Cocar - The cocar - 🔴 SEO client 🔴 - Judi

www.thecocar.com - This is for a client who already has a website we can use that we just need to optimize.

September Quarterly Secret Shop

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes

Quarterly Secret Shop: 9/19/23

Last Shop Performed: 4/4/23

Landing Page to Shop: https://thecocar.com/weight-loss/

Service: Semaglutide


Comments & Events

Elizabeth Ruffa
began 9/19
Nicol Razon, Medstar
Elizabeth Ruffa Elizabeth Hi!
Thank you for initiating this shop and for creating this task. I really appreciate you taking the lead for these.
Elizabeth Ruffa 💙
Elizabeth Ruffa
Hi Nicol Razon, Medstar Nicol - here is the quarterly shop. Please let me know if you have any questions. Thank you.

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 great. They led the conversation with a personable approach to the treatment and answered the caller’s questions expertly.
  • We received 3 texts from you and you responded to our texts.

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 did not receive any phone calls from you. 
  • When discussing pricing, we recommend mentioning any special pricing, promotions, or and financing options that are available. In mentioning a current sale, you create a sense of urgency. The salesperson did not mention the New Client Special of $50 OFF. 
  • We recommend introducing yourself at the beginning of the call and requesting the caller’s contact information for follow up purposes.

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


We look forward to speaking soon.
Elizabeth Ruffa
Hi Nicol Razon, Medstar Nicol  just following up on this & making sure you saw it. TY
Nicol Razon, Medstar
Thanks Elizabeth Ruffa Elizabeth this report is sent!
Nicol Razon, Medstar
Nicol Razon completed this to-do.