Chris, as I informed you on the email, their last CR audit was on June 6, 2019. I sent you the file via email. Here it is again just in case. Also, please let me know if you want me to audit them now so you can have a more recent CR audit to talk to them about.
Name - Jerry Michaels Email - Jwp_99_01@mail.com Phone # - 201-677-5371 Zip Code - 01103 - Springfield Message - Looking to shed some fat from my chest and stomach area ----
Notified 2 people
whitney.zelig@gmail.com
yes i sent the last one to the doc 6/6
Notified 2 people
Hector Mota,Operations Manager
Chris, here is the Neem Medical CR report for July-August. Due to the lack of calls, there really isn't that much to report on.
As far as the Secret shop leads test, they already called me back and sent me an email - First Phone Call | Yes - 8/12/19 - 2:36 PM First Text | None VoiceMail | Yes Text Message | No Confirmation Email | Yes - 8/12/2019 at 2:10 PM -- Please let me know if you want me to move on to phase 2 and call them to ask questions.
Notified 2 people
Chris Zelig
You can finish the report and send it to me
Notified 2 people
Hector Mota,Operations Manager
The CR report is finished. You can view it 2 comments above where I uploaded it. I can send it to you via email if you like. The only thing missing is the Secret shop leads test outcome.
Notified 2 people
Hector Mota,Operations Manager
whitney.zelig@gmail.com
,
Chris
, Not sure if you guys ever got around to sending this report. Just in case, I updated it to include the Secret shopper leads test results. Here it is =
Fyi - to make life easier lets have hector send out the call reports from now on. Just wanna make sure we dont f up on something. - moving forward hector this is all you
Notified 2 people
Hector Mota,Operations Manager
Thanks Chris. I guess we can have Whitney just peruse the report and then I send it to make sure all is perfect.
turn on your hubspot extension to make sure she opens it
Sometime this weekend i will provide all email addresses of our clients for: billing, call reports, general questions to the WEEKLY CS REPORTS
Notified 2 people
Hector Mota,Operations Manager
So Whit, does that mean we haven't sent out this report to Dr. Sandhu at Neem yet? Please let me know so I can send it to them ASAP.
Notified 2 people
whitney.zelig@gmail.com
please email to doc from support
Notified 2 people
Hector Mota,Operations Manager
Got it. I am going to add the extension and send to Doc now. Can you please tell me the name of the extension you mentioned? I tried looking it up, but cannot find it. Thanks
you da best
Notified 2 people
Hector Mota,Operations Manager
Whitney, thanks but I ended up posting without asking the name of the extension.
Notified 2 people
Hector Mota,Operations Manager
Whitney, the report has been sent to the Doctor. I took a few days longer because Hubspot does not have a Gmail extension for any other browser other than Chrome - which I don't use on this computer. In any case, I sent it out from my other PC. ------
Hello Dr. Sandhu
The following attachment contains Neem's Medical Spa's CallRail report involving recent call activity. You will also find results of a Secret Shopper leads test report we performed on your Spa's staff. Please let us know if you have any questions or concerns regarding this report. We welcome any insights, suggestions or concerns you may have. Thank you for using MedStar services. Kind regards, Medstar Support Team.
Notified 2 people
Hector Mota,Operations Manager
This is done. Email tracking shows the Dr. opened the email = 44 different activities.
Notified 2 people
Hector Mota completed this to-do.
Chris Zelig
Thx for going through and checking old tasks bud!
Notified 2 people
Hector Mota,Operations Manager
You're very welcome good sir. You know I just love findings things that are broken or need attention.
I sent you the file via email. Here it is again just in case.
Also, please let me know if you want me to audit them now so you can have a more recent CR audit to talk to them about.
I will get on the former right now in any case.
Time: 1:57 PM
Date: 8/12/19
Website - https://www.neemmedicalspa.com/coolsculpting-boston/
Confirm - https://www.neemmedicalspa.com/thankyou/
Name - Jerry Michaels
Email - Jwp_99_01@mail.com
Phone # - 201-677-5371
Zip Code - 01103 - Springfield
Message - Looking to shed some fat from my chest and stomach area
----
As far as the Secret shop leads test, they already called me back and sent me an email -
First Phone Call | Yes - 8/12/19 - 2:36 PM
First Text | None
VoiceMail | Yes
Text Message | No
Confirmation Email | Yes - 8/12/2019 at 2:10 PM
--
Please let me know if you want me to move on to phase 2 and call them to ask questions.
Not sure if you guys ever got around to sending this report. Just in case, I updated it to include the Secret shopper leads test results. Here it is =
I guess we can have Whitney just peruse the report and then I send it to make sure all is perfect.
The dr for neem's email:
drsandhu@neemmedicalspa.com (mailto:drsandhu@neemmedicalspa.com)
turn on your hubspot extension to make sure she opens it
Sometime this weekend i will provide all email addresses of our clients for: billing, call reports, general questions to the WEEKLY CS REPORTS
Please let me know so I can send it to them ASAP.
Can you please tell me the name of the extension you mentioned? I tried looking it up, but cannot find it. Thanks
Hello Dr. Sandhu
Please let us know if you have any questions or concerns regarding this report. We welcome any insights, suggestions or concerns you may have.
Thank you for using MedStar services.
Kind regards,
Medstar Support Team.
You know I just love findings things that are broken or need attention.