Elizabeth I cant send this secret shop yet. The client has automatic texts set up and they are live and outgoing. Also, I don't see you in their texting app or leadsheet. Which form did you fill out? You entered the lead name as Elizabeth Ruffa correct?
We may have a pop-up or gravity form that isn't linked. We'll have to fix the issue and repeat the shop. 
Also, the part relating to setting up an appt then no-showing isn't a part of the shop protocol anymore is it?

Vania  
I entered it on the website form, using Elizabeth Ruffa. 
Let me know if we need to repeat. 
I put the follow up for this secret shop on the the form/email draft as it was one that was in the pipeline before I was instructed we are no longer doing that as part of the shop protocol. I can rewrite without it in there if needed. Let me know what I can do. Thanks.

Elizabeth  can you take a screenshot of exactly which form it was?

and yes please rewrite without the appt no show part. Thanks!!!

Hi Vania  here is the screen shot requested. It was the form in the blue box you see below. I will rewrite and resubmit here when finished. Thanks.

Screen Shot 2022-01-18 at 2.36.30 PM.png 2.74 MB • Download

Hi Vania here is the updated report and email draft. Please let me know if there is anything else I can do.

EMAIL DRAFT: 
Hi Team,

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

We inputted a lead & place a recorded call to the front desk inquiring about CoolSculpting. 

Here is the call recording: https://watch.screencastify.com/v/OLaT2GpmFaRXd9wF7a5y  

We didn’t receive any phone calls or texts from you. 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. If leads are not called or communicated via text potential patients will look into another spa. 

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

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

When we initiated our recorded call the aesthetician that answered was friendly and knowledgeable. This is great!

SECRET SHOPPER Report - The Studio Med Spa.pdf 105 KB • Download

Elizabeth  I have Isaac checking the form and how its connected. I'll let you know when I have more info and we can redo the shop then if need be. Thanks!

Isaac here are more details regarding the shop for The Studio Medspa. Elizabeth  Isaac tested that form and his info went through to the leadsheet and app. What name, phone, and email did you use when submitting the lead? We want to keep checking for it.

Vania Hi Vania, I used Elizabeth Ruffa, 5707301982, eruffa87@gmail.com
Would you like me to try it again? 

Hi Elizabeth - How are you? Yes, pls try again.
https://thestudiomedspa.com/coolsculpting/

Hi Isaac ,
I entered my information again and immediately received a text message.
Not sure what happened the first time Vania , would you like me to go through and follow up with text engagement as well? 

Elizabeth  me neither but that's why these shops are so important to be able to check check and double check. Yes, please restart shop. Thanks!