Hi Vania here is the secret shop report and email draft. Please 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 Dental Implants.  

 

Here is the recorded call: 

https://drive.google.com/file/d/1vjNIRGXLIl11bLL6ZJGr_ljUbsCeuAhI/view?usp=share_link 

 

We received three texts from you after we input the lead but unfortunately we received no phone calls from you. Contacting a lead with 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. 

 

The salesperson that answered our call was friendly, and knowledgeable and built a great connection. This is great! However, she did not request the caller's contact information which we recommend doing at the beginning of the call. 

 

We would love for you to schedule a call using this link so we can help set up a plan for you to be contacting leads 3x in the first week with a direct phone call: http://calendly.com/Vania-medstar/front-desk

SECRET SHOPPER Report -Pilchuck Dental.pdf 110 KB • Download

Hi Vania  -following up with you on this, has this been sent to the client? May I close out the task? Thank you

Elizabeth  hi! Yes it was sent and also they quit so take them off our list. Thaaanks