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Ranch & Coast Plastic Surgery - Dr. Chasan - EC

www.drchasan.com- This is for a client who already has a website we can use that we just need to optimize.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Secret Shop

✔ September Quarterly Shop

Elizabeth R. added this on
Completed by Emily
Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes

Quarterly Secret Shop: 1/17/21

Last Shop Performed: 6/7/23

Landing Page to Shop: https://drchasan.net/  

Service: CoolSculpting

Comments & Events

Elizabeth Ruffa Elizabeth Ruffa
began 9/19
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Elizabeth Ruffa Elizabeth Ruffa
Hi Emily, Medstar Emily - here is the quarterly shop performed. Please let me know if you have any questions or need anything more on this. Thanks :) 

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!
  • We received 3 texts from you and you responded to our text engagement.
  • The CoolSculpting technician who we spoke to was friendly, professional, and knowledgeable. 

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 phone call from you.
  • It is vital that anyone that answers the phone in your office knows all about the treatments you offer and does not have to require on a 3rd party to answer a lead's questions.
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 front desk training here: https://calendly.com/emily-clientmtg/front-desk-training


We look forward to speaking soon.
No one was notified
Elizabeth Ruffa Elizabeth Ruffa
Hey Emily, Medstar Emily  just following up to make sure you saw this quarterly shop was completed. Thank youuu!
Notified 1 person
Elizabeth Ruffa Elizabeth Ruffa
Hi Emily, Medstar Emily - Did you get a chance to send this one over to the client? Can we close out this task? Thx
Emily, Medstar yes thanks!
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Emily, Medstar
Emily completed this to-do.