began 5/10

Hi Vania - here is the secret shop report & email draft for Thrive. Please let me know if you need anything more from me on this one. TY :) 

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 Morpheus8.  

Here is the recorded call: 

https://drive.google.com/file/d/1jl1EA1fzroljG0pdTJ2n2Rr7WURjfh7m/view?usp=share_link 

 

We received 3 texts from you but unfortunately, we did not receive any phone calls. 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 a direct phone call. 

The salesperson that answered our call was professional, friendly, and knowledgeable. We suggest requesting the caller's contact information at the beginning of the call for follow-up purposes. 

We recommend setting up a Front Desk Training so we can help you put in place a follow-up protocol where you are contacting leads 3x in the first week. It will help the overall customer acquisition of your business! 

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

Jessica  can you check with their CSM if we can send or if they want to?

Nicol  hey girl! This secret shop is done. Did you wanna go ahead and send to them? I already uploaded into their Docs and Files. Thanks girl!

Thank you for tagging me Jessica , I hadn't seen that this was done!

Elizabeth  am I ok to close this task?