Thank you!

Belle Vie Medical - Secret Shopper Leads Test Report

Date of test โ€“ 1/19/21

Overall Analysis: Needs to be set up with Highlevel and automated e-mail. Should pursue leads more than once.

Lead entered: 3:50 PM (EST) / 1/19/21

Spa Response Time:
Phone call: Yes, same day - 1/19/21 at 4:01 PM (EST)

Voicemail: Yes, same day - 1/19/21 at 4:02 PM (EST)

Text Message: None.

E-mail: None.

Problems with form/button: None.

Follow up Phone call: None.

Follow up Phone E-mail: None.

Follow up Phone Text: None.

Areas that need improvement: No texts. No e-mails. No follow up phone calls.

Insight Summary โ€“ The staff at Belle Vie Medical responded to the lead notification within 15 minutes by calling directly and leaving a voicemail. However, there was a lack of follow up with the lead because this was the only attempt in a 7-day period. Additionally, there was no e-mail or text follow up. This requires immediate attention.


Details about lead:

Belle Vie Medical - Secret Shopper Leads Test โ€“ Coolsculpting
Website - https://www.belleviemedical.com/coolsculpting-cerritos-costa-mesa/
Date: 1/19/21
Time:  4:01 PM EST

Name โ€“ Amy Van Deusen
Phone - 860-670-5468
Message - Iโ€™m looking to get rid of my love handles.

Recommendations for the staff at Belle Vie Medical:

  • A welcoming or acknowledgment text message should be sent out to all potential clients as soon as possible. This works for the benefit of client in several ways, not just letting the lead know that their request has been received. It also helps create an additional channel of communication between the spa and a potential client.

  • The team at Belle Vie Medical never sent out an automatic welcoming email to the lead. We recommend sending out a personal type of email as other top medical spas do. Statistics show that sending out welcoming or confirmation emails provides greater ROI results when it comes to leads. Emails also aid in initiating and building a line of communication between the lead and the client.

  • No follow up phone direct phone calls, text messages or emails were ever sent to the potential lead again. We highly recommend that leads should be followed up on with a phone call on the first day and the following day. Then, an email, phone call and text again a few days after that. Then, repeat this process a week or so later again if thereโ€™s no response from the lead. 

  • Belle Vie Medical - Secret Shopper Leads Test Report - 1-19-21.docx 213 KB โ€ข Download
Vania J, Medstar ๐Ÿ™Œ๐Ÿ’ฏ
whitney.zelig@gmail.com, Medstar wow! nice!
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whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Thanks team! nice work vania and amy!! 

I wrote an email to the bosses asking if they wanted to use high level, i guess it never got responded to.

Not sure if we want to present this to them before or after I return? 
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whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
or does Hector Mota, Operations Manager at Medstar Hector send these out? 

They DO have a texting system ( not high level) but something else. so they should 1000% text. I think Hector would be ok to send out this report, it will def make them be more on top of their game. 
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Vania J, Medstar Vania J
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  usually Hector sends them out, or wee just verbally review results with client. One time I sent it out. sooooo up to you all. Let me know and I'll show Amy.
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whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
yes you can send directly to client I trained their staff last week Vania J, Medstar Vania  
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Amy Van Deusen Amy
Well done.
I see you used the recommendations template I set up for their report. That is very good since this makes it easier for you.
I thought it was me that actually wrote the comments above and then I remembered... I did...:) 

Vania J, Medstar Vania please let me know if you are sending it out or if would like me to do so. 
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Vania J, Medstar Vania J
Hector Mota, Operations Manager at Medstar Hector  can you send it out and copy me on it? I could use a refresher so I can do any subsequent shops. Thanks!
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I will take care of it and CC you on it. 
Vania J, Medstar u da best! ๐Ÿ‘Œ
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Vania J, Medstar Vania J
Hector Mota, Operations Manager at Medstar Hector  per Chris can you copy him on the report when you send it out?
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
This was sent out to client.
Vania I CC you on it and Chris.
Thank you again Amy Van Deusen Amy .
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Vania J, Medstar Vania J
Amy Van Deusen Amy Hector Mota, Operations Manager at Medstar Hector   Just an FYI from the client, moving forward they want the secret shop reports to go to the email below. I also added this info to the client sheet.
jo@belleviemedical.com
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