Georgia Center for Ear, Nose, & Throat - www.aaronfletchermd.com - Paige

Will get invoice from Jenna, Chris.

Secret shop

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Hi Elizabeth Ruffa Elizabeth can you please do a SS on emface. We are trying to get an idea of what the initial phone call and sales process look like. Thank you!

Comments & Events

Elizabeth Ruffa
Paige Montgomery, Client Success Manager at Medstar Paige  please drop the landing page link you would like shopped. ty
Elizabeth Ruffa
began 11/21
meredith lee
kwr032916@gmail.com
2095608802
Elizabeth Ruffa
text engagement 11/27
Elizabeth Ruffa
Hi Paige Montgomery, Client Success Manager at Medstar Paige (posting this here & in clickup) 

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 2 texts from you and you responded to our questions during text engagement. We also received a welcome email from you after we input the lead.
  • The salesperson who answered our call was friendly, professional, and knowledgeable. 
  • They 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.

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]
  • When discussing pricing we also recommend mentioning any special pricing and financing available, or creating a sense of urgency by mentioning a current sale. {The current $100 off New Client Special was not mentioned}
  • We would love to set-up a front desk 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.
Elizabeth Ruffa
Paige Montgomery, Client Success Manager at Medstar Paige  This secret shop is also posted in clickup so I am closing the task here. TY
Elizabeth Ruffa
Elizabeth Ruffa completed this to-do.