β Secret Shop/ Call Rail Report
Completed by whitney.zelig@gmail.com
- Assigned to
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Amy V.
- Notes
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always be ready to secret shop new clients after all of the other issues are taken care of.
Hector
So I just found out that we have not secret shopped this client since 7/02/19.
Let's secret shop them on Tuesday or Wednesday.
Thank you.
Confirm - https://centerformedicalaestheticsri.com/thank-you-cs/
Date: 1.19.2021
Time: 1:55 pm EST
Name - Molly Wilson
Email - mollyewilson48@yahoo.com
Phone - 929-369-1857
Message - I'm looking to get rid of my love handles.
Verified.
Notes:
-No automatic confirmation e-mail setup
Thank you for taking care of this.
A few suggestions.
One, please use forward slashes when adding the date formats ex - 01/19/21
this makes it easier for me to edit the dates in excel and other sheets.
Second, what are those L SEP icons under each DATE<TIME<NAME stamps?
Lastly, Chris does not want the leadsheets shared with all team members. Only a few of us have access to them, nothing personal.
I have verified your lead right here for you..
This is an old client and all of their spreadsheets, folders, were created before I was here. I will update their spreadsheet with the new version as well.
On the icons, funny, they are not showing up now...
Weird.
Thanks.
Yes, please do so as they are averaging about 3 leads per day on Coolsculpting alone.
See how they respond to you.
Website - https://centerformedicalaestheticsri.com/coolsculpting-providence-ri/
Confirm - https://centerformedicalaestheticsri.com/thank-you-cs/
Date: 2/18/2021
Time: 5:44 PM (EST)
Name - Louisa Hermes
Email - hermes.louisa@yahoo.com
Phone - (860) 670-5468
Message - I am interested in learning how Coolsculpting can get rid of some of the fat on my upper arms.
Good morning.
Here is the proof that your lead was properly recorded.
Whitney is correct. I believe I mentioned to you that it is best to always do the Secret shops between Tuesdays to Thursdays and at least half hour after they open.
Keep in mind the time Zone on some clients as well.
This is all a learning process that we all go through and it is constantly evolving so no worries.
I see that they most likely have Highlevel, as they sent an automatic text message immediately after I sent the lead. There were no follow-up phone calls or texts. Should I begin writing the report for this client?
Center for Medical Aesthetics - Secret Shopper Leads Test Report
The staff at the Center for Medical Aesthetics sent a welcoming text message immediately, which is very beneficial because it lets the client know that their request has been received. It also helps create an additional channel of communication between the spa and a potential client. However, a follow-up text was never sent. We recommend sending a follow-up text the day after the lead is received, as well as the following day if you still have not heard back from the potential client.