Medstar Team

Call Audit Sheet

Assigned to
Melissa Zelig, Medstar Melissa Z.
Due on

Comments & Events

Chris Zelig, Medstar
Let's create this in a word doc. It will be a series of questions that whoever is doing the audit can answer. The person doing the audit will also provide notes in call rail 

Here are some details:

Lead Submission Time and Date
Lead Submission Page: example: cs page
Automated Email Received?
Time of first call?
Voice message left
Text message sent
Text in text message
Name of rep
How did they answer common questions:

What is the cost?
How long will it take to see the effects
Why is your spa different

etc.
Melissa Zelig, Medstar
give me more details about what you want with this during our call
Chris Zelig, Medstar
I want this finished ASAP and please call Hector
Chris Zelig, Medstar
Also, include the difference between Call Auditing (listening to calls) and Secret Shopping. We need a sheet he could fill out that we can easily duplicate. 
Chris Zelig, Medstar
Chris Zelig completed this to-do.