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

surface medical/ della chaie

Assigned to
Elizabeth Ruffa Elizabeth R.
Due on
Notes
Elizabeth Ruffa Elizabeth new client. date is the day the shop should start.
CoolSculpting Elite please https://surfacemedicalesthetics.com/coolsculpting/

Comments & Events

Vania J rescheduled this to-do
Was
Now
Elizabeth Ruffa
Hi Vania J, Medstar Vania here is the secret shop report and email draft for this one. Please let me know if you need anything more from me. Thx!

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 Coolsculpting.  
Here is the recorded call: 
 
We received 1 phone call and 3 texts 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 with direct phone calls.
 
We attempted to place recorded calls on three separate dates before we were able to reach someone. The salesperson that answered our 4th call was friendly and knowledgeable. She built a connection with the caller and excitement around the treatment. This is great! When answering pricing questions, we recommend quoting the cost of the lowest-priced applicator and then mentioning that an accurate price will be provided during the consultation. 
 
We highly recommend that you schedule a Front Desk Training. Please schedule a call here: http://calendly.com/Vania-medstar/front-desk
Elizabeth Ruffa
Ivonne Ackerman, Medstar Ivonne  
Vania J, Medstar
Elizabeth Ruffa Elizabeth  hey girl hey....just realized the client name is spelled wrong. is DELLE not della. BC3 has it wrong
Elizabeth Ruffa fixing rn
Elizabeth Ruffa fixed.👍
Elizabeth Ruffa
Hey Vania J, Medstar Vania  just checking in on this one... Can I close it out? 
Vania J, Medstar
Sydney Metz, Client Success Manager  Sydney do you want to draft an email sending this from whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  's email please and thanks
Sydney Metz, Client Success Manager
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  This email is ready to go in your drafts!
Elizabeth Ruffa
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Just following up on this one, has it been sent to the client? Can I close this task out? Thx
whitney.zelig@gmail.com, Medstar sent!
whitney.zelig@gmail.com, Medstar
whitney.zelig@gmail.com completed this to-do.