Neem Medical Spa

https://neemmedicalspa.com - https://med.neemmedicalspa.com

Email me latest call audit

Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Can u add the latest call audit here 

Comments & Events

Hector Mota, Operations Manager at Medstar
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. 
Chris Zelig, Medstar
Can you do a quick audit today, just fill out lead form, see how long call and text respOnse time is. 
Hector Mota, Operations Manager at Medstar
Do you mean a SECRET SHOP leads test? Or CR audit of calls? Or both?
I will get on the former right now in any case. 
Chris Zelig, Medstar
do both but don’t spend too much time on listening to calls 
Hector Mota, Operations Manager at Medstar
Got it.. I believe since they are labeled LIGHT, they do not have that many calls to begin with.. But will do so now. 
Chris Zelig, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - we sent this to them right 
whitney.zelig@gmail.com, Medstar
yes i sent the last one to the doc 6/6
Hector Mota, Operations Manager at Medstar
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. 
Chris Zelig, Medstar
You can finish the report and send it to me 
Hector Mota, Operations Manager at Medstar
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. 
Chris Zelig, Medstar
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 
Hector Mota, Operations Manager at Medstar
Thanks Chris.
I guess we can have Whitney just peruse the report and then I send it to make sure all is perfect. 
whitney.zelig@gmail.com, Medstar
okay he can send it from support.

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
Hector Mota, Operations Manager at Medstar
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. 
whitney.zelig@gmail.com, Medstar
please email to doc from support
Hector Mota, Operations Manager at Medstar
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
whitney.zelig@gmail.com, Medstar you da best
Hector Mota, Operations Manager at Medstar
Whitney, thanks but I ended up posting without asking the name of the extension. 
Hector Mota, Operations Manager at Medstar
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.
Hector Mota, Operations Manager at Medstar
This is done. Email tracking shows the Dr. opened the email = 44 different activities. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Chris Zelig, Medstar
Thx for going through and checking old tasks bud!
Hector Mota, Operations Manager at Medstar
You're very welcome good sir. 
You know I just love findings things that are broken or need attention.