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Secret Shop Leads Test/Report

Assigned to
Alyssa Workman, Medstar Alyssa W.
Due on
Notes
Hector  Mota Hector always be ready to secret shop new clients after all of the other issues are taken care of. 

Comments & Events

whitney.zelig@gmail.com, Medstar
Alyssa Workman, Medstar Alyssa  
Alyssa Workman, Medstar Will put in tmw
Alyssa Workman, Medstar
Oh Crud whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  I never did this, on it. I will first thing Monday since it's the weekend now. 
Hector Mota, Operations Manager at Medstar Crud?? lol😂
Hector Mota, Operations Manager at Medstar Reminds me of
Hector Mota, Operations Manager at Medstar Jr. High School!
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector  yeah, I got that from my grandparents. I still use it today haha.
Alyssa Workman rescheduled this to-do
Was
Now
Hector Mota, Operations Manager at Medstar
Alyssa Workman, Medstar Alyssa  
Good morning. 
I  am noticing that many of these secret shops that you are doing, you are not filling out the information on the client's spreadsheet. This is crucial for us to have since it makes it easier to find out which ones were already done and when.
Please make sure that you open the spreadsheet and keep the secret shopper leads test tab up to date. 
I am seeing for this particular shop that you only entered the date and time, LPs. But there is no name, message or what transpired. 
Can you please update when you get a chance? And make sure you enter the info on the future ones you perform? 
Thank you.  
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector I have been putting them on the spreadsheet... the message was not applicable for this one. By the very end when I finish the report they are up to date. I'll be sure to double-check though and update as things come in vs at the end of the report, makes sense for you to be able to check on them and have things current vs all at once. 

I have updated this particular one too and is all current now. 
whitney.zelig@gmail.com, Medstar
we can just copy and paste the work , correct Hector Mota, Operations Manager at Medstar Hector ? i'v never used the spreadhseet to reference a secret shopper. i don't want to make redundant work for anybody. 
Hector Mota, Operations Manager at Medstar
Alyssa Workman, Medstar Alyssa
On the Sculp'd secret shop there was a lot of info missing which I saw you added after this. There are others I saw yesterday. I will cross check and let you know to see if they have been updated.
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com since I started doing the secret shops, we have been using those spreadsheets. I even changed them as I learned more about the process...
It makes it easier because you can tell everything - date of secret shop, how many, what happened, so on just by looking at it.
But if you want to discard using them, then that is fine by me.
Hector Mota, Operations Manager at Medstar
Good afternoon and happy Sunday to you Alyssa Workman, Medstar Alyssa .
Thank you for being abled to take care of this under the circumstances we found ourselves under the past few days.
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com would you like me to go over and prepare it to send to the client?
I can have it ready by tomorrow morning. Please let let me know. 
Alyssa Workman, Medstar
You bet! Please let me know if any revisions are made so I know how to improve and be even more efficient on the report. Thanks so much to you both! You're awesome!
Hector Mota, Operations Manager at Medstar Ditto!! 😊❤️
Alyssa Workman, Medstar
Vania J, Medstar Vania  here you go
Vania J, Medstar
I'll take care of it. I'll be in the client's meeting tomorrow and we can share it with them then.
Alyssa Workman, Medstar Great thank you❤️
Alyssa Workman, Medstar
We have to redo this shop via Vania J, Medstar Vania . I will submit it now. BRB
Vania J, Medstar
Thanks! 
Alyssa Workman, Medstar
Vania J, Medstar Vania  can you please share access to the secret shop report document again to MedStar or to myself? I cannot copy the template now. 
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  I can share with Betsy if you want since I need to touch base with her about the boomer ads. Or you can if its part of a discussion you were having with her. Just let me know! 
whitney.zelig@gmail.com, Medstar
sure send it to her Vania J, Medstar Vania  
Vania J, Medstar you got it!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.