Jessica      Will begin tomorrow morning 👍🏼

Elizabeth  any preliminary findings? lol She actually got scolded yesterday for not calling leads so if you didn't start the 7th or 8th then lets hold off for a week before we start.

Vania I was actually putting it in today - I'll wait a week

Elizabeth  yup. because she'd be on to us now lol

Vania  safe to start this tomorrow? 

Hi Jessica Vania - here is the secret shop report & email draft on this one. Also just a side note I did call them on 12/29 and 1/3 and got no answer (they did call me back and leave me a voicemail). Pls let me know if you need anything more 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 Invisalign.

Here is the recorded call: https://drive.google.com/drive/u/0/folders/1l_Ud32x0dL9ehMFwhJMkYy1DCuImXCE6 

You contacted us 2x by phone, 3x by text and sent a welcoming email after we input a lead. Good job! 

The salesperson that answered our call was friendly. However, there could have been more excitement built around the practice, treatment and staff. We also recommend requesting the callers contact information at the beginning of the call for follow up purposes. 

When being asked about pricing whether it be on the phone or via text message we recommend answering by providing the lowest price point and then mentioning that an accurate price can be provided during the consultation. 

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

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

SECRET SHOPPER Report - Harbor Orthodontics.pdf 104 KB • Download

Elizabeth wait...not even a voicemail when you called? That's weird. Jessica  let's include that in the email when we send.

Vania there was voicemail left, I marked that off. Jessica  

Vania Jessica

Screen Shot 2023-01-12 at 7.02.01 AM.png 90.7 KB • Download

Elizabeth  no I meant when you called them. Did the medspa have an answering service? You said you couldn't get ahold of anyone?

Vania  Oh no, they did. Sorry I should have worded that differently.

Hi Jessica  - has this one been sent? May I close out the task? TY

Jessica  following up- if you sent you can close task thanks

Hi Jessica Vania  - has this one been sent to the client? May I close out this task?