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

New Beauty and Wellness

Assigned to
Elizabeth Ruffa Elizabeth R.
Notes
Hi Elizabeth Ruffa Elizabeth ! Can you please secret shop:
https://newbeautywellness.com/dermal-fillers/

Please let Syndey know the name and number to remove on the client's side so that there are no mistakes. 

Thank you!

Comments & Events

Elizabeth Ruffa
Sydney Metz, Client Success Manager  Sydney Please remove this lead from the client's side. 
Sue Thompson    404-383-6548    tsue36075@gmail.com
Let me know when finished so I can begin the secret shop. Thanks :) 
Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne  I believe Sydney is on vacation. Should I ask Vania to remove the lead? 
Ivonne Ackerman, Medstar
Elizabeth Ruffa Elizabeth I'm going to ask her to show us how.
Elizabeth Ruffa 😁
Elizabeth Ruffa
Sydney Metz, Client Success Manager  Sydney Please remove this lead from the client's side.
Sue Thompson    404-383-6548    tsue36075@gmail.com
Let me know when finished so I can begin the secret shop. Thanks :) 
Elizabeth Ruffa
Hi Ivonne Ackerman, Medstar Ivonne here is the secret shop report and email draft for New Beauty. **Please note they only made 1 call and sent no texts. Let me know if you need anything more from me on this.

EMAIL DRAFT:
You've been secret shopped! Attached is the full report. 
 
We input a lead & called the front desk inquiring about Dermal Fillers.  
Here is the recorded call: 
 
We received 1 phone call from you. Contacting a lead with a direct call at least three times in the first week is the best way to ensure that the lead is converted into a potential patient. 
 
We did not receive any texts from you. Sending texts is vital in securing qualified leads. By not following up, the lead will likely look elsewhere for the service. 
 
We would love to help set up a plan for you to be contacting leads 3x in the first week and set up automatic text messages. 
 
The salesperson that answered our call was friendly and knowledgeable. She answered pricing questions in a recommended way & mentioned promotions. Great job! However, she did not request the caller's contact information which we recommend doing at the beginning of the call. 
 
We highly recommend that you schedule a Front Desk Training. Please schedule a call here: http://calendly.com/Vania-medstar/front-desk
Ivonne Ackerman, Medstar
Hi Elizabeth Ruffa Elizabeth this is the wrong recorded call link. 
Please always double-check these links. 
Elizabeth Ruffa fixed.👍
Elizabeth Ruffa
Hi Ivonne Ackerman, Medstar Ivonne  just following up on this one? Has it been sent to the client? Thx
Ivonne Ackerman, Medstar yes thanks
Elizabeth Ruffa
Elizabeth Ruffa completed this to-do.