Contour Room - www.contourroom.com - IA

Digital Marketing Monthly Management Service * Digital Marketing Set Up * Website Development & Design * Content Creation - Treatment Page *

Quarterly Secret Shop

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on

Comments & Events

Elizabeth Ruffa
text engagement 11/8 no response, trying again to engage 11/14
Elizabeth Ruffa
Hi Ivonne Ackerman, Medstar Ivonne - please see the attached secret shop report. 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!
  • We received 3 texts from you and a welcome email after we input the lead.
  • Your staff 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. 
  • The salesperson was professional, knowledgable, and mentioned the current promotion going on. 

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]
  • Answering text messages is vital to securing qualified leads. Qualified leads are potential patients that take the time to ask questions. They show a great deal of interest and urgency. By not receiving answers, the lead is encouraged to look elsewhere for the service. 

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.
Ivonne Ackerman, Medstar
Thanks Elizabeth Ruffa Elizabeth ! Where are you getting the clients from? Because this client just left us so I want to make sure you have the most current client list. 
Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne - I'm going to close this task out. Ty
Elizabeth Ruffa
Elizabeth Ruffa completed this to-do.