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

Med Concierge LA

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Elizabeth Ruffa Elizabeth hi! This is the date that the shop should start. We are testing IV Therapy service.
https://medconciergela.com/iv-therapy/

Comments & Events

Elizabeth Ruffa
Vania J, Medstar Vania   began today :) 
Elizabeth Ruffa
Vania J, Medstar Vania Ivonne Ackerman, Medstar Ivonne  
Here is the secret shop report and email draft for Med Concierge LA. Please let me know if you need anything more from me for this one.

EMAIL DRAFT: 
Hi Team,

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

We inputted a lead, commenced text engagement & called the front desk inquiring about IV Therapy Services. 

You contacted us 3x by phone, 3x by text, and sent a welcoming email. This is great! 

The salesperson that answered our call was professional and friendly. However, there could have been a little more excitement built around the treatment, spa, and staff. As well as requesting the caller's contact information at the beginning of the call. 

We recommend that you schedule a Front Desk Training. It will help the overall customer acquisition of your business! 

Please schedule a call here: http://calendly.com/Vania-medstar/front-desk
Ivonne Ackerman, Medstar
Thank you so much Elizabeth Ruffa Elizabeth !

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  can you please send this out? I don't think we need to recommend a front desk training since they did well right?
Vania J, Medstar
I'll send. Thanks!
whitney.zelig@gmail.com, Medstar
we might have to send them lunch Vania J, Medstar Vania  
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  meh.....normally I would but theyve been meanies. Also, I think their team all work remotely but I guess we could send each one an uber eats gift card or something?
whitney.zelig@gmail.com, Medstar na
Elizabeth Ruffa
Vania J, Medstar Vania  -just confirming this was sent to the client. May I close out the task? 
Vania J, Medstar Closing out task
Vania J, Medstar
Vania J completed this to-do.