Sydney  please list your thoughts here as well

This is due next tuesday fyi

Vania  please helpy help 

whitney.zelig@gmail.com
SO the thing you overheard me saying in the training that you liked is different from what you are listing above. This section of the training is actually called the

"5 things for Ace-ing Your Secret Shop/ How to Convert a Phone Lead" section and those items are;

1) Get the lead's name and number
-And say your name at the beginning of the call

2) Show excitement and positive enthusiasm about the spa
-list examples of why the spa is #1
-mention how great the providers are
-reassure the lead that they called the best place for that treatment

3) Show knowledge of the treatment
-avoid monotone, science-y speeches
-give the quick, best highlights of the treatment
-explain that more detailed info can be given in the consultation

4) Answer the "Cost Question" in an advantageous way
-say your disclaimer about how a consultation is needed to be able to give an accurate price quote BUT...
-give the lowest price range that makes sense for the treatment
-mention the promos
-mention any available financing

5) Ask to schedule a consultation
-avoid asking, "Would you like to schedule a consultation?"
-Instead, say something like "We have a free consultation available tomorrow at noon...or would you prefer a morning/Friday/weekend appointment?"

Follow Up:
-Using the "Post-Phone Follow Up" text template send a text to the lead
-Set a "task" in the app to follow up in a few days

suggestion for #1
but maybe reword Vania  
1. When answering the phone state your name and the spa and ask the caller's name and number "in case you get disconnected" add this name and number to your system.

whitney.zelig@gmail.com  definitely. I was trying to keep it short to be like a one-pager. But all relevant info they need

Vania Do we also want to add sales tips here?

Sydney  I mean yes ideally...but WZ's original idea was to make it a one-pager. But maybe we could add a few. Which ones do you want to include?

Bonus Tips: 

whitney.zelig@gmail.com am I making this sales etiquette  PDF with this content?
"5 things for Ace-ing Your Secret Shop/ How to Convert a Phone Lead" section and those items are;" ?

How to Convert a phone lead

How is this going Kellie  ?

Kellie let me know if you need anything to get this one pager wrapped up. Now that Whitney has suggested it I've actually talked to two different teams who could really use this. Thanks!

Vania  any way possible we could shorten this content a bit? 

Vania will this work?
https://www.canva.com/design/DAFIToE-1kw/Zn_apu3WRswl0cOmnbNDUw/edit

Kellie Vania  we need to make this a bit more professional- less words 

whitney.zelig@gmail.com I will go in tomorrow make a duplicate and edit it down

Vania  you ever get to this lovely lady? 

bumping this up in priority Vania  . invite me to a zoom call and we can wordsmith together

whitney.zelig@gmail.com here you go. Final product. The ladies and I finished this today.

How to Convert a Phone Lead. Medstar Media.png 1.5 MB • Download

How to Convert a Phone Lead. Medstar Media.pdf 2.36 MB • Download