whitney.zelig@gmail.com am I secret shopping CoolSculpting? Or something else? Calling or just ignoring and seeing how that goes? 

Thx for clarifying <3

Reston Dermatology  - Coolsculpting - Secret Shopper Leads Test
Website - https://bodylab.restondermatology.com/coolsculpting/
Confirm - https://bodylab.restondermatology.com/c/coolsculpting/

Date: 7/23/21
Time:  8:25am MST
Name - Rose Delaney
Email - rosedelaney33@gmail.com
Phone -  (816)367-4777

Message - N/A.

Lead verified

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whitney.zelig@gmail.com  let me know if I should call them back if/when they call. 

whitney.zelig@gmail.com do you want to send this report or should I ask Hector? 

RestonDermatology-CoolSculpting-SecretShopReport.docx 9.92 KB • Download

This report template is incorrect ( or has changed) from what me and vania teach, alyssa can you remind me what to edit it to and how we can send this to the client with proper suggestions

whitney.zelig@gmail.com what do you mean? This is the template that Hector most recently gave me and I have given a few reports with it. If there is another template then I am unaware of it, I have changed the template three times and I am still doing it wrong I guess? I'm not sure how to respond to what you're asking, halp. lol 

Vania do you have an even newer template that I missed?

Alyssa  umm noooo... I don't have a newer template. But I don't use a template for the records call ones I do. I just free-hand write them. What suggestions did you make? Maybe Whitney means the suggestions are outdated and that we need to update the report to match the new front desk guidelines.

Okay maybe thas right Vania , I don't have the front desk guidelines, do I?

nope. And there are some that exist but theyre maybe over 2 years old now so I'd check with Whitney before going off of those. 

I didn't do a recorded call for this one. I have just been following the other examples that had been given to me. Vania  do you mind looking over this report and letting me know what suggestions are outdated so that I can take a note for myself? I have a couple of reports to complete tomorrow. 

Alyssa  yes, just please remind me tomorrow. I wont have time to get to it tonight but I promise I'll review it tomorrow afternoon.

Vania  

notes: we found the issues and Alyssa is making the edits. High five! lol

RestonDermatology-CoolSculpting-SecretShopReport (2).docx 9.92 KB • Download

Okay, I have made the edits and this is good to go now I believe. If you want to take one more look at it whitney.zelig@gmail.com or Vania  and we can send it to the client. 

Meow whitney.zelig@gmail.com Vania  

Alyssa yes I'll take a look. Any shop reports requested from here on out lets loop Ivonne in because she has the new format and plan for it.

Alyssa  we cant use this report yet. Text me I'll explain

Gala thanks for explaining to me yesterday Vania  I'll update and drop the updated in just a moment. 

I looked it over and I accidentally shared the first report, not the updated one. At any rate here is the report with the new handy dandy form.

Thanks for streamlining that Ivonne . Here you go Vania  

SECRET SHOPPER LEADS TEST - Reston Dermatology.docx 296 KB • Download

Hi Alyssa ! The form got messed up somehow. Please don’t send to client yet. I’ll correct it and send it to both of you. Does Vania  send these out?

Oh no, I didn't alter anything so I'm not sure what happened. I just copied from the template.

Ivonne I am really not clear about who sends them. Usually, Hector or Whitney and I think sometimes Vania. 

Alyssa thanks! No worries, it's a work in progress. I'll change it and upload it here.
Vania  shouldn't we make it clear who sends them out? (AKA you?) Or what type of situation prompts them from being send out by Hector or Vania? Should the secret shopper send them to you directly? I know this is a larger conversation.

Vania & Alyssa below is Reston Derm report.

Vania I've drafted an email to the client here (please include/delete anything you suggest and let me know since we would like a summary and links to go in main body of email in case people don't like to open PDFs):

Hi,

You've been Secret Shopped! We've attached the report. 

We loved the texting and phone calling. 

Please schedule a time with us to review setting up automatic email as this is a great way to streamline communication and open the third point of contact with the potential lead. The only email that was received was a personal email from Linda more than six weeks after the lead was submitted. 

SCHEDULE HERE: http://calendly.com/Vania-medstar/front-desk

We look forward to speaking with you!

Ivonne usually whoever requested the report sends it because they have a particular reason or situation that came up with the client that is part of a larger conversation (so Chris or Whitney). If it's part of a regularly scheduled secret shop Hector sends them. I sometimes send them when Chris asks me to, then I copy him on it. I review them when someone tags me to look them over otherwise I don't get looped in the process.
We can definitely decide if they should come from one person moving forward to streamline the process. Up to the team, whatever people think would work best.

In this case whitney.zelig@gmail.com requested the shop so she will send it to the client or bring it up in their follow-up meeting

Vania  that makes sense!

May I close this task?

whitney.zelig@gmail.com  did you send the report? If so, it can be closed.

Hey Alyssa  I have not sent the report yet let me do so

Vania I updated now, with the notation that they did send a welcoming email. 

SECRET SHOPPER LEADS TEST - Reston Dermatology (2).docx 296 KB • Download

Thanks lady! youre the best!