Vania  I began this lead this morning. Do they have automated texts set up? Should I give them the usual 7day window to txt? Or can I cash forward this one and complete by end of the week?

Elizabeth  Chris needs it by Monday. They do have auto texts.

Hi Vania - here is the report written up for the recorded call. I didn't touch the top section regarding the texts/calls since Jessica was going to be reaching out to Issac about this. I can update the report and alter the email draft once we know what happened here. Let me know if there is anything else I can do here. Thx

EMAIL DRAFT:
Hi Team,

 

You've been secret-shopped! Attached is the full report...

 

We input a lead & called the front desk inquiring about Liposuction.  

Here is the recorded call: 

https://drive.google.com/file/d/1sxKXeJjkKt5ZEA4jOgYZq9rHeN4a22vh/view?usp=share_link 

 

Inquiring about liposuction, this caller called Wellife Ageless Center twice and left voicemails. We were able to connect when Dr. Curby returned the call from the caller. It was a wonderful call! Dr. Curby established a relationship with the caller while being very professional and approachable. She went into great depth regarding the procedure, the healing process, and the cost. This is fantastic! By the end of the call, the caller had a thorough understanding of the process. Even information about a zoom call was provided to this caller so that pricing and other details could be more precisely determined. This call was great all around.

If you have any questions please let us know. Or if you would like to schedule a Front Desk Training, you can do so here: http://calendly.com/Vania-medstar/front-desk

WELLIFE Secret Shop Report.pdf 102 KB • Download

Elizabeth here's the info on what happened with the forms. I will loop in Chris on the details.
I'd just leave that part out. The dr. knows what she did lol. Call me if you have any questions on how to frame this. Thanks!

"I just checked wellifecenter.com and found someone replaced our zapier webhook on all the GFs with their own.

New webhook
https://hooks.zapier.com/hooks/catch/14013410/b72flsv/

Original webhook that we added
https://hooks.zapier.com/hooks/catch/1822802/b1juui7/

Based on the zapier logs. It seems someone replaced them around 25th Dec.

The popups are still connected to our own webhook.

It could be these guys I am seeing their name mentioned in the webhook name.

https://keap.com/"

Elizabeth  please send this draft as soon as you can since we have a call with this client on Monday. thanks!

Ivonne  Hi; do you want me to change the draft above ?

Elizabeth  yes, taking into account what Vania said. 

Ivonne  - I’ll revise and submit here by tomorrow

Elizabeth  awesome thanks!

Vania  can you provide me any pointers for structuring out the situation with what happened when we input the lead? 

  Ivonne   Vania - Please let me know if there are any changes you would like me to make. Thanks for your help Vania.

---

EMAIL DRAFT:
Hi Team,

 

You've been secret-shopped! Attached is the full report.

 

We input a lead & called the front desk inquiring about Liposuction.  

Here is the recorded call: 

https://drive.google.com/file/d/1sxKXeJjkKt5ZEA4jOgYZq9rHeN4a22vh/view?usp=share_link 

 
We received three texts from you after we input the lead but unfortunately we received no phone calls from you. Contacting a lead with a direct phone call is the best way to ensure that the lead is converted into a potential patient. We would love to help set up a plan for you to be contacting leads 3x in the first week. 

When we called to inquire about liposuction, this caller called twice and left voicemails. We were able to connect with Dr. Curby when she returned our missed calls. She was professional, friendly and very knowledgable.  Dr. Curby went into great depth explaining the procedure, the recovery process, and the cost. This is fantastic! 

We would love for you to schedule a call here so we can help set up a plan for you to be contacting leads 3x in the first week with a direct phone call: http://calendly.com/Vania-medstar/front-desk

WELLIFE Secret Shop Report (2).pdf 101 KB • Download

Hi Ivonne Vania   just following up on this one, has it been sent out? May I close out the task? Thank you :)

Elizabeth  please close out. thanks!