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Secret Shop/ Call Rail Report

Assigned to
Amy Van Deusen Amy V. Hector Mota, Operations Manager at Medstar Hector M.
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
Amy Van Deusen Amy  
How are you?
Please add this client to your list of Secret shops for this week. 
Last time we Shopped them was back in July. 
Thanks. 
Amy Van Deusen
Hector Mota, Operations Manager at Medstar Hector I began this shop. Can you verify that the lead was received? So far, I have only received a welcome e-mail. I'll continue to update the spreadsheet as they contact me. whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com

Website - https://www.cormedspa.com/coolsculpting-denville/
Confirm - https://www.cormedspa.com/c/coolsculpting/
Date: 2/23/21
Time: 10:38 AM (EST)
Name - Chelsea Kaiser
Email - chelsea.kaiser@yahoo.com
Phone - 860-670-5468
Message - My double chin has been bothering me for a few years now. I heard about coolsculpting through a friend and I'm curious how it can help me.
Hector Mota, Operations Manager at Medstar
Hello Amy Van Deusen Amy
Thank you for taking care of this.
I can verify that your lead has been received by them.

Amy Van Deusen
Hi whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Hector Mota, Operations Manager at Medstar Hector  This client sent one automatic e-mail immediately, as well another one 30 minutes after receiving the lead. They also sent another e-mail 3 days after receiving the lead. They never called or left a voicemail. They sent a text message about 45 minutes after receiving the lead. Does this mean that we have not set them up with Highlevel yet? There were no follow-up text messages sent. Should I begin writing a report for this client?
Hector Mota, Operations Manager at Medstar
Hello Amy Van Deusen Amy  
How are you?
Thank you for the breakdown on what happened. 
Yes, please write a report as I will need to work on it to pass it along to Chris and the client. They are very interested in what took place. 
Thanks. 
whitney.zelig@gmail.com, Medstar
we have a set them up with high level since 
Amy Van Deusen
Hey Hector Mota, Operations Manager at Medstar Hector whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  Here is the secret shop leads test report for this client. Thank you!

COR MedSpa - Secret Shopper Leads Test Report

Overall Analysis: Adjustments are needed

Date of test – 2/23/21
Lead entered: 10:38 AM (EST)
 
Spa Response Time:
Phone call: None.
 
Voicemail: None.
 
Text Message: Yes, the same day - 2/23/21 at 11:13 AM (EST)
 
E-mail: Yes, on the same day - 2/23/21 at 10:40 AM (EST)
 
Problems with form/button: None.
 
Follow-up Phone call: None.
 
Follow-up E-mail: Yes, a personal e-mail was sent on the same day- 2/23/21 at 11:12 AM (EST). Another follow-up e-mail was sent on 2/26/21 at 10:40 AM (EST). An additional follow-up e-mail was sent on 3/8/21 at 10:40 AM (EST).
 
Follow-up Text Message: None.
 
Areas that need improvement: No follow-up texts. No direct phone calls or voicemails left. No follow-up phone calls.
 
Insight Summary – The staff at COR MedSpa responded to the lead by sending an automated e-mail immediately after receiving the lead. One personal e-mail was sent the same day as well. An automated follow-up e-mail was sent 3 days later. An additional e-mail was sent the following week. One text message was sent the same day. No follow-up texts were sent. No phone calls, voicemails, or follow-up phone calls were made. This requires adjustments.
 
Details about lead:
 
COR MedSpa - Secret Shopper Leads Test – CoolSculpting
Date: 2/23/21
Time: 10:38 AM (EST)
 
Name - Chelsea Kaiser
Phone - 860-670-5468
 
Recommendations for the staff at COR MedSpa:
 
  • The staff at COR MedSpa sent a welcoming text message almost 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 COR MedSpa sent out one automatic, welcoming email to the lead on the same day. A follow-up, personal e-mail was sent within an hour of receiving the lead. Another automated, follow-up e-mail was sent 3 days after the lead was received. An additional e-mail was sent the next week. It is very important to continue this pattern of sending e-mails the way that the COR MedSpa team is doing, as statistics show that sending welcoming and follow-up e-mails provide 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.
 
  • No direct phone calls were made. Additionally, no follow-up phone calls were made. We highly recommend that leads should be contacted by a direct phone call within 24 hours of receiving the lead and contacted again by phone on the following day. Then, we recommend repeating this process a week later if there’s no response from the lead.
whitney.zelig@gmail.com, Medstar thx amy
whitney.zelig@gmail.com, Medstar
whitney.zelig@gmail.com completed this to-do.
Hector Mota, Operations Manager at Medstar
I have made some edits to the report and sent it to the client. 
Whitney, I CCd you on it. 
Thank you Amy.