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

Boston Direct Health

Assigned to
Elizabeth Ruffa Elizabeth R.
Notes
Hi Elizabeth Ruffa Elizabeth tasking this out so I don't forget. This isn't the day the shop is due. It's the day it should start. :)
Thanks!

Comments & Events

Elizabeth Ruffa
Got it. Thanks
Elizabeth Ruffa
Hi Vania J, Medstar Vania , here is the secret shopper report and email draft for Boston Direct Health. Please let me know if you need anything else from me. 

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 Morpheus8.

We did not receive any phone calls from you. Contacting a lead by a direct phone call is 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 to maximize your ability to convert leads into consults. 

The salesperson that answered our call was friendly however she lacked knowledge pertaining to the treatment. She also did not mention any promotions/financing or request our contact information. 

We highly recommend that you schedule a Front Desk Training, so we can review strategic ways to answer a lead’s questions. It will help the overall customer acquisition of your business! 

Please schedule a call here: http://calendly.com/Vania-medstar/front-desk 
Ivonne Ackerman, Medstar
Vania J, Medstar Vania  making sure you'll send this to them. thanks!
Vania J, Medstar
Yes, I was holding off while we wrapped up the website items. I will send this later today.
Vania J, Medstar
Vania J completed this to-do.