Hector  could we screen share sometime today so you can quickly show me the spreadsheet and process for these shops? I want to be sure I enter the information in the correct format. 

Sounds good. 
Aren't we having the Clients at a Glance meeting?
I have not seen any invites this week. 
Please let me know when you are free to see I can set one up.

Hector  if we have one it will most likely be tomorrow. I'll text WZ asking. do you have time to meet with me in the morning like 10am your time?

I can do the morning one with you. However, 10 AM est is not good for me since that is when I start doing most secret shops. 10:00 AM is when most of our clients open up for business. 

11:00 AM works best since 9:00 AM would be too early for you correct?

whitney Hector

Website -  https://doceremedspa.com/body-by-docere/coolsculpting-strongsville/
Confirm - https://doceremedspa.com/c/coolsculpting-strongsville/
Date: 10/08/20
Time:  12:21 PM PST
Name - Hannah Convy
Email - luckypennybenny@yahoo.com
Phone - 267-826-4265

Message - I'm interested in coolsculpting in the stomach area. And best time to contact me is anytime before 9pm. Thanks!

Verified.

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Vania , 
This is good. 
I am not teaching anymore.. 
You learn too fast... :)

Still no call or text as of today, Friday Oct 9- 3:27pm EST

Hector  can I mark this task as complete at this point?

what?! no call or text??? the flap? 

whitney.zelig@gmail.com  AND no other emails sooooo that. 

what about our automated email ?

whitney.zelig@gmail.com  I got that right away but that's it. I noted it on the secret shop sheet

Vania, I just checked their leadsheet.
They listed on there that they only sent you an email on 10/8.
whitney.zelig@gmail.com I am noticing that this is how they are treating most of their leads. 

Vania, to your question of closing this task, I would not do that yet. 
We often do a follow up. Also, I generally prepare a small mini report and post it here for Whitney and Chris to review. In some cases, they request the report to be sent to client so I create on in Word and sent to Chris and Whit via email 
** We can go over this in another meeting. 
But also Whitney or Chris may tell you to move on and then you can close it. 

Hector when do I do the follow-up? And what does that consist of? A second secret shop?

It all depends on Whitney and Chris. 
If either of them contacted the client, then we are good here. If they have not, and want to test them again, then we do a follow up. 
Or if we are not 100% sure that everything is hooked up correctly.. meaning that it is not their fault. 

Hector   so Whitney spoke to the spa owner about the shop and scheduled a staff meeting about it for today. I think we will do a follow-up shop but in a week or so. Sooooo I'm going to write the mini-report and then mark this as done. whoohooo!

Sounds about right..
You're becoming a Secret Shop ninja! 

whitney.zelig@gmail.com Hector
mini-report attached ;)

Docere. Secret Shopper Leads Test Report. 101220. VJ.docx 292 KB • Download

Well done... 
I will send you other recommendations to have that I have written, depending on the outcome.