Basecamp Export

From the list: Front Desk Support

✔ Secret Shop - Semaglutide

Nicol R. added this on Oct 18, 2023
Completed Nov 09, 2023 by Elizabeth R.

Assigned to: Elizabeth R.
Due on: Oct 31, 2023 – Nov 14, 2023
Notes: Hi Elizabeth
Please secret shop this new client ahead of their 30 day check in.
They had their front desk training last week, but their ads are live only now, 10/17/23. Thank you!

Page: https://go.swimedicalweightloss.com/

Thank you!

Comments & Events

Elizabeth Ruffa

began 10/18 (Meredith Lee)

Oct 18, 2023 at 1:05 PM Notified 1 person

Elizabeth Ruffa

Nicol

I'm going to call back. They asked me what state I was from which threw my off and told me how they only offer to Florida "residents". So I need to redo the call..

👍

Nov 01, 2023 at 4:35 PM Notified 1 person

Nicol Razon

Thanks

Elizabeth

Nov 07, 2023 at 7:04 PM Notified 1 person

Elizabeth Ruffa

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!

We received 3 texts, 3 calls, and a welcome email from you after we input the lead.
You replied to our texts during text engagement
The salesperson who answered our call was friendly & professional.

Things To Work On

When discussing pricing, we recommend mentioning any special pricing, promotions, and/or financing financing options that are available. In mentioning a current sale, you create a sense of urgency. [The $50 OFF promo was not mentioned]
It is important to build excitement around the treatment as this helps to establish that the treatment will be a positive experience.

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.

Please note this was the contents of the email that was sent when offered during the recorded call:

From: Florida MMJ <florida@sanctuarywellnessinstitute.com>
Date: November 8, 2023 at 10:15:35 AM EST
To: eruffa87@gmail.com
Subject: Weight loss information

https://sanctuarywellnessinstitute.com/weight-loss/online-prescription.php https://sanctuarywellnessinstitute.com/weight-loss/mounjaro-prescription.php https://sanctuarywellnessinstitute.com/weight-loss/ozempic-prescription.php https://sanctuarywellnessinstitute.com/weight-loss/wegovy-prescription.php Initial appointment is $99 refund will be granted if not approved.

Sanctuary Secret Shop Report.pdf 106 KB • Download

Thank you!

Nov 08, 2023 at 3:42 PM Notified 1 person

Nicol Razon

Elizabeth

what joy! I am sending before you have to remind me! LOL thank you for doing that, always and keeping my scattered desktop focused on these

🥰

Nov 09, 2023 at 8:28 PM Notified 1 person

Nicol Razon

Elizabeth

can you please update your template to say "and/or financing " instead of "or and"?

updated

Nov 09, 2023 at 8:42 PM Notified 1 person

Elizabeth Ruffa completed this to-do.

Nov 09, 2023 at 9:31 PM