Ivonne Vania  
Hi, Attached is the Secret Shop Report for Bloom Health. 

Email draft:
Hi Team,

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

We inputted a lead, commenced text interaction, & called the front desk inquiring about Dermal Fillers. 

Here is the call recording: https://watch.screencastify.com/v/fjc7pYFCyh0HicHeDaVL

We did not receive any phone calls from you. Contacting a lead with a direct phone call is by far the best way to ensure that the lead is converted into a potential client. 

The salesperson that answered our call was friendly but did not go in detail about treatment when asked. She was unable to answer all of the caller's questions regarding the treatment. We recommend that you schedule a Front Desk Training so we can review strategic ways to answer a lead’s questions. This will help the overall customer acquisition of your business!

We know it takes a long time to train the Front Desk. However, it is vital to convert leads into sales. America is the land of instant gratification. If leads are not called & phone calls are not replied to correctly, potential patients will look into another spa.

Schedule a time here:

http://calendly.com/Vania-medstar/front-desk 

SECRET SHOPPER -BLOOM HEALTH-2.pdf 106 KB • Download

Vania  I want to make sure this secret shop is completed and has been submitted, so I can close the task. Just let me know. Thanks!

Hi Vania  has this one been submitted? May I mark the task as closed? Thanks!

Elizabeth Ivonne  hi this one wasn't assigned/tasked to me so it wasn't in my assignments. I didn't see it until you repinged me. Sometimes the tag in a comment doesn't show up in my "Hey!". I apologize but we may have to redo it since the shop was done in Oct. 

Vania Ivonne  I'm going to submit the lead using the high level information today since this was 5 months ago... 

Hi Vania Ivonne ,
Here is the secret shop report and email draft. Please let me know if you need anything else from me. Thanks!

Email draft:
Hi Team,

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

We inputted a lead, commenced with text engagement & called the front desk inquiring about botox and dermal fillers. 

Here is the recorded call: 

https://api.twilio.com/2010-04-01/Accounts/AC085d68ab04bf58756b2be37a6666c8c8/Recordings/REb3f6812297d35b2e03750c90fcc8b23c 

We did not receive any phone calls from you and only one text message. Contacting a lead with a direct phone call is by far the best way to ensure that the lead is converted into a potential client. We would love to set up a plan for you to be contacting leads 3x in the first week. 

The person who answered our call was friendly and knowledgeable. Although she did not ask for contact information and she could have built a little more excitement around the spa and the treatment.

We highly recommend that you schedule a Front Desk Training. It will help the overall customer acquisition of your business! 

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

BLOOM SECRET SHOPPER Report - 2.pdf 107 KB • Download

Sydney go ahead and listen to the call and frame the email with your suggestions. We can look it over together later today.
going to Dr. Crawford, ncrawford@bloom.health

Vania Sydney please let us know the suggestions as well! Thanks!