Here is the template for Secret shop test

Template - Secret Shopper Leads & Calls Report.docx 2.56 MB • Download

Tags I use the most - 
Agent - Adjust
Hold Time - Adjust
Appt. - Adjust
Automation - Adjust
Price - Adjust
Info - Adjust
Missed Call 
Promos - Adjust 
Website Response - Adjust
-----
The other alternatives are to replace the word - Adjust - with Good. 
Example - 
Price - Good
Agent - Good
so on.. 
However, Chris does not want to focus on positive, only negative. 

Hector  
This looks really great! I am still just listening and trying to use the tags. I will keep with the tags you have already created and just add any if they are needed. 
I still need to learn what is needed for each individual client for a report. I got the template, I just need to get microsoft word on my computer to open it. 
Thanks 

Melissa  
Since you do not have Word installed on your computer yet, I went ahead and created a copy for you on Google Docs so you can see it and edit it if you like. 
Here is the link = https://docs.google.com/document/d/1M5L8e3md83cZjWvu8HzgGpllnpGvuCP036aPuR5m5Zc/edit?usp=sharing
Also, I add (Orange color) to the MISSED CALLS tags. This makes it easier to find and highlights them for the client. 
I add (Green color) to the Appointments tags. Green equals $$$$.. This also lets clients know that the call resulted in an appointment. 

Melissa  - hey there. Can you email me the call template draft when you get a chance please. Thx 

Melissa
I believe Chris may have been referring to a NEW one you CREATED since he has seen this one in multiple reports I have sent out.

Keep in mind that we have CallRail audits template and the Secret Shopper Leads test template. I have since combined both when I do both at the same time.
Here is the a sample or one that I have already sent out to a client before =

My Bella Vita Med Spa - CallRail Audit & Secret Shopper Results – July 23 to Oct 29.docx 5.5 MB • Download

Chris please let us know if you want us to edit anything out of the original one above. 

Hector   I still need to learn how to link the call, and a few other things, like how you get new phone numbers to call them to secret shop them-I have no idea. However, I am working on a new template, it will just have a more organized look. I have been working off of yours. Also, does each client have a hubspot that needs to be logged into, or do we just have a hubspot login for callrail? These are things I need help with. 

I believe Lisa has all of this handled by now. 

Please upload the newest template here. I want to send something professional looking to our clients. What I see above looks mas o menos

Lisa  
Can you please upload the latest template you have for Chris to see it?
Thank you. 

TPA Report template

_Template TPA Report 2_27_20 - TPA Report.pdf 83.6 KB • Download

Thank you Lisa.
Chris , 
There it is for you to check it out and provide some feedback. 

Lisa  Wow, this looks sharp. Good job. Can we number the questions for easier reference, and then can we add totals at the bottom (percent of yes, percent of nos) to gather chartable progression? 

Thanks ZZ! Yep Butttttttt I thought the yes no data would be for a more premium package?

Great idea Melissa. 

I also mentioned to Whitney in an email that this template is missing the number of "Missed Calls." There are several clients that when I audited them, I found the staff missing a huge number of calls; some for different reasons. 
This helps tell the manager and the staff how good they are at handling all the calls coming in. 

K great! Any other ideas?

Hector good idea about the missed calls

Lisa we did discuss that youre right. I will be talking with everyone today about the TPA package

Thanks.
Here's an example of how I used that information on the missed calls to bring it to the client's attention using percentages.

·Docere Med Spa had a large number of "Missed or Unanswered" calls. About 26 of the 81 calls the spa received were missed or went unanswered during the time covered. That’s almost 33% of all calls missed or unanswered.

Thanks Hector.

Lisa  
can you take what hector suggested and just put it into a statistic, both number of missed calls and the percent of missed calls. I didn't explain this great, but hopefully you get what I mean

I thought we have a program we needed to implement? If your going to have a premium package for clients that are paying for this service then yes. I wouldn't add more then what the free clients are getting. It's not cost effective. Your losing money by giving them more with out compensation. 

Sure I would be glad to help.

Are you trying to say I'll slow you down;)