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

Ranch & Coast Plastic Surgery

Assigned to
Sydney Metz, Client Success Manager  Sydney M.
Notes
Hi Vania J, Medstar Vania ,
Here is the secret shop report and email draft for Ranch & Coast Plastic Surgery. Please let me know if you need anything else from me. 

EMAIL DRAFT: 
Hi Team,

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

We inputted a lead, commenced with text engagement and called the front desk inquiring about CoolSculpting. 

We did not receive any phone calls from you. Top-rated facilities generally reach out to a lead within minutes or an hour after obtaining their contact information, and they make at least two additional follow-up phone calls.

We would love to set up a process for you to be contacting leads 3x in the first week to maximize your ability to convert leads into consults. 

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

The salesperson that answered our recorded call was friendly, knowledgeable, and answered pricing questions in a recommended way. Great job! 

Comments & Events

Sydney Metz, Client Success Manager
Elizabeth Ruffa Elizabeth  screencastify is saying "Video Access denied." 
Sydney Metz, Client Success Manager
Sydney Metz completed this to-do.