Sight Of Beauty

https://www.sightofbeauty.com/ We are doing Website revision, Digital marketing set up & Digital marketing services

CALL RAIL REPORT

Assigned to
Lisa Harp, Medstar Lisa H.
Notes
This is probably not what your wanting but I haven't seen any of Hector's work yet so hopefully it will evolve into what you want when I figure this all this out.

Comments & Events

whitney.zelig@gmail.com, Medstar
Lisa Harp, Medstar Lisa  
Lisa Harp, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  
whitney.zelig@gmail.com, Medstar
Hi Lisa Harp, Medstar Lisa  
whitney.zelig@gmail.com, Medstar
Hector Mota, Operations Manager at Medstar Hector   can you tag lisa in a report as an example or drop one here?
Lisa Harp, Medstar
Lisa Harp completed this to-do.
Hector Mota, Operations Manager at Medstar
Lisa Harp, Medstar Lisa  
Can you please post a copy of the report here?
That way, I can take a look at it and provide some insights. Second, it helps keep better track of them if we ever need to look back to them for anything. 
Thanks 
Lisa Harp, Medstar
Not sure if this is to cut and dry. 

Quarterly CallRail Report Summary: Jan 2020

Areas of Concern for Sight of Beauty
Salon side answering for Spa/Spa not available to answer phones. 
Why their spa is unique. 
What their spa can offer them in services that relate to callers needs. 
Spas specials and promotions especially to new potential clients.
Describing to the caller how the procedure will be performed and their safety practices. 
What the caller needs to do to prepare for the procedure. 
Allowing caller to hang up before setting a consultation.  
Hector Mota, Operations Manager at Medstar
Lisa Harp, Medstar Lisa
I read your notes on one of the calls you monitored for this client that the caller hung up for being kept on hold for too long by the agent. These are generally the types of mistakes we look for to bring to the client and agent's attention. I relish the day I find those. :)

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com and Chris Zelig, Medstar Chris  
Not sure if the report she has outlined is sufficient enough for you to send to client. Please let me know if you want to send them this along with mine. Or if you would like me to use Lisa's notes and update my report and combine them? Since she has listened to the calls, I can do this quickly. 
Thanks Lisa. 
Chris Zelig, Medstar
Hector Mota, Operations Manager at Medstar Hector
Yes combine lets provide a comprehensive report and lets come up with a template in the future so our team knows what to mention and our clients can easily understand whats going on.

Lisa Harp, Medstar Lisa  - nice job. Thank you 
whitney.zelig@gmail.com, Medstar
Team. Let’s keep it very simple - almost like an infographic . Because these doctors do not have time to thoroughly read these reports. And when we get more clients - Lisa won’t have enough time to do super detailed reports .  So keep it simple. Easy to read. 
Hector Mota, Operations Manager at Medstar
Lisa Harp, Medstar Lisa looking at you report and on the area below, you did not provide or check off the relevant answers.
Also, please use the (Appointment - Good) tag. This is when an appointment is set by the agents. You also need to use the Missed Call tag. These allow the client and us to see how many appointments were set and the amount of missed calls. Thanks. 
Chris Zelig, Medstar
This is looking good.