Center for Medical Aesthetics - Emily

https://centerformedicalaestheticsri.com

βœ” Secret Shop/ Call Rail Report

Assigned to
Amy Van Deusen Amy V.
Notes
Hector  Mota Hector always be ready to secret shop new clients after all of the other issues are taken care of. 

Comments & Events

Hector Mota, Operations Manager at Medstar
Hello Amy Van Deusen Amy and Vania J, Medstar Vania  
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. 
Vania J, Medstar πŸ‘
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  the leadsheet is not linked here to the client's BC folder. How do I access it to verify the lead?
Hector Mota, Operations Manager at Medstar
Hello Amy Van Deusen Amy
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..

Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  we edited the comment because I meant to post that note myself. I also don't have access to the leadsheet
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  also whats an L SEP icon? I dont see them
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania , I added the leadsheet to client BC3 folder. 
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. 
Vania J, Medstar πŸ‘
Vania J, Medstar
ohhhh in the email from BC. yaaaa that IS weird
Amy Van Deusen
Hi whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Hector Mota, Operations Manager at Medstar Hector  Should I secret shop this client again? I shopped them on 1/19/21 but there was an issue on our end (per WZ) so we never wrote the report.
Hector Mota, Operations Manager at Medstar
Hello Amy Van Deusen Amy  
Yes, please do so as they are averaging about 3 leads per day on Coolsculpting alone. 
See how they respond to you. 
Amy Van Deusen
Hi Hector Mota, Operations Manager at Medstar Hector - Can you please verify that this lead was received? So far, I have only received one automated text message immediately after sending the lead. I have not received any automated e-mails yet. I'll continue to update the spreadsheet as they try to contact me. Thanks!

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.
whitney.zelig@gmail.com, Medstar
hey next time Amy Van Deusen Amy  can you do during business hours so we can judge how fast they call back ? 
Amy Van Deusen
Yes, that makes sense. I'll make sure to double-check that I'm sending the leads during business hours from now on. Sorry!  whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  
whitney.zelig@gmail.com, Medstar
no worries girlie thanks for your hard work
Hector Mota, Operations Manager at Medstar
Amy Van Deusen Amy
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.

Amy Van Deusen
Hi Hector Mota, Operations Manager at Medstar Hector whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com This client sent two e-mails the following morning. Does this mean that they don't have an automatic confirmation e-mail set up? This was the client I made the mistake of sending the lead after business hours, so I just wanted to make sure. 
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?
whitney.zelig@gmail.com, Medstar
hey Vania J, Medstar Vania  did you mention that they should call on your meeting with kylie? 
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  actually I did when I explained why they should still use the leadsheet BUT they were closed a few days I think last week because of snow? I maybe confusing them with someone else I spoke with this week but pretty sure it was Kylie
Amy Van Deusen
Hey  whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Should I write a report for this secret shop?
whitney.zelig@gmail.com, Medstar
yes please Amy Van Deusen Amy  
Amy Van Deusen
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Ok, writing it now. E-mails weren't sent until the day after I entered the lead. I just wanted to make sure this wasn't an issue on our end?
whitney.zelig@gmail.com, Medstar thank you!
Amy Van Deusen
Hi Hector Mota, Operations Manager at Medstar Hector whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Here is the report for this secret shop. Thank you!

Center for Medical Aesthetics - Secret Shopper Leads Test Report

Overall Analysis: Minor adjustments are needed

 
Date of test – 2/18/21
Lead entered: 5:44 PM (EST)
 
Spa Response Time:
Phone call: Yes, the next morning - 2/19/21 at 10:18 AM (EST)
 
Voicemail: Yes, the next morning - 2/19/21 at 10:19 AM (EST)
 
Text Message: Yes, the same day - 2/18/21 at 5:44 PM (EST)
 
E-mail: Yes, the next day - 2/19/21 at 10:20 AM (EST)
 
Problems with form/button: None.
 
Follow-up Phone call: None.
 
Follow-up E-mail: Yes, the next day - 2/19/21 at 10:24 AM (EST)
 
Follow-up Text Message: None.
 
Areas that need improvement: No follow-up texts. No follow-up phone calls.
 
Insight Summary – The staff at the Center for Medical Aesthetics responded to the lead by sending a text message immediately after receiving the lead. One personal e-mail and one welcoming e-mail were sent the morning after the lead was entered. No other e-mails were sent. No follow-up text messages were sent. No follow-up phone calls were made. This requires adjustments.
 
Details about lead:
 
Center for Medical Aesthetics - Secret Shopper Leads Test – CoolSculpting
Date: 2/18/21
Time: 5:44 PM (EST)
 
Name - Louisa Hermes
Phone - 860-670-5468
 
Recommendations for the staff at Center for Medical Aesthetics:

  • 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.


  • The team at the Center for Medical Aesthetics sent out one welcoming e-mail to the lead the morning after receiving the lead. A personal e-mail was sent the morning after receiving the lead as well. However, we recommend sending an additional e-mail on the third and fifth day if you still have not heard from the potential client. Statistics show that sending additional follow-up e-mails provides greater ROI results when it comes to leads. E-mails also aid in initiating and building a line of communication between the lead and the client.
 
  • A direct phone call was made to the lead the morning after receiving the lead, which is important, as top medical spas make direct phone calls within 24 hours of receiving the lead. A friendly voicemail was left as well. However, no follow-up phone calls were made. We highly recommend that leads should be contacted again by phone on the following day. Then, we recommend repeating this process a few days later if there’s still no response from the lead. 
whitney.zelig@gmail.com, Medstar
Thanks Amy!
whitney.zelig@gmail.com, Medstar
whitney.zelig@gmail.com completed this to-do.
Hector Mota, Operations Manager at Medstar
This report has been sent to the client.