Basecamp Export

Amy Van Deusen

Hi

Hector

I need access to this client sheet when you have a moment. Thank you!

Mar 11, 2021 at 5:14 PM Notified 2 people

Hector Mota, Operations Manager

Amy

you now have access to this client's spreadsheet.

Mar 11, 2021 at 7:52 PM Notified 2 people

Amy Van Deusen

Website - https://shilohmedicalclinic.com/coolsculpting/
Confirm - https://shilohmedicalclinic.com/c/coolsculpting/
Date: 3/23/21
Time: 11:33 AM (EST)
Name - Chelsea Kaiser
Email - chelsea.kaiser@yahoo.com
Phone - 860-670-5468
Message - I heard about Coolsculpting recently through a friend of mine. I'm looking to freeze off the fat on my love handles.

Hey

whitney.zelig@gmail.com

Hector

This lead has been submitted. Hector, can you please verify that they received the lead? No e-mails, texts, or phone calls so far but I will continue to update the client sheet as contact attempts occur.

Mar 23, 2021 at 3:38 PM Notified 2 people

Hector Mota, Operations Manager

Amy

Here's the proof of the lead populating on their leadsheet.

whitney.zelig@gmail.com

and Amy,
Their leadsheet says that they texted and emailed you.

image.png 13.9 KB • Download

image.png 146 KB • Download

Mar 23, 2021 at 7:15 PM Notified 2 people

Amy Van Deusen

Yes, they sent me one personal e-mail at 1:40 PM (EST) and they texted me immediately at 11:33 AM (EST) so I'm assuming they have Highlevel. They also sent a personal text as well at 11:56 AM (EST). They have not called yet, though.

Mar 23, 2021 at 7:19 PM Notified 2 people

Hector Mota, Operations Manager

Okay, I mentioned that because in your initial comment you said they had not contacted you. Wanted to make sure they were not lying,
Thank you.

Mar 23, 2021 at 8:21 PM Notified 2 people

Amy Van Deusen

Hey

whitney.zelig@gmail.com

Hector

This client sent one personal e-mail the same day at 1:40 PM (EST). They texted me immediately the same day at 11:33 AM (EST) and also sent a personal text the same day at 11:56 AM (EST). However, they didn't call until 2 days after receiving the lead. They also never sent any follow-up e-mails or made any follow-up calls. Should I begin writing the report for this client?

Mar 30, 2021 at 2:26 PM Notified 2 people

Hector Mota, Operations Manager

Hello

Amy

Good afternoon.
Thank you for the breakdown of what transpired.
We have never sent out a Secret shopper report to this client so it would be good to send one to them.
Please do prepare one and then post here so I can review it and fwd it to them after I edit it.
Thank you for the nice work!

Mar 30, 2021 at 7:28 PM Notified 2 people

Amy Van Deusen

Hi

whitney.zelig@gmail.com

Hector

Here is the secret shop report for Shiloh. I have also attached a screenshot of the only e-mail they sent (two hours after receiving the lead). I think it would be beneficial to offer them our e-mail services.

Hector

I don't know if you want to add something about the e-mail in the report or if Whitney would rather just talk to them about it.

Shiloh Medical Clinic - Secret Shopper Leads Test Report - 3/23/21

Overall Analysis: Adjustments are needed

Date of test – 3/23/21

Lead entered: 11:33 AM (EST)

Spa Response Time:

Phone call: Yes, two days later - 3/25/21 at 1:31 PM (EST)

Voicemail: Yes, two days later - 3/25/21 at 1:31 PM (EST)

Text Message: Yes, the same day - 3/23/21 at 11:33 AM (EST) and 3/23/21 at 11:56 AM (EST)

E-mail: Yes, the same day - 3/23/21 at 1:40 PM (EST)

Problems with form/button: None.

Follow-up Phone call: None.

Follow-up E-mail: None.

Follow-up Text Message: None.

Areas that need improvement: No follow-up texts. The first phone call was made two days after receiving the lead. No follow-up phone calls. No follow-up e-mails.

Insight Summary – The staff at Shiloh Medical Clinic responded to the lead by sending a text message immediately after receiving the lead. A second text message was sent about 30 minutes after the lead was entered. One personal e-mail was sent the same day as well. One phone call was made and one voicemail was left two days later. No follow-up phone calls were made. No follow-up texts or e-mails were sent. This requires adjustments.

Details about lead:

Shiloh Medical Clinic - Secret Shopper Leads Test – CoolSculpting

Website - https://shilohmedicalclinic.com/coolsculpting/

Confirm - https://shilohmedicalclinic.com/c/coolsculpting/

Date: 3/23/21

Time: 11:33 AM (EST)

Name - Chelsea Kaiser

Email - chelsea.kaiser@yahoo.com

Phone - 860-670-5468

Recommendations for the staff at Shiloh Medical Clinic:

The staff at Shiloh Medical Clinic sent a welcoming text message immediately, which is very beneficial because it lets the client know that their request has been received. It also helps create an additional channel of communication between the spa and a potential client. A second text was sent about 30 minutes after receiving the lead from the potential client. However, a follow-up text was never sent. We recommend sending a follow-up text the day after the lead is received, as well as the following day if you still have not heard back from the lead.
The team at Shiloh Medical Clinic sent out one personal e-mail to the lead on the same day, about two hours after receiving the lead. No follow-up e-mails were sent. Statistics show that sending welcoming and follow-up e-mails provide greater ROI results when it comes to leads. E-mails also aid in initiating and building a line of communication between the lead and the client.

One phone call was made and one voicemail was left. However, the phone call was made and voicemail was left two days after receiving the lead from the potential client. We highly recommend that leads should be contacted by a direct phone call as soon as possible or within 24 hours of receiving the lead. Additionally, no follow-up phone calls were made. We recommend that the potential client is contacted again by phone on the following day. Then, we recommend repeating this process a week later if there’s no response from the lead.