Thank you.

whitney.zelig@gmail.com Here is the secret shop report and email draft on South Shore Smiles. Please let me know if you need anything more from me. Thanks!

EMAIL DRAFT:
Hi Team,

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

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

Here is the recorded call: https://api.twilio.com/2010-04-01/Accounts/AC085d68ab04bf58756b2be37a6666c8c8/Recordings/REb175d9d4537614d2cbafe4ded25e349d 

You contacted us 3x by phone and 2x by text. This is great! Contacting a lead with a direct phone call is by far the best way to ensure that the lead is converted into a potential client.

The salesperson that answered our call was friendly but she could have built a little more excitement around the spa, treatment and staff. We recommend requesting the caller's contact information (name + number) at the beginning of the call. She only asked for our name, however she did answer pricing questions in a recommended way and explained payment options. This is great!

We highly recommend that you schedule a Front Desk Training so we can review strategic ways to answer questions. It will help the overall customer acquisition of your business! 

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

SECRET SHOPPER Report - SouthShore Smiles.pdf 110 KB • Download

South shore smiles is a dental practice. can we replace any words on the report that might say "spa" thank you Elizabeth  

Also we are going to delete the red on the reports when they are not in violation.

We should've texted back 3 times. That is our fault. Did you get any follow up text afterwards? 

Hi whitney.zelig@gmail.com   here's a corrected secret shop report. They did respond when I texted them. I texted them 7 business days after the lead was put in. Thanks. Oh Also no texts after the call was completed except one that says we say we missed your call? 

SECRET SHOPPER Report - SouthShore Smiles (2).pdf 108 KB • Download

Vania  are three texts supposed to go out? 

Elizabeth  let's go over this on our scheduled call because I thought we had gone over the red part? 

Ivonne  
I'll add it to the agenda. I have gone ahead and removed the red text from all secret shops and the main template. 

Isaac the 3rd text automation did not work, can you look into this? 
See screen shots below. 

Vania - I just checked and it's strange as all looks good in the settings. I will contact the GHL support team regarding this. Will keep you posted.

Vania - I checked regarding this with their support team and they said since we are using the campaign and triggers which is now a depreciated features in their app. They can't provide any support for it. We need to build the campaign on the workflows and even then it it doesn't work as defined in the workflow. They will provide us the support and will be able to look into it.

I checked the workflow featured but it doesn't have any trigger for campaign to opportunity. So now I will be working with their support regarding this. Will keep you updated.

Ivonne  can we close this one out? Or do you want to hold on that? 

Elizabeth  not yet because Isaac is still figuring stuff out. thanks for checking!

Vania Ivonne - The 3rd text didn't go as per the current settings in the campaign due to the algorithm change I explained over the email. I have now changed the campaign settings in this sub-account same as the Dr. Clearfield to work with the new algorithm.

Let me know if you have any questions regarding this and we can discuss them over the Zoom call.

Vania Ivonne   do you want me to redo this shop? 

Elizabeth  no, just change it to 3 texts did go out and send us a final report.

whitney.zelig@gmail.com  

EMAIL DRAFT:

Hi Team,

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

We input a lead, commenced text engagement & called the front desk inquiring about Invisalign. 

Here is the recorded call: https://api.twilio.com/2010-04-01/Accounts/AC085d68ab04bf58756b2be37a6666c8c8/Recordings/REb175d9d4537614d2cbafe4ded25e349d 

You contacted us 3x by phone and 3x by text. This is great! Contacting a lead with a direct phone call is by far the best way to ensure that the lead is converted into a potential client.

The salesperson that answered our call was friendly but she could have built a little more excitement around the medical practice, treatment, and staff. We also recommend requesting the caller's contact information (name + number) at the beginning of the call. Pricing and financing questions were answered in a recommended way. Good job!

We highly recommend that you schedule a Front Desk Training so we can review strategic ways to answer questions. It will help the overall customer acquisition of your business! 

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

note: please change spa to "medical practice" Elizabeth


Vania  what do you think? Should we buy this dental office lunch? 

whitney.zelig@gmail.com   Report + email draft have been updated. Thank u

whitney.zelig@gmail.com WOW! first client to make all three calls lol
Normally they wouldn't have a perfect score because they forget to get the name and number BUT I think they trained before that part was really emphasized. Maybe send them donuts and a congrats card? 

Ok Alyssa  can you please send them donuts for an almost perfect secret shop 

thanks Alyssa you can say something like

" perfect secret shop! keep it up! Sugar is okay as long as you floss- medstar media" 

( if it's sugar haha) 

Hi whitney.zelig@gmail.com  just following up on this one, has it been sent to the client? Can I close out the task? Thx :)