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Sante - Mind Body Beauty - www.santembb.com - 🔴 SEO client 🔴 - Katherine

Website Design + Development * Service Page Content * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management
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 MedstarMichael, SEO +2 others
From the list: Secret Shop

✔ September Quarterly Secret Shop Report

Elizabeth R. added this on
Completed by Ivonne A.
Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Quarterly Secret Shop: 9/19/23
Last Shop Performed: 6/14/23
Landing Page to Shop: https://sante-botox.mysculpt.co/
Service: Botox

Comments & Events

Elizabeth Ruffa Elizabeth Ruffa
began 9/19
No one was notified
Elizabeth Ruffa Elizabeth Ruffa
Hi Vania J, Medstar Vania - a quarterly secret shop was performed, there next shop is due 1/7/24. 


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 after we input the lead.
  • The salesperson who answered our call led the conversation with a personable approach to the treatment, shared personal experience and built excitement around the treatment.

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]
  • Having the ability to answer text messages is vital to securing qualified leads. By not receiving answers, the lead is encouraged to look elsewhere for the service. [We did not receive any response from you when attempted to engage via text]

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 a refresher training here:
https://calendly.com/emily-clientmtg/front-desk-training

We look forward to speaking soon.
Notified 1 person
Elizabeth Ruffa Elizabeth Ruffa
Paige Montgomery, Client Success Manager at Medstar Paige Ivonne Ackerman, Medstar Ivonne  - please note I completed a quarterly shop for Sante on botox so does this need to be repeated? Or can we just do one for semaglutide
Notified 2 people
Elizabeth Ruffa Elizabeth Ruffa
Paige Montgomery, Client Success Manager at Medstar Paige  - tagging you again here to see the shop that was just completed on botox for Sante. Can you please add a task here under the secret shop task if you would like one done for semaglutide. Appreciate it!
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne   Hi! Just making sure you saw that a quarterly shop was completed. Has this been sent to the client? May I close out this task? TY
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Elizabeth Ruffa Elizabeth can you please check GHL and make sure your lead is in there. We want to prove that your lead entered their system and they did not reply to it.
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne That lead was deleted out of GHL because I had to enter in a new lead and couldn't have the number already in there. I have on the 8x8 that there automated texts were sent to me and that I replied on 9/25 and there was no reply to me. As you can see the next text I received from them was on 10/12 (where it says Thursday) which is from the new lead that was entered....
Screenshot 2023-10-18 at 9.14.51 AM.png 225 KB • Download
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Hi Ivonne Ackerman, Medstar Ivonne  just following up on this. Has this been sent to the client? 
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Elizabeth Ruffa Elizabeth  thank you! So when you attempted to contact them via text (by responding to their automatic text, they didn't text you back?
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne that is correct. 
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne  Hi - just following up can we close this out?
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne  - can I close this one out? Ty
Ivonne Ackerman, Medstar yes thanks!
Notified 3 people
Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.