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Health First Medical Weight Loss - 🔴 SEO client 🔴 - EM/CZ

www.healthfirstweightcontrol.com - This is for a client who already has a website we can use that we just need to optimize.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarMichael, SEO +2 others
From the list: Front Desk Support

✔ secret shop coolsculpting - hesperia

whitney.zelig@gmail.com added this on
Completed by Hector M.
Assigned to
Amy Van Deusen Amy V.
Notes
use a different email and name then you did for redlands 

Comments & Events

Amy Van Deusen Amy Van Deusen
Website - https://healthfirstweightcontrol.com/coolsculpting/
Confirm - https://healthfirstweightcontrol.com/c/coolsculpting/
Date: 3/23/21
Time: 12:09 PM (EST)
Name - Louisa Hermes
Email -  hermes.louisa@yahoo.com
Phone - 347-978-9529
Message - I am looking to freeze off fat under my chin. I'm interested in learning how the process works. Thank you.

Hey whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Hector Mota, Operations Manager at Medstar Hector  This lead has been entered for the Hesperia location. I see that they are set up with high-level, as they sent an automated text immediately. They already called, 4 minutes after I entered the lead and left a voicemail. No e-mails have been sent so far. I will continue to update as contact attempts occur.
whitney.zelig@gmail.com, Medstar so proud
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Amy Van Deusen Amy
Here is the screenshot of your lead coming up on their sheet.
It looks like they have a lot of leads coming in.
image.png 185 KB • Download
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whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
I'm glad they are now calling! whoop whoop! progress. let's see how they follow up! 
Notified 2 people
Amy Van Deusen Amy Van Deusen
Hi Hector Mota, Operations Manager at Medstar Hector whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com This client sent a text message immediately. They also called within 10 minutes of receiving the lead and left a voicemail.  However, they sent an e-mail, but they sent it two days after receiving the lead. They also sent a follow-up e-mail three days later, four days later, and five days later. No follow-up phone calls or texts were made. Should I begin writing the report for this client?
Notified 2 people
Amy Van Deusen Amy Van Deusen
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Hector Mota, Operations Manager at Medstar Hector Here is secret shop the report for this client.

Health First Medical Weight Loss - Hesperia - Secret Shopper Leads Test Report

Overall Analysis: Adjustments are needed

 
Date of test – 3/23/21
Lead entered: 12:09 PM (EST)
 
Spa Response Time:
Phone call: Yes, same day - 3/23/21 at 12:13 PM (EST)
 
Voicemail: Yes, same day - 3/23/21 at 12:14 PM (EST)
 
Text Message: Yes, the same day - 3/23/21 at 12:09 PM (EST)
 
E-mail: Yes, two days later - 3/25/21 at 5:30 PM (EST)
 
Problems with form/button: None.
 
Follow-up Phone call: None.
 
Follow-up E-mail: Yes, two follow-up e-mails were sent - 3/26/21 at 11:01 AM (EST) & 3/27/21 at 10:02 AM (EST). However, the same e-mail was sent all three times.
 
Follow-up Text Message: None.
 
Areas that need improvement: No follow-up texts. Welcoming e-mails should be sent the same day as the lead. No personal e-mails were sent. No follow-up phone calls.
 
Insight Summary – The staff at Health First Medical Weight Loss responded to the lead by sending a text message immediately. Additionally, the staff called the potential client within an hour of receiving the lead. However, an e-mail was sent two days after receiving the lead. Follow-up e-mails were sent, but they appeared to be duplicates of the initial e-mail. No personal e-mails were sent. No follow-up texts were sent. No follow-up phone calls were made. This requires adjustments.
 
Details about lead:
 
Health First Medical Weight Loss - Secret Shopper Leads Test – CoolSculpting
Date: 3/23/21
Time: 12:09 PM (EST)
 
Name - Louisa Hermes
Phone - 347-978-9529
 
Recommendations for the staff at Health First Medical Weight Loss MedSpa:
 
  • The staff at Health First Medical Weight Loss 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 Health First Medical Weight Loss sent out an e-mail to the potential client two days after receiving the lead. We recommend sending a welcoming e-mail immediately, or within 24 hours of receiving the lead. Welcoming e-mails aid in initiating and building a line of communication between the lead and the client. Two follow-up e-mails were sent, but they appeared to be duplicates of the first e-mail that was sent. No personal e-mails were sent. Statistics show that sending welcoming e-mails, follow-up e-mails, and personal e-mails provide greater ROI results when it comes to leads.
 
  • One phone call was made the same day within the hour. This is beneficial, as we recommend leads be contacted within 24 hours. A voicemail was left to the potential client as well. However, no follow-up phone calls were made. We highly recommend that leads should be contacted again by phone on the following day. Then, we recommend repeating this process a few days later if there’s no response from the lead. 
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you Amy Van Deusen Amy ,
I will prepare and send to client. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
This has been sent to the client. 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.