Secret Shopper - phasing out of this project, task out in own client folder

Bloom

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes

Comments & Events

Elizabeth Ruffa
Hi Hannah, Client Success Manager at Medstar Hannah  - just want to make sure the due date is when you want the shop to start
Hannah, Client Success Manager at Medstar
Elizabeth Ruffa Elizabeth  Hi! Okay, thanks for letting me know. I didn't know if I should give you a few days notice to start. I put in a lot of secret shop requests so I felt terrible assigning them all on 1 day for you. Let me know if there is anything I can do to help!
Elizabeth Ruffa
Hannah, Client Success Manager at Medstar Hannah  - No worries! I typically have no issues starting them the same day/next day. 
Hannah, Client Success Manager at Medstar ❤️
Elizabeth Ruffa
Hi Hannah, Client Success Manager at Medstar Hannah  

EMAIL DRAFT:
Hi Team,

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

We input a lead, commenced with text engagement, and called the front desk inquiring about your Signature Facial. 

Here is the recorded call: 

You contacted us 1x by phone, 3x by text, and sent a welcome email after we input the lead. Contacting a lead with a direct call is the best way to convert a lead into a potential patient. We would love to help set up a plan for you to be contacting leads 3x in the first week with a direct call.

The salesperson that answered our call was friendly and knowledgeable but there could have been a little more excitement built around the spa, staff, and treatment. It is also essential to mention any special pricing and financing available. This creates a sense of urgency by mentioning a current sale.

We recommend that you schedule a front desk training so we can help set up a plan for you to be contacting leads 3x in the first week with a direct phone call.

Elizabeth Ruffa
Hi Hannah, Client Success Manager at Medstar Hannah  just following up on this to make sure you saw it and sent it to the client. Please let me know if I can close out the task. Thanks a bunch
Hannah, Client Success Manager at Medstar Sent. Thank you!
Elizabeth Ruffa
Elizabeth Ruffa completed this to-do.