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Bloom Aesthetics Wellness (formally Coastal Carolina Internal Medicine, PA) - www.ccimpa.com - Emily

Website Design & Development * Service Page Content * Digital Marketing Set Up Service * Digital Marketing Monthly Management *
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, MedstarIvy Santiago, Creative Project Manager at Medstar
From the list: Secret Shop

✔ September Quarterly Secret Shop

Elizabeth R. added this on
Completed by Emily
Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Quarterly Secret Shop: 9/19/23
Last Shop Performed: 1/29/23
Service: Emsculpt Neo

Comments & Events

Elizabeth Ruffa Elizabeth Ruffa
began 9/19
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Elizabeth Ruffa Elizabeth Ruffa
Hi Emily, Medstar Emily  

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!
  • Your staff did wonderful. They led the conversation with a personable approach to the treatment. This is extremely beneficial as it establishes a sense that the clinic is a warm and welcoming place and that the treatment will be a positive experience. 
  • We received 3 texts from you and you responded to our texts.
  • The salesperson who contacted us was friendly, professional, and knowledgeable. She built excitement around the treatment and answered pricing 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. [We received 1 call from you in the first week of receiving the text and the second call was received 22 days later]

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 a fresher front desk training here: https://calendly.com/emily-clientmtg/front-desk-training


We look forward to speaking soon.
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Emily, Medstar Emily
Elizabeth Ruffa Elizabeth  thank you! 
Notified 1 person
Emily, Medstar
Emily completed this to-do.