Began 8/17 TY

Hi Ivonne . Here is the secret shop report & email draft. Please let me know if there is anything more you need from me on this shop. Thanks

EMAIL DRAFT:

Hi team,

You've been secret shopped! Attached is the full report. 

 

We input a lead, commenced with text engagement & called the front desk inquiring about Botox.

  

Here is the recorded call: 

https://drive.google.com/file/d/1ktBwU-uTf30zW3Ft3FdBS7A7gddt6HjM/view?usp=sharing 

 

We received 2 calls, 1 text, and a welcome email from you after we input the lead. Contacting a lead with a direct phone call at least 3x in the first week is the best way to ensure that the lead is converted into a potential patient. It is also our recommended protocol to send 3 automatic texts in the first week. We would love to help set up a plan for you to be following our recommended follow up protocol.

The salesperson that answered our call was friendly, professional, and knowledgeable. She answered all of our questions, shared personal experience, and explained pricing in a recommended way. We do recommend introducing yourself and requesting the caller’s contact information at the beginning of the call. 

Overall, the call was great!

We recommend that you schedule a Front Desk Training so we can help put in place a follow up plan for you to be contacting leads. 

Please schedule a call here: http://calendly.com/Vania-medstar/front-desk

Jessica  can you please check on why this client only received one text message?

Ivonne  the workflows look right on my end -- I will ask Isaac to investigate further. Thank you!

Hi Jessica just following up on this, did you speak to Issac and find anything out? 

Elizabeth  I reached out to him but he never replied to my Slack messages. I reached out again today to check in. Thanks!

Hi Isaac  - can you please take a look at this? I only received one text but Jessica said the workflow looks correct. Thanks

Jessica - I apologize for missing your message on Slack.

Elizabeth Jessica - I just checked and all looks good in the workflow.

Elizabeth - Can you please share your test lead details? Thank you.

Isaac  
Emily Baker
kwr039216@gmail.com
209-560-8802

Elizabeth - I am unable to see any lead with this email in their sub-account.

Screenshot 2023-09-19 at 5.10.46 PM.png 25.2 KB • Download

As per the logs it seems it was deleted by you on Sep 14.

Screenshot 2023-09-19 at 5.12.56 PM.png 24.1 KB • Download

redoing shop to test text performance -

Hi Ivonne - I retested just the text portion of the shop and all 3 texts came in so I have updated the report to reflect this. Overall this was a good shop!

EMAIL DRAFT:

Hi team,

You've been secret shopped! Attached is the full report. 

 

We input a lead, commenced with text engagement & called the front desk inquiring about Botox.

  

Here is the recorded call: 

https://drive.google.com/file/d/1ktBwU-uTf30zW3Ft3FdBS7A7gddt6HjM/view?usp=sharing 

 

We received 2 calls, 3 texts, and a welcome email from you after we input the lead. Contacting a lead with a direct phone call at least 3x in the first week is the best way to ensure that the lead is converted into a potential patient. 

The salesperson that answered our call was friendly, professional, and knowledgeable. She answered all of our questions, shared personal experience, and explained pricing in a recommended way. We do recommend introducing yourself and requesting the caller’s contact information at the beginning of the call. 

Overall, the call was great!

If you have any questions or wish to discuss further please let us know.

Seaside Skin Care Secret Shop Report (1).pdf 116 KB • Download

Ivonne  just following up on this, was it sent to the client? Can I close out this task? TY