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

Live Well Spa

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Elizabeth Ruffa Elizabeth Hi! Newly launched client this is the day that the secret shop should start. Thanks!

https://livewellsaunaandsalt.com/emsculpt-neo/

Comments & Events

Elizabeth Ruffa
Vania J, Medstar Vania   began shop
Elizabeth Ruffa
Vania J, Medstar Vania Ivonne Ackerman, Medstar Ivonne  
Here is the secret shop report and email draft for this one. Please note Vania you see they made 1 outgoing call to me, I don't have any record of this nor was a voicemail left. I typed up the report with it showing the 1 phone call attempt. We can discuss today at our meeting if we want to leave it that way or change to 0 phone calls. Let me know if there is anything more you need from me on this one. Thanks!

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 Emsculpt Neo.  
 
Here is the recorded call: 

Unfortunately, we only received one phone call from you. 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. 

We received 3 texts from you and you replied to our text engagement. Great job! 
 
The salesperson that answered our call was friendly and did attempt to build a connection with the caller. However, she lacked knowledge about the treatment, didn't answer pricing questions in a recommended way, and forgot to request the caller's contact information.
 
We highly recommend that you schedule a Front Desk Training. Please schedule a call here: http://calendly.com/Vania-medstar/front-desk
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  ^^
whitney.zelig@gmail.com, Medstar
isn't this client refusing to pay us Vania J, Medstar Vania  ?
Ivonne Ackerman, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  did u send her this? If not I can review it with her on Friday.
whitney.zelig@gmail.com, Medstar
I haven't sent it yes Ivonne Ackerman, Medstar Ivonne  please fill her in
Ivonne Ackerman, Medstar ok thanks!
Elizabeth Ruffa
Vania J, Medstar Vania whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  - just following up on this. Has it been sent to the client, may I close out the task?
Ivonne Ackerman, Medstar
Elizabeth Ruffa Elizabeth  I sent it thanks!
Elizabeth Ruffa ❤️
Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.