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

Center for Medical Aesthetics

Assigned to
Sydney Metz, Client Success Manager  Sydney M.
Notes
Hi, here is the secret shop report and email draft on Center for Medical Aesthetics. Please note that this is the Quarter 2 Secret Shop. Please let me know if you need anything more from me.

EMAIL DRAFT:
Hi Team,

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

We inputted a lead, initiated text engagement and called the front desk inquiring about CoolSculpting. 

We submitted a lead and only received one phone call 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. 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 recorded call was friendly and knowledgeable. She built excitement around the treatment, shared personal experience and answered pricing questions in a recommended way. Great job!! 

We 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 

Comments & Events

Vania J, Medstar
Sydney Metz, Client Success Manager  Sydney when you are framing this email just keep in mind the person on the phone is most likely the person you will be emailing the shop to, Kylie Galligan. She's the office mgr and SUPER nice. centerformedicalaesthetics@gmail.com
She has never been trained on the updated protocol or the new GHL steps. I'd phrase the email in that way. "We'd love to show you the new lead protocol and how it translates to GHL and how awesome it is blah blah blah etc. Go ahead and invite me so I can stop by and make the introduction since she really only ever communicates with me from our team. Thanks!
Elizabeth Ruffa
Hi Sydney Metz, Client Success Manager  Sydney  just checking to see if we can close this one out? Thx
Sydney Metz, Client Success Manager
Sydney Metz completed this to-do.