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

Emerson

Assigned to
Vania J, Medstar Vania J.
Notes
Hi Vania J, Medstar Vania here is the secret shop report and email draft for Emerson. Please let me know if you need anything more from me. Thanks!

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 Coolsculpting.

We only received 1 phone call from you and 1 text. 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 and automatic texts. 

The salesperson that answered our call was friendly however she lacked engagement. She answered pricing questions in a recommended way however she did not mention promotions/financing or request our contact information. The caller felt as though the salesperson didn’t want to be on the phone. 

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 

Comments & Events

Ivonne Ackerman, Medstar
Vania J, Medstar Vania  since this client got trained recently, I want to make sure you got this to them. 
Vania J, Medstar
Vania J completed this to-do.
Vania J, Medstar
I decided against sending it because their training was after this and we identified the issues in the training and it was mostly because it's brand new staff that didn't even know there was a lead protocol or fully understand the app.
They do now but seems unfair to send a bad shop when they know what to do now. I'll just have Sydney follow up with them in two weeks and we can do a new shop in 3 months and keep this one as a B&A.

Sydney Metz, Client Success Manager  Sydney  can you audit their GHL usage in about 10 days?
Sydney Metz, Client Success Manager  Sounds good!
Vania J, Medstar 👍
Ivonne Ackerman, Medstar
Vania J, Medstar Vania  sounds like a great plan. Thanks for strategizing!
Ivonne Ackerman, Medstar
Sydney Metz, Client Success Manager  Sydney Vania J, Medstar Vania can we please schedule another front desk training or maybe the second part Sydney does? I'll send out the email asking them, I'm just wondering what you recommend?