Mi Bella Aesthetics - www.mibellacle.com - Ella

This is for a client who already has a website we can use that we just need to optimize.

September Quarterly Secret Shop

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Quarterly Secret Shop: 9/26/23
Last Shop Performed: 12/27/21
Service: Dermal Fillers

Comments & Events

Nicol Razon, Medstar
Elizabeth Ruffa Elizabeth please be aware that this client has only just now begun a FB campaign with a new offer - $100 off a syringe. When you began this shop the offer was 15% off.

Please note that they were not running ads then, but will be running ads that should go live by next Monday, October 16th at the latest.

Please proceed with the idea that that offer is 15% off and, that there are no ads running.

Thank you.
Elizabeth Ruffa ty!
Elizabeth Ruffa
Hi Nicol Razon, Medstar Nicol  

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!
  • Your staff did wonderful. They led the conversation with a personable approach to the treatment. This is extremely beneficial as it establishes a sense that the clinic is a warm and welcoming place and that the treatment will be a positive experience. 
  • The salesperson who answered our call was friendly, professional, and knowledgeable. She built excitement around the treatment, answered pricing questions in a recommended way, and mentioned the current promotion that was going on. 

Things To Work On
  • Contacting a lead with a direct phone call is the best way to ensure that a lead is converted into a potential patient. We recommend contacting leads 3x in the first week with direct calls. [Unfortunately we only received 1 call from you]
  • We highly recommend using a text messaging application for your leads. [Unfortunately this lead did not receive any texts from you.] 
  • We can get your Medstar App up and running and your staff trained in time for your Fall promotions!
We would love to set-up a refresher training to expand your company's client acquisition strategy and review best practices to ensure your success. 

You can schedule your next refresher training here: https://calendly.com/emily-clientmtg/front-desk-training


We look forward to speaking soon.
Nicol Razon, Medstar
TY Elizabeth Ruffa Elizabeth
p.s. Please change wonderful, to say wonderfully in, "Your staff did wonderfully"
Also, no need to have a comma before the and if there are only two clauses instead of a list. As in: The information we gather helps us better train your staff and provides you with th..."
We do need commas after each "Unfortunately" as in "
  • [Unfortunately, we only received 1 call from you]
  • We highly recommend using a text messaging application for your leads. [Unfortunately, this lead did not receive any texts from you.]
Thank you! 
Nicol Razon, Medstar
Nicol Razon completed this to-do.