Lisa I don't believe we ever got to test these people. 
I envy you. I miss Secret shopping. 
Go get them Lisa. 

Well do. Thanks for the encouragement Hector it is greatly appreciated!

No doubt, you're welcome and glad to help. If you need any help with anything, please don't hesitate to message me. 

Lisa ,
Please post the results here so that way Chris, Whitney and I can look at them easier. 
It also helps keep the files organized if we ever need to find them. 
Thanks. 

Phone response: 46 mins
Said she would send a follow email

Email response: 3 mins. after phone response
Did Not refer to my concerns.
No specials or promotions mentioned.
She mentioned a free consultation with their specialist! Hurray!

Needs some work.

Lisa, I have a question for you. 
Does this mean you are answering their direct phone call back - or picking up - after you fill out the lead? 
Because Whitney & Chris used to tell me not to answer to gauge how they would follow up in the coming days. 

No not answering.

Lets send this to zAra and bryce 

whitney.zelig@gmail.com
Will you or Lisa be sending this report to Zara and Bryce?
Lisa, please post it here if you are not doing so. This way, I can go ahead and send it to the client. 
Thanks.

I can send a full report after I see if they are sending a reminder email, text, voicemail on appointment day and time that was just assigned to me. Please send me their correct email as I don't always have all the clients email address.

Lisa you are correct. 
I assigned that to you yesterday following a conversation with Chris. 
Let's wait until you carry out that task, see how it goes and then prepare the combined report. You can just drop it (upload filed) in the other task and I will take care of sending it to client for you. 
Thanks. 

Writing report now. Do we not have callrail for them?

Lisa, client does not have a callrail account set up yet. 
I will set one up for them later on today. 
You have access to the Callrail logins spreadsheet. In that sheet, you can find all the active clients which have one. 
Here is the sheet link, just in case. 
https://docs.google.com/spreadsheets/d/1oRE5DCMqiCIypHLhw9xcrRz7FNJsbuG7NUZjZL7q9KI/edit#gid=0

Have we sent this out to client? If not email to me so I can send to client 

Not sure about that Chris since this falls on Lisa now. 
Lisa  
Chris wants to know if you have sent this report out to the client. 
If not, then please email it to him - Chris@Medstarmedia.com - or to me so we can fwd it to the client. 
Thank you. 

Did you check with Whitney? We are still transitioning. 

Thank you for the update, Lisa. 
whitney.zelig@gmail.com  
Can you please let us know?
Thank you 

Let you guys know what?

Chris, asked if this was sent to the client. 
I said Lisa handles this from now on.
Lisa responded that we should check with you. 

Lisa - thank you for sending me. I still need a summary attached to the report. Hector  can you attach one of your old summaries. Easy for the client to quickly understand 

Thank you Lisa. Yes put the summary in the email body. Hector - can you share an example of what we sent in the email prior to the report.

By chance did the client follow up the next days? 

Lisa ,  below is a summary of what I used to send to clients.
Chris, is this what you needed or meant?

Email -
Hello COR MedSpa Team,

-- Report -
Overall Summary of lead test: Requires attention & needs some adjustments.

Insight – The response time by the staff at COR MedSpa for contacting the lead was good. Overall, they reached out to the lead via a text message & automatic email within one hour of the online form being filled out. However, those were the only methods used by COR Medspa’s staff for reaching out to the potential lead. There were no direct phone calls or voicemails ever made to the lead. In addition, there were no subsequent phone calls, text messages, emails or other forms of follow-ups done. 

Lisa can u get this to me so I can send to crmc please

Hector  - thank u 

You're welcome Chris.
Always glad to help.