Image Revolution Health - Katharine

We are building a landing page for this client. www.imagerevolutionhealth.com/

September Quarterly Secret Shop

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Quarterly Secret Shop: 9/26/23
Last Shop Performed: 12/3/21
Service: CoolSculpting

Comments & Events

Elizabeth Ruffa
began 9/26
Elizabeth Ruffa
Nicol Razon, Medstar Nicol  I'm going to restart this one. I called them on 10/3 and left a voicemail, never got a call back but I didn't follow up in a timely manner either. So I'm going to restart. 
Elizabeth Ruffa
restarted 10/31 (Emily Smith)
Elizabeth Ruffa
text engagement 11/14
Elizabeth Ruffa
Hi Nicol Razon, Medstar Nicol , below is a secret shop that was completed. TY

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 a welcome email, 3 phone calls and 4 texts from you after we input the lead.
  • You responded to all of our questions via text engagement.
  • The salesperson who answered our call was friendly, professional, and knowledgeable. 

Things To Work On
  • When discussing pricing, we recommend mentioning any special pricing, promotions, and/or financing options that are available. In mentioning a current sale, you create a sense of urgency.

If you have any questions or wish to further discuss your secret shop please feel free to reach out to us. Or you can schedule a front desk refresher training here: https://calendly.com/emily-clientmtg/front-desk-training


We look forward to speaking soon.
Elizabeth Ruffa
Nicol Razon, Medstar Nicol  
Elizabeth Ruffa
Nicol Razon, Medstar Nicol  - also posted this in clickup
Nicol Razon, Medstar
Elizabeth Ruffa Elizabeth  thank you! I had a meeting with this client last night, and we went over the report, but I forgot to mention it to you here! I'll close this one and do the proper hand off on clieck up. 
Nicol Razon, Medstar
Nicol Razon completed this to-do.