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

Dr. James El Greco

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Tempure Envi 

Comments & Events

Elizabeth Ruffa
Hi Vania J, Medstar Vania - here is the secret shop report & email draft for this one. Please let me know if you need anything else from me on this one. Thx

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 TempSure Envi.  
 
Here is the recorded call: 
 
We received three texts from you after we input the lead but unfortunately we received no phone calls from you. Contacting a lead with a direct phone call is the best way to ensure that the lead is converted into a potential patient. We would love to help set up a plan for you to be contacting leads 3x in the first week. 
 
The salesperson that answered our call was friendly, and knowledgeable and built a great connection. She answered pricing questions in a recommended way and shared personal experiences. This is great! 
 
We would love for you to schedule a call here so we can help set up a plan for you to be contacting leads 3x in the first week with a direct phone call: http://calendly.com/Vania-medstar/front-desk
Vania J, Medstar
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica  I missed this one last week! Can you frame it out in drafts to send?
Jessica Marino, Digital Marketing Coordinator at Medstar No problem!
Jessica Marino, Digital Marketing Coordinator at Medstar in drafts!
Jessica Marino, Digital Marketing Coordinator at Medstar
Jessica Marino completed this to-do.
Jessica Marino, Digital Marketing Coordinator at Medstar
Jessica Marino re-opened this to-do.
Jessica Marino, Digital Marketing Coordinator at Medstar
Jessica Marino completed this to-do.